CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,008 shares; 2024Q4: 21,413 shares; 2025Q1: 24,592 shares; 2025Q2: 24,566 shares; 2025Q3: 24,332 shares; 2025Q4: 18,768 shares 18,768 $1.67M 0.02% -5,564 Timeline APAM ARTISAN PARTNERS ASSET MGMT More: the full row for ARTISAN PARTNERS ASSET MGMT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,056 shares; 2024Q4: 49,061 shares; 2025Q1: 46,926 shares; 2025Q2: 43,708 shares; 2025Q3: 43,843 shares; 2025Q4: 40,869 shares 40,869 $1.67M 0.02% -2,974 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,817 shares; 2024Q4: 5,201 shares; 2025Q1: 5,118 shares; 2025Q2: 4,991 shares; 2025Q3: 5,174 shares; 2025Q4: 7,854 shares 7,854 $1.66M 0.02% +2,680 Timeline NCNO NCINO INC More: the full row for NCINO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 30,387 shares; 2025Q3: not reported; 2025Q4: 64,407 shares 64,407 $1.65M 0.02% new Timeline AYI ACUITY INC More: the full row for ACUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,650 shares; 2024Q4: 3,226 shares; 2025Q1: 3,641 shares; 2025Q2: 3,384 shares; 2025Q3: 3,997 shares; 2025Q4: 4,584 shares 4,584 $1.65M 0.02% +587 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,809 shares; 2024Q4: 3,809 shares; 2025Q1: 4,509 shares; 2025Q2: 2,850 shares; 2025Q3: 4,303 shares; 2025Q4: 22,917 shares 22,917 $1.64M 0.02% +18,614 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 428 shares; 2024Q4: 498 shares; 2025Q1: 482 shares; 2025Q2: 455 shares; 2025Q3: 660 shares; 2025Q4: 1,230 shares 1,230 $1.64M 0.02% +570 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 32,762 shares; 2025Q1: not reported; 2025Q2: 3,907 shares; 2025Q3: 10,395 shares; 2025Q4: 14,387 shares 14,387 $1.63M 0.02% +3,992 Timeline EXPO EXPONENT INC More: the full row for EXPONENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,921 shares; 2024Q4: 30,423 shares; 2025Q1: 34,318 shares; 2025Q2: 33,789 shares; 2025Q3: 32,042 shares; 2025Q4: 23,384 shares 23,384 $1.62M 0.02% -8,658 Timeline QGRO AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,469 shares; 2024Q4: 2,855 shares; 2025Q1: 8,708 shares; 2025Q2: 14,001 shares; 2025Q3: 13,932 shares; 2025Q4: 14,179 shares 14,179 $1.62M 0.02% +247 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,707 shares; 2024Q4: 4,650 shares; 2025Q1: 4,599 shares; 2025Q2: 4,084 shares; 2025Q3: 4,031 shares; 2025Q4: 4,346 shares 4,346 $1.62M 0.02% +315 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,982 shares; 2024Q4: 2,968 shares; 2025Q1: 3,347 shares; 2025Q2: 3,603 shares; 2025Q3: 3,973 shares; 2025Q4: 5,539 shares 5,539 $1.6M 0.02% +1,566 Timeline PFLT PENNANTPARK FLOATING RATE CA More: the full row for PENNANTPARK FLOATING RATE CA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 286,672 shares; 2024Q4: 288,372 shares; 2025Q1: 286,124 shares; 2025Q2: 295,639 shares; 2025Q3: 271,146 shares; 2025Q4: 171,744 shares 171,744 $1.59M 0.02% -99,402 Timeline JXN JACKSON FINANCIAL INC More: the full row for JACKSON FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,635 shares; 2025Q1: 4,286 shares; 2025Q2: 12,428 shares; 2025Q3: 13,973 shares; 2025Q4: 14,856 shares 14,856 $1.58M 0.02% +883 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,640 shares; 2024Q4: 7,530 shares; 2025Q1: 7,842 shares; 2025Q2: 7,435 shares; 2025Q3: 9,363 shares; 2025Q4: 9,336 shares 9,336 $1.58M 0.02% -27 Timeline GXC SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,246 shares 16,246 $1.57M 0.02% new Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 21,165 shares; 2025Q2: 31,123 shares; 2025Q3: 35,139 shares; 2025Q4: 51,423 shares 51,423 $1.57M 0.02% +16,284 Timeline USFD US FOODS HLDG CORP More: the full row for US FOODS HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,115 shares; 2024Q4: 22,689 shares; 2025Q1: 20,264 shares; 2025Q2: 19,985 shares; 2025Q3: 19,811 shares; 2025Q4: 20,751 shares 20,751 $1.56M 0.02% +940 Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 145,700 shares; 2025Q4: 145,399 shares 145,399 $1.56M 0.02% -301 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,801 shares; 2025Q3: 9,546 shares; 2025Q4: 17,634 shares 17,634 $1.54M 0.02% +8,088 Timeline NXTG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,026 shares; 2024Q4: 13,850 shares; 2025Q1: 14,423 shares; 2025Q2: 14,305 shares; 2025Q3: 14,276 shares; 2025Q4: 14,257 shares 14,257 $1.54M 0.02% -19 Timeline PEGA PEGASYSTEMS INC More: the full row for PEGASYSTEMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,193 shares; 2025Q2: 18,315 shares; 2025Q3: 22,320 shares; 2025Q4: 25,672 shares 25,672 $1.53M 0.02% +3,352 Timeline DT DYNATRACE INC More: the full row for DYNATRACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,533 shares; 2024Q4: 8,377 shares; 2025Q1: 5,246 shares; 2025Q2: 38,974 shares; 2025Q3: 57,244 shares; 2025Q4: 35,304 shares 35,304 $1.53M 0.02% -21,940 Timeline APA APA CORPORATION More: the full row for APA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 26,315 shares; 2025Q4: 61,939 shares 61,939 $1.52M 0.02% +35,624 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,508 shares; 2024Q4: 4,716 shares; 2025Q1: 4,563 shares; 2025Q2: 3,403 shares; 2025Q3: 6,450 shares; 2025Q4: 9,298 shares 9,298 $1.51M 0.02% +2,848 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 19,600 shares; 2025Q1: 23,994 shares; 2025Q2: 27,677 shares; 2025Q3: 34,008 shares; 2025Q4: 38,055 shares 38,055 $1.51M 0.02% +4,047 Timeline QLYS QUALYS INC More: the full row for QUALYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,909 shares; 2024Q4: 4,912 shares; 2025Q1: 4,998 shares; 2025Q2: 11,953 shares; 2025Q3: 10,493 shares; 2025Q4: 11,286 shares 11,286 $1.5M 0.02% +793 Timeline SLRC SLR INVESTMENT CORP More: the full row for SLR INVESTMENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 131,069 shares; 2024Q4: 126,851 shares; 2025Q1: 91,795 shares; 2025Q2: 95,574 shares; 2025Q3: 95,574 shares; 2025Q4: 96,455 shares 96,455 $1.49M 0.02% +881 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,684 shares; 2024Q4: 30,314 shares; 2025Q1: 28,567 shares; 2025Q2: 24,216 shares; 2025Q3: 18,271 shares; 2025Q4: 26,449 shares 26,449 $1.49M 0.02% +8,178 Timeline DECK DECKERS OUTDOOR CORP More: the full row for DECKERS OUTDOOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 183,582 shares; 2024Q4: 190,140 shares; 2025Q1: 28,598 shares; 2025Q2: 19,763 shares; 2025Q3: 20,449 shares; 2025Q4: 14,375 shares 14,375 $1.49M 0.02% -6,074 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,118 shares; 2024Q4: 15,199 shares; 2025Q1: 14,484 shares; 2025Q2: 10,302 shares; 2025Q3: 8,844 shares; 2025Q4: 11,541 shares 11,541 $1.49M 0.02% +2,697 Timeline BUD ANHEUSER BUSCH INBEV SA NV More: the full row for ANHEUSER BUSCH INBEV SA NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,864 shares; 2024Q4: 21,482 shares; 2025Q1: 21,380 shares; 2025Q2: 17,162 shares; 2025Q3: 20,575 shares; 2025Q4: 23,149 shares 23,149 $1.48M 0.02% +2,574 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,208 shares; 2024Q4: 18,689 shares; 2025Q1: 18,866 shares; 2025Q2: 19,307 shares; 2025Q3: 19,683 shares; 2025Q4: 40,598 shares 40,598 $1.47M 0.02% +20,915 Timeline YEXT YEXT INC More: the full row for YEXT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 180,948 shares 180,948 $1.46M 0.02% new Timeline FTA FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,392 shares; 2024Q4: 26,422 shares; 2025Q1: 17,508 shares; 2025Q2: 17,144 shares; 2025Q3: 17,162 shares; 2025Q4: 16,792 shares 16,792 $1.45M 0.02% -370 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 723 shares; 2025Q4: 3,467 shares 3,467 $1.43M 0.02% +2,744 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,823 shares; 2024Q4: 3,289 shares; 2025Q1: 3,500 shares; 2025Q2: 2,938 shares; 2025Q3: 3,119 shares; 2025Q4: 3,675 shares 3,675 $1.43M 0.02% +556 Timeline XNEAX NUVEEN AMT FREE QLTY MUN INC More: the full row for NUVEEN AMT FREE QLTY MUN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,050 shares; 2024Q4: 109,250 shares; 2025Q1: 155,170 shares; 2025Q2: 93,300 shares; 2025Q3: 101,300 shares; 2025Q4: 122,400 shares 122,400 $1.42M 0.02% +21,100 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,756 shares; 2024Q4: 22,444 shares; 2025Q1: 23,264 shares; 2025Q2: 24,915 shares; 2025Q3: 17,508 shares; 2025Q4: 19,307 shares 19,307 $1.42M 0.02% +1,799 Timeline ACWV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,590 shares; 2024Q4: 13,266 shares; 2025Q1: 13,266 shares; 2025Q2: 12,763 shares; 2025Q3: 12,763 shares; 2025Q4: 11,963 shares 11,963 $1.42M 0.02% -800 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,352 shares; 2024Q4: 33,186 shares; 2025Q1: 30,556 shares; 2025Q2: 33,809 shares; 2025Q3: 38,729 shares; 2025Q4: 40,550 shares 40,550 $1.42M 0.02% +1,821 Timeline SE SEA LTD More: the full row for SEA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,912 shares; 2024Q4: 6,134 shares; 2025Q1: 6,063 shares; 2025Q2: 6,123 shares; 2025Q3: 9,161 shares; 2025Q4: 11,102 shares 11,102 $1.42M 0.02% +1,941 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,661 shares; 2024Q4: 6,661 shares; 2025Q1: 8,161 shares; 2025Q2: 8,890 shares; 2025Q3: 9,515 shares; 2025Q4: 10,686 shares 10,686 $1.41M 0.02% +1,171 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,301 shares; 2024Q4: 18,365 shares; 2025Q1: 27,061 shares; 2025Q2: 27,647 shares; 2025Q3: 28,719 shares; 2025Q4: 29,369 shares 29,369 $1.4M 0.02% +650 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,861 shares; 2024Q4: 13,288 shares; 2025Q1: 13,200 shares; 2025Q2: 14,203 shares; 2025Q3: 14,118 shares; 2025Q4: 14,080 shares 14,080 $1.4M 0.02% -38 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,257 shares; 2025Q1: 7,820 shares; 2025Q2: 13,121 shares; 2025Q3: 32,964 shares; 2025Q4: 36,634 shares 36,634 $1.4M 0.02% +3,670 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,556 shares; 2024Q4: 15,756 shares; 2025Q1: 36,020 shares; 2025Q2: 39,808 shares; 2025Q3: 39,608 shares; 2025Q4: 43,297 shares 43,297 $1.39M 0.02% +3,689 Timeline AFLG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 23,833 shares; 2025Q2: 36,120 shares; 2025Q3: 36,123 shares; 2025Q4: 35,362 shares 35,362 $1.38M 0.02% -761 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,370 shares; 2024Q4: 26,443 shares; 2025Q1: 26,515 shares; 2025Q2: 20,953 shares; 2025Q3: 19,421 shares; 2025Q4: 25,582 shares 25,582 $1.38M 0.02% +6,161 Timeline 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,400 shares; 2025Q3: 10,400 shares; 2025Q4: 10,452 shares 10,452 $1.38M 0.02% +52 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,499 shares; 2024Q4: 5,339 shares; 2025Q1: 5,606 shares; 2025Q2: 5,366 shares; 2025Q3: 5,380 shares; 2025Q4: 8,558 shares 8,558 $1.38M 0.02% +3,178 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,460 shares; 2024Q4: 1,059 shares; 2025Q1: 1,659 shares; 2025Q2: 1,770 shares; 2025Q3: 1,866 shares; 2025Q4: 2,267 shares 2,267 $1.37M 0.02% +401 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,972 shares; 2024Q4: 3,972 shares; 2025Q1: 3,887 shares; 2025Q2: 4,937 shares; 2025Q3: 4,937 shares; 2025Q4: 4,944 shares 4,944 $1.37M 0.02% +7 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,454 shares; 2025Q1: 5,300 shares; 2025Q2: 4,666 shares; 2025Q3: 6,202 shares; 2025Q4: 15,888 shares 15,888 $1.36M 0.02% +9,686 Timeline NEU NEWMARKET CORP More: the full row for NEWMARKET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,011 shares; 2025Q1: 1,144 shares; 2025Q2: 1,288 shares; 2025Q3: 1,729 shares; 2025Q4: 1,968 shares 1,968 $1.35M 0.02% +239 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,821 shares; 2024Q4: 26,821 shares; 2025Q1: 27,226 shares; 2025Q2: 26,821 shares; 2025Q3: 23,016 shares; 2025Q4: 23,237 shares 23,237 $1.35M 0.02% +221 Timeline AVB AVALONBAY CMNTYS INC More: the full row for AVALONBAY CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,025 shares; 2024Q4: 2,271 shares; 2025Q1: 3,482 shares; 2025Q2: 5,418 shares; 2025Q3: 8,429 shares; 2025Q4: 7,356 shares 7,356 $1.33M 0.02% -1,073 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,797 shares; 2024Q4: 5,953 shares; 2025Q1: 4,995 shares; 2025Q2: 4,821 shares; 2025Q3: 5,966 shares; 2025Q4: 11,374 shares 11,374 $1.33M 0.02% +5,408 Timeline INGR INGREDION INC More: the full row for INGREDION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 124,143 shares; 2024Q4: 148,695 shares; 2025Q1: 156,836 shares; 2025Q2: 167,389 shares; 2025Q3: 177,206 shares; 2025Q4: 12,007 shares 12,007 $1.32M 0.01% -165,199 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,279 shares; 2024Q4: 7,939 shares; 2025Q1: 7,602 shares; 2025Q2: 8,555 shares; 2025Q3: 10,603 shares; 2025Q4: 12,473 shares 12,473 $1.32M 0.01% +1,870 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,501 shares; 2024Q4: 4,728 shares; 2025Q1: 3,805 shares; 2025Q2: 3,538 shares; 2025Q3: 4,653 shares; 2025Q4: 11,924 shares 11,924 $1.31M 0.01% +7,271 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 36,259 shares; 2025Q1: 27,046 shares; 2025Q2: 26,367 shares; 2025Q3: 27,488 shares; 2025Q4: 27,437 shares 27,437 $1.31M 0.01% -51 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 866 shares; 2025Q3: 1,146 shares; 2025Q4: 3,096 shares 3,096 $1.31M 0.01% +1,950 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,948 shares; 2024Q4: 5,611 shares; 2025Q1: 5,860 shares; 2025Q2: 5,947 shares; 2025Q3: 5,772 shares; 2025Q4: 6,237 shares 6,237 $1.3M 0.01% +465 Timeline STHO STAR HLDGS More: the full row for STAR HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 120,929 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 29,733 shares; 2025Q4: 156,821 shares 156,821 $1.29M 0.01% +127,088 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,701 shares; 2024Q4: 15,701 shares; 2025Q1: 15,701 shares; 2025Q2: 15,701 shares; 2025Q3: 15,701 shares; 2025Q4: 15,701 shares 15,701 $1.29M 0.01% 0 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,482 shares; 2025Q3: 11,121 shares; 2025Q4: 12,833 shares 12,833 $1.29M 0.01% +1,712 Timeline ING ING GROEP N.V. More: the full row for ING GROEP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,116 shares; 2024Q4: 42,233 shares; 2025Q1: 41,897 shares; 2025Q2: 45,226 shares; 2025Q3: 38,021 shares; 2025Q4: 45,733 shares 45,733 $1.28M 0.01% +7,712 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,465 shares; 2025Q1: 3,877 shares; 2025Q2: 5,098 shares; 2025Q3: 6,121 shares; 2025Q4: 7,660 shares 7,660 $1.27M 0.01% +1,539 Timeline QTEC FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,712 shares; 2024Q4: 4,242 shares; 2025Q1: 5,922 shares; 2025Q2: 5,606 shares; 2025Q3: 5,615 shares; 2025Q4: 5,478 shares 5,478 $1.26M 0.01% -137 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,998 shares; 2025Q1: 6,323 shares; 2025Q2: 5,137 shares; 2025Q3: 3,726 shares; 2025Q4: 9,109 shares 9,109 $1.25M 0.01% +5,383 Timeline EXEL EXELIXIS INC More: the full row for EXELIXIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,399 shares; 2025Q1: 11,578 shares; 2025Q2: 20,694 shares; 2025Q3: 25,439 shares; 2025Q4: 28,275 shares 28,275 $1.24M 0.01% +2,836 Timeline CVSA COVISTA INC More: the full row for COVISTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,726 shares; 2025Q1: 4,364 shares; 2025Q2: 5,006 shares; 2025Q3: 6,093 shares; 2025Q4: 11,883 shares 11,883 $1.23M 0.01% +5,790 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,165 shares; 2024Q4: 10,206 shares; 2025Q1: 13,727 shares; 2025Q2: 13,823 shares; 2025Q3: 14,293 shares; 2025Q4: 28,577 shares 28,577 $1.22M 0.01% +14,284 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,276 shares; 2024Q4: 12,991 shares; 2025Q1: 13,724 shares; 2025Q2: 13,288 shares; 2025Q3: 13,446 shares; 2025Q4: 16,559 shares 16,559 $1.22M 0.01% +3,113 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,418 shares; 2024Q4: 20,948 shares; 2025Q1: 21,413 shares; 2025Q2: 17,437 shares; 2025Q3: 30,611 shares; 2025Q4: 24,188 shares 24,188 $1.22M 0.01% -6,423 Timeline ETHA ISHARES ETHEREUM TR More: the full row for ISHARES ETHEREUM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,855 shares; 2025Q3: 52,638 shares; 2025Q4: 54,175 shares 54,175 $1.22M 0.01% +1,537 Timeline DOCU DOCUSIGN INC More: the full row for DOCUSIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,837 shares; 2024Q4: 10,883 shares; 2025Q1: 10,309 shares; 2025Q2: 10,631 shares; 2025Q3: 12,114 shares; 2025Q4: 17,622 shares 17,622 $1.21M 0.01% +5,508 Timeline CRUS CIRRUS LOGIC INC More: the full row for CIRRUS LOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,126 shares; 2025Q3: 8,309 shares; 2025Q4: 10,118 shares 10,118 $1.2M 0.01% +1,809 Timeline EEMA ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,103 shares; 2024Q4: 13,469 shares; 2025Q1: 13,863 shares; 2025Q2: 14,967 shares; 2025Q3: 14,967 shares; 2025Q4: 12,747 shares 12,747 $1.2M 0.01% -2,220 Timeline CVNA CARVANA CO More: the full row for CARVANA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,184 shares; 2025Q3: 1,740 shares; 2025Q4: 2,829 shares 2,829 $1.19M 0.01% +1,089 Timeline ORI OLD REP INTL CORP More: the full row for OLD REP INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,156 shares; 2025Q2: 17,761 shares; 2025Q3: 20,326 shares; 2025Q4: 25,965 shares 25,965 $1.19M 0.01% +5,639 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 30,082 shares; 2025Q3: 29,202 shares; 2025Q4: 30,028 shares 30,028 $1.18M 0.01% +826 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19,109 shares; 2025Q4: 24,715 shares 24,715 $1.16M 0.01% +5,606 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,457 shares; 2024Q4: 6,741 shares; 2025Q1: 9,588 shares; 2025Q2: 10,811 shares; 2025Q3: 12,753 shares; 2025Q4: 17,928 shares 17,928 $1.14M 0.01% +5,175 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,716 shares; 2024Q4: 7,819 shares; 2025Q1: 8,948 shares; 2025Q2: 8,044 shares; 2025Q3: 12,439 shares; 2025Q4: 14,736 shares 14,736 $1.14M 0.01% +2,297 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,892 shares; 2024Q4: 10,283 shares; 2025Q1: 10,668 shares; 2025Q2: 10,565 shares; 2025Q3: 10,408 shares; 2025Q4: 10,408 shares 10,408 $1.14M 0.01% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,456 shares; 2024Q4: 7,819 shares; 2025Q1: 11,682 shares; 2025Q2: 11,422 shares; 2025Q3: 11,884 shares; 2025Q4: 13,702 shares 13,702 $1.14M 0.01% +1,818 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,681 shares; 2025Q1: 4,139 shares; 2025Q2: 10,923 shares; 2025Q3: 13,253 shares; 2025Q4: 14,823 shares 14,823 $1.13M 0.01% +1,570 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,338 shares; 2024Q4: 8,728 shares; 2025Q1: 9,269 shares; 2025Q2: 12,619 shares; 2025Q3: 20,287 shares; 2025Q4: 21,422 shares 21,422 $1.13M 0.01% +1,135 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,707 shares; 2025Q1: 15,315 shares; 2025Q2: 17,542 shares; 2025Q3: 21,779 shares; 2025Q4: 24,364 shares 24,364 $1.13M 0.01% +2,585 Timeline NU NU HLDGS LTD More: the full row for NU HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,548 shares; 2024Q4: 71,238 shares; 2025Q1: 64,030 shares; 2025Q2: 64,381 shares; 2025Q3: 66,410 shares; 2025Q4: 67,298 shares 67,298 $1.13M 0.01% +888 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,732 shares; 2024Q4: 8,732 shares; 2025Q1: 8,341 shares; 2025Q2: 9,892 shares; 2025Q3: 12,282 shares; 2025Q4: 12,288 shares 12,288 $1.12M 0.01% +6 Timeline CTRA COTERRA ENERGY INC More: the full row for COTERRA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,693 shares; 2025Q1: 13,020 shares; 2025Q2: 21,218 shares; 2025Q3: 33,121 shares; 2025Q4: 42,611 shares 42,611 $1.12M 0.01% +9,490 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,548 shares; 2025Q3: 41,117 shares; 2025Q4: 45,108 shares 45,108 $1.12M 0.01% +3,991 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,644 shares; 2024Q4: 15,198 shares; 2025Q1: 15,075 shares; 2025Q2: 14,354 shares; 2025Q3: 23,508 shares; 2025Q4: 24,213 shares 24,213 $1.11M 0.01% +705 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,462 shares; 2024Q4: 9,451 shares; 2025Q1: 5,704 shares; 2025Q2: 5,618 shares; 2025Q3: 4,182 shares; 2025Q4: 4,124 shares 4,124 $1.11M 0.01% -58 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86,800 shares; 2024Q4: 86,800 shares; 2025Q1: 86,800 shares; 2025Q2: 86,800 shares; 2025Q3: 86,800 shares; 2025Q4: 86,800 shares 86,800 $1.11M 0.01% 0 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,104 shares; 2024Q4: 8,104 shares; 2025Q1: 8,749 shares; 2025Q2: 9,176 shares; 2025Q3: 8,841 shares; 2025Q4: 13,164 shares 13,164 $1.1M 0.01% +4,323 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,951 shares; 2024Q4: 52,754 shares; 2025Q1: 51,274 shares; 2025Q2: 52,746 shares; 2025Q3: 52,873 shares; 2025Q4: 51,903 shares 51,903 $1.1M 0.01% -970 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,397 shares; 2024Q4: 4,404 shares; 2025Q1: 4,268 shares; 2025Q2: 4,434 shares; 2025Q3: 4,433 shares; 2025Q4: 4,901 shares 4,901 $1.09M 0.01% +468 Timeline PTON PELOTON INTERACTIVE INC More: the full row for PELOTON INTERACTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 176,421 shares 176,421 $1.09M 0.01% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,610 shares; 2025Q1: 16,618 shares; 2025Q2: 19,065 shares; 2025Q3: 23,627 shares; 2025Q4: 26,616 shares 26,616 $1.09M 0.01% +2,989 Timeline KTOS KRATOS DEFENSE & SEC SOLUTIO More: the full row for KRATOS DEFENSE & SEC SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 24,835 shares; 2025Q3: 13,816 shares; 2025Q4: 14,285 shares 14,285 $1.08M 0.01% +469 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,577 shares; 2024Q4: 3,840 shares; 2025Q1: 3,599 shares; 2025Q2: 3,779 shares; 2025Q3: 3,714 shares; 2025Q4: 7,164 shares 7,164 $1.08M 0.01% +3,450 Timeline JSMD JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,747 shares; 2024Q4: 14,746 shares; 2025Q1: 14,083 shares; 2025Q2: 13,583 shares; 2025Q3: 13,468 shares; 2025Q4: 13,284 shares 13,284 $1.08M 0.01% -184 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,912 shares; 2024Q4: 21,514 shares; 2025Q1: 21,489 shares; 2025Q2: 23,262 shares; 2025Q3: 23,289 shares; 2025Q4: 23,012 shares 23,012 $1.08M 0.01% -277 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,992 shares; 2024Q4: 3,254 shares; 2025Q1: 5,052 shares; 2025Q2: 4,423 shares; 2025Q3: 4,431 shares; 2025Q4: 5,096 shares 5,096 $1.08M 0.01% +665 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,661 shares; 2024Q4: 3,794 shares; 2025Q1: 3,856 shares; 2025Q2: 3,583 shares; 2025Q3: 10,541 shares; 2025Q4: 14,551 shares 14,551 $1.07M 0.01% +4,010 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,558 shares; 2024Q4: 7,385 shares; 2025Q1: 15,931 shares; 2025Q2: 13,271 shares; 2025Q3: 12,443 shares; 2025Q4: 11,616 shares 11,616 $1.06M 0.01% -827 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 976 shares; 2024Q4: 1,477 shares; 2025Q1: 1,705 shares; 2025Q2: 1,857 shares; 2025Q3: 2,033 shares; 2025Q4: 3,077 shares 3,077 $1.06M 0.01% +1,044 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,129 shares; 2024Q4: 40,765 shares; 2025Q1: 669 shares; 2025Q2: not reported; 2025Q3: 521 shares; 2025Q4: 1,366 shares 1,366 $1.05M 0.01% +845 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,719 shares; 2024Q4: 60,159 shares; 2025Q1: 46,264 shares; 2025Q2: 38,289 shares; 2025Q3: 13,463 shares; 2025Q4: 23,508 shares 23,508 $1.05M 0.01% +10,045 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,665 shares; 2024Q4: 9,165 shares; 2025Q1: 9,236 shares; 2025Q2: 8,463 shares; 2025Q3: 7,973 shares; 2025Q4: 10,525 shares 10,525 $1.05M 0.01% +2,552 Timeline ADEA ADEIA INC More: the full row for ADEIA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 53,691 shares; 2025Q4: 60,851 shares 60,851 $1.05M 0.01% +7,160 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,139 shares; 2024Q4: 28,975 shares; 2025Q1: 23,253 shares; 2025Q2: 21,283 shares; 2025Q3: 21,283 shares; 2025Q4: 34,429 shares 34,429 $1.05M 0.01% +13,146 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,644 shares; 2025Q1: 5,623 shares; 2025Q2: 10,859 shares; 2025Q3: 14,175 shares; 2025Q4: 19,796 shares 19,796 $1.05M 0.01% +5,621 Timeline LYV LIVE NATION ENTERTAINMENT IN More: the full row for LIVE NATION ENTERTAINMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,148 shares; 2025Q2: 3,392 shares; 2025Q3: not reported; 2025Q4: 7,317 shares 7,317 $1.04M 0.01% new Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,841 shares; 2024Q4: not reported; 2025Q1: 5,226 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 23,868 shares 23,868 $1.04M 0.01% new Timeline FTSL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,623 shares; 2024Q4: 24,319 shares; 2025Q1: 24,196 shares; 2025Q2: 23,336 shares; 2025Q3: 23,212 shares; 2025Q4: 22,622 shares 22,622 $1.04M 0.01% -590 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,065 shares; 2025Q3: 20,377 shares; 2025Q4: 20,377 shares 20,377 $1.04M 0.01% 0 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,046 shares; 2024Q4: 13,462 shares; 2025Q1: 14,109 shares; 2025Q2: 13,111 shares; 2025Q3: 12,911 shares; 2025Q4: 3,980 shares 3,980 $1.03M 0.01% -8,931 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,150 shares; 2024Q4: 47,473 shares; 2025Q1: 33,521 shares; 2025Q2: 21,812 shares; 2025Q3: 22,742 shares; 2025Q4: 22,341 shares 22,341 $1.03M 0.01% -401 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 123,605 shares; 2024Q4: 135,858 shares; 2025Q1: 140,888 shares; 2025Q2: 139,558 shares; 2025Q3: 25,200 shares; 2025Q4: 42,562 shares 42,562 $1.02M 0.01% +17,362 Timeline ARKB ARK 21SHARES BITCOIN ETF More: the full row for ARK 21SHARES BITCOIN ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,896 shares; 2024Q4: 9,361 shares; 2025Q1: 11,252 shares; 2025Q2: 32,781 shares; 2025Q3: 33,506 shares; 2025Q4: 35,169 shares 35,169 $1.02M 0.01% +1,663 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,197 shares; 2024Q4: 16,597 shares; 2025Q1: 14,832 shares; 2025Q2: 18,862 shares; 2025Q3: 18,862 shares; 2025Q4: 20,131 shares 20,131 $1.02M 0.01% +1,269 Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,392 shares; 2024Q4: 8,378 shares; 2025Q1: 8,995 shares; 2025Q2: 10,151 shares; 2025Q3: 13,207 shares; 2025Q4: 12,566 shares 12,566 $1.02M 0.01% -641 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 23,354 shares; 2025Q3: 67,707 shares; 2025Q4: 69,925 shares 69,925 $1.02M 0.01% +2,218 Timeline PODD INSULET CORP More: the full row for INSULET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,025 shares; 2024Q4: 1,789 shares; 2025Q1: 1,766 shares; 2025Q2: 1,913 shares; 2025Q3: 2,483 shares; 2025Q4: 3,556 shares 3,556 $1.01M 0.01% +1,073 Timeline INVA INNOVIVA INC More: the full row for INNOVIVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 26,113 shares; 2025Q1: 31,958 shares; 2025Q2: 37,350 shares; 2025Q3: 45,822 shares; 2025Q4: 50,402 shares 50,402 $1.01M 0.01% +4,580 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,549 shares; 2025Q4: 10,895 shares 10,895 $1.01M 0.01% +1,346 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,881 shares; 2024Q4: 14,023 shares; 2025Q1: 11,235 shares; 2025Q2: 9,447 shares; 2025Q3: 9,645 shares; 2025Q4: 12,999 shares 12,999 $1.01M 0.01% +3,354 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,843 shares; 2024Q4: 5,808 shares; 2025Q1: 5,839 shares; 2025Q2: 4,959 shares; 2025Q3: 13,970 shares; 2025Q4: 15,612 shares 15,612 $1M 0.01% +1,642 Timeline GWRE GUIDEWIRE SOFTWARE INC More: the full row for GUIDEWIRE SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,585 shares; 2025Q3: 4,948 shares; 2025Q4: 4,987 shares 4,987 $1M 0.01% +39 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,473 shares; 2024Q4: 16,067 shares; 2025Q1: 2,923 shares; 2025Q2: 3,599 shares; 2025Q3: 3,631 shares; 2025Q4: 4,599 shares 4,599 $998K 0.01% +968 Timeline BCI ABRDN ETFS More: the full row for ABRDN ETFS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 51,012 shares; 2025Q4: 51,086 shares 51,086 $998K 0.01% +74 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,402 shares; 2024Q4: 3,193 shares; 2025Q1: 3,209 shares; 2025Q2: 3,160 shares; 2025Q3: 2,818 shares; 2025Q4: 3,296 shares 3,296 $996K 0.01% +478 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,232 shares; 2025Q1: 17,977 shares; 2025Q2: 20,299 shares; 2025Q3: 24,365 shares; 2025Q4: 27,306 shares 27,306 $983K 0.01% +2,941 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,322 shares; 2024Q4: 53,650 shares; 2025Q1: 15,250 shares; 2025Q2: 10,623 shares; 2025Q3: 10,644 shares; 2025Q4: 11,275 shares 11,275 $983K 0.01% +631 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,734 shares; 2025Q2: 2,266 shares; 2025Q3: 5,026 shares; 2025Q4: 7,970 shares 7,970 $980K 0.01% +2,944 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,498 shares; 2024Q4: 11,286 shares; 2025Q1: 10,984 shares; 2025Q2: not reported; 2025Q3: 39,828 shares; 2025Q4: 56,778 shares 56,778 $979K 0.01% +16,950 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,939 shares; 2024Q4: 83,174 shares; 2025Q1: 33,876 shares; 2025Q2: 17,847 shares; 2025Q3: 17,045 shares; 2025Q4: 16,835 shares 16,835 $978K 0.01% -210 Timeline HQI HIREQUEST INC More: the full row for HIREQUEST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95,036 shares; 2024Q4: 95,036 shares; 2025Q1: 95,036 shares; 2025Q2: 95,036 shares; 2025Q3: 95,036 shares; 2025Q4: 93,036 shares 93,036 $978K 0.01% -2,000 Timeline CROX CROCS INC More: the full row for CROCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,356 shares 11,356 $971K 0.01% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 22,194 shares; 2025Q4: 24,610 shares 24,610 $967K 0.01% +2,416 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,539 shares; 2025Q4: 7,193 shares 7,193 $955K 0.01% +2,654 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,295 shares; 2024Q4: 14,404 shares; 2025Q1: 16,024 shares; 2025Q2: 13,860 shares; 2025Q3: 13,893 shares; 2025Q4: 17,784 shares 17,784 $953K 0.01% +3,891 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,160 shares; 2024Q4: 8,154 shares; 2025Q1: 7,349 shares; 2025Q2: 8,186 shares; 2025Q3: 8,244 shares; 2025Q4: 8,087 shares 8,087 $952K 0.01% -157 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 939 shares; 2024Q4: 4,600 shares; 2025Q1: 5,635 shares; 2025Q2: 7,804 shares; 2025Q3: 14,166 shares; 2025Q4: 18,891 shares 18,891 $945K 0.01% +4,725 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 31,455 shares; 2025Q2: 39,315 shares; 2025Q3: 39,309 shares; 2025Q4: 39,282 shares 39,282 $944K 0.01% -27 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 514 shares; 2024Q4: not reported; 2025Q1: 714 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,684 shares 2,684 $941K 0.01% new Timeline ARGX ARGENX SE More: the full row for ARGENX SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 303 shares; 2025Q4: 1,118 shares 1,118 $940K 0.01% +815 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,692 shares; 2025Q1: not reported; 2025Q2: 11,390 shares; 2025Q3: 24,326 shares; 2025Q4: 28,782 shares 28,782 $937K 0.01% +4,456 Timeline CYBERARK SOFTWARE LTD/ISRAEL CYBERARK SOFTWARE LTD/ISRAEL More: the full row for CYBERARK SOFTWARE LTD/ISRAEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,379 shares; 2025Q3: 1,856 shares; 2025Q4: 2,085 shares 2,085 $930K 0.01% +229 HLN HALEON PLC More: the full row for HALEON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,595 shares; 2024Q4: 64,990 shares; 2025Q1: 63,773 shares; 2025Q2: 64,360 shares; 2025Q3: 77,238 shares; 2025Q4: 91,766 shares 91,766 $928K 0.01% +14,528 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,571 shares; 2024Q4: 9,571 shares; 2025Q1: 9,915 shares; 2025Q2: 9,774 shares; 2025Q3: 11,209 shares; 2025Q4: 14,019 shares 14,019 $912K 0.01% +2,810 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,828 shares; 2025Q3: 5,828 shares; 2025Q4: 6,331 shares 6,331 $910K 0.01% +503 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 750 shares; 2024Q4: 275 shares; 2025Q1: 259 shares; 2025Q2: 300 shares; 2025Q3: 462 shares; 2025Q4: 450 shares 450 $906K 0.01% -12 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,613 shares; 2025Q2: 1,513 shares; 2025Q3: 1,808 shares; 2025Q4: 3,529 shares 3,529 $904K 0.01% +1,721 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,194 shares; 2025Q1: 6,125 shares; 2025Q2: 6,975 shares; 2025Q3: 8,492 shares; 2025Q4: 9,506 shares 9,506 $898K 0.01% +1,014 Timeline AVAV AEROVIRONMENT INC More: the full row for AEROVIRONMENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,571 shares; 2025Q3: 3,670 shares; 2025Q4: 3,709 shares 3,709 $897K 0.01% +39 Timeline AIRR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,186 shares; 2024Q4: 9,184 shares; 2025Q1: 9,184 shares; 2025Q2: 9,184 shares; 2025Q3: 9,102 shares; 2025Q4: 9,038 shares 9,038 $889K 0.01% -64 Timeline PUK PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,654 shares; 2024Q4: 25,385 shares; 2025Q1: 27,698 shares; 2025Q2: 22,403 shares; 2025Q3: 25,009 shares; 2025Q4: 28,524 shares 28,524 $888K 0.01% +3,515 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,367 shares; 2024Q4: 10,352 shares; 2025Q1: 10,578 shares; 2025Q2: 13,077 shares; 2025Q3: 11,893 shares; 2025Q4: 10,436 shares 10,436 $887K 0.01% -1,457 Timeline MAIN MAIN STR CAP CORP More: the full row for MAIN STR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,084 shares; 2024Q4: 14,084 shares; 2025Q1: 14,089 shares; 2025Q2: 14,084 shares; 2025Q3: 14,584 shares; 2025Q4: 14,584 shares 14,584 $881K 0.01% 0 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,340 shares; 2025Q4: 4,772 shares 4,772 $878K 0.01% +1,432 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,465 shares; 2024Q4: 10,065 shares; 2025Q1: 10,895 shares; 2025Q2: 10,300 shares; 2025Q3: 10,814 shares; 2025Q4: 8,869 shares 8,869 $877K 0.01% -1,945 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,147 shares; 2024Q4: 29,879 shares; 2025Q1: 15,517 shares; 2025Q2: 16,842 shares; 2025Q3: 20,972 shares; 2025Q4: 24,984 shares 24,984 $876K 0.01% +4,012 Timeline GFF GRIFFON CORP More: the full row for GRIFFON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,315 shares; 2025Q1: 7,542 shares; 2025Q2: 8,418 shares; 2025Q3: 10,302 shares; 2025Q4: 11,895 shares 11,895 $876K 0.01% +1,593 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,887 shares 11,887 $876K 0.01% new Timeline NVAX NOVAVAX INC More: the full row for NOVAVAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100,000 shares; 2024Q4: 170,117 shares; 2025Q1: 180,005 shares; 2025Q2: 174,750 shares; 2025Q3: 170,000 shares; 2025Q4: 130,239 shares 130,239 $875K 0.01% -39,761 Timeline CSGP COSTAR GROUP INC More: the full row for COSTAR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,640 shares; 2024Q4: 9,691 shares; 2025Q1: 7,963 shares; 2025Q2: 26,298 shares; 2025Q3: 14,506 shares; 2025Q4: 13,009 shares 13,009 $875K 0.01% -1,497 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,390 shares; 2025Q2: 1,275 shares; 2025Q3: 1,852 shares; 2025Q4: 4,249 shares 4,249 $868K 0.01% +2,397 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,276 shares; 2024Q4: 4,060 shares; 2025Q1: 3,625 shares; 2025Q2: 3,028 shares; 2025Q3: 3,831 shares; 2025Q4: 7,462 shares 7,462 $860K 0.01% +3,631 Timeline SW SMURFIT WESTROCK PLC More: the full row for SMURFIT WESTROCK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,244 shares; 2025Q3: 18,062 shares; 2025Q4: 22,219 shares 22,219 $859K 0.01% +4,157 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,534 shares; 2024Q4: 7,378 shares; 2025Q1: 6,418 shares; 2025Q2: 7,733 shares; 2025Q3: 7,962 shares; 2025Q4: 8,045 shares 8,045 $858K 0.01% +83 Timeline GL GLOBE LIFE INC More: the full row for GLOBE LIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,004 shares; 2025Q4: 6,115 shares 6,115 $855K 0.01% +2,111 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,558 shares; 2025Q1: 11,456 shares; 2025Q2: 13,234 shares; 2025Q3: 15,603 shares; 2025Q4: 17,431 shares 17,431 $846K 0.01% +1,828 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 37,790 shares; 2025Q3: 37,790 shares; 2025Q4: 37,790 shares 37,790 $845K 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,889 shares; 2024Q4: 4,178 shares; 2025Q1: 5,678 shares; 2025Q2: 5,778 shares; 2025Q3: 8,100 shares; 2025Q4: 8,100 shares 8,100 $843K 0.01% 0 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,169 shares; 2024Q4: 3,000 shares; 2025Q1: 2,518 shares; 2025Q2: 2,558 shares; 2025Q3: 3,551 shares; 2025Q4: 6,183 shares 6,183 $841K 0.01% +2,632 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,385 shares; 2024Q4: 56,842 shares; 2025Q1: 54,842 shares; 2025Q2: 13,932 shares; 2025Q3: 20,715 shares; 2025Q4: 22,576 shares 22,576 $835K 0.01% +1,861 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,462 shares; 2024Q4: not reported; 2025Q1: 1,512 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,385 shares 6,385 $833K 0.01% new Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,638 shares; 2024Q4: 16,518 shares; 2025Q1: 16,943 shares; 2025Q2: 10,344 shares; 2025Q3: 15,475 shares; 2025Q4: 22,908 shares 22,908 $831K 0.01% +7,433 Timeline STWD STARWOOD PPTY TR INC More: the full row for STARWOOD PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 46,037 shares 46,037 $829K 0.01% new Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,036 shares; 2024Q4: 89,202 shares; 2025Q1: 90,068 shares; 2025Q2: 92,654 shares; 2025Q3: 94,291 shares; 2025Q4: 3,692 shares 3,692 $826K 0.01% -90,599 Timeline PINS PINTEREST INC More: the full row for PINTEREST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 349,757 shares; 2024Q4: 424,329 shares; 2025Q1: 348,262 shares; 2025Q2: 286,678 shares; 2025Q3: 230,792 shares; 2025Q4: 31,900 shares 31,900 $826K 0.01% -198,892 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,023 shares; 2024Q4: 4,972 shares; 2025Q1: 4,347 shares; 2025Q2: 4,248 shares; 2025Q3: 5,278 shares; 2025Q4: 8,575 shares 8,575 $823K 0.01% +3,297 Timeline SLM SLM CORP More: the full row for SLM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,319 shares; 2025Q1: 19,635 shares; 2025Q2: 28,655 shares; 2025Q3: 27,259 shares; 2025Q4: 30,281 shares 30,281 $819K 0.01% +3,022 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,339 shares; 2024Q4: 2,476 shares; 2025Q1: 1,997 shares; 2025Q2: 1,867 shares; 2025Q3: 1,897 shares; 2025Q4: 3,152 shares 3,152 $818K 0.01% +1,255 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,010 shares 4,010 $815K 0.01% new Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,192 shares; 2024Q4: 3,821 shares; 2025Q1: 4,161 shares; 2025Q2: 4,431 shares; 2025Q3: 3,515 shares; 2025Q4: 10,136 shares 10,136 $814K 0.01% +6,621 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,448 shares; 2025Q1: 4,149 shares; 2025Q2: 4,595 shares; 2025Q3: 5,627 shares; 2025Q4: 6,316 shares 6,316 $808K 0.01% +689 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,063 shares; 2025Q1: 1,350 shares; 2025Q2: 3,043 shares; 2025Q3: 3,907 shares; 2025Q4: 4,419 shares 4,419 $805K 0.01% +512 Timeline RSPT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,540 shares; 2025Q4: 17,435 shares 17,435 $793K 0.01% +12,895 Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,536 shares; 2025Q3: 2,186 shares; 2025Q4: 3,282 shares 3,282 $791K 0.01% +1,096 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,891 shares; 2025Q4: 9,993 shares 9,993 $790K 0.01% +6,102 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,655 shares; 2024Q4: 5,074 shares; 2025Q1: 10,192 shares; 2025Q2: 10,987 shares; 2025Q3: 10,989 shares; 2025Q4: 10,991 shares 10,991 $787K 0.01% +2 Timeline PHO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,692 shares; 2024Q4: 15,692 shares; 2025Q1: 13,385 shares; 2025Q2: 13,385 shares; 2025Q3: 11,147 shares; 2025Q4: 11,147 shares 11,147 $785K 0.01% 0 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,254 shares 9,254 $768K 0.01% new Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,061 shares; 2024Q4: 1,316 shares; 2025Q1: 733 shares; 2025Q2: 688 shares; 2025Q3: 763 shares; 2025Q4: 1,714 shares 1,714 $763K 0.01% +951 Timeline ALC ALCON AG More: the full row for ALCON AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,790 shares; 2024Q4: 9,284 shares; 2025Q1: 7,860 shares; 2025Q2: 7,866 shares; 2025Q3: 9,465 shares; 2025Q4: 9,616 shares 9,616 $758K 0.01% +151 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,467 shares; 2025Q1: 5,425 shares; 2025Q2: 6,569 shares; 2025Q3: 7,250 shares; 2025Q4: 11,271 shares 11,271 $755K 0.01% +4,021 Timeline TENB TENABLE HLDGS INC More: the full row for TENABLE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 32,032 shares 32,032 $754K 0.01% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,209 shares; 2024Q4: 2,099 shares; 2025Q1: 1,549 shares; 2025Q2: 7,616 shares; 2025Q3: 5,902 shares; 2025Q4: 5,982 shares 5,982 $750K 0.01% +80 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,045 shares; 2024Q4: 12,046 shares; 2025Q1: not reported; 2025Q2: 16,194 shares; 2025Q3: 16,011 shares; 2025Q4: 16,012 shares 16,012 $750K 0.01% +1 Timeline TDC TERADATA CORP DEL More: the full row for TERADATA CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,582 shares; 2025Q1: 15,705 shares; 2025Q2: 17,987 shares; 2025Q3: 21,647 shares; 2025Q4: 24,423 shares 24,423 $743K 0.01% +2,776 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,479 shares 3,479 $743K 0.01% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,169 shares; 2024Q4: 12,214 shares; 2025Q1: 11,519 shares; 2025Q2: 11,193 shares; 2025Q3: 11,193 shares; 2025Q4: 10,985 shares 10,985 $738K 0.01% -208 Timeline RHLD RESOLUTE HLDGS MGMT INC More: the full row for RESOLUTE HLDGS MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,561 shares 3,561 $735K 0.01% new Timeline IOT SAMSARA INC More: the full row for SAMSARA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,549 shares; 2024Q4: 11,717 shares; 2025Q1: 12,581 shares; 2025Q2: 14,219 shares; 2025Q3: 18,592 shares; 2025Q4: 20,727 shares 20,727 $735K 0.01% +2,135 Timeline BAP CREDICORP LTD More: the full row for CREDICORP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,498 shares; 2024Q4: 3,296 shares; 2025Q1: 3,248 shares; 2025Q2: 2,190 shares; 2025Q3: 2,449 shares; 2025Q4: 2,544 shares 2,544 $730K 0.01% +95 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,345 shares; 2025Q1: 7,624 shares; 2025Q2: 15,380 shares; 2025Q3: 12,978 shares; 2025Q4: 14,310 shares 14,310 $730K 0.01% +1,332 Timeline HUBS HUBSPOT INC More: the full row for HUBSPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,442 shares; 2024Q4: 1,445 shares; 2025Q1: 1,494 shares; 2025Q2: 1,730 shares; 2025Q3: 2,283 shares; 2025Q4: 1,802 shares 1,802 $723K 0.01% -481 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,458 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 25,003 shares 25,003 $721K 0.01% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,077 shares; 2024Q4: 5,466 shares; 2025Q1: 5,467 shares; 2025Q2: 6,304 shares; 2025Q3: 5,027 shares; 2025Q4: 5,171 shares 5,171 $720K 0.01% +144 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 24,324 shares; 2025Q4: 23,828 shares 23,828 $720K 0.01% -496 Timeline WCN WASTE CONNECTIONS INC More: the full row for WASTE CONNECTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,407 shares; 2024Q4: 1,424 shares; 2025Q1: 1,368 shares; 2025Q2: 2,078 shares; 2025Q3: 2,756 shares; 2025Q4: 4,084 shares 4,084 $716K 0.01% +1,328 Timeline FXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,641 shares; 2025Q4: 18,641 shares 18,641 $714K 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,002 shares; 2024Q4: 15,025 shares; 2025Q1: 14,202 shares; 2025Q2: 13,456 shares; 2025Q3: 13,466 shares; 2025Q4: 13,243 shares 13,243 $712K 0.01% -223 Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,321 shares; 2024Q4: 13,175 shares; 2025Q1: 13,520 shares; 2025Q2: 11,025 shares; 2025Q3: 15,467 shares; 2025Q4: 15,467 shares 15,467 $711K 0.01% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,663 shares; 2024Q4: 9,818 shares; 2025Q1: 9,756 shares; 2025Q2: 15,500 shares; 2025Q3: 19,864 shares; 2025Q4: 19,575 shares 19,575 $709K 0.01% -289 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,377 shares; 2024Q4: 8,310 shares; 2025Q1: 8,180 shares; 2025Q2: 8,050 shares; 2025Q3: 8,050 shares; 2025Q4: 8,050 shares 8,050 $709K 0.01% 0 Timeline ASX ASE TECHNOLOGY HLDG CO LTD More: the full row for ASE TECHNOLOGY HLDG CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 210,454 shares; 2024Q4: 17,040 shares; 2025Q1: 19,546 shares; 2025Q2: not reported; 2025Q3: 37,087 shares; 2025Q4: 43,769 shares 43,769 $705K 0.01% +6,682 Timeline VMRK VIVMARK RESIDENTIAL More: the full row for VIVMARK RESIDENTIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,742 shares; 2024Q4: 9,012 shares; 2025Q1: 9,532 shares; 2025Q2: 8,958 shares; 2025Q3: 9,514 shares; 2025Q4: 11,168 shares 11,168 $704K 0.01% +1,654 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,577 shares; 2025Q3: 3,665 shares; 2025Q4: 8,427 shares 8,427 $703K 0.01% +4,762 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,510 shares; 2024Q4: 31,210 shares; 2025Q1: 64,300 shares; 2025Q2: 81,910 shares; 2025Q3: 79,910 shares; 2025Q4: 69,596 shares 69,596 $702K 0.01% -10,314 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,752 shares; 2025Q1: 10,143 shares; 2025Q2: 11,081 shares; 2025Q3: 13,105 shares; 2025Q4: 14,480 shares 14,480 $701K 0.01% +1,375 Timeline FRT FEDERAL RLTY INVT TR NEW More: the full row for FEDERAL RLTY INVT TR NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,663 shares; 2024Q4: 6,371 shares; 2025Q1: 6,382 shares; 2025Q2: 6,401 shares; 2025Q3: 6,411 shares; 2025Q4: 6,937 shares 6,937 $699K 0.01% +526 Timeline SMFG SUMITOMO MITSUI FIN GRP INC More: the full row for SUMITOMO MITSUI FIN GRP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,375 shares; 2025Q3: 15,164 shares; 2025Q4: 36,153 shares 36,153 $699K 0.01% +20,989 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19,220 shares; 2025Q2: 18,772 shares; 2025Q3: 18,791 shares; 2025Q4: 18,375 shares 18,375 $694K 0.01% -416 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 19,670 shares; 2025Q1: 18,317 shares; 2025Q2: 20,400 shares; 2025Q3: 25,177 shares; 2025Q4: 28,089 shares 28,089 $692K 0.01% +2,912 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,827 shares; 2025Q1: 2,172 shares; 2025Q2: 2,153 shares; 2025Q3: 2,264 shares; 2025Q4: 3,354 shares 3,354 $689K 0.01% +1,090 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,413 shares; 2025Q2: 5,313 shares; 2025Q3: 5,313 shares; 2025Q4: 5,313 shares 5,313 $688K 0.01% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,255 shares; 2024Q4: 12,588 shares; 2025Q1: 18,629 shares; 2025Q2: 21,812 shares; 2025Q3: 21,935 shares; 2025Q4: 23,337 shares 23,337 $688K 0.01% +1,402 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19,454 shares; 2025Q4: 19,454 shares 19,454 $687K 0.01% 0 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,302 shares; 2024Q4: 5,511 shares; 2025Q1: 5,611 shares; 2025Q2: 6,295 shares; 2025Q3: 6,391 shares; 2025Q4: 10,814 shares 10,814 $686K 0.01% +4,423 Timeline SPYI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,859 shares; 2024Q4: 12,753 shares; 2025Q1: 12,753 shares; 2025Q2: 12,753 shares; 2025Q3: 12,753 shares; 2025Q4: 13,053 shares 13,053 $686K 0.01% +300 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 690 shares; 2024Q4: 673 shares; 2025Q1: 683 shares; 2025Q2: 662 shares; 2025Q3: 651 shares; 2025Q4: 565 shares 565 $685K 0.01% -86 LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,008 shares; 2024Q4: 6,969 shares; 2025Q1: 6,564 shares; 2025Q2: 6,207 shares; 2025Q3: 6,247 shares; 2025Q4: 3,514 shares 3,514 $683K 0.01% -2,733 Timeline MLRG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,768 shares; 2024Q4: 7,413 shares; 2025Q1: 7,317 shares; 2025Q2: 7,265 shares; 2025Q3: 7,265 shares; 2025Q4: 7,227 shares 7,227 $682K 0.01% -38 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,072 shares; 2024Q4: 1,615 shares; 2025Q1: 1,901 shares; 2025Q2: 2,020 shares; 2025Q3: 2,162 shares; 2025Q4: 3,507 shares 3,507 $681K 0.01% +1,345 Timeline OWL BLUE OWL CAPITAL INC More: the full row for BLUE OWL CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,647 shares; 2025Q4: 45,540 shares 45,540 $680K 0.01% +32,893 Timeline QQQI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,271 shares; 2024Q4: 12,175 shares; 2025Q1: 12,175 shares; 2025Q2: 12,175 shares; 2025Q3: 12,175 shares; 2025Q4: 12,573 shares 12,573 $677K 0.01% +398 Timeline 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,153 shares; 2024Q4: 3,339 shares; 2025Q1: 3,337 shares; 2025Q2: 3,612 shares; 2025Q3: 6,245 shares; 2025Q4: 6,698 shares 6,698 $677K 0.01% +453 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,169 shares; 2025Q2: 4,101 shares; 2025Q3: 4,151 shares; 2025Q4: 4,774 shares 4,774 $672K 0.01% +623 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,910 shares; 2024Q4: 4,664 shares; 2025Q1: 2,859 shares; 2025Q2: not reported; 2025Q3: 2,603 shares; 2025Q4: 8,475 shares 8,475 $669K 0.01% +5,872 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,851 shares; 2025Q4: 14,355 shares 14,355 $665K 0.01% +7,504 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,897 shares; 2024Q4: 8,898 shares; 2025Q1: 8,899 shares; 2025Q2: 11,442 shares; 2025Q3: 11,549 shares; 2025Q4: 11,578 shares 11,578 $658K 0.01% +29 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,250 shares; 2024Q4: 16,653 shares; 2025Q1: 15,350 shares; 2025Q2: 15,350 shares; 2025Q3: 15,350 shares; 2025Q4: 15,443 shares 15,443 $656K 0.01% +93 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,833 shares; 2024Q4: 11,652 shares; 2025Q1: 12,473 shares; 2025Q2: 12,090 shares; 2025Q3: 12,493 shares; 2025Q4: 6,595 shares 6,595 $655K 0.01% -5,898 Timeline PDI PIMCO DYNAMIC INCOME FD More: the full row for PIMCO DYNAMIC INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,644 shares; 2024Q4: 36,728 shares; 2025Q1: 36,425 shares; 2025Q2: 37,658 shares; 2025Q3: 37,561 shares; 2025Q4: 36,868 shares 36,868 $653K 0.01% -693 Timeline SBAC SBA COMMUNICATIONS CORP More: the full row for SBA COMMUNICATIONS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,948 shares; 2024Q4: 2,076 shares; 2025Q1: 2,092 shares; 2025Q2: 1,888 shares; 2025Q3: 2,282 shares; 2025Q4: 3,357 shares 3,357 $649K 0.01% +1,075 Timeline VPL VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,835 shares; 2024Q4: 6,835 shares; 2025Q1: 6,852 shares; 2025Q2: 6,835 shares; 2025Q3: 6,835 shares; 2025Q4: 7,167 shares 7,167 $648K 0.01% +332 Timeline MAA MID-AMER APT CMNTYS INC More: the full row for MID-AMER APT CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,100 shares; 2024Q4: 2,090 shares; 2025Q1: 3,384 shares; 2025Q2: 3,589 shares; 2025Q3: 3,585 shares; 2025Q4: 4,663 shares 4,663 $648K 0.01% +1,078 Timeline TYL TYLER TECHNOLOGIES INC More: the full row for TYLER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 523 shares; 2024Q4: 699 shares; 2025Q1: 713 shares; 2025Q2: 2,469 shares; 2025Q3: 1,357 shares; 2025Q4: 1,419 shares 1,419 $644K 0.01% +62 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,153 shares; 2024Q4: 3,529 shares; 2025Q1: 2,621 shares; 2025Q2: 2,685 shares; 2025Q3: 2,578 shares; 2025Q4: 3,274 shares 3,274 $639K 0.01% +696 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,921 shares; 2024Q4: 10,776 shares; 2025Q1: 8,452 shares; 2025Q2: 5,387 shares; 2025Q3: 5,633 shares; 2025Q4: 16,012 shares 16,012 $627K 0.01% +10,379 Timeline INFY INFOSYS LTD More: the full row for INFOSYS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,755 shares; 2024Q4: 87,105 shares; 2025Q1: 162,145 shares; 2025Q2: 169,741 shares; 2025Q3: 27,322 shares; 2025Q4: 35,169 shares 35,169 $627K 0.01% +7,847 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,631 shares; 2025Q4: 14,869 shares 14,869 $617K 0.01% +5,238 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,593 shares; 2024Q4: 23,700 shares; 2025Q1: 29,317 shares; 2025Q2: 27,582 shares; 2025Q3: 6,847 shares; 2025Q4: 16,054 shares 16,054 $616K 0.01% +9,207 Timeline INSM INSMED INC More: the full row for INSMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,031 shares; 2025Q4: 3,540 shares 3,540 $616K 0.01% +509 Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,431 shares; 2024Q4: 4,148 shares; 2025Q1: 4,715 shares; 2025Q2: 5,120 shares; 2025Q3: 5,439 shares; 2025Q4: 5,908 shares 5,908 $614K 0.01% +469 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 25,415 shares; 2025Q4: 32,075 shares 32,075 $613K 0.01% +6,660 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,484 shares; 2024Q4: 26,484 shares; 2025Q1: 21,001 shares; 2025Q2: 17,139 shares; 2025Q3: 15,968 shares; 2025Q4: 12,278 shares 12,278 $612K 0.01% -3,690 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,241 shares; 2024Q4: 50,318 shares; 2025Q1: 24,959 shares; 2025Q2: 14,029 shares; 2025Q3: 14,063 shares; 2025Q4: 13,772 shares 13,772 $610K 0.01% -291 Timeline NTRA NATERA INC More: the full row for NATERA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,313 shares; 2025Q4: 2,661 shares 2,661 $610K 0.01% +348 Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,307 shares; 2024Q4: 5,537 shares; 2025Q1: 4,707 shares; 2025Q2: 4,621 shares; 2025Q3: 4,343 shares; 2025Q4: 8,680 shares 8,680 $607K 0.01% +4,337 Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,283 shares; 2024Q4: 20,301 shares; 2025Q1: 11,936 shares; 2025Q2: 6,693 shares; 2025Q3: 6,696 shares; 2025Q4: 6,554 shares 6,554 $606K 0.01% -142 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,239 shares; 2024Q4: 1,638 shares; 2025Q1: 1,430 shares; 2025Q2: 1,406 shares; 2025Q3: 134 shares; 2025Q4: 355 shares 355 $600K 0.01% +221 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,750 shares; 2025Q4: 6,892 shares 6,892 $599K 0.01% +3,142 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,152 shares; 2025Q2: 3,152 shares; 2025Q3: 3,016 shares; 2025Q4: 2,996 shares 2,996 $598K 0.01% -20 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,225 shares; 2024Q4: 21,168 shares; 2025Q1: 22,852 shares; 2025Q2: 22,245 shares; 2025Q3: 22,294 shares; 2025Q4: 21,854 shares 21,854 $598K 0.01% -440 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,575 shares 5,575 $597K 0.01% new Timeline EDV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,144 shares 9,144 $594K 0.01% new Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,086 shares; 2024Q4: 5,780 shares; 2025Q1: 5,845 shares; 2025Q2: not reported; 2025Q3: 11,012 shares; 2025Q4: 11,235 shares 11,235 $594K 0.01% +223 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,682 shares; 2025Q4: 3,605 shares 3,605 $588K 0.01% +1,923 Timeline FWONK LIBERTY MEDIA CORP DEL More: the full row for LIBERTY MEDIA CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,583 shares; 2025Q3: 5,446 shares; 2025Q4: 5,946 shares 5,946 $586K 0.01% +500 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,799 shares; 2025Q3: 20,114 shares; 2025Q4: 19,719 shares 19,719 $585K 0.01% -395 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,303 shares 2,303 $584K 0.01% new Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,606 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 95,266 shares; 2025Q3: 16,939 shares; 2025Q4: 6,354 shares 6,354 $581K 0.01% -10,585 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,281 shares; 2024Q4: 1,318 shares; 2025Q1: 1,197 shares; 2025Q2: 1,165 shares; 2025Q3: 1,156 shares; 2025Q4: 2,304 shares 2,304 $578K 0.01% +1,148 Timeline EVER EVERQUOTE INC More: the full row for EVERQUOTE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,341 shares; 2025Q4: 21,391 shares 21,391 $578K 0.01% +3,050 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,572 shares; 2024Q4: 8,979 shares; 2025Q1: 7,801 shares; 2025Q2: 8,302 shares; 2025Q3: 8,306 shares; 2025Q4: 8,123 shares 8,123 $577K 0.01% -183 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,677 shares; 2025Q1: 3,011 shares; 2025Q2: not reported; 2025Q3: 6,962 shares; 2025Q4: 6,965 shares 6,965 $575K 0.01% +3 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,756 shares; 2024Q4: 3,029 shares; 2025Q1: 4,507 shares; 2025Q2: 3,590 shares; 2025Q3: 4,040 shares; 2025Q4: 6,990 shares 6,990 $573K 0.01% +2,950 Timeline CWK CUSHMAN AND WAKEFIELD LTD More: the full row for CUSHMAN AND WAKEFIELD LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 35,349 shares 35,349 $572K 0.01% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,205 shares; 2025Q2: 7,991 shares; 2025Q3: 7,991 shares; 2025Q4: 13,171 shares 13,171 $572K 0.01% +5,180 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,589 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,703 shares 6,703 $571K 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,823 shares; 2025Q1: 3,090 shares; 2025Q2: 4,605 shares; 2025Q3: 3,946 shares; 2025Q4: 2,808 shares 2,808 $571K 0.01% -1,138 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21,002 shares; 2025Q4: 21,048 shares 21,048 $570K 0.01% +46 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,007 shares 7,007 $566K 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 28,756 shares; 2025Q2: 29,482 shares; 2025Q3: 29,482 shares; 2025Q4: 29,482 shares 29,482 $564K 0.01% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,763 shares; 2024Q4: 4,207 shares; 2025Q1: 3,534 shares; 2025Q2: 3,428 shares; 2025Q3: 3,361 shares; 2025Q4: 3,167 shares 3,167 $564K 0.01% -194 Timeline HWKN HAWKINS INC More: the full row for HAWKINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,115 shares; 2025Q4: 3,965 shares 3,965 $563K 0.01% -1,150 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,668 shares; 2024Q4: 1,663 shares; 2025Q1: 1,683 shares; 2025Q2: 1,754 shares; 2025Q3: 1,877 shares; 2025Q4: 1,854 shares 1,854 $563K 0.01% -23 Timeline BBSI BARRETT BUSINESS SVCS INC More: the full row for BARRETT BUSINESS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,068 shares; 2025Q1: 9,502 shares; 2025Q2: 10,740 shares; 2025Q3: 13,272 shares; 2025Q4: 15,533 shares 15,533 $562K 0.01% +2,261 Timeline DOC HEALTHPEAK PROPERTIES INC More: the full row for HEALTHPEAK PROPERTIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,709 shares; 2024Q4: 10,093 shares; 2025Q1: 12,159 shares; 2025Q2: 14,082 shares; 2025Q3: 37,181 shares; 2025Q4: 34,607 shares 34,607 $556K 0.01% -2,574 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 113,700 shares; 2025Q1: 115,175 shares; 2025Q2: 119,890 shares; 2025Q3: 119,890 shares; 2025Q4: 119,890 shares 119,890 $556K 0.01% 0 Timeline JLL JONES LANG LASALLE INC More: the full row for JONES LANG LASALLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,413 shares; 2025Q4: 1,649 shares 1,649 $555K 0.01% +236 Timeline CDW CDW CORP More: the full row for CDW CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,829 shares; 2024Q4: not reported; 2025Q1: 1,791 shares; 2025Q2: not reported; 2025Q3: 2,108 shares; 2025Q4: 4,065 shares 4,065 $554K 0.01% +1,957 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,818 shares; 2024Q4: 1,688 shares; 2025Q1: 1,762 shares; 2025Q2: 2,281 shares; 2025Q3: 2,033 shares; 2025Q4: 3,298 shares 3,298 $553K 0.01% +1,265 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,455 shares; 2024Q4: 6,528 shares; 2025Q1: 6,857 shares; 2025Q2: 6,857 shares; 2025Q3: 6,072 shares; 2025Q4: 5,794 shares 5,794 $551K 0.01% -278 Timeline CPT CAMDEN PPTY TR More: the full row for CAMDEN PPTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,487 shares; 2024Q4: 2,458 shares; 2025Q1: 4,599 shares; 2025Q2: 4,387 shares; 2025Q3: 4,315 shares; 2025Q4: 4,999 shares 4,999 $550K 0.01% +684 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,587 shares; 2024Q4: 78,259 shares; 2025Q1: 78,259 shares; 2025Q2: 26,762 shares; 2025Q3: 39,978 shares; 2025Q4: 41,431 shares 41,431 $549K 0.01% +1,453 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,556 shares 2,556 $547K 0.01% new Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,694 shares 2,694 $546K 0.01% new Timeline CALF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 258,747 shares; 2024Q4: 61,329 shares; 2025Q1: 24,401 shares; 2025Q2: 15,092 shares; 2025Q3: 11,687 shares; 2025Q4: 12,300 shares 12,300 $546K 0.01% +613 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 171 shares; 2025Q3: 186 shares; 2025Q4: 253 shares 253 $544K 0.01% +67 Timeline TLK TELEKOMUNIKASI IND More: the full row for TELEKOMUNIKASI IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 23,238 shares; 2025Q4: 25,777 shares 25,777 $543K 0.01% +2,539 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 537 shares; 2024Q4: 520 shares; 2025Q1: 512 shares; 2025Q2: 477 shares; 2025Q3: 485 shares; 2025Q4: 433 shares 433 $542K 0.01% -52 TYG TORTOISE ENERGY INFRSTRCTR C More: the full row for TORTOISE ENERGY INFRSTRCTR C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,462 shares; 2025Q1: 13,462 shares; 2025Q2: 14,462 shares; 2025Q3: 14,462 shares; 2025Q4: 13,246 shares 13,246 $542K 0.01% -1,216 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,167 shares; 2024Q4: 1,234 shares; 2025Q1: 1,182 shares; 2025Q2: 6,395 shares; 2025Q3: 2,322 shares; 2025Q4: 2,415 shares 2,415 $539K 0.01% +93 Timeline LAZ LAZARD INC More: the full row for LAZARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,052 shares; 2024Q4: 11,182 shares; 2025Q1: 11,052 shares; 2025Q2: 11,052 shares; 2025Q3: 11,052 shares; 2025Q4: 11,060 shares 11,060 $537K 0.01% +8 Timeline TFX TELEFLEX INCORPORATED More: the full row for TELEFLEX INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,061 shares; 2024Q4: 4,243 shares; 2025Q1: 4,259 shares; 2025Q2: 4,182 shares; 2025Q3: 4,189 shares; 2025Q4: 4,389 shares 4,389 $536K 0.01% +200 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 828 shares; 2025Q4: 2,112 shares 2,112 $534K 0.01% +1,284 Timeline AVY AVERY DENNISON CORP More: the full row for AVERY DENNISON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,008 shares; 2024Q4: 2,257 shares; 2025Q1: 2,786 shares; 2025Q2: 2,752 shares; 2025Q3: 2,677 shares; 2025Q4: 2,935 shares 2,935 $534K 0.01% +258 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 929 shares; 2024Q4: 1,014 shares; 2025Q1: 1,080 shares; 2025Q2: 1,338 shares; 2025Q3: 1,299 shares; 2025Q4: 1,871 shares 1,871 $534K 0.01% +572 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,468 shares; 2024Q4: 13,468 shares; 2025Q1: 13,468 shares; 2025Q2: 13,468 shares; 2025Q3: 13,468 shares; 2025Q4: 13,468 shares 13,468 $533K 0.01% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,007 shares; 2024Q4: 8,059 shares; 2025Q1: 8,453 shares; 2025Q2: 8,801 shares; 2025Q3: 8,845 shares; 2025Q4: 9,009 shares 9,009 $533K 0.01% +164 Timeline WES WESTERN MIDSTREAM PARTNERS L More: the full row for WESTERN MIDSTREAM PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,000 shares; 2025Q2: 17,352 shares; 2025Q3: 13,452 shares; 2025Q4: 13,452 shares 13,452 $531K 0.01% 0 Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,923 shares; 2025Q4: 5,906 shares 5,906 $531K 0.01% -1,017 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,650 shares; 2024Q4: 22,677 shares; 2025Q1: 13,898 shares; 2025Q2: 13,532 shares; 2025Q3: 12,609 shares; 2025Q4: 40,342 shares 40,342 $529K 0.01% +27,733 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,664 shares; 2024Q4: 15,594 shares; 2025Q1: 13,982 shares; 2025Q2: 16,224 shares; 2025Q3: 15,589 shares; 2025Q4: 17,034 shares 17,034 $527K 0.01% +1,445 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,807 shares; 2024Q4: 2,221 shares; 2025Q1: 2,731 shares; 2025Q2: 2,195 shares; 2025Q3: 3,078 shares; 2025Q4: 3,336 shares 3,336 $523K 0.01% +258 Timeline REGL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,600 shares; 2024Q4: 3,600 shares; 2025Q1: 6,150 shares; 2025Q2: 6,150 shares; 2025Q3: 6,150 shares; 2025Q4: 6,150 shares 6,150 $518K 0.01% 0 Timeline BF-B BROWN FORMAN CORP More: the full row for BROWN FORMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,810 shares; 2025Q4: 19,811 shares 19,811 $516K 0.01% +4,001 Timeline CRL CHARLES RIV LABS INTL INC More: the full row for CHARLES RIV LABS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,492 shares; 2024Q4: 16,961 shares; 2025Q1: 21,364 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,580 shares 2,580 $515K 0.01% new Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,721 shares; 2024Q4: 3,321 shares; 2025Q1: 9,917 shares; 2025Q2: 13,319 shares; 2025Q3: 7,971 shares; 2025Q4: 5,106 shares 5,106 $512K 0.01% -2,865 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 777 shares; 2025Q3: 874 shares; 2025Q4: 1,506 shares 1,506 $512K 0.01% +632 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,103 shares; 2024Q4: 2,898 shares; 2025Q1: not reported; 2025Q2: 2,034 shares; 2025Q3: 2,545 shares; 2025Q4: 2,760 shares 2,760 $509K 0.01% +215 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,668 shares; 2024Q4: 12,266 shares; 2025Q1: 11,267 shares; 2025Q2: 8,685 shares; 2025Q3: 8,585 shares; 2025Q4: 8,585 shares 8,585 $508K 0.01% 0 Timeline FLHY FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,635 shares; 2025Q4: 20,788 shares 20,788 $508K 0.01% +6,153 Timeline HEI-A HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 993 shares; 2024Q4: not reported; 2025Q1: 1,053 shares; 2025Q2: 1,093 shares; 2025Q3: 1,044 shares; 2025Q4: 2,005 shares 2,005 $506K 0.01% +961 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,485 shares 7,485 $504K 0.01% new Timeline CCEP COCA-COLA EUROPACIFIC PARTNE More: the full row for COCA-COLA EUROPACIFIC PARTNE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,533 shares; 2024Q4: 4,005 shares; 2025Q1: 3,985 shares; 2025Q2: 4,559 shares; 2025Q3: 4,667 shares; 2025Q4: 5,550 shares 5,550 $503K 0.01% +883 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,690 shares; 2025Q4: 4,287 shares 4,287 $503K 0.01% +2,597 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,031 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,209 shares; 2025Q4: 4,878 shares 4,878 $500K 0.01% +669 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,509 shares; 2024Q4: 9,069 shares; 2025Q1: 9,069 shares; 2025Q2: 9,069 shares; 2025Q3: 9,069 shares; 2025Q4: 8,043 shares 8,043 $500K 0.01% -1,026 Timeline AM ANTERO MIDSTREAM CORP More: the full row for ANTERO MIDSTREAM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,648 shares; 2024Q4: 16,940 shares; 2025Q1: 25,648 shares; 2025Q2: 24,897 shares; 2025Q3: 27,931 shares; 2025Q4: 27,931 shares 27,931 $497K 0.01% 0 Timeline BLDR BUILDERS FIRSTSOURCE INC More: the full row for BUILDERS FIRSTSOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,648 shares; 2025Q4: 4,822 shares 4,822 $496K 0.01% +1,174 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,609 shares; 2024Q4: 18,948 shares; 2025Q1: 17,844 shares; 2025Q2: 18,246 shares; 2025Q3: 18,267 shares; 2025Q4: 18,302 shares 18,302 $496K 0.01% +35 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,607 shares; 2024Q4: 4,830 shares; 2025Q1: 4,830 shares; 2025Q2: 5,609 shares; 2025Q3: 6,332 shares; 2025Q4: 6,397 shares 6,397 $496K 0.01% +65 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 991 shares; 2025Q4: 2,167 shares 2,167 $494K 0.01% +1,176 Timeline BALL BALL CORP More: the full row for BALL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,586 shares; 2024Q4: 8,023 shares; 2025Q1: 7,065 shares; 2025Q2: 6,022 shares; 2025Q3: 5,972 shares; 2025Q4: 9,322 shares 9,322 $494K 0.01% +3,350 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,156 shares 10,156 $493K 0.01% new Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,791 shares; 2024Q4: 1,859 shares; 2025Q1: 1,936 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,363 shares 4,363 $493K 0.01% new Timeline TW TRADEWEB MKTS INC More: the full row for TRADEWEB MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,467 shares; 2024Q4: 2,425 shares; 2025Q1: 2,022 shares; 2025Q2: 12,513 shares; 2025Q3: 4,497 shares; 2025Q4: 4,576 shares 4,576 $492K 0.01% +79 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,737 shares; 2024Q4: 3,573 shares; 2025Q1: 3,993 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,850 shares 7,850 $490K 0.01% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,203 shares; 2024Q4: 2,732 shares; 2025Q1: 2,837 shares; 2025Q2: 2,609 shares; 2025Q3: 3,733 shares; 2025Q4: 3,660 shares 3,660 $489K 0.01% -73 Timeline EXR EXTRA SPACE STORAGE INC More: the full row for EXTRA SPACE STORAGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,132 shares; 2024Q4: 9,269 shares; 2025Q1: 8,174 shares; 2025Q2: 7,510 shares; 2025Q3: 3,267 shares; 2025Q4: 3,744 shares 3,744 $488K 0.01% +477 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,471 shares 8,471 $487K 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 39,500 shares; 2025Q2: 19,500 shares; 2025Q3: 19,500 shares; 2025Q4: 19,772 shares 19,772 $485K 0.01% +272 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,718 shares; 2024Q4: 3,168 shares; 2025Q1: 2,015 shares; 2025Q2: 2,015 shares; 2025Q3: 1,993 shares; 2025Q4: 1,499 shares 1,499 $484K 0.01% -494 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,324 shares; 2024Q4: 42,946 shares; 2025Q1: 28,324 shares; 2025Q2: 28,324 shares; 2025Q3: 28,324 shares; 2025Q4: 26,417 shares 26,417 $481K 0.01% -1,907 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,133 shares; 2024Q4: 21,475 shares; 2025Q1: 18,604 shares; 2025Q2: 17,710 shares; 2025Q3: 14,771 shares; 2025Q4: 14,802 shares 14,802 $480K 0.01% +31 Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,812 shares; 2025Q2: 2,110 shares; 2025Q3: 2,383 shares; 2025Q4: 3,790 shares 3,790 $480K 0.01% +1,407 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,186 shares; 2024Q4: 3,293 shares; 2025Q1: 1,734 shares; 2025Q2: 1,733 shares; 2025Q3: 1,726 shares; 2025Q4: 2,982 shares 2,982 $479K 0.01% +1,256 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,913 shares 4,913 $477K 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,686 shares; 2025Q1: 7,253 shares; 2025Q2: 8,209 shares; 2025Q3: 9,905 shares; 2025Q4: 11,178 shares 11,178 $476K 0.01% +1,273 Timeline FDS FACTSET RESH SYS INC More: the full row for FACTSET RESH SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,444 shares; 2024Q4: 5,529 shares; 2025Q1: 5,033 shares; 2025Q2: 7,194 shares; 2025Q3: 5,531 shares; 2025Q4: 1,638 shares 1,638 $475K 0.01% -3,893 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,676 shares; 2024Q4: 1,741 shares; 2025Q1: 1,535 shares; 2025Q2: 1,134 shares; 2025Q3: 1,174 shares; 2025Q4: 1,727 shares 1,727 $475K 0.01% +553 Timeline BTC GRAYSCALE BITCOIN MINI TR ET More: the full row for GRAYSCALE BITCOIN MINI TR ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,189 shares; 2025Q1: 13,630 shares; 2025Q2: 12,110 shares; 2025Q3: 12,110 shares; 2025Q4: 12,166 shares 12,166 $471K 0.01% +56 Timeline ZS ZSCALER INC More: the full row for ZSCALER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,652 shares; 2024Q4: 7,809 shares; 2025Q1: 1,231 shares; 2025Q2: 1,742 shares; 2025Q3: 1,998 shares; 2025Q4: 2,089 shares 2,089 $470K 0.01% +91 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,243 shares; 2024Q4: 45,377 shares; 2025Q1: 10,324 shares; 2025Q2: 10,039 shares; 2025Q3: 11,609 shares; 2025Q4: 12,120 shares 12,120 $469K 0.01% +511 Timeline ON ON SEMICONDUCTOR CORP More: the full row for ON SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,885 shares; 2024Q4: 5,777 shares; 2025Q1: 6,076 shares; 2025Q2: 4,432 shares; 2025Q3: 4,020 shares; 2025Q4: 8,651 shares 8,651 $468K 0.01% +4,631 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,653 shares 1,653 $468K 0.01% new Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,381 shares; 2025Q1: 3,988 shares; 2025Q2: not reported; 2025Q3: 5,937 shares; 2025Q4: 6,702 shares 6,702 $467K 0.01% +765 Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,634 shares; 2025Q4: 5,877 shares 5,877 $466K 0.01% +3,243 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,305 shares; 2024Q4: 14,349 shares; 2025Q1: 13,349 shares; 2025Q2: 13,349 shares; 2025Q3: 13,358 shares; 2025Q4: 12,814 shares 12,814 $465K 0.01% -544 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,984 shares 9,984 $464K 0.01% new Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,550 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,048 shares 2,048 $462K 0.01% new Timeline SHM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,600 shares; 2025Q4: 9,605 shares 9,605 $461K 0.01% +5 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,120 shares 4,120 $461K 0.01% new Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 779 shares; 2025Q3: 764 shares; 2025Q4: 1,035 shares 1,035 $460K 0.01% +271 Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,461 shares; 2025Q4: 11,100 shares 11,100 $459K 0.01% +4,639 Timeline TPG TPG INC More: the full row for TPG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,179 shares 7,179 $458K 0.01% new Timeline NAC NUVEEN CA DIVI ADV MUN More: the full row for NUVEEN CA DIVI ADV MUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,500 shares; 2024Q4: 27,100 shares; 2025Q1: 27,100 shares; 2025Q2: 27,100 shares; 2025Q3: 38,600 shares; 2025Q4: 38,600 shares 38,600 $456K 0.01% 0 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,961 shares; 2024Q4: 7,085 shares; 2025Q1: 8,193 shares; 2025Q2: 8,045 shares; 2025Q3: 8,937 shares; 2025Q4: 18,756 shares 18,756 $455K 0.01% +9,819 Timeline BBJP J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,888 shares 6,888 $454K 0.01% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,500 shares; 2024Q4: 5,500 shares; 2025Q1: 5,500 shares; 2025Q2: 5,500 shares; 2025Q3: 5,500 shares; 2025Q4: 5,500 shares 5,500 $452K 0.01% 0 Timeline IFRA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,661 shares; 2025Q4: 8,584 shares 8,584 $452K 0.01% +1,923 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,562 shares; 2025Q3: not reported; 2025Q4: 2,601 shares 2,601 $451K 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,457 shares; 2024Q4: 1,451 shares; 2025Q1: 1,480 shares; 2025Q2: 1,708 shares; 2025Q3: 1,384 shares; 2025Q4: 1,409 shares 1,409 $451K 0.01% +25 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,913 shares 15,913 $450K 0.01% new Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,563 shares; 2024Q4: 29,147 shares; 2025Q1: 30,375 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,321 shares 2,321 $449K 0.01% new Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,092 shares 4,092 $448K 0.01% new Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,502 shares; 2024Q4: 3,035 shares; 2025Q1: 2,941 shares; 2025Q2: 2,206 shares; 2025Q3: 4,488 shares; 2025Q4: 6,658 shares 6,658 $447K 0.01% +2,170 Timeline MIDD MIDDLEBY CORP More: the full row for MIDDLEBY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,451 shares; 2025Q3: 2,671 shares; 2025Q4: 3,003 shares 3,003 $446K 0.01% +332 Timeline BXP BXP INC More: the full row for BXP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,032 shares; 2024Q4: 4,908 shares; 2025Q1: 4,745 shares; 2025Q2: 4,310 shares; 2025Q3: 4,885 shares; 2025Q4: 6,608 shares 6,608 $446K 0.01% +1,723 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,204 shares 4,204 $444K 0.01% new Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,139 shares 3,139 $443K 0.01% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,531 shares; 2024Q4: 13,382 shares; 2025Q1: 8,874 shares; 2025Q2: 8,710 shares; 2025Q3: 8,710 shares; 2025Q4: 8,330 shares 8,330 $441K <0.01% -380 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,386 shares 3,386 $437K <0.01% new Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,142 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,470 shares 2,470 $435K <0.01% new Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,360 shares; 2025Q1: 7,244 shares; 2025Q2: 7,312 shares; 2025Q3: 7,723 shares; 2025Q4: 10,385 shares 10,385 $434K <0.01% +2,662 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,182 shares; 2024Q4: 3,320 shares; 2025Q1: not reported; 2025Q2: 2,378 shares; 2025Q3: not reported; 2025Q4: 4,955 shares 4,955 $433K <0.01% new Timeline DTM DT MIDSTREAM INC More: the full row for DT MIDSTREAM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,654 shares; 2024Q4: 4,139 shares; 2025Q1: 3,735 shares; 2025Q2: 4,189 shares; 2025Q3: 3,528 shares; 2025Q4: 3,613 shares 3,613 $432K <0.01% +85 Timeline JBHT HUNT J B TRANS SVCS INC More: the full row for HUNT J B TRANS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,211 shares 2,211 $430K <0.01% new Timeline WWD WOODWARD INC More: the full row for WOODWARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,237 shares; 2025Q1: 1,182 shares; 2025Q2: 1,420 shares; 2025Q3: 1,430 shares; 2025Q4: 1,412 shares 1,412 $427K <0.01% -18 Timeline CACI CACI INTL INC More: the full row for CACI INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 559 shares; 2025Q1: not reported; 2025Q2: 466 shares; 2025Q3: 553 shares; 2025Q4: 800 shares 800 $426K <0.01% +247 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 115,691 shares; 2025Q2: 115,691 shares; 2025Q3: 116,934 shares; 2025Q4: 115,823 shares 115,823 $423K <0.01% -1,111 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,282 shares; 2025Q3: 2,311 shares; 2025Q4: 2,492 shares 2,492 $422K <0.01% +181 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,328 shares; 2024Q4: 16,263 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,186 shares 6,186 $421K <0.01% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 120,733 shares; 2024Q4: 48,070 shares; 2025Q1: 57,353 shares; 2025Q2: not reported; 2025Q3: 11,860 shares; 2025Q4: 13,495 shares 13,495 $416K <0.01% +1,635 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,773 shares; 2024Q4: 10,696 shares; 2025Q1: 8,820 shares; 2025Q2: 7,763 shares; 2025Q3: 7,582 shares; 2025Q4: 6,991 shares 6,991 $410K <0.01% -591 Timeline LVS LAS VEGAS SANDS CORP More: the full row for LAS VEGAS SANDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,275 shares; 2025Q1: not reported; 2025Q2: 4,043 shares; 2025Q3: 4,165 shares; 2025Q4: 6,300 shares 6,300 $410K <0.01% +2,135 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,953 shares; 2024Q4: 4,525 shares; 2025Q1: 4,150 shares; 2025Q2: 4,217 shares; 2025Q3: 5,200 shares; 2025Q4: 5,262 shares 5,262 $410K <0.01% +62 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,305 shares; 2024Q4: 1,431 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,719 shares 2,719 $409K <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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,864 shares; 2024Q4: 14,864 shares; 2025Q1: 15,614 shares; 2025Q2: 16,914 shares; 2025Q3: 16,914 shares; 2025Q4: 16,914 shares 16,914 $408K <0.01% 0 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 63,005 shares; 2025Q1: 65,904 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,952 shares 8,952 $408K <0.01% new Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,310 shares; 2024Q4: 2,724 shares; 2025Q1: 2,086 shares; 2025Q2: not reported; 2025Q3: 1,334 shares; 2025Q4: 2,991 shares 2,991 $407K <0.01% +1,657 Timeline PGX INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,289 shares; 2024Q4: 39,690 shares; 2025Q1: 37,831 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 36,190 shares 36,190 $407K <0.01% new Timeline DOCS DOXIMITY INC More: the full row for DOXIMITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,183 shares; 2025Q4: 9,148 shares 9,148 $405K <0.01% -35 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,167 shares; 2024Q4: 5,361 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,324 shares 6,324 $403K <0.01% new Timeline EHC ENCOMPASS HEALTH CORP More: the full row for ENCOMPASS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,298 shares; 2025Q2: 3,465 shares; 2025Q3: 3,388 shares; 2025Q4: 3,781 shares 3,781 $401K <0.01% +393 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,950 shares 1,950 $400K <0.01% new Timeline NCDL NUVEEN CHURCHILL DIRECT LEND More: the full row for NUVEEN CHURCHILL DIRECT LEND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 29,999 shares 29,999 $400K <0.01% new Timeline KRG KITE REALTY GROUP TRUST More: the full row for KITE REALTY GROUP TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,593 shares; 2024Q4: 25,036 shares; 2025Q1: 20,217 shares; 2025Q2: 17,591 shares; 2025Q3: 18,058 shares; 2025Q4: 16,667 shares 16,667 $400K <0.01% -1,391 Timeline SGDM SPROTT ETF TRUST More: the full row for SPROTT ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,730 shares 5,730 $399K <0.01% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,568 shares; 2025Q4: 15,568 shares 15,568 $397K <0.01% 0 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,101 shares 3,101 $396K <0.01% new Timeline NICE NICE LTD More: the full row for NICE LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,161 shares; 2025Q3: 1,934 shares; 2025Q4: 3,490 shares 3,490 $395K <0.01% +1,556 Timeline MXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,503 shares; 2024Q4: 4,080 shares; 2025Q1: 4,080 shares; 2025Q2: 4,080 shares; 2025Q3: 4,080 shares; 2025Q4: 4,080 shares 4,080 $394K <0.01% 0 Timeline MTD METTLER TOLEDO INTERNATIONAL More: the full row for METTLER TOLEDO INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 219 shares; 2024Q4: 182 shares; 2025Q1: 183 shares; 2025Q2: 194 shares; 2025Q3: not reported; 2025Q4: 281 shares 281 $392K <0.01% new Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,454 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,498 shares 9,498 $391K <0.01% new Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,011 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,525 shares 1,525 $391K <0.01% new Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,076 shares 8,076 $389K <0.01% new Timeline SKYY FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,293 shares; 2024Q4: 2,635 shares; 2025Q1: 2,869 shares; 2025Q2: 2,990 shares; 2025Q3: 2,980 shares; 2025Q4: 2,983 shares 2,983 $388K <0.01% +3 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,405 shares; 2024Q4: 12,189 shares; 2025Q1: 6,994 shares; 2025Q2: 8,521 shares; 2025Q3: 8,511 shares; 2025Q4: 8,511 shares 8,511 $385K <0.01% 0 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,559 shares; 2024Q4: 36,907 shares; 2025Q1: 38,950 shares; 2025Q2: 41,591 shares; 2025Q3: not reported; 2025Q4: 5,785 shares 5,785 $384K <0.01% new Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,943 shares; 2024Q4: not reported; 2025Q1: 8,255 shares; 2025Q2: 11,496 shares; 2025Q3: 10,294 shares; 2025Q4: 16,401 shares 16,401 $383K <0.01% +6,107 Timeline DLTR DOLLAR TREE INC More: the full row for DOLLAR TREE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,116 shares 3,116 $383K <0.01% new Timeline BXSL BLACKSTONE SECD LENDING FD More: the full row for BLACKSTONE SECD LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 19,402 shares; 2025Q1: 10,985 shares; 2025Q2: 13,028 shares; 2025Q3: 10,529 shares; 2025Q4: 14,541 shares 14,541 $383K <0.01% +4,012 Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,018 shares; 2024Q4: 3,763 shares; 2025Q1: 3,613 shares; 2025Q2: 3,551 shares; 2025Q3: 3,551 shares; 2025Q4: 4,939 shares 4,939 $383K <0.01% +1,388 Timeline GBDC GOLUB CAP BDC INC More: the full row for GOLUB CAP BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 28,127 shares 28,127 $382K <0.01% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 101,993 shares; 2024Q4: 104,993 shares; 2025Q1: 98,649 shares; 2025Q2: 53,469 shares; 2025Q3: 16,816 shares; 2025Q4: 16,816 shares 16,816 $380K <0.01% 0 Timeline EVR EVERCORE INC More: the full row for EVERCORE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,998 shares; 2024Q4: 1,834 shares; 2025Q1: 1,416 shares; 2025Q2: 1,264 shares; 2025Q3: 1,265 shares; 2025Q4: 1,117 shares 1,117 $380K <0.01% -148 Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,564 shares 1,564 $380K <0.01% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,174 shares; 2025Q4: 1,620 shares 1,620 $380K <0.01% +446 Timeline CPNG COUPANG INC More: the full row for COUPANG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,599 shares; 2024Q4: 15,892 shares; 2025Q1: 16,614 shares; 2025Q2: 12,796 shares; 2025Q3: 15,217 shares; 2025Q4: 16,077 shares 16,077 $379K <0.01% +860 Timeline KDP KEURIG DR PEPPER INC More: the full row for KEURIG DR PEPPER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,133 shares; 2024Q4: 28,141 shares; 2025Q1: 30,878 shares; 2025Q2: 32,118 shares; 2025Q3: 8,673 shares; 2025Q4: 13,532 shares 13,532 $379K <0.01% +4,859 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,134 shares; 2024Q4: 3,820 shares; 2025Q1: 4,063 shares; 2025Q2: 4,065 shares; 2025Q3: 4,935 shares; 2025Q4: 4,392 shares 4,392 $379K <0.01% -543 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,481 shares; 2025Q3: 14,136 shares; 2025Q4: 12,591 shares 12,591 $379K <0.01% -1,545 Timeline HOLX HOLOGIC INC More: the full row for HOLOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,513 shares; 2024Q4: not reported; 2025Q1: 3,401 shares; 2025Q2: 3,641 shares; 2025Q3: 3,779 shares; 2025Q4: 5,081 shares 5,081 $378K <0.01% +1,302 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,000 shares; 2025Q3: 5,000 shares; 2025Q4: 5,000 shares 5,000 $377K <0.01% 0 Timeline ESS ESSEX PPTY TR INC More: the full row for ESSEX PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 984 shares; 2024Q4: 939 shares; 2025Q1: 786 shares; 2025Q2: 896 shares; 2025Q3: 841 shares; 2025Q4: 1,436 shares 1,436 $376K <0.01% +595 Timeline PTC PTC INC More: the full row for PTC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,152 shares 2,152 $375K <0.01% new Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,542 shares; 2025Q2: 2,105 shares; 2025Q3: not reported; 2025Q4: 3,713 shares 3,713 $375K <0.01% new Timeline CNP CENTERPOINT ENERGY INC More: the full row for CENTERPOINT ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,731 shares; 2024Q4: 6,639 shares; 2025Q1: 7,466 shares; 2025Q2: 6,616 shares; 2025Q3: 6,549 shares; 2025Q4: 9,693 shares 9,693 $372K <0.01% +3,144 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,190 shares 2,190 $371K <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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 840 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 228 shares; 2025Q4: 397 shares 397 $371K <0.01% +169 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,278 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,331 shares 21,331 $370K <0.01% new Timeline GSIE GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,633 shares; 2025Q1: 8,616 shares; 2025Q2: 9,216 shares; 2025Q3: 8,616 shares; 2025Q4: 8,596 shares 8,596 $369K <0.01% -20 Timeline NBBK NB BANCORP INC More: the full row for NB BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,418 shares 18,418 $365K <0.01% new Timeline MT ARCELORMITTAL SA LUXEMBOURG More: the full row for ARCELORMITTAL SA LUXEMBOURG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,070 shares; 2025Q1: 7,935 shares; 2025Q2: 11,361 shares; 2025Q3: 6,164 shares; 2025Q4: 7,994 shares 7,994 $364K <0.01% +1,830 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,534 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,441 shares 2,441 $364K <0.01% new Timeline BITB BITWISE BITCOIN ETF TR More: the full row for BITWISE BITCOIN ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,414 shares; 2025Q1: 5,854 shares; 2025Q2: 7,420 shares; 2025Q3: 7,297 shares; 2025Q4: 7,609 shares 7,609 $362K <0.01% +312 Timeline FUBO FUBOTV INC More: the full row for FUBOTV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 107,603 shares; 2025Q3: 126,485 shares; 2025Q4: 143,247 shares 143,247 $361K <0.01% +16,762 Timeline SNN SMITH & NEPHEW PLC More: the full row for SMITH & NEPHEW PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,370 shares; 2025Q2: 12,028 shares; 2025Q3: 9,707 shares; 2025Q4: 10,989 shares 10,989 $361K <0.01% +1,282 Timeline HEI HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 928 shares; 2024Q4: 859 shares; 2025Q1: 860 shares; 2025Q2: 837 shares; 2025Q3: 847 shares; 2025Q4: 1,112 shares 1,112 $360K <0.01% +265 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,474 shares 3,474 $360K <0.01% new Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,517 shares; 2025Q2: 6,737 shares; 2025Q3: 6,737 shares; 2025Q4: 6,737 shares 6,737 $360K <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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,081 shares; 2025Q2: 14,241 shares; 2025Q3: 15,062 shares; 2025Q4: 14,914 shares 14,914 $359K <0.01% -148 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,786 shares; 2024Q4: 17,612 shares; 2025Q1: 17,603 shares; 2025Q2: 22,788 shares; 2025Q3: 26,567 shares; 2025Q4: 15,778 shares 15,778 $354K <0.01% -10,789 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,549 shares; 2024Q4: 2,393 shares; 2025Q1: 2,432 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,679 shares 1,679 $349K <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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 831 shares; 2025Q4: 1,394 shares 1,394 $349K <0.01% +563 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,965 shares; 2025Q2: 3,316 shares; 2025Q3: 3,504 shares; 2025Q4: 2,853 shares 2,853 $348K <0.01% -651 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,540 shares 2,540 $347K <0.01% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 31,628 shares; 2025Q3: 15,814 shares; 2025Q4: 15,814 shares 15,814 $346K <0.01% 0 Timeline ADX ADAMS DIVERSIFIED EQUITY FD More: the full row for ADAMS DIVERSIFIED EQUITY FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,813 shares; 2024Q4: 14,813 shares; 2025Q1: 14,813 shares; 2025Q2: 14,813 shares; 2025Q3: 14,813 shares; 2025Q4: 14,813 shares 14,813 $345K <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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,728 shares; 2024Q4: 16,801 shares; 2025Q1: 16,032 shares; 2025Q2: 14,995 shares; 2025Q3: 14,654 shares; 2025Q4: 11,142 shares 11,142 $345K <0.01% -3,512 Timeline PAYC PAYCOM SOFTWARE INC More: the full row for PAYCOM SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,941 shares; 2024Q4: 2,885 shares; 2025Q1: 2,114 shares; 2025Q2: 2,213 shares; 2025Q3: 2,155 shares; 2025Q4: 2,160 shares 2,160 $344K <0.01% +5 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,936 shares; 2025Q4: 7,749 shares 7,749 $344K <0.01% +2,813 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,560 shares; 2024Q4: 8,935 shares; 2025Q1: 8,908 shares; 2025Q2: 7,730 shares; 2025Q3: 7,608 shares; 2025Q4: 5,654 shares 5,654 $342K <0.01% -1,954 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,914 shares; 2025Q3: not reported; 2025Q4: 4,073 shares 4,073 $342K <0.01% new Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,381 shares; 2024Q4: 6,880 shares; 2025Q1: 1,238 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,472 shares 2,472 $341K <0.01% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,553 shares; 2025Q3: 2,126 shares; 2025Q4: 2,175 shares 2,175 $341K <0.01% +49 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,876 shares; 2025Q4: 8,560 shares 8,560 $339K <0.01% +684 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,600 shares; 2025Q3: 10,600 shares; 2025Q4: 10,673 shares 10,673 $334K <0.01% +73 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 552 shares; 2025Q4: 750 shares 750 $333K <0.01% +198 Timeline TTEK TETRA TECH INC NEW More: the full row for TETRA TECH INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,821 shares; 2025Q3: 10,608 shares; 2025Q4: 9,894 shares 9,894 $332K <0.01% -714 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,050 shares; 2024Q4: 7,050 shares; 2025Q1: 7,050 shares; 2025Q2: 8,050 shares; 2025Q3: 8,050 shares; 2025Q4: 8,050 shares 8,050 $332K <0.01% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,893 shares; 2024Q4: 11,973 shares; 2025Q1: 35,422 shares; 2025Q2: 33,995 shares; 2025Q3: 34,509 shares; 2025Q4: 34,165 shares 34,165 $331K <0.01% -344 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,618 shares; 2025Q3: 11,618 shares; 2025Q4: 11,618 shares 11,618 $331K <0.01% 0 Timeline TAP MOLSON COORS BEVERAGE CO More: the full row for MOLSON COORS BEVERAGE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,067 shares 7,067 $330K <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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,232 shares; 2025Q3: 13,232 shares; 2025Q4: 13,232 shares 13,232 $328K <0.01% 0 Timeline IT GARTNER INC More: the full row for GARTNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,893 shares; 2024Q4: 2,447 shares; 2025Q1: 1,559 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,301 shares 1,301 $328K <0.01% new Timeline CHTR CHARTER COMMUNICATIONS INC More: the full row for CHARTER COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,569 shares 1,569 $327K <0.01% new Timeline VALE VALE S A More: the full row for VALE S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21,146 shares; 2025Q4: 25,091 shares 25,091 $327K <0.01% +3,945 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,936 shares 7,936 $326K <0.01% new Timeline ONON ON HLDG AG More: the full row for ON HLDG AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,015 shares 7,015 $326K <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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,675 shares; 2024Q4: 41,425 shares; 2025Q1: 40,225 shares; 2025Q2: 25,100 shares; 2025Q3: 26,100 shares; 2025Q4: 26,236 shares 26,236 $325K <0.01% +136 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,514 shares 2,514 $325K <0.01% new Timeline FTC FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,843 shares; 2024Q4: 2,029 shares; 2025Q1: 2,029 shares; 2025Q2: 2,029 shares; 2025Q3: 2,029 shares; 2025Q4: 2,029 shares 2,029 $324K <0.01% 0 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,093 shares; 2025Q4: 12,362 shares 12,362 $324K <0.01% +1,269 Timeline FOXA FOX CORP More: the full row for FOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,402 shares 4,402 $322K <0.01% new Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,406 shares; 2024Q4: 10,002 shares; 2025Q1: 7,863 shares; 2025Q2: 7,032 shares; 2025Q3: 4,385 shares; 2025Q4: 3,551 shares 3,551 $320K <0.01% -834 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,466 shares; 2025Q2: 2,621 shares; 2025Q3: 2,621 shares; 2025Q4: 2,622 shares 2,622 $319K <0.01% +1 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,436 shares; 2024Q4: 4,463 shares; 2025Q1: 2,386 shares; 2025Q2: 2,105 shares; 2025Q3: 1,777 shares; 2025Q4: 2,464 shares 2,464 $318K <0.01% +687 Timeline