JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 271,642 shares; 2024Q4: 268,859 shares; 2025Q1: 265,743 shares; 2025Q2: 265,745 shares; 2025Q3: 265,683 shares; 2025Q4: 264,865 shares 264,865 $85.3M 5.36% -818 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 258,856 shares; 2024Q4: 252,989 shares; 2025Q1: 249,009 shares; 2025Q2: 240,401 shares; 2025Q3: 241,125 shares; 2025Q4: 237,669 shares 237,669 $64.6M 4.05% -3,456 Timeline IVW 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: 530,128 shares; 2024Q4: 522,269 shares; 2025Q1: 522,677 shares; 2025Q2: 517,275 shares; 2025Q3: 518,899 shares; 2025Q4: 518,496 shares 518,496 $63.9M 4.01% -403 Timeline VCSH 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: 368,577 shares; 2024Q4: 536,436 shares; 2025Q1: 549,858 shares; 2025Q2: 561,002 shares; 2025Q3: 608,786 shares; 2025Q4: 663,614 shares 663,614 $52.9M 3.32% +54,828 Timeline VTI 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: 143,894 shares; 2024Q4: 147,212 shares; 2025Q1: 146,801 shares; 2025Q2: 142,721 shares; 2025Q3: 142,189 shares; 2025Q4: 143,019 shares 143,019 $47.9M 3.01% +830 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 98,505 shares; 2024Q4: 98,415 shares; 2025Q1: 97,241 shares; 2025Q2: 96,617 shares; 2025Q3: 93,835 shares; 2025Q4: 95,719 shares 95,719 $46.3M 2.9% +1,884 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,473 shares; 2024Q4: 67,114 shares; 2025Q1: 65,348 shares; 2025Q2: 65,616 shares; 2025Q3: 65,540 shares; 2025Q4: 64,644 shares 64,644 $44.1M 2.77% -896 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: 181,229 shares; 2024Q4: 178,004 shares; 2025Q1: 181,562 shares; 2025Q2: 181,803 shares; 2025Q3: 183,681 shares; 2025Q4: 186,754 shares 186,754 $39.6M 2.49% +3,073 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: 774,708 shares; 2024Q4: 774,886 shares; 2025Q1: 775,480 shares; 2025Q2: 777,630 shares; 2025Q3: 779,405 shares; 2025Q4: 781,008 shares 781,008 $35.6M 2.24% +1,603 Timeline VOO 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: 39,111 shares; 2024Q4: 39,730 shares; 2025Q1: 41,137 shares; 2025Q2: 42,178 shares; 2025Q3: 44,112 shares; 2025Q4: 44,712 shares 44,712 $28M 1.76% +600 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 176,163 shares; 2024Q4: 164,836 shares; 2025Q1: 160,760 shares; 2025Q2: 161,126 shares; 2025Q3: 159,977 shares; 2025Q4: 160,039 shares 160,039 $24.7M 1.55% +62 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,343 shares; 2024Q4: 73,741 shares; 2025Q1: 73,159 shares; 2025Q2: 73,745 shares; 2025Q3: 73,656 shares; 2025Q4: 67,748 shares 67,748 $21.2M 1.33% -5,908 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 93,215 shares; 2024Q4: 93,749 shares; 2025Q1: 93,750 shares; 2025Q2: 93,452 shares; 2025Q3: 93,775 shares; 2025Q4: 92,991 shares 92,991 $18.1M 1.14% -784 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,431 shares; 2024Q4: 85,305 shares; 2025Q1: 77,383 shares; 2025Q2: 76,910 shares; 2025Q3: 76,928 shares; 2025Q4: 76,452 shares 76,452 $17.5M 1.1% -476 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 176,418 shares; 2024Q4: 173,166 shares; 2025Q1: 170,461 shares; 2025Q2: 174,589 shares; 2025Q3: 266,002 shares; 2025Q4: 328,718 shares 328,718 $16.3M 1.02% +62,716 Timeline MUB 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: 94,551 shares; 2024Q4: 131,460 shares; 2025Q1: 126,473 shares; 2025Q2: 147,350 shares; 2025Q3: 147,808 shares; 2025Q4: 147,833 shares 147,833 $15.8M 0.99% +25 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,869 shares; 2024Q4: 65,943 shares; 2025Q1: 64,141 shares; 2025Q2: 65,197 shares; 2025Q3: 65,425 shares; 2025Q4: 66,152 shares 66,152 $15.3M 0.96% +727 Timeline IVV 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: 22,561 shares; 2024Q4: 22,879 shares; 2025Q1: 22,927 shares; 2025Q2: 22,623 shares; 2025Q3: 22,045 shares; 2025Q4: 21,534 shares 21,534 $14.7M 0.93% -511 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 143,576 shares; 2024Q4: 129,540 shares; 2025Q1: 111,399 shares; 2025Q2: 112,178 shares; 2025Q3: 110,078 shares; 2025Q4: 108,963 shares 108,963 $13.9M 0.87% -1,115 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,092 shares; 2024Q4: 56,643 shares; 2025Q1: 55,720 shares; 2025Q2: 55,823 shares; 2025Q3: 55,943 shares; 2025Q4: 56,014 shares 56,014 $13M 0.81% +71 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,956 shares; 2024Q4: 57,538 shares; 2025Q1: 57,092 shares; 2025Q2: 56,526 shares; 2025Q3: 56,602 shares; 2025Q4: 56,948 shares 56,948 $11.8M 0.74% +346 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,837 shares; 2024Q4: 79,634 shares; 2025Q1: 79,854 shares; 2025Q2: 78,272 shares; 2025Q3: 78,249 shares; 2025Q4: 82,520 shares 82,520 $11.6M 0.73% +4,271 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,069 shares; 2024Q4: 20,305 shares; 2025Q1: 19,833 shares; 2025Q2: 19,050 shares; 2025Q3: 18,812 shares; 2025Q4: 18,810 shares 18,810 $11.6M 0.73% -2 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,762 shares; 2024Q4: 31,862 shares; 2025Q1: 30,003 shares; 2025Q2: 31,067 shares; 2025Q3: 31,164 shares; 2025Q4: 36,385 shares 36,385 $11.4M 0.72% +5,221 Timeline BAC 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: 206,607 shares; 2024Q4: 203,344 shares; 2025Q1: 203,264 shares; 2025Q2: 205,382 shares; 2025Q3: 206,240 shares; 2025Q4: 198,855 shares 198,855 $10.9M 0.69% -7,385 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,312 shares; 2024Q4: 28,056 shares; 2025Q1: 28,002 shares; 2025Q2: 28,380 shares; 2025Q3: 28,254 shares; 2025Q4: 27,307 shares 27,307 $10.8M 0.68% -947 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: 28,220 shares; 2024Q4: 28,220 shares; 2025Q1: 28,945 shares; 2025Q2: 28,310 shares; 2025Q3: 28,310 shares; 2025Q4: 28,310 shares 28,310 $10.6M 0.66% 0 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 191,909 shares; 2024Q4: 197,283 shares; 2025Q1: 199,475 shares; 2025Q2: 201,008 shares; 2025Q3: 201,183 shares; 2025Q4: 222,961 shares 222,961 $10.5M 0.66% +21,778 Timeline ACU ACME UTD CORP More: the full row for ACME UTD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 302,734 shares; 2024Q4: 299,403 shares; 2025Q1: 282,323 shares; 2025Q2: 259,592 shares; 2025Q3: 256,511 shares; 2025Q4: 252,624 shares 252,624 $10.2M 0.64% -3,887 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: 134,480 shares; 2024Q4: 134,005 shares; 2025Q1: 134,305 shares; 2025Q2: 140,615 shares; 2025Q3: 139,590 shares; 2025Q4: 106,090 shares 106,090 $10.1M 0.63% -33,500 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: 44,745 shares; 2024Q4: 45,237 shares; 2025Q1: 45,782 shares; 2025Q2: 45,386 shares; 2025Q3: 45,811 shares; 2025Q4: 46,775 shares 46,775 $9.78M 0.61% +964 Timeline XLF 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: 175,075 shares; 2024Q4: 172,456 shares; 2025Q1: 174,204 shares; 2025Q2: 174,299 shares; 2025Q3: 174,219 shares; 2025Q4: 175,721 shares 175,721 $9.62M 0.6% +1,502 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,113 shares; 2024Q4: 45,084 shares; 2025Q1: 44,186 shares; 2025Q2: 43,736 shares; 2025Q3: 43,544 shares; 2025Q4: 43,707 shares 43,707 $9.61M 0.6% +163 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,374 shares; 2024Q4: 11,515 shares; 2025Q1: 11,522 shares; 2025Q2: 10,919 shares; 2025Q3: 10,902 shares; 2025Q4: 10,694 shares 10,694 $9.22M 0.58% -208 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,857 shares; 2024Q4: 8,483 shares; 2025Q1: 8,188 shares; 2025Q2: 8,161 shares; 2025Q3: 8,183 shares; 2025Q4: 8,546 shares 8,546 $9.18M 0.58% +363 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,548 shares; 2024Q4: 14,553 shares; 2025Q1: 15,355 shares; 2025Q2: 16,259 shares; 2025Q3: 16,463 shares; 2025Q4: 18,019 shares 18,019 $9.06M 0.57% +1,556 Timeline PSTL POSTAL REALTY TRUST INC More: the full row for POSTAL REALTY TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 493,290 shares; 2024Q4: 491,390 shares; 2025Q1: 494,165 shares; 2025Q2: 494,165 shares; 2025Q3: 496,165 shares; 2025Q4: 513,363 shares 513,363 $8.29M 0.52% +17,198 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,705 shares; 2024Q4: 75,655 shares; 2025Q1: 74,507 shares; 2025Q2: 74,080 shares; 2025Q3: 72,958 shares; 2025Q4: 72,852 shares 72,852 $8.17M 0.51% -106 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,761 shares; 2024Q4: 15,897 shares; 2025Q1: 65,822 shares; 2025Q2: 74,626 shares; 2025Q3: 121,711 shares; 2025Q4: 130,143 shares 130,143 $8.13M 0.51% +8,432 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 108,540 shares; 2024Q4: 106,145 shares; 2025Q1: 108,034 shares; 2025Q2: 109,639 shares; 2025Q3: 111,714 shares; 2025Q4: 113,454 shares 113,454 $8.1M 0.51% +1,740 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,275 shares; 2024Q4: 65,383 shares; 2025Q1: 64,660 shares; 2025Q2: 63,924 shares; 2025Q3: 63,883 shares; 2025Q4: 64,010 shares 64,010 $8.02M 0.5% +127 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: 32,479 shares; 2024Q4: 32,479 shares; 2025Q1: 32,379 shares; 2025Q2: 31,209 shares; 2025Q3: 30,361 shares; 2025Q4: 30,384 shares 30,384 $7.86M 0.49% +23 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 106,917 shares; 2024Q4: 101,200 shares; 2025Q1: 97,292 shares; 2025Q2: 96,555 shares; 2025Q3: 96,615 shares; 2025Q4: 97,308 shares 97,308 $7.5M 0.47% +693 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,185 shares; 2024Q4: 24,423 shares; 2025Q1: 23,153 shares; 2025Q2: 23,240 shares; 2025Q3: 23,010 shares; 2025Q4: 22,739 shares 22,739 $7.44M 0.47% -271 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,477 shares; 2024Q4: 66,917 shares; 2025Q1: 63,482 shares; 2025Q2: 63,517 shares; 2025Q3: 63,774 shares; 2025Q4: 58,050 shares 58,050 $6.99M 0.44% -5,724 Timeline BOOT BOOT BARN HLDGS INC More: the full row for BOOT BARN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,900 shares; 2024Q4: 52,900 shares; 2025Q1: 49,900 shares; 2025Q2: 45,900 shares; 2025Q3: 45,900 shares; 2025Q4: 39,400 shares 39,400 $6.95M 0.44% -6,500 Timeline SII SPROTT INC More: the full row for SPROTT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 152,534 shares; 2024Q4: 143,833 shares; 2025Q1: 123,162 shares; 2025Q2: 101,832 shares; 2025Q3: 94,701 shares; 2025Q4: 70,246 shares 70,246 $6.88M 0.43% -24,455 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,212 shares; 2024Q4: 37,912 shares; 2025Q1: 37,980 shares; 2025Q2: 38,270 shares; 2025Q3: 38,776 shares; 2025Q4: 32,086 shares 32,086 $6.87M 0.43% -6,690 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,018 shares; 2024Q4: 74,383 shares; 2025Q1: 61,398 shares; 2025Q2: 48,764 shares; 2025Q3: 47,712 shares; 2025Q4: 47,701 shares 47,701 $6.85M 0.43% -11 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,306 shares; 2024Q4: 12,313 shares; 2025Q1: 11,766 shares; 2025Q2: 11,373 shares; 2025Q3: 11,382 shares; 2025Q4: 11,755 shares 11,755 $6.73M 0.42% +373 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,828 shares; 2024Q4: 41,801 shares; 2025Q1: 39,233 shares; 2025Q2: 38,887 shares; 2025Q3: 38,839 shares; 2025Q4: 38,956 shares 38,956 $6.66M 0.42% +117 Timeline WHG WESTWOOD HLDGS GROUP INC More: the full row for WESTWOOD HLDGS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 358,978 shares; 2024Q4: 361,996 shares; 2025Q1: 362,014 shares; 2025Q2: 367,460 shares; 2025Q3: 367,477 shares; 2025Q4: 371,993 shares 371,993 $6.4M 0.4% +4,516 Timeline OESX ORION ENERGY SYS INC More: the full row for ORION ENERGY SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 383,454 shares; 2025Q4: 407,452 shares 407,452 $6.27M 0.39% +23,998 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,475 shares; 2024Q4: 10,454 shares; 2025Q1: 10,454 shares; 2025Q2: 10,424 shares; 2025Q3: 10,424 shares; 2025Q4: 10,722 shares 10,722 $6.21M 0.39% +298 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,018 shares; 2024Q4: 58,640 shares; 2025Q1: 57,576 shares; 2025Q2: 57,448 shares; 2025Q3: 57,175 shares; 2025Q4: 57,594 shares 57,594 $6.06M 0.38% +419 Timeline ESCA ESCALADE INC More: the full row for ESCALADE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 496,204 shares; 2024Q4: 497,713 shares; 2025Q1: 497,785 shares; 2025Q2: 449,354 shares; 2025Q3: 428,753 shares; 2025Q4: 428,112 shares 428,112 $5.78M 0.36% -641 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,755 shares; 2024Q4: 52,164 shares; 2025Q1: 51,392 shares; 2025Q2: 51,299 shares; 2025Q3: 51,320 shares; 2025Q4: 51,728 shares 51,728 $5.76M 0.36% +408 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,105 shares; 2024Q4: 41,175 shares; 2025Q1: 41,377 shares; 2025Q2: 39,563 shares; 2025Q3: 39,885 shares; 2025Q4: 40,203 shares 40,203 $5.76M 0.36% +318 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,226 shares; 2024Q4: 18,560 shares; 2025Q1: 18,260 shares; 2025Q2: 18,371 shares; 2025Q3: 18,331 shares; 2025Q4: 18,649 shares 18,649 $5.7M 0.36% +318 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,745 shares; 2024Q4: 32,237 shares; 2025Q1: 32,266 shares; 2025Q2: 32,859 shares; 2025Q3: 32,053 shares; 2025Q4: 29,908 shares 29,908 $5.58M 0.35% -2,145 Timeline RCKY ROCKY BRANDS INC More: the full row for ROCKY BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 184,775 shares; 2024Q4: 214,625 shares; 2025Q1: 218,625 shares; 2025Q2: 211,125 shares; 2025Q3: 190,125 shares; 2025Q4: 190,125 shares 190,125 $5.58M 0.35% 0 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: 119,524 shares; 2024Q4: 117,440 shares; 2025Q1: 114,018 shares; 2025Q2: 112,851 shares; 2025Q3: 114,792 shares; 2025Q4: 114,792 shares 114,792 $5.37M 0.34% 0 Timeline KEX KIRBY CORP More: the full row for KIRBY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,291 shares; 2024Q4: 48,291 shares; 2025Q1: 48,291 shares; 2025Q2: 48,291 shares; 2025Q3: 48,291 shares; 2025Q4: 48,291 shares 48,291 $5.32M 0.33% 0 Timeline BLBD BLUE BIRD CORP More: the full row for BLUE BIRD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 166,176 shares; 2024Q4: 166,176 shares; 2025Q1: 112,776 shares; 2025Q2: 112,776 shares; 2025Q3: 112,776 shares; 2025Q4: 112,776 shares 112,776 $5.3M 0.33% 0 Timeline EUFN 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: 4,333 shares; 2024Q4: 4,333 shares; 2025Q1: 146,653 shares; 2025Q2: 197,217 shares; 2025Q3: 196,887 shares; 2025Q4: 135,228 shares 135,228 $5.02M 0.31% -61,659 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,119 shares; 2024Q4: 43,188 shares; 2025Q1: 45,815 shares; 2025Q2: 51,286 shares; 2025Q3: 59,667 shares; 2025Q4: 66,465 shares 66,465 $5.01M 0.31% +6,798 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,396 shares; 2024Q4: 7,376 shares; 2025Q1: 7,695 shares; 2025Q2: 8,061 shares; 2025Q3: 8,175 shares; 2025Q4: 8,296 shares 8,296 $5M 0.31% +121 Timeline DCI DONALDSON INC More: the full row for DONALDSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,348 shares; 2024Q4: 60,356 shares; 2025Q1: 60,190 shares; 2025Q2: 57,240 shares; 2025Q3: 57,240 shares; 2025Q4: 56,332 shares 56,332 $4.99M 0.31% -908 Timeline BND 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: 239,459 shares; 2024Q4: 78,263 shares; 2025Q1: 71,814 shares; 2025Q2: 69,174 shares; 2025Q3: 67,358 shares; 2025Q4: 66,888 shares 66,888 $4.95M 0.31% -470 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,089 shares; 2024Q4: 9,089 shares; 2025Q1: 8,435 shares; 2025Q2: 8,456 shares; 2025Q3: 8,460 shares; 2025Q4: 8,519 shares 8,519 $4.86M 0.31% +59 Timeline VPLS VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 333 shares; 2024Q4: 339 shares; 2025Q1: 341 shares; 2025Q2: 9,342 shares; 2025Q3: 31,531 shares; 2025Q4: 62,056 shares 62,056 $4.85M 0.3% +30,525 Timeline SGC SUPERIOR GROUP OF CO INC More: the full row for SUPERIOR GROUP OF CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 389,775 shares; 2024Q4: 389,775 shares; 2025Q1: 390,775 shares; 2025Q2: 390,775 shares; 2025Q3: 420,975 shares; 2025Q4: 494,975 shares 494,975 $4.79M 0.3% +74,000 Timeline USLM UNITED STS LIME & MINERALS I More: the full row for UNITED STS LIME & MINERALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,850 shares; 2024Q4: 47,850 shares; 2025Q1: 47,400 shares; 2025Q2: 47,050 shares; 2025Q3: 47,050 shares; 2025Q4: 38,550 shares 38,550 $4.62M 0.29% -8,500 Timeline ETD ETHAN ALLEN INTERIORS INC More: the full row for ETHAN ALLEN INTERIORS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 179,050 shares; 2024Q4: 179,050 shares; 2025Q1: 179,050 shares; 2025Q2: 181,050 shares; 2025Q3: 181,050 shares; 2025Q4: 200,250 shares 200,250 $4.57M 0.29% +19,200 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4 shares; 2024Q4: 4 shares; 2025Q1: 4 shares; 2025Q2: 6 shares; 2025Q3: 6 shares; 2025Q4: 6 shares 6 $4.53M 0.28% 0 Timeline BHB BAR HBR BANKSHARES More: the full row for BAR HBR BANKSHARES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 145,580 shares; 2024Q4: 145,580 shares; 2025Q1: 145,580 shares; 2025Q2: 145,580 shares; 2025Q3: 145,580 shares; 2025Q4: 145,580 shares 145,580 $4.52M 0.28% 0 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,445 shares; 2024Q4: 15,449 shares; 2025Q1: 14,757 shares; 2025Q2: 14,256 shares; 2025Q3: 14,308 shares; 2025Q4: 14,691 shares 14,691 $4.35M 0.27% +383 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,771 shares; 2024Q4: 60,795 shares; 2025Q1: 60,795 shares; 2025Q2: 61,067 shares; 2025Q3: 61,095 shares; 2025Q4: 61,216 shares 61,216 $4.28M 0.27% +121 Timeline GRBK GREEN BRICK PARTNERS INC More: the full row for GREEN BRICK PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,675 shares; 2024Q4: 78,675 shares; 2025Q1: 73,275 shares; 2025Q2: 73,275 shares; 2025Q3: 73,275 shares; 2025Q4: 68,275 shares 68,275 $4.28M 0.27% -5,000 Timeline BBW BUILD-A-BEAR WORKSHOP INC More: the full row for BUILD-A-BEAR WORKSHOP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 175,025 shares; 2024Q4: 175,025 shares; 2025Q1: 127,325 shares; 2025Q2: 82,325 shares; 2025Q3: 81,325 shares; 2025Q4: 69,325 shares 69,325 $4.25M 0.27% -12,000 Timeline LQDT LIQUIDITY SVCS INC More: the full row for LIQUIDITY SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 173,175 shares; 2024Q4: 173,175 shares; 2025Q1: 138,975 shares; 2025Q2: 138,975 shares; 2025Q3: 138,975 shares; 2025Q4: 138,975 shares 138,975 $4.21M 0.26% 0 Timeline MSGE MADISON SQUARE GARDEN ENTMT More: the full row for MADISON SQUARE GARDEN ENTMT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 106,421 shares; 2024Q4: 106,196 shares; 2025Q1: 97,196 shares; 2025Q2: 90,796 shares; 2025Q3: 89,636 shares; 2025Q4: 77,736 shares 77,736 $4.19M 0.26% -11,900 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,012 shares; 2024Q4: 6,012 shares; 2025Q1: 5,981 shares; 2025Q2: 5,909 shares; 2025Q3: 5,917 shares; 2025Q4: 6,200 shares 6,200 $4.09M 0.26% +283 Timeline FFA FIRST TR ENHANCED EQUITY More: the full row for FIRST TR ENHANCED EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 180,180 shares; 2024Q4: 169,842 shares; 2025Q1: 178,828 shares; 2025Q2: 176,814 shares; 2025Q3: 180,173 shares; 2025Q4: 184,543 shares 184,543 $4.06M 0.25% +4,370 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: 36,870 shares; 2024Q4: 36,482 shares; 2025Q1: 35,600 shares; 2025Q2: 35,206 shares; 2025Q3: 34,979 shares; 2025Q4: 35,062 shares 35,062 $4.04M 0.25% +83 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 289,007 shares; 2024Q4: 180,126 shares; 2025Q1: 176,834 shares; 2025Q2: 171,715 shares; 2025Q3: 172,849 shares; 2025Q4: 161,410 shares 161,410 $4.02M 0.25% -11,439 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,567 shares; 2024Q4: 4,567 shares; 2025Q1: 4,561 shares; 2025Q2: 4,504 shares; 2025Q3: 4,506 shares; 2025Q4: 4,552 shares 4,552 $4M 0.25% +46 Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,911 shares; 2024Q4: 19,307 shares; 2025Q1: 19,311 shares; 2025Q2: 20,103 shares; 2025Q3: 20,052 shares; 2025Q4: 19,480 shares 19,480 $3.99M 0.25% -572 Timeline XHB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,343 shares; 2024Q4: 34,149 shares; 2025Q1: 34,971 shares; 2025Q2: 36,706 shares; 2025Q3: 37,171 shares; 2025Q4: 38,425 shares 38,425 $3.96M 0.25% +1,254 Timeline TILE INTERFACE INC More: the full row for INTERFACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 151,075 shares; 2024Q4: 151,075 shares; 2025Q1: 166,075 shares; 2025Q2: 166,075 shares; 2025Q3: 166,075 shares; 2025Q4: 141,275 shares 141,275 $3.94M 0.25% -24,800 Timeline IEFA 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: 29,833 shares; 2024Q4: 30,039 shares; 2025Q1: 34,114 shares; 2025Q2: 35,472 shares; 2025Q3: 38,019 shares; 2025Q4: 43,145 shares 43,145 $3.86M 0.24% +5,126 Timeline WTFC WINTRUST FINL CORP More: the full row for WINTRUST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,745 shares; 2024Q4: 26,986 shares; 2025Q1: 27,205 shares; 2025Q2: 27,205 shares; 2025Q3: 27,205 shares; 2025Q4: 27,209 shares 27,209 $3.8M 0.24% +4 Timeline PGF 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: 301,423 shares; 2024Q4: 298,002 shares; 2025Q1: 290,051 shares; 2025Q2: 286,523 shares; 2025Q3: 276,462 shares; 2025Q4: 267,442 shares 267,442 $3.78M 0.24% -9,020 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,423 shares; 2024Q4: 11,321 shares; 2025Q1: 10,599 shares; 2025Q2: 10,692 shares; 2025Q3: 10,926 shares; 2025Q4: 10,925 shares 10,925 $3.76M 0.24% -1 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,438 shares; 2024Q4: 44,614 shares; 2025Q1: 44,119 shares; 2025Q2: 43,912 shares; 2025Q3: 44,447 shares; 2025Q4: 44,594 shares 44,594 $3.76M 0.24% +147 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,675 shares; 2024Q4: 3,705 shares; 2025Q1: 3,705 shares; 2025Q2: 3,705 shares; 2025Q3: 3,705 shares; 2025Q4: 3,706 shares 3,706 $3.74M 0.23% +1 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 127,866 shares; 2024Q4: 132,166 shares; 2025Q1: 132,166 shares; 2025Q2: 132,186 shares; 2025Q3: 132,186 shares; 2025Q4: 132,408 shares 132,408 $3.64M 0.23% +222 Timeline ALG ALAMO GROUP INC More: the full row for ALAMO GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,613 shares; 2024Q4: 22,150 shares; 2025Q1: 21,550 shares; 2025Q2: 21,550 shares; 2025Q3: 21,550 shares; 2025Q4: 21,550 shares 21,550 $3.62M 0.23% 0 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: 116,000 shares; 2024Q4: 116,000 shares; 2025Q1: 115,350 shares; 2025Q2: 115,350 shares; 2025Q3: 115,350 shares; 2025Q4: 99,431 shares 99,431 $3.6M 0.23% -15,919 Timeline LYTS LSI INDS INC OHIO More: the full row for LSI INDS INC OHIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 239,281 shares; 2024Q4: 239,284 shares; 2025Q1: 237,687 shares; 2025Q2: 211,691 shares; 2025Q3: 211,694 shares; 2025Q4: 196,463 shares 196,463 $3.6M 0.23% -15,231 Timeline CMA COMERICA INC More: the full row for COMERICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,920 shares; 2024Q4: 40,920 shares; 2025Q1: 40,920 shares; 2025Q2: 40,920 shares; 2025Q3: 40,920 shares; 2025Q4: 40,920 shares 40,920 $3.56M 0.22% 0 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,229 shares; 2024Q4: 56,565 shares; 2025Q1: 44,588 shares; 2025Q2: 36,845 shares; 2025Q3: 35,661 shares; 2025Q4: 35,555 shares 35,555 $3.48M 0.22% -106 Timeline LINC LINCOLN EDL SVCS CORP More: the full row for LINCOLN EDL SVCS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 85,700 shares; 2025Q1: 106,275 shares; 2025Q2: 121,275 shares; 2025Q3: 143,275 shares; 2025Q4: 143,275 shares 143,275 $3.46M 0.22% 0 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,541 shares; 2024Q4: 22,584 shares; 2025Q1: 22,926 shares; 2025Q2: 23,000 shares; 2025Q3: 22,550 shares; 2025Q4: 22,691 shares 22,691 $3.46M 0.22% +141 Timeline ALNT ALLIENT INC More: the full row for ALLIENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,467 shares; 2024Q4: 82,468 shares; 2025Q1: 82,468 shares; 2025Q2: 63,969 shares; 2025Q3: 63,970 shares; 2025Q4: 63,970 shares 63,970 $3.44M 0.22% 0 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,561 shares; 2024Q4: 7,261 shares; 2025Q1: 7,261 shares; 2025Q2: 7,261 shares; 2025Q3: 7,262 shares; 2025Q4: 7,263 shares 7,263 $3.38M 0.21% +1 Timeline NWE NORTHWESTERN ENERGY GROUP IN More: the full row for NORTHWESTERN ENERGY GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,836 shares; 2024Q4: 48,773 shares; 2025Q1: 48,779 shares; 2025Q2: 49,615 shares; 2025Q3: 50,431 shares; 2025Q4: 50,998 shares 50,998 $3.29M 0.21% +567 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,228 shares; 2024Q4: 15,228 shares; 2025Q1: 14,896 shares; 2025Q2: 14,899 shares; 2025Q3: 14,923 shares; 2025Q4: 14,912 shares 14,912 $3.28M 0.21% -11 Timeline IBIE 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: 37,375 shares; 2025Q4: 126,050 shares 126,050 $3.27M 0.21% +88,675 Timeline HCSG HEALTHCARE SVCS GROUP INC More: the full row for HEALTHCARE SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 200 shares; 2024Q4: 101,100 shares; 2025Q1: 102,950 shares; 2025Q2: 140,950 shares; 2025Q3: 170,950 shares; 2025Q4: 170,950 shares 170,950 $3.27M 0.21% 0 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,987 shares; 2024Q4: 8,987 shares; 2025Q1: 8,917 shares; 2025Q2: 8,917 shares; 2025Q3: 8,917 shares; 2025Q4: 8,922 shares 8,922 $3.14M 0.2% +5 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,096 shares; 2024Q4: 28,622 shares; 2025Q1: 31,574 shares; 2025Q2: 31,598 shares; 2025Q3: 31,420 shares; 2025Q4: 30,876 shares 30,876 $3.08M 0.19% -544 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,835 shares; 2024Q4: 11,190 shares; 2025Q1: 11,164 shares; 2025Q2: 11,001 shares; 2025Q3: 10,687 shares; 2025Q4: 21,295 shares 21,295 $3.07M 0.19% +10,608 Timeline SLP SIMULATIONS PLUS INC More: the full row for SIMULATIONS PLUS 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: 53,000 shares; 2025Q2: 56,875 shares; 2025Q3: 168,130 shares; 2025Q4: 168,130 shares 168,130 $3.07M 0.19% 0 Timeline SCHD 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: 17,327 shares; 2024Q4: 60,381 shares; 2025Q1: 76,430 shares; 2025Q2: 71,370 shares; 2025Q3: 76,618 shares; 2025Q4: 110,746 shares 110,746 $3.04M 0.19% +34,128 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,034 shares; 2024Q4: 17,071 shares; 2025Q1: 17,071 shares; 2025Q2: 17,071 shares; 2025Q3: 17,147 shares; 2025Q4: 17,172 shares 17,172 $2.98M 0.19% +25 Timeline LIND LINDBLAD EXPEDITIONS HLDGS I More: the full row for LINDBLAD EXPEDITIONS HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 201,900 shares; 2025Q2: 204,800 shares; 2025Q3: 204,800 shares; 2025Q4: 204,800 shares 204,800 $2.95M 0.19% 0 Timeline LXP LXP INDUSTRIAL TRUST More: the full row for LXP INDUSTRIAL 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: 58,708 shares 58,708 $2.91M 0.18% new 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: 16,770 shares; 2024Q4: 16,780 shares; 2025Q1: 16,792 shares; 2025Q2: 16,805 shares; 2025Q3: 59,791 shares; 2025Q4: 61,791 shares 61,791 $2.87M 0.18% +2,000 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: 58,379 shares; 2024Q4: 57,030 shares; 2025Q1: 52,774 shares; 2025Q2: 52,403 shares; 2025Q3: 51,853 shares; 2025Q4: 50,475 shares 50,475 $2.85M 0.18% -1,378 Timeline VTV 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: 12,169 shares; 2024Q4: 12,297 shares; 2025Q1: 14,371 shares; 2025Q2: 14,642 shares; 2025Q3: 15,028 shares; 2025Q4: 14,826 shares 14,826 $2.83M 0.18% -202 Timeline UMH UMH PPTYS INC More: the full row for UMH PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 176,186 shares; 2024Q4: 174,981 shares; 2025Q1: 174,981 shares; 2025Q2: 174,981 shares; 2025Q3: 175,081 shares; 2025Q4: 176,615 shares 176,615 $2.81M 0.18% +1,534 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,434 shares; 2024Q4: 23,434 shares; 2025Q1: 21,965 shares; 2025Q2: 21,950 shares; 2025Q3: 21,954 shares; 2025Q4: 21,982 shares 21,982 $2.77M 0.17% +28 Timeline GATX GATX CORP More: the full row for GATX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,000 shares; 2024Q4: 16,051 shares; 2025Q1: 16,022 shares; 2025Q2: 16,022 shares; 2025Q3: 16,022 shares; 2025Q4: 16,022 shares 16,022 $2.72M 0.17% 0 Timeline CECO CECO ENVIRONMENTAL CORP More: the full row for CECO ENVIRONMENTAL 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: 44,000 shares; 2025Q2: 45,150 shares; 2025Q3: 45,150 shares; 2025Q4: 45,150 shares 45,150 $2.7M 0.17% 0 Timeline HBB HAMILTON BEACH BRANDS HLDG C More: the full row for HAMILTON BEACH BRANDS HLDG C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 153,451 shares; 2024Q4: 214,200 shares; 2025Q1: 252,600 shares; 2025Q2: 253,600 shares; 2025Q3: 165,651 shares; 2025Q4: 163,651 shares 163,651 $2.69M 0.17% -2,000 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,136 shares; 2024Q4: 42,247 shares; 2025Q1: 47,892 shares; 2025Q2: 78,059 shares; 2025Q3: 80,737 shares; 2025Q4: 161,523 shares 161,523 $2.66M 0.17% +80,786 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,250 shares; 2025Q4: 24,630 shares 24,630 $2.63M 0.16% +22,380 Timeline EPR EPR PPTYS More: the full row for EPR PPTYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,150 shares; 2024Q4: 48,650 shares; 2025Q1: 50,650 shares; 2025Q2: 50,650 shares; 2025Q3: 50,650 shares; 2025Q4: 52,650 shares 52,650 $2.63M 0.16% +2,000 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,221 shares; 2024Q4: 2,231 shares; 2025Q1: 1,899 shares; 2025Q2: 28,485 shares; 2025Q3: 28,491 shares; 2025Q4: 28,496 shares 28,496 $2.6M 0.16% +5 Timeline EML EASTERN CO More: the full row for EASTERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 137,921 shares; 2024Q4: 137,921 shares; 2025Q1: 137,921 shares; 2025Q2: 137,921 shares; 2025Q3: 137,921 shares; 2025Q4: 130,921 shares 130,921 $2.58M 0.16% -7,000 Timeline GWRS GLOBAL WTR RES INC More: the full row for GLOBAL WTR RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 234,893 shares; 2024Q4: 234,093 shares; 2025Q1: 342,593 shares; 2025Q2: 351,448 shares; 2025Q3: 289,448 shares; 2025Q4: 304,448 shares 304,448 $2.57M 0.16% +15,000 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,978 shares; 2024Q4: 7,989 shares; 2025Q1: 11,789 shares; 2025Q2: 7,989 shares; 2025Q3: 7,989 shares; 2025Q4: 8,073 shares 8,073 $2.57M 0.16% +84 Timeline FLXS FLEXSTEEL INDS INC More: the full row for FLEXSTEEL INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,400 shares; 2024Q4: 64,400 shares; 2025Q1: 64,400 shares; 2025Q2: 64,400 shares; 2025Q3: 64,400 shares; 2025Q4: 64,400 shares 64,400 $2.54M 0.16% 0 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: 18,003 shares; 2024Q4: 18,004 shares; 2025Q1: 18,004 shares; 2025Q2: 18,005 shares; 2025Q3: 18,006 shares; 2025Q4: 18,510 shares 18,510 $2.53M 0.16% +504 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,484 shares; 2024Q4: 79,409 shares; 2025Q1: 79,409 shares; 2025Q2: 80,409 shares; 2025Q3: 76,409 shares; 2025Q4: 76,409 shares 76,409 $2.52M 0.16% 0 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: 10,100 shares; 2024Q4: 10,100 shares; 2025Q1: 10,100 shares; 2025Q2: 10,100 shares; 2025Q3: 10,000 shares; 2025Q4: 10,011 shares 10,011 $2.51M 0.16% +11 Timeline ILCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,017 shares; 2024Q4: 27,525 shares; 2025Q1: 25,325 shares; 2025Q2: 25,144 shares; 2025Q3: 24,694 shares; 2025Q4: 24,064 shares 24,064 $2.5M 0.16% -630 Timeline VBR 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: 13,623 shares; 2024Q4: 13,982 shares; 2025Q1: 12,386 shares; 2025Q2: 12,386 shares; 2025Q3: 11,950 shares; 2025Q4: 11,543 shares 11,543 $2.44M 0.15% -407 Timeline TBCH TURTLE BEACH CORP More: the full row for TURTLE BEACH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 72,000 shares; 2025Q1: 197,500 shares; 2025Q2: 228,000 shares; 2025Q3: 172,000 shares; 2025Q4: 172,000 shares 172,000 $2.41M 0.15% 0 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,580 shares; 2024Q4: 8,693 shares; 2025Q1: 8,698 shares; 2025Q2: 8,648 shares; 2025Q3: 8,399 shares; 2025Q4: 8,294 shares 8,294 $2.39M 0.15% -105 Timeline GCMG GCM GROSVENOR INC More: the full row for GCM GROSVENOR 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: 94,400 shares; 2025Q4: 210,518 shares 210,518 $2.38M 0.15% +116,118 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,637 shares; 2024Q4: 4,662 shares; 2025Q1: 4,597 shares; 2025Q2: 4,591 shares; 2025Q3: 4,593 shares; 2025Q4: 4,603 shares 4,603 $2.35M 0.15% +10 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,670 shares; 2024Q4: 3,470 shares; 2025Q1: 8,225 shares; 2025Q2: 8,245 shares; 2025Q3: 8,271 shares; 2025Q4: 8,441 shares 8,441 $2.31M 0.14% +170 Timeline ODC OIL DRI CORP AMER More: the full row for OIL DRI CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,200 shares; 2024Q4: 49,200 shares; 2025Q1: 73,900 shares; 2025Q2: 72,400 shares; 2025Q3: 65,400 shares; 2025Q4: 46,400 shares 46,400 $2.27M 0.14% -19,000 Timeline VYM 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: 13,745 shares; 2024Q4: 14,022 shares; 2025Q1: 14,683 shares; 2025Q2: 15,145 shares; 2025Q3: 15,971 shares; 2025Q4: 15,749 shares 15,749 $2.26M 0.14% -222 Timeline NWN NORTHWEST NAT HLDG CO More: the full row for NORTHWEST NAT HLDG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,000 shares; 2024Q4: 48,000 shares; 2025Q1: 48,000 shares; 2025Q2: 48,000 shares; 2025Q3: 48,000 shares; 2025Q4: 48,000 shares 48,000 $2.24M 0.14% 0 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,607 shares; 2024Q4: 80,250 shares; 2025Q1: 81,939 shares; 2025Q2: 77,864 shares; 2025Q3: 67,810 shares; 2025Q4: 60,331 shares 60,331 $2.23M 0.14% -7,479 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,500 shares; 2024Q4: 25,462 shares; 2025Q1: 25,683 shares; 2025Q2: 25,558 shares; 2025Q3: 27,461 shares; 2025Q4: 27,552 shares 27,552 $2.21M 0.14% +91 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,804 shares; 2024Q4: 7,806 shares; 2025Q1: 38,266 shares; 2025Q2: 47,065 shares; 2025Q3: 47,065 shares; 2025Q4: 27,370 shares 27,370 $2.21M 0.14% -19,695 Timeline HTO H2O AMERICA More: the full row for H2O AMERICA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56 shares; 2024Q4: 35,000 shares; 2025Q1: 44,800 shares; 2025Q2: 44,800 shares; 2025Q3: 44,800 shares; 2025Q4: 44,800 shares 44,800 $2.19M 0.14% 0 Timeline CRD-A CRAWFORD & CO More: the full row for CRAWFORD & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 84,000 shares; 2025Q1: 94,000 shares; 2025Q2: 94,000 shares; 2025Q3: 99,000 shares; 2025Q4: 193,500 shares 193,500 $2.18M 0.14% +94,500 Timeline ENR ENERGIZER HLDGS INC More: the full row for ENERGIZER HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,600 shares; 2024Q4: 81,600 shares; 2025Q1: 90,600 shares; 2025Q2: 116,600 shares; 2025Q3: 117,100 shares; 2025Q4: 107,300 shares 107,300 $2.13M 0.13% -9,800 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,487 shares; 2024Q4: 16,558 shares; 2025Q1: 20,674 shares; 2025Q2: 18,491 shares; 2025Q3: 18,628 shares; 2025Q4: 18,638 shares 18,638 $2.12M 0.13% +10 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,945 shares; 2024Q4: 10,895 shares; 2025Q1: 9,703 shares; 2025Q2: 9,844 shares; 2025Q3: 10,086 shares; 2025Q4: 10,726 shares 10,726 $2.09M 0.13% +640 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,684 shares; 2024Q4: 4,685 shares; 2025Q1: 4,685 shares; 2025Q2: 4,685 shares; 2025Q3: 4,688 shares; 2025Q4: 5,616 shares 5,616 $2.08M 0.13% +928 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,814 shares; 2024Q4: 5,816 shares; 2025Q1: 5,820 shares; 2025Q2: 5,812 shares; 2025Q3: 5,816 shares; 2025Q4: 5,847 shares 5,847 $2.07M 0.13% +31 Timeline VWO 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: 29,553 shares; 2024Q4: 30,849 shares; 2025Q1: 31,774 shares; 2025Q2: 35,781 shares; 2025Q3: 37,442 shares; 2025Q4: 38,025 shares 38,025 $2.04M 0.13% +583 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,932 shares; 2024Q4: 11,932 shares; 2025Q1: 11,932 shares; 2025Q2: 11,432 shares; 2025Q3: 11,432 shares; 2025Q4: 11,446 shares 11,446 $2.04M 0.13% +14 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,115 shares; 2024Q4: 8,115 shares; 2025Q1: 8,116 shares; 2025Q2: 8,109 shares; 2025Q3: 8,147 shares; 2025Q4: 8,147 shares 8,147 $2.01M 0.13% 0 Timeline DCO DUCOMMUN INC DEL More: the full row for DUCOMMUN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,775 shares; 2024Q4: 20,775 shares; 2025Q1: 20,775 shares; 2025Q2: 20,775 shares; 2025Q3: 20,775 shares; 2025Q4: 20,775 shares 20,775 $1.98M 0.12% 0 Timeline EPM EVOLUTION PETE CORP More: the full row for EVOLUTION PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 823,135 shares; 2024Q4: 833,264 shares; 2025Q1: 828,396 shares; 2025Q2: 828,541 shares; 2025Q3: 680,987 shares; 2025Q4: 556,190 shares 556,190 $1.97M 0.12% -124,797 Timeline WTTR SELECT WATER SOLUTIONS INC More: the full row for SELECT WATER SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 121,000 shares; 2024Q4: 121,000 shares; 2025Q1: 166,000 shares; 2025Q2: 187,000 shares; 2025Q3: 187,000 shares; 2025Q4: 187,000 shares 187,000 $1.97M 0.12% 0 Timeline RGCO RGC RES INC More: the full row for RGC RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92,000 shares; 2024Q4: 92,000 shares; 2025Q1: 92,000 shares; 2025Q2: 92,000 shares; 2025Q3: 92,000 shares; 2025Q4: 92,000 shares 92,000 $1.96M 0.12% 0 Timeline FLTR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,660 shares; 2024Q4: 65,611 shares; 2025Q1: 64,621 shares; 2025Q2: 63,061 shares; 2025Q3: 65,687 shares; 2025Q4: 76,716 shares 76,716 $1.95M 0.12% +11,029 Timeline MOV MOVADO GROUP INC More: the full row for MOVADO GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 93,275 shares; 2024Q4: 92,725 shares; 2025Q1: 107,025 shares; 2025Q2: 134,025 shares; 2025Q3: 94,025 shares; 2025Q4: 94,025 shares 94,025 $1.94M 0.12% 0 Timeline RAIL FREIGHTCAR AMER INC More: the full row for FREIGHTCAR AMER 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: 173,800 shares; 2025Q3: 173,800 shares; 2025Q4: 173,800 shares 173,800 $1.92M 0.12% 0 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,557 shares; 2024Q4: 2,592 shares; 2025Q1: 2,511 shares; 2025Q2: 2,512 shares; 2025Q3: 2,545 shares; 2025Q4: 2,530 shares 2,530 $1.91M 0.12% -15 Timeline MDST ULTIMUS MANAGERS TR More: the full row for ULTIMUS MANAGERS 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: 1,200 shares; 2025Q3: 25,518 shares; 2025Q4: 71,764 shares 71,764 $1.9M 0.12% +46,246 Timeline EMBC EMBECTA CORP More: the full row for EMBECTA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20 shares; 2024Q4: 20 shares; 2025Q1: 20 shares; 2025Q2: 20 shares; 2025Q3: 61,020 shares; 2025Q4: 159,485 shares 159,485 $1.89M 0.12% +98,465 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,786 shares; 2024Q4: 31,562 shares; 2025Q1: 8,572 shares; 2025Q2: 7,731 shares; 2025Q3: 7,548 shares; 2025Q4: 7,596 shares 7,596 $1.87M 0.12% +48 Timeline ARTNA ARTESIAN RES CORP More: the full row for ARTESIAN RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,000 shares; 2024Q4: 57,000 shares; 2025Q1: 59,000 shares; 2025Q2: 59,000 shares; 2025Q3: 59,000 shares; 2025Q4: 59,000 shares 59,000 $1.86M 0.12% 0 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: 22,725 shares; 2024Q4: 22,928 shares; 2025Q1: 22,542 shares; 2025Q2: 20,396 shares; 2025Q3: 20,020 shares; 2025Q4: 18,316 shares 18,316 $1.85M 0.12% -1,704 Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,010 shares; 2024Q4: 81,510 shares; 2025Q1: 81,510 shares; 2025Q2: 81,510 shares; 2025Q3: 77,510 shares; 2025Q4: 77,510 shares 77,510 $1.83M 0.12% 0 Timeline WEYS WEYCO GROUP INC More: the full row for WEYCO GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,325 shares; 2024Q4: 59,325 shares; 2025Q1: 59,325 shares; 2025Q2: 59,325 shares; 2025Q3: 59,325 shares; 2025Q4: 59,325 shares 59,325 $1.81M 0.11% 0 Timeline AVA AVISTA CORP More: the full row for AVISTA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,000 shares; 2024Q4: 46,000 shares; 2025Q1: 46,000 shares; 2025Q2: 46,000 shares; 2025Q3: 46,000 shares; 2025Q4: 46,000 shares 46,000 $1.77M 0.11% 0 Timeline VLGEA VILLAGE SUPER MKT INC More: the full row for VILLAGE SUPER MKT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,000 shares; 2024Q4: 38,000 shares; 2025Q1: 50,000 shares; 2025Q2: 50,000 shares; 2025Q3: 50,000 shares; 2025Q4: 50,000 shares 50,000 $1.77M 0.11% 0 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,892 shares; 2024Q4: 35,411 shares; 2025Q1: 31,372 shares; 2025Q2: 29,596 shares; 2025Q3: 16,897 shares; 2025Q4: 17,049 shares 17,049 $1.69M 0.11% +152 Timeline SHV 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: 1,000 shares; 2024Q4: 2,980 shares; 2025Q1: 7,679 shares; 2025Q2: 7,526 shares; 2025Q3: 8,919 shares; 2025Q4: 15,048 shares 15,048 $1.66M 0.1% +6,129 Timeline SHOE SHOE STA GROUP INC More: the full row for SHOE STA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,817 shares; 2024Q4: 55,142 shares; 2025Q1: 55,892 shares; 2025Q2: 63,892 shares; 2025Q3: 96,892 shares; 2025Q4: 96,892 shares 96,892 $1.64M 0.1% 0 Timeline UTL UNITIL CORP More: the full row for UNITIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,500 shares; 2024Q4: 33,500 shares; 2025Q1: 33,500 shares; 2025Q2: 33,500 shares; 2025Q3: 33,500 shares; 2025Q4: 33,500 shares 33,500 $1.62M 0.1% 0 Timeline DENN DENNY'S CORP More: the full row for DENNY'S CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 323,600 shares; 2024Q4: 14,500 shares; 2025Q1: 21,000 shares; 2025Q2: 272,300 shares; 2025Q3: 266,300 shares; 2025Q4: 258,800 shares 258,800 $1.61M 0.1% -7,500 Timeline SPOK SPOK HLDGS INC More: the full row for SPOK HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 122,000 shares; 2024Q4: 122,000 shares; 2025Q1: 122,000 shares; 2025Q2: 122,000 shares; 2025Q3: 122,000 shares; 2025Q4: 122,000 shares 122,000 $1.61M 0.1% 0 Timeline NATR NATURES SUNSHINE PRODS INC More: the full row for NATURES SUNSHINE PRODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,550 shares; 2024Q4: 74,550 shares; 2025Q1: 74,550 shares; 2025Q2: 74,550 shares; 2025Q3: 74,550 shares; 2025Q4: 74,550 shares 74,550 $1.61M 0.1% 0 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,331 shares; 2024Q4: 31,105 shares; 2025Q1: 31,922 shares; 2025Q2: 30,806 shares; 2025Q3: 33,011 shares; 2025Q4: 33,237 shares 33,237 $1.61M 0.1% +226 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,789 shares; 2024Q4: 25,757 shares; 2025Q1: 25,965 shares; 2025Q2: 26,110 shares; 2025Q3: 26,245 shares; 2025Q4: 26,508 shares 26,508 $1.59M 0.1% +263 Timeline ACCO ACCO BRANDS CORP More: the full row for ACCO BRANDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 258,345 shares; 2024Q4: 429,312 shares; 2025Q1: 634,373 shares; 2025Q2: 418,373 shares; 2025Q3: 413,525 shares; 2025Q4: 418,525 shares 418,525 $1.56M 0.1% +5,000 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,674 shares; 2024Q4: 5,029 shares; 2025Q1: 6,084 shares; 2025Q2: 6,050 shares; 2025Q3: 6,154 shares; 2025Q4: 8,063 shares 8,063 $1.54M 0.1% +1,909 Timeline EFA 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: 17,959 shares; 2024Q4: 16,657 shares; 2025Q1: 16,654 shares; 2025Q2: 16,667 shares; 2025Q3: 16,292 shares; 2025Q4: 16,022 shares 16,022 $1.54M 0.1% -270 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,063 shares; 2024Q4: 13,031 shares; 2025Q1: 12,732 shares; 2025Q2: 9,332 shares; 2025Q3: 9,335 shares; 2025Q4: 9,571 shares 9,571 $1.54M 0.1% +236 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: 10,792 shares; 2024Q4: 10,793 shares; 2025Q1: 10,794 shares; 2025Q2: 10,096 shares; 2025Q3: 10,097 shares; 2025Q4: 10,127 shares 10,127 $1.53M 0.1% +30 Timeline PENG PENGUIN SOLUTIONS INC More: the full row for PENGUIN SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 78,219 shares; 2025Q3: 78,219 shares; 2025Q4: 78,219 shares 78,219 $1.53M 0.1% 0 Timeline WFC 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: 14,850 shares; 2024Q4: 14,750 shares; 2025Q1: 15,250 shares; 2025Q2: 15,253 shares; 2025Q3: 15,161 shares; 2025Q4: 16,394 shares 16,394 $1.53M 0.1% +1,233 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,476 shares; 2024Q4: 4,179 shares; 2025Q1: 4,164 shares; 2025Q2: 4,259 shares; 2025Q3: 4,264 shares; 2025Q4: 4,352 shares 4,352 $1.53M 0.1% +88 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,080 shares; 2024Q4: 52,312 shares; 2025Q1: 50,522 shares; 2025Q2: 50,563 shares; 2025Q3: 49,587 shares; 2025Q4: 49,468 shares 49,468 $1.48M 0.09% -119 Timeline JOUT JOHNSON OUTDOORS INC More: the full row for JOHNSON OUTDOORS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,601 shares; 2024Q4: 46,001 shares; 2025Q1: 45,801 shares; 2025Q2: 45,801 shares; 2025Q3: 34,801 shares; 2025Q4: 34,801 shares 34,801 $1.48M 0.09% 0 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,562 shares; 2024Q4: 1,562 shares; 2025Q1: 1,477 shares; 2025Q2: 1,472 shares; 2025Q3: 1,473 shares; 2025Q4: 15,125 shares 15,125 $1.42M 0.09% +13,652 Timeline HCKT HACKETT GROUP INC More: the full row for HACKETT GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 157,186 shares; 2024Q4: 157,186 shares; 2025Q1: 108,325 shares; 2025Q2: 108,325 shares; 2025Q3: 71,325 shares; 2025Q4: 71,325 shares 71,325 $1.4M 0.09% 0 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,151 shares; 2024Q4: 3,067 shares; 2025Q1: 2,877 shares; 2025Q2: 3,062 shares; 2025Q3: 3,118 shares; 2025Q4: 3,108 shares 3,108 $1.4M 0.09% -10 Timeline APOG APOGEE ENTERPRISES INC More: the full row for APOGEE ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,950 shares; 2024Q4: 37,950 shares; 2025Q1: 37,950 shares; 2025Q2: 37,950 shares; 2025Q3: 37,950 shares; 2025Q4: 37,950 shares 37,950 $1.38M 0.09% 0 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: 26,362 shares; 2024Q4: 26,853 shares; 2025Q1: 26,076 shares; 2025Q2: 25,414 shares; 2025Q3: 25,414 shares; 2025Q4: 25,564 shares 25,564 $1.38M 0.09% +150 Timeline KRT KARAT PACKAGING INC More: the full row for KARAT PACKAGING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 61,000 shares 61,000 $1.38M 0.09% new Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,925 shares; 2024Q4: 21,032 shares; 2025Q1: 21,144 shares; 2025Q2: 21,144 shares; 2025Q3: 21,144 shares; 2025Q4: 21,167 shares 21,167 $1.38M 0.09% +23 Timeline EPR PPTYS EPR PPTYS More: the full row for EPR PPTYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,000 shares; 2024Q4: 32,200 shares; 2025Q1: 32,200 shares; 2025Q2: 32,200 shares; 2025Q3: 32,200 shares; 2025Q4: 61,965 shares 61,965 $1.37M 0.09% +29,765 VNQ 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: 7,843 shares; 2024Q4: 10,597 shares; 2025Q1: 11,560 shares; 2025Q2: 12,613 shares; 2025Q3: 13,860 shares; 2025Q4: 15,276 shares 15,276 $1.35M 0.08% +1,416 Timeline LXP INDUSTRIAL TRUST LXP INDUSTRIAL TRUST More: the full row for LXP INDUSTRIAL TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,500 shares; 2025Q2: 8,500 shares; 2025Q3: 21,000 shares; 2025Q4: 28,405 shares 28,405 $1.34M 0.08% +7,405 ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,824 shares; 2024Q4: 6,824 shares; 2025Q1: 6,715 shares; 2025Q2: 6,415 shares; 2025Q3: 6,415 shares; 2025Q4: 6,424 shares 6,424 $1.34M 0.08% +9 Timeline MLR MILLER INDS INC TENN More: the full row for MILLER INDS INC TENN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,275 shares; 2024Q4: 51,275 shares; 2025Q1: 51,275 shares; 2025Q2: 51,275 shares; 2025Q3: 35,506 shares; 2025Q4: 35,506 shares 35,506 $1.33M 0.08% 0 Timeline BOH BANK OF HI CORP More: the full row for BANK OF HI CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,387 shares; 2024Q4: 19,387 shares; 2025Q1: 19,387 shares; 2025Q2: 19,387 shares; 2025Q3: 19,387 shares; 2025Q4: 19,395 shares 19,395 $1.33M 0.08% +8 Timeline VCIT 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: 15,789 shares; 2024Q4: 15,503 shares; 2025Q1: 14,289 shares; 2025Q2: 14,814 shares; 2025Q3: 15,325 shares; 2025Q4: 15,538 shares 15,538 $1.3M 0.08% +213 Timeline EVI EVI INDS INC More: the full row for EVI 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: 16,000 shares; 2025Q2: 16,000 shares; 2025Q3: 16,000 shares; 2025Q4: 51,000 shares 51,000 $1.26M 0.08% +35,000 Timeline VB 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: 3,401 shares; 2024Q4: 3,419 shares; 2025Q1: 3,633 shares; 2025Q2: 3,883 shares; 2025Q3: 3,892 shares; 2025Q4: 4,855 shares 4,855 $1.25M 0.08% +963 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,990 shares; 2024Q4: 4,147 shares; 2025Q1: 4,135 shares; 2025Q2: 4,134 shares; 2025Q3: 3,953 shares; 2025Q4: 4,005 shares 4,005 $1.23M 0.08% +52 Timeline VSDB VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,979 shares; 2025Q4: 16,032 shares 16,032 $1.23M 0.08% +10,053 Timeline BUSE FIRST BUSEY CORP More: the full row for FIRST BUSEY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,500 shares; 2024Q4: 51,500 shares; 2025Q1: 51,500 shares; 2025Q2: 51,500 shares; 2025Q3: 51,500 shares; 2025Q4: 51,500 shares 51,500 $1.23M 0.08% 0 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,941 shares; 2024Q4: 6,942 shares; 2025Q1: 6,942 shares; 2025Q2: 6,942 shares; 2025Q3: 6,517 shares; 2025Q4: 6,671 shares 6,671 $1.22M 0.08% +154 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: 4,400 shares; 2024Q4: 3,800 shares; 2025Q1: 2,900 shares; 2025Q2: 2,400 shares; 2025Q3: 2,200 shares; 2025Q4: 1,307 shares 1,307 $1.22M 0.08% -893 Timeline SMP STANDARD MTR PRODS INC More: the full row for STANDARD MTR PRODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 33,000 shares; 2025Q2: 33,000 shares; 2025Q3: 33,013 shares; 2025Q4: 33,013 shares 33,013 $1.22M 0.08% 0 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,503 shares; 2024Q4: 7,075 shares; 2025Q1: 6,820 shares; 2025Q2: 7,144 shares; 2025Q3: 7,482 shares; 2025Q4: 10,419 shares 10,419 $1.22M 0.08% +2,937 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,950 shares; 2024Q4: 14,549 shares; 2025Q1: 14,214 shares; 2025Q2: 12,608 shares; 2025Q3: 12,646 shares; 2025Q4: 12,949 shares 12,949 $1.21M 0.08% +303 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,008 shares; 2024Q4: 54,893 shares; 2025Q1: 54,896 shares; 2025Q2: 54,920 shares; 2025Q3: 55,097 shares; 2025Q4: 47,628 shares 47,628 $1.18M 0.07% -7,469 Timeline BKE BUCKLE INC More: the full row for BUCKLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,000 shares; 2024Q4: 22,000 shares; 2025Q1: 22,000 shares; 2025Q2: 22,000 shares; 2025Q3: 22,000 shares; 2025Q4: 22,000 shares 22,000 $1.18M 0.07% 0 Timeline OTTR OTTER TAIL CORP More: the full row for OTTER TAIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,575 shares; 2024Q4: 13,578 shares; 2025Q1: 14,681 shares; 2025Q2: 14,684 shares; 2025Q3: 14,687 shares; 2025Q4: 14,236 shares 14,236 $1.15M 0.07% -451 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,102 shares; 2024Q4: 7,007 shares; 2025Q1: 7,007 shares; 2025Q2: 7,007 shares; 2025Q3: 7,010 shares; 2025Q4: 6,913 shares 6,913 $1.11M 0.07% -97 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: 16,018 shares; 2024Q4: 16,268 shares; 2025Q1: 16,268 shares; 2025Q2: 16,268 shares; 2025Q3: 16,272 shares; 2025Q4: 16,350 shares 16,350 $1.1M 0.07% +78 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: not reported; 2025Q4: 71,570 shares 71,570 $1.07M 0.07% new Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,473 shares; 2024Q4: 4,566 shares; 2025Q1: 4,025 shares; 2025Q2: 4,029 shares; 2025Q3: 4,059 shares; 2025Q4: 4,030 shares 4,030 $1.07M 0.07% -29 Timeline HMN HORACE MANN EDUCATORS CORP N More: the full row for HORACE MANN EDUCATORS CORP N Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 23,000 shares; 2025Q1: 23,000 shares; 2025Q2: 23,000 shares; 2025Q3: 23,000 shares; 2025Q4: 23,000 shares 23,000 $1.06M 0.07% 0 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,475 shares; 2024Q4: 11,867 shares; 2025Q1: 11,867 shares; 2025Q2: 11,867 shares; 2025Q3: 11,875 shares; 2025Q4: 12,017 shares 12,017 $1.05M 0.07% +142 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,610 shares; 2024Q4: 6,430 shares; 2025Q1: 5,885 shares; 2025Q2: 5,980 shares; 2025Q3: 6,053 shares; 2025Q4: 5,863 shares 5,863 $1.04M 0.07% -190 Timeline AGG 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: 4,544 shares; 2024Q4: 3,605 shares; 2025Q1: 3,622 shares; 2025Q2: 3,641 shares; 2025Q3: 3,661 shares; 2025Q4: 10,423 shares 10,423 $1.04M 0.07% +6,762 Timeline QCRH QCR HLDGS INC More: the full row for QCR HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,460 shares; 2024Q4: 12,460 shares; 2025Q1: 12,460 shares; 2025Q2: 12,460 shares; 2025Q3: 12,460 shares; 2025Q4: 12,460 shares 12,460 $1.04M 0.07% 0 Timeline CENT CENTRAL GARDEN & PET CO More: the full row for CENTRAL GARDEN & PET CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,075 shares; 2024Q4: 32,075 shares; 2025Q1: 32,075 shares; 2025Q2: 32,075 shares; 2025Q3: 32,075 shares; 2025Q4: 32,075 shares 32,075 $1.03M 0.06% 0 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,437 shares; 2024Q4: 20,197 shares; 2025Q1: 20,299 shares; 2025Q2: 19,533 shares; 2025Q3: 18,798 shares; 2025Q4: 19,265 shares 19,265 $1.03M 0.06% +467 Timeline GPOR GULFPORT ENERGY CORP More: the full row for GULFPORT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,900 shares; 2024Q4: 5,900 shares; 2025Q1: 5,900 shares; 2025Q2: 4,900 shares; 2025Q3: 4,900 shares; 2025Q4: 4,900 shares 4,900 $1.02M 0.06% 0 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,816 shares; 2024Q4: 4,746 shares; 2025Q1: 4,746 shares; 2025Q2: 4,731 shares; 2025Q3: 4,734 shares; 2025Q4: 4,784 shares 4,784 $999K 0.06% +50 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: 5,622 shares; 2024Q4: 5,622 shares; 2025Q1: 5,622 shares; 2025Q2: 5,622 shares; 2025Q3: 5,622 shares; 2025Q4: 5,642 shares 5,642 $993K 0.06% +20 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,838 shares; 2024Q4: 9,838 shares; 2025Q1: 9,838 shares; 2025Q2: 9,838 shares; 2025Q3: 9,906 shares; 2025Q4: 9,899 shares 9,899 $989K 0.06% -7 Timeline ABM ABM INDS INC More: the full row for ABM INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,200 shares; 2024Q4: 23,200 shares; 2025Q1: 23,200 shares; 2025Q2: 23,200 shares; 2025Q3: 23,200 shares; 2025Q4: 23,200 shares 23,200 $981K 0.06% 0 Timeline AZZ AZZ INC More: the full row for AZZ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,574 shares; 2024Q4: 11,500 shares; 2025Q1: 10,500 shares; 2025Q2: 10,500 shares; 2025Q3: 10,500 shares; 2025Q4: 9,000 shares 9,000 $965K 0.06% -1,500 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: 15,670 shares; 2024Q4: 15,670 shares; 2025Q1: 12,495 shares; 2025Q2: 12,495 shares; 2025Q3: 12,061 shares; 2025Q4: 12,162 shares 12,162 $961K 0.06% +101 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,052 shares; 2024Q4: 6,014 shares; 2025Q1: 5,567 shares; 2025Q2: 5,515 shares; 2025Q3: 5,294 shares; 2025Q4: 5,273 shares 5,273 $956K 0.06% -21 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,245 shares; 2024Q4: 4,790 shares; 2025Q1: 4,890 shares; 2025Q2: 4,890 shares; 2025Q3: 5,090 shares; 2025Q4: 5,132 shares 5,132 $945K 0.06% +42 Timeline IWF 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: 1,331 shares; 2024Q4: 1,325 shares; 2025Q1: 1,505 shares; 2025Q2: 1,992 shares; 2025Q3: 1,992 shares; 2025Q4: 1,992 shares 1,992 $943K 0.06% 0 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,547 shares; 2024Q4: 23,497 shares; 2025Q1: 18,385 shares; 2025Q2: 17,392 shares; 2025Q3: 17,406 shares; 2025Q4: 17,515 shares 17,515 $943K 0.06% +109 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: 2,397 shares; 2024Q4: 2,397 shares; 2025Q1: 2,397 shares; 2025Q2: 2,397 shares; 2025Q3: 2,398 shares; 2025Q4: 2,408 shares 2,408 $937K 0.06% +10 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,489 shares; 2024Q4: 9,489 shares; 2025Q1: 9,489 shares; 2025Q2: 9,489 shares; 2025Q3: 9,660 shares; 2025Q4: 9,660 shares 9,660 $930K 0.06% 0 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: 5,749 shares; 2024Q4: 5,751 shares; 2025Q1: 5,752 shares; 2025Q2: 5,714 shares; 2025Q3: 5,715 shares; 2025Q4: 5,716 shares 5,716 $930K 0.06% +1 Timeline XGDVX GABELLI DIVID & INCOME TR More: the full row for GABELLI DIVID & INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,511 shares; 2024Q4: 36,652 shares; 2025Q1: 36,831 shares; 2025Q2: 35,020 shares; 2025Q3: 35,191 shares; 2025Q4: 33,334 shares 33,334 $926K 0.06% -1,857 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: 14,427 shares; 2024Q4: 14,103 shares; 2025Q1: 14,103 shares; 2025Q2: 14,104 shares; 2025Q3: 14,104 shares; 2025Q4: 14,139 shares 14,139 $920K 0.06% +35 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,940 shares; 2024Q4: 14,940 shares; 2025Q1: 13,740 shares; 2025Q2: 13,740 shares; 2025Q3: 13,753 shares; 2025Q4: 13,740 shares 13,740 $907K 0.06% -13 Timeline HTGC HERCULES CAPITAL INC More: the full row for HERCULES CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,080 shares; 2024Q4: 52,450 shares; 2025Q1: 53,604 shares; 2025Q2: 50,110 shares; 2025Q3: 50,473 shares; 2025Q4: 47,965 shares 47,965 $903K 0.06% -2,508 Timeline THR THERMON GROUP HLDGS INC More: the full row for THERMON GROUP HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,200 shares; 2024Q4: 24,200 shares; 2025Q1: 24,200 shares; 2025Q2: 24,200 shares; 2025Q3: 24,200 shares; 2025Q4: 24,200 shares 24,200 $899K 0.06% 0 Timeline OSIS OSI SYSTEMS INC More: the full row for OSI SYSTEMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,152 shares; 2024Q4: 7,835 shares; 2025Q1: 3,500 shares; 2025Q2: 3,500 shares; 2025Q3: 3,500 shares; 2025Q4: 3,500 shares 3,500 $893K 0.06% 0 Timeline YORW YORK WTR CO More: the full row for YORK WTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 28,000 shares; 2025Q4: 28,000 shares 28,000 $892K 0.06% 0 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,453 shares; 2024Q4: 2,475 shares; 2025Q1: 2,353 shares; 2025Q2: 2,473 shares; 2025Q3: 2,594 shares; 2025Q4: 2,646 shares 2,646 $891K 0.06% +52 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,032 shares; 2024Q4: 6,943 shares; 2025Q1: 6,938 shares; 2025Q2: 6,944 shares; 2025Q3: 6,952 shares; 2025Q4: 6,981 shares 6,981 $879K 0.06% +29 Timeline VOE 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: 5,009 shares; 2024Q4: 5,047 shares; 2025Q1: 5,061 shares; 2025Q2: 5,061 shares; 2025Q3: 4,859 shares; 2025Q4: 4,878 shares 4,878 $865K 0.05% +19 Timeline EBF ENNIS INC More: the full row for ENNIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,000 shares; 2024Q4: 45,000 shares; 2025Q1: 45,000 shares; 2025Q2: 45,000 shares; 2025Q3: 48,000 shares; 2025Q4: 48,000 shares 48,000 $864K 0.05% 0 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,769 shares; 2024Q4: 2,769 shares; 2025Q1: 2,769 shares; 2025Q2: 2,758 shares; 2025Q3: 2,758 shares; 2025Q4: 2,775 shares 2,775 $861K 0.05% +17 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,323 shares; 2024Q4: 17,344 shares; 2025Q1: 17,365 shares; 2025Q2: 14,083 shares; 2025Q3: 14,114 shares; 2025Q4: 14,890 shares 14,890 $859K 0.05% +776 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,216 shares; 2024Q4: 7,204 shares; 2025Q1: 7,204 shares; 2025Q2: 7,004 shares; 2025Q3: 6,761 shares; 2025Q4: 4,782 shares 4,782 $849K 0.05% -1,979 Timeline WT WISDOMTREE INC More: the full row for WISDOMTREE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,313 shares; 2024Q4: 69,313 shares; 2025Q1: 69,313 shares; 2025Q2: 69,313 shares; 2025Q3: 69,313 shares; 2025Q4: 69,313 shares 69,313 $845K 0.05% 0 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: 46,300 shares; 2024Q4: 46,800 shares; 2025Q1: 35,300 shares; 2025Q2: 35,823 shares; 2025Q3: 36,873 shares; 2025Q4: 15,956 shares 15,956 $843K 0.05% -20,917 Timeline VCRM 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 820 shares; 2025Q3: 827 shares; 2025Q4: 11,048 shares 11,048 $835K 0.05% +10,221 Timeline IEX IDEX CORP More: the full row for IDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,686 shares; 2024Q4: 4,686 shares; 2025Q1: 4,686 shares; 2025Q2: 4,686 shares; 2025Q3: 4,686 shares; 2025Q4: 4,686 shares 4,686 $834K 0.05% 0 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,807 shares; 2024Q4: 69,772 shares; 2025Q1: 18,210 shares; 2025Q2: 15,711 shares; 2025Q3: 16,364 shares; 2025Q4: 16,337 shares 16,337 $830K 0.05% -27 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: 19,060 shares; 2024Q4: 26,949 shares; 2025Q1: 27,771 shares; 2025Q2: 24,141 shares; 2025Q3: 26,177 shares; 2025Q4: 26,719 shares 26,719 $827K 0.05% +542 Timeline ESEA EUROSEAS LTD More: the full row for EUROSEAS 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: 15,000 shares 15,000 $819K 0.05% new Timeline REPX RILEY EXPLORATION PERMIAN IN More: the full row for RILEY EXPLORATION PERMIAN IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 31,000 shares; 2025Q4: 31,000 shares 31,000 $818K 0.05% 0 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,210 shares; 2024Q4: 1,210 shares; 2025Q1: 1,210 shares; 2025Q2: 1,210 shares; 2025Q3: 1,211 shares; 2025Q4: 1,227 shares 1,227 $813K 0.05% +16 Timeline TNC TENNANT CO More: the full row for TENNANT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,975 shares; 2024Q4: 10,975 shares; 2025Q1: 10,975 shares; 2025Q2: 10,975 shares; 2025Q3: 10,975 shares; 2025Q4: 10,975 shares 10,975 $809K 0.05% 0 Timeline SKY CHAMPION HOMES INC More: the full row for CHAMPION HOMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,980 shares; 2024Q4: 15,980 shares; 2025Q1: 9,500 shares; 2025Q2: 9,500 shares; 2025Q3: 9,500 shares; 2025Q4: 9,500 shares 9,500 $803K 0.05% 0 Timeline XLG 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: 15,199 shares; 2024Q4: 13,751 shares; 2025Q1: 13,753 shares; 2025Q2: 13,455 shares; 2025Q3: 13,456 shares; 2025Q4: 13,458 shares 13,458 $798K 0.05% +2 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,172 shares 12,172 $796K 0.05% new Timeline VTS VITESSE ENERGY INC More: the full row for VITESSE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 35,000 shares; 2025Q1: 37,620 shares; 2025Q2: 37,620 shares; 2025Q3: 37,810 shares; 2025Q4: 40,810 shares 40,810 $786K 0.05% +3,000 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: 11,432 shares; 2024Q4: 12,281 shares; 2025Q1: 12,338 shares; 2025Q2: 12,392 shares; 2025Q3: 12,460 shares; 2025Q4: 12,527 shares 12,527 $783K 0.05% +67 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,784 shares; 2024Q4: 29,352 shares; 2025Q1: 29,352 shares; 2025Q2: 29,352 shares; 2025Q3: 29,352 shares; 2025Q4: 29,352 shares 29,352 $770K 0.05% 0 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: 7,945 shares; 2024Q4: 7,890 shares; 2025Q1: 7,856 shares; 2025Q2: 7,256 shares; 2025Q3: 7,260 shares; 2025Q4: 7,289 shares 7,289 $769K 0.05% +29 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,480 shares; 2024Q4: 1,433 shares; 2025Q1: 1,437 shares; 2025Q2: 1,867 shares; 2025Q3: 1,886 shares; 2025Q4: 2,176 shares 2,176 $753K 0.05% +290 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: 5,778 shares; 2024Q4: 5,781 shares; 2025Q1: 5,783 shares; 2025Q2: 5,785 shares; 2025Q3: 5,791 shares; 2025Q4: 5,809 shares 5,809 $749K 0.05% +18 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,094 shares; 2024Q4: 21,278 shares; 2025Q1: 19,180 shares; 2025Q2: 18,237 shares; 2025Q3: 18,282 shares; 2025Q4: 18,265 shares 18,265 $744K 0.05% -17 Timeline VSEC VSE CORP More: the full row for VSE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,500 shares; 2024Q4: 13,400 shares; 2025Q1: 6,300 shares; 2025Q2: 4,300 shares; 2025Q3: 4,300 shares; 2025Q4: 4,300 shares 4,300 $743K 0.05% 0 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,021 shares 4,021 $742K 0.05% new Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,542 shares; 2024Q4: 8,478 shares; 2025Q1: 8,483 shares; 2025Q2: 7,633 shares; 2025Q3: 7,603 shares; 2025Q4: 7,331 shares 7,331 $739K 0.05% -272 Timeline YELP YELP INC More: the full row for YELP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,000 shares; 2024Q4: 4,000 shares; 2025Q1: 4,000 shares; 2025Q2: 4,000 shares; 2025Q3: 24,000 shares; 2025Q4: 24,086 shares 24,086 $732K 0.05% +86 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: 9,850 shares; 2024Q4: 8,885 shares; 2025Q1: 8,891 shares; 2025Q2: 8,366 shares; 2025Q3: 8,372 shares; 2025Q4: 8,385 shares 8,385 $731K 0.05% +13 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: 18,031 shares; 2024Q4: 16,410 shares; 2025Q1: 16,474 shares; 2025Q2: 16,539 shares; 2025Q3: 16,605 shares; 2025Q4: 16,683 shares 16,683 $727K 0.05% +78 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,561 shares; 2024Q4: 2,561 shares; 2025Q1: 2,525 shares; 2025Q2: 2,525 shares; 2025Q3: 2,525 shares; 2025Q4: 2,651 shares 2,651 $711K 0.04% +126 Timeline VVX V2X INC More: the full row for V2X INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,225 shares; 2024Q4: 18,325 shares; 2025Q1: 18,325 shares; 2025Q2: 13,100 shares; 2025Q3: 13,000 shares; 2025Q4: 13,000 shares 13,000 $709K 0.04% 0 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: 1,663 shares; 2024Q4: 1,663 shares; 2025Q1: 1,663 shares; 2025Q2: 1,663 shares; 2025Q3: 1,663 shares; 2025Q4: 5,063 shares 5,063 $705K 0.04% +3,400 Timeline WLY WILEY JOHN & SONS INC More: the full row for WILEY JOHN & SONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 23,000 shares 23,000 $704K 0.04% new Timeline CTLP CANTALOUPE INC More: the full row for CANTALOUPE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 175,475 shares; 2024Q4: 175,475 shares; 2025Q1: 259,475 shares; 2025Q2: 87,000 shares; 2025Q3: 66,000 shares; 2025Q4: 66,000 shares 66,000 $701K 0.04% 0 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,076 shares; 2024Q4: 4,047 shares; 2025Q1: 3,035 shares; 2025Q2: 3,037 shares; 2025Q3: 3,043 shares; 2025Q4: 3,064 shares 3,064 $697K 0.04% +21 Timeline NATH NATHANS FAMOUS INC More: the full row for NATHANS FAMOUS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,370 shares; 2024Q4: 16,370 shares; 2025Q1: 7,370 shares; 2025Q2: 7,370 shares; 2025Q3: 7,370 shares; 2025Q4: 7,370 shares 7,370 $690K 0.04% 0 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,417 shares; 2024Q4: 4,441 shares; 2025Q1: 4,417 shares; 2025Q2: 4,312 shares; 2025Q3: 4,318 shares; 2025Q4: 4,403 shares 4,403 $676K 0.04% +85 Timeline PRTS CARPARTS COM INC More: the full row for CARPARTS COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,223,942 shares; 2024Q4: 425,740 shares; 2025Q1: 489,940 shares; 2025Q2: 489,940 shares; 2025Q3: 1,387,853 shares; 2025Q4: 1,350,853 shares 1,350,853 $675K 0.04% -37,000 Timeline AENT ALLIANCE ENTERTAINMENT HOLDI More: the full row for ALLIANCE ENTERTAINMENT HOLDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 83,000 shares 83,000 $671K 0.04% new Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,325 shares; 2024Q4: 1,358 shares; 2025Q1: 1,627 shares; 2025Q2: 2,269 shares; 2025Q3: 2,270 shares; 2025Q4: 2,275 shares 2,275 $660K 0.04% +5 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: 12,452 shares; 2024Q4: 12,993 shares; 2025Q1: 11,862 shares; 2025Q2: 11,625 shares; 2025Q3: 11,079 shares; 2025Q4: 11,112 shares 11,112 $657K 0.04% +33 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 919 shares; 2024Q4: 1,033 shares; 2025Q1: 1,030 shares; 2025Q2: 1,030 shares; 2025Q3: 981 shares; 2025Q4: 997 shares 997 $652K 0.04% +16 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,072 shares; 2024Q4: 1,088 shares; 2025Q1: 1,101 shares; 2025Q2: 1,323 shares; 2025Q3: 1,323 shares; 2025Q4: 1,334 shares 1,334 $651K 0.04% +11 Timeline CBSH COMMERCE BANCSHARES INC More: the full row for COMMERCE BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,020 shares; 2024Q4: 11,570 shares; 2025Q1: 11,570 shares; 2025Q2: 11,570 shares; 2025Q3: 11,570 shares; 2025Q4: 12,156 shares 12,156 $636K 0.04% +586 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,101 shares; 2024Q4: 6,101 shares; 2025Q1: 4,801 shares; 2025Q2: 2,280 shares; 2025Q3: 2,284 shares; 2025Q4: 2,311 shares 2,311 $627K 0.04% +27 Timeline VALU VALUE LINE INC More: the full row for VALUE LINE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,100 shares; 2024Q4: 16,100 shares; 2025Q1: 16,100 shares; 2025Q2: 16,100 shares; 2025Q3: 16,100 shares; 2025Q4: 16,100 shares 16,100 $619K 0.04% 0 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,500 shares; 2024Q4: 2,500 shares; 2025Q1: 2,500 shares; 2025Q2: 2,508 shares; 2025Q3: 2,512 shares; 2025Q4: 2,554 shares 2,554 $616K 0.04% +42 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,361 shares; 2024Q4: 3,701 shares; 2025Q1: 3,583 shares; 2025Q2: 2,773 shares; 2025Q3: 2,789 shares; 2025Q4: 2,833 shares 2,833 $615K 0.04% +44 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,853 shares; 2024Q4: 1,845 shares; 2025Q1: 1,751 shares; 2025Q2: 1,693 shares; 2025Q3: 1,744 shares; 2025Q4: 1,821 shares 1,821 $601K 0.04% +77 Timeline GNMA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,885 shares; 2024Q4: 13,902 shares; 2025Q1: 13,911 shares; 2025Q2: 13,924 shares; 2025Q3: 13,938 shares; 2025Q4: 13,452 shares 13,452 $599K 0.04% -486 Timeline ESBA EMPIRE ST RLTY OP L P More: the full row for EMPIRE ST RLTY OP L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94,631 shares; 2024Q4: 94,631 shares; 2025Q1: 94,631 shares; 2025Q2: 94,631 shares; 2025Q3: 94,631 shares; 2025Q4: 94,631 shares 94,631 $596K 0.04% 0 Timeline ACLS AXCELIS TECHNOLOGIES INC More: the full row for AXCELIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,392 shares; 2024Q4: 7,392 shares; 2025Q1: 7,392 shares; 2025Q2: 7,392 shares; 2025Q3: 7,392 shares; 2025Q4: 7,392 shares 7,392 $594K 0.04% 0 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,166 shares; 2024Q4: 17,066 shares; 2025Q1: 17,066 shares; 2025Q2: 17,066 shares; 2025Q3: 17,066 shares; 2025Q4: 17,066 shares 17,066 $593K 0.04% 0 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: 6,882 shares; 2024Q4: 6,882 shares; 2025Q1: 6,882 shares; 2025Q2: 6,852 shares; 2025Q3: 6,852 shares; 2025Q4: 6,895 shares 6,895 $588K 0.04% +43 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,180 shares; 2024Q4: 12,600 shares; 2025Q1: 10,998 shares; 2025Q2: 10,497 shares; 2025Q3: 10,243 shares; 2025Q4: 10,387 shares 10,387 $568K 0.04% +144 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,362 shares; 2024Q4: 1,362 shares; 2025Q1: 1,302 shares; 2025Q2: 1,399 shares; 2025Q3: 1,505 shares; 2025Q4: 1,618 shares 1,618 $566K 0.04% +113 Timeline NXT NEXTPOWER INC More: the full row for NEXTPOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,000 shares; 2025Q1: 8,000 shares; 2025Q2: 8,000 shares; 2025Q3: 8,000 shares; 2025Q4: 6,500 shares 6,500 $566K 0.04% -1,500 Timeline ARAY ACCURAY INC DEL More: the full row for ACCURAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 871,720 shares; 2024Q4: 1,048,545 shares; 2025Q1: 1,058,545 shares; 2025Q2: 1,192,820 shares; 2025Q3: 1,162,320 shares; 2025Q4: 684,320 shares 684,320 $564K 0.04% -478,000 Timeline IJR 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: 5,264 shares; 2024Q4: 5,394 shares; 2025Q1: 4,747 shares; 2025Q2: 4,746 shares; 2025Q3: 4,749 shares; 2025Q4: 4,688 shares 4,688 $563K 0.04% -61 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: 19,598 shares; 2024Q4: 20,736 shares; 2025Q1: 20,793 shares; 2025Q2: 20,853 shares; 2025Q3: 20,916 shares; 2025Q4: 17,405 shares 17,405 $558K 0.04% -3,511 Timeline BLV 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: 8,158 shares; 2024Q4: 8,250 shares; 2025Q1: 8,296 shares; 2025Q2: 8,370 shares; 2025Q3: 7,881 shares; 2025Q4: 7,971 shares 7,971 $554K 0.03% +90 Timeline CSV CARRIAGE SVCS INC More: the full row for CARRIAGE 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: 13,000 shares 13,000 $550K 0.03% new Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 578 shares; 2024Q4: 578 shares; 2025Q1: 558 shares; 2025Q2: 558 shares; 2025Q3: 566 shares; 2025Q4: 513 shares 513 $549K 0.03% -53 Timeline LEGH LEGACY HOUSING CORP More: the full row for LEGACY HOUSING 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: 28,000 shares 28,000 $547K 0.03% new Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,127 shares; 2024Q4: 1,837 shares; 2025Q1: 1,837 shares; 2025Q2: 1,837 shares; 2025Q3: 1,842 shares; 2025Q4: 1,903 shares 1,903 $543K 0.03% +61 Timeline CMC COMMERCIAL METALS CO More: the full row for COMMERCIAL METALS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,800 shares; 2024Q4: 7,800 shares; 2025Q1: 7,800 shares; 2025Q2: 7,800 shares; 2025Q3: 7,800 shares; 2025Q4: 7,800 shares 7,800 $540K 0.03% 0 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,779 shares; 2024Q4: 3,769 shares; 2025Q1: 3,769 shares; 2025Q2: 3,869 shares; 2025Q3: 3,869 shares; 2025Q4: 3,859 shares 3,859 $538K 0.03% -10 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,987 shares; 2024Q4: 1,987 shares; 2025Q1: 1,987 shares; 2025Q2: 1,987 shares; 2025Q3: 1,987 shares; 2025Q4: 2,041 shares 2,041 $525K 0.03% +54 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,833 shares; 2024Q4: 2,217 shares; 2025Q1: 2,217 shares; 2025Q2: 2,317 shares; 2025Q3: 2,320 shares; 2025Q4: 2,257 shares 2,257 $517K 0.03% -63 Timeline JHG JANUS HENDERSON GROUP PLC More: the full row for JANUS HENDERSON GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,718 shares; 2024Q4: 14,605 shares; 2025Q1: 14,653 shares; 2025Q2: 14,704 shares; 2025Q3: 13,147 shares; 2025Q4: 10,791 shares 10,791 $513K 0.03% -2,356 Timeline LUCK LUCKY STRIKE ENTERTAINMENT C More: the full row for LUCKY STRIKE ENTERTAINMENT C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,380 shares; 2024Q4: 60,380 shares; 2025Q1: 60,460 shares; 2025Q2: 60,460 shares; 2025Q3: 60,460 shares; 2025Q4: 60,460 shares 60,460 $512K 0.03% 0 Timeline SIMO SILICON MOTION TECHNOLOGY CO More: the full row for SILICON MOTION TECHNOLOGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,400 shares; 2025Q2: 5,400 shares; 2025Q3: 5,400 shares; 2025Q4: 5,400 shares 5,400 $501K 0.03% 0 Timeline NBTB NBT BANCORP INC More: the full row for NBT BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,000 shares; 2024Q4: 12,000 shares; 2025Q1: 12,000 shares; 2025Q2: 12,000 shares; 2025Q3: 12,000 shares; 2025Q4: 12,000 shares 12,000 $498K 0.03% 0 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,830 shares; 2024Q4: 3,739 shares; 2025Q1: 3,739 shares; 2025Q2: 3,739 shares; 2025Q3: 3,739 shares; 2025Q4: 3,774 shares 3,774 $493K 0.03% +35 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,326 shares; 2024Q4: 7,190 shares; 2025Q1: 6,814 shares; 2025Q2: 7,267 shares; 2025Q3: 5,883 shares; 2025Q4: 6,329 shares 6,329 $492K 0.03% +446 Timeline CRWS CROWN CRAFTS INC More: the full row for CROWN CRAFTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 336,878 shares; 2024Q4: 336,916 shares; 2025Q1: 336,958 shares; 2025Q2: 175,463 shares; 2025Q3: 173,000 shares; 2025Q4: 173,000 shares 173,000 $479K 0.03% 0 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 428 shares; 2024Q4: 428 shares; 2025Q1: 420 shares; 2025Q2: 420 shares; 2025Q3: 420 shares; 2025Q4: 1,740 shares 1,740 $479K 0.03% +1,320 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,364 shares; 2024Q4: 1,365 shares; 2025Q1: 1,335 shares; 2025Q2: 1,335 shares; 2025Q3: 1,336 shares; 2025Q4: 1,352 shares 1,352 $477K 0.03% +16 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,363 shares; 2024Q4: 9,363 shares; 2025Q1: 9,363 shares; 2025Q2: 9,363 shares; 2025Q3: 9,363 shares; 2025Q4: 9,434 shares 9,434 $463K 0.03% +71 Timeline VUSB 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: 786 shares; 2024Q4: 593 shares; 2025Q1: 598 shares; 2025Q2: 1,460 shares; 2025Q3: 2,692 shares; 2025Q4: 9,250 shares 9,250 $461K 0.03% +6,558 Timeline IAT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,280 shares; 2024Q4: 12,280 shares; 2025Q1: 11,680 shares; 2025Q2: 9,145 shares; 2025Q3: 9,035 shares; 2025Q4: 8,235 shares 8,235 $454K 0.03% -800 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,647 shares; 2024Q4: 4,252 shares; 2025Q1: 4,253 shares; 2025Q2: 4,219 shares; 2025Q3: 4,146 shares; 2025Q4: 5,399 shares 5,399 $447K 0.03% +1,253 Timeline BC BRUNSWICK CORP More: the full row for BRUNSWICK 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: 6,000 shares 6,000 $445K 0.03% new Timeline IYC 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: 4,302 shares; 2024Q4: 4,303 shares; 2025Q1: 4,305 shares; 2025Q2: 4,307 shares; 2025Q3: 4,309 shares; 2025Q4: 4,310 shares 4,310 $445K 0.03% +1 Timeline CHCO CITY HLDG CO More: the full row for CITY HLDG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,710 shares; 2024Q4: 3,710 shares; 2025Q1: 3,710 shares; 2025Q2: 3,710 shares; 2025Q3: 3,710 shares; 2025Q4: 3,710 shares 3,710 $442K 0.03% 0 Timeline XLV 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: 2,029 shares; 2024Q4: 3,875 shares; 2025Q1: 19,703 shares; 2025Q2: 20,154 shares; 2025Q3: 2,825 shares; 2025Q4: 2,829 shares 2,829 $438K 0.03% +4 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,385 shares; 2024Q4: 14,629 shares; 2025Q1: 13,842 shares; 2025Q2: 11,342 shares; 2025Q3: 11,342 shares; 2025Q4: 8,633 shares 8,633 $425K 0.03% -2,709 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: 6,568 shares; 2024Q4: 6,468 shares; 2025Q1: 6,468 shares; 2025Q2: 6,449 shares; 2025Q3: 5,676 shares; 2025Q4: 5,770 shares 5,770 $424K 0.03% +94 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,247 shares; 2024Q4: 4,276 shares; 2025Q1: 4,310 shares; 2025Q2: 4,413 shares; 2025Q3: 4,608 shares; 2025Q4: 9,198 shares 9,198 $417K 0.03% +4,590 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,000 shares; 2024Q4: 5,129 shares; 2025Q1: 5,129 shares; 2025Q2: 10,258 shares; 2025Q3: 10,258 shares; 2025Q4: 10,362 shares 10,362 $416K 0.03% +104 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: 15,534 shares; 2024Q4: 15,731 shares; 2025Q1: 15,934 shares; 2025Q2: 13,631 shares; 2025Q3: 17,685 shares; 2025Q4: 17,230 shares 17,230 $415K 0.03% -455 Timeline ARRY ARRAY TECHNOLOGIES INC More: the full row for ARRAY TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,000 shares; 2024Q4: 25,000 shares; 2025Q1: 25,000 shares; 2025Q2: 25,000 shares; 2025Q3: 25,000 shares; 2025Q4: 45,000 shares 45,000 $415K 0.03% +20,000 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: 1,271 shares; 2024Q4: 1,325 shares; 2025Q1: 2,115 shares; 2025Q2: 4,019 shares; 2025Q3: 4,025 shares; 2025Q4: 4,155 shares 4,155 $413K 0.03% +130 Timeline IMAX IMAX CORP More: the full row for IMAX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,000 shares; 2025Q2: 11,000 shares; 2025Q3: 11,000 shares; 2025Q4: 11,000 shares 11,000 $407K 0.03% 0 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: 2,985 shares; 2024Q4: 3,182 shares; 2025Q1: 3,182 shares; 2025Q2: 3,190 shares; 2025Q3: 3,427 shares; 2025Q4: 3,467 shares 3,467 $406K 0.03% +40 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 803 shares; 2024Q4: 815 shares; 2025Q1: 2,237 shares; 2025Q2: 2,260 shares; 2025Q3: 2,283 shares; 2025Q4: 6,909 shares 6,909 $406K 0.03% +4,626 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: 5,917 shares; 2024Q4: 5,917 shares; 2025Q1: 5,917 shares; 2025Q2: 5,917 shares; 2025Q3: 5,917 shares; 2025Q4: 5,718 shares 5,718 $403K 0.03% -199 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: 3,507 shares; 2024Q4: 3,507 shares; 2025Q1: 3,508 shares; 2025Q2: 3,463 shares; 2025Q3: 3,463 shares; 2025Q4: 3,536 shares 3,536 $399K 0.03% +73 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,105 shares; 2024Q4: 6,105 shares; 2025Q1: 6,105 shares; 2025Q2: 6,105 shares; 2025Q3: 6,105 shares; 2025Q4: 6,105 shares 6,105 $397K 0.02% 0 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: 23,490 shares; 2024Q4: 23,490 shares; 2025Q1: 22,011 shares; 2025Q2: 8,125 shares; 2025Q3: 8,125 shares; 2025Q4: 8,125 shares 8,125 $395K 0.02% 0 Timeline EGY VAALCO ENERGY INC More: the full row for VAALCO ENERGY 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: 106,000 shares 106,000 $386K 0.02% new Timeline LNC LINCOLN NATL CORP IND More: the full row for LINCOLN NATL CORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,615 shares; 2024Q4: 5,615 shares; 2025Q1: 5,615 shares; 2025Q2: 5,615 shares; 2025Q3: 5,615 shares; 2025Q4: 8,615 shares 8,615 $384K 0.02% +3,000 Timeline AMX AMERICA MOVIL SAB DE CV More: the full row for AMERICA MOVIL SAB DE CV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,028 shares; 2024Q4: 18,028 shares; 2025Q1: 18,028 shares; 2025Q2: 18,028 shares; 2025Q3: 18,028 shares; 2025Q4: 18,125 shares 18,125 $375K 0.02% +97 Timeline SHYG 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: 4,865 shares; 2024Q4: 4,865 shares; 2025Q1: 5,471 shares; 2025Q2: 5,471 shares; 2025Q3: 6,021 shares; 2025Q4: 8,682 shares 8,682 $372K 0.02% +2,661 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,276 shares; 2024Q4: 4,985 shares; 2025Q1: 2,750 shares; 2025Q2: 2,750 shares; 2025Q3: 2,754 shares; 2025Q4: 2,796 shares 2,796 $371K 0.02% +42 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,105 shares; 2024Q4: 1,251 shares; 2025Q1: 1,244 shares; 2025Q2: 1,227 shares; 2025Q3: 1,229 shares; 2025Q4: 1,227 shares 1,227 $370K 0.02% -2 Timeline MTN VAIL RESORTS INC More: the full row for VAIL RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,776 shares; 2024Q4: 10,431 shares; 2025Q1: 10,186 shares; 2025Q2: 2,401 shares; 2025Q3: 2,331 shares; 2025Q4: 2,722 shares 2,722 $361K 0.02% +391 Timeline TIP 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: 2,216 shares; 2024Q4: 2,321 shares; 2025Q1: 2,321 shares; 2025Q2: 2,336 shares; 2025Q3: 2,882 shares; 2025Q4: 3,254 shares 3,254 $358K 0.02% +372 Timeline VWOB 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: 1,308 shares; 2024Q4: 1,726 shares; 2025Q1: 2,236 shares; 2025Q2: 2,260 shares; 2025Q3: 2,284 shares; 2025Q4: 5,274 shares 5,274 $356K 0.02% +2,990 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,358 shares; 2024Q4: 8,358 shares; 2025Q1: 5,400 shares; 2025Q2: 4,843 shares; 2025Q3: 4,815 shares; 2025Q4: 4,827 shares 4,827 $355K 0.02% +12 Timeline OSW ONESPAWORLD HOLDINGS LIMITED More: the full row for ONESPAWORLD HOLDINGS LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,000 shares; 2025Q2: 17,000 shares; 2025Q3: 17,000 shares; 2025Q4: 17,000 shares 17,000 $353K 0.02% 0 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,761 shares; 2024Q4: 2,761 shares; 2025Q1: 2,022 shares; 2025Q2: 2,022 shares; 2025Q3: 2,022 shares; 2025Q4: 1,992 shares 1,992 $350K 0.02% -30 Timeline LZ LEGALZOOM COM INC More: the full row for LEGALZOOM COM 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: 35,000 shares; 2025Q2: 35,000 shares; 2025Q3: 35,000 shares; 2025Q4: 35,000 shares 35,000 $348K 0.02% 0 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: 4,674 shares; 2024Q4: 4,678 shares; 2025Q1: 3,186 shares; 2025Q2: 2,653 shares; 2025Q3: 2,661 shares; 2025Q4: 2,669 shares 2,669 $344K 0.02% +8 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,024 shares; 2024Q4: 2,944 shares; 2025Q1: 2,944 shares; 2025Q2: 2,904 shares; 2025Q3: 2,912 shares; 2025Q4: 2,953 shares 2,953 $343K 0.02% +41 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,241 shares; 2024Q4: 14,624 shares; 2025Q1: 5,219 shares; 2025Q2: 5,225 shares; 2025Q3: 4,270 shares; 2025Q4: 4,278 shares 4,278 $340K 0.02% +8 Timeline SRCE 1ST SOURCE CORP More: the full row for 1ST SOURCE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,349 shares; 2024Q4: 5,349 shares; 2025Q1: 5,349 shares; 2025Q2: 5,349 shares; 2025Q3: 5,349 shares; 2025Q4: 5,349 shares 5,349 $334K 0.02% 0 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: 2,922 shares; 2024Q4: 2,932 shares; 2025Q1: 3,624 shares; 2025Q2: 3,643 shares; 2025Q3: 3,655 shares; 2025Q4: 3,671 shares 3,671 $330K 0.02% +16 Timeline INDA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,139 shares; 2024Q4: 6,154 shares; 2025Q1: 4,941 shares; 2025Q2: 4,941 shares; 2025Q3: 6,168 shares; 2025Q4: 6,088 shares 6,088 $329K 0.02% -80 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: 3,267 shares; 2024Q4: 3,268 shares; 2025Q1: 3,269 shares; 2025Q2: 3,269 shares; 2025Q3: 3,270 shares; 2025Q4: 3,286 shares 3,286 $326K 0.02% +16 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: 5,674 shares; 2024Q4: 5,360 shares; 2025Q1: 4,960 shares; 2025Q2: 4,460 shares; 2025Q3: 4,467 shares; 2025Q4: 4,166 shares 4,166 $322K 0.02% -301 Timeline REXR REXFORD INDL RLTY INC More: the full row for REXFORD INDL RLTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,285 shares; 2024Q4: 8,285 shares; 2025Q1: 8,285 shares; 2025Q2: 8,285 shares; 2025Q3: 8,285 shares; 2025Q4: 8,297 shares 8,297 $321K 0.02% +12 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: 907 shares; 2024Q4: 918 shares; 2025Q1: 918 shares; 2025Q2: 918 shares; 2025Q3: 918 shares; 2025Q4: 918 shares 918 $316K 0.02% 0 Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,391 shares; 2024Q4: 2,389 shares; 2025Q1: 2,389 shares; 2025Q2: 2,389 shares; 2025Q3: 2,389 shares; 2025Q4: 2,417 shares 2,417 $314K 0.02% +28 Timeline XEVTX EATON VANCE TAX ADVT DIV INC More: the full row for EATON VANCE TAX ADVT DIV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,678 shares; 2024Q4: 13,701 shares; 2025Q1: 13,235 shares; 2025Q2: 12,260 shares; 2025Q3: 12,284 shares; 2025Q4: 12,309 shares 12,309 $310K 0.02% +25 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: 17,893 shares; 2024Q4: 17,981 shares; 2025Q1: 25,561 shares; 2025Q2: 9,361 shares; 2025Q3: 8,890 shares; 2025Q4: 8,546 shares 8,546 $310K 0.02% -344 Timeline CHDN CHURCHILL DOWNS INC More: the full row for CHURCHILL DOWNS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,775 shares; 2024Q4: 2,775 shares; 2025Q1: 2,776 shares; 2025Q2: 2,776 shares; 2025Q3: 2,776 shares; 2025Q4: 2,686 shares 2,686 $306K 0.02% -90 Timeline ROBO EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,350 shares; 2024Q4: 4,350 shares; 2025Q1: 4,350 shares; 2025Q2: 4,350 shares; 2025Q3: 4,350 shares; 2025Q4: 4,350 shares 4,350 $301K 0.02% 0 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,006 shares; 2025Q2: 2,014 shares; 2025Q3: 2,025 shares; 2025Q4: 2,070 shares 2,070 $300K 0.02% +45 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,900 shares; 2024Q4: 2,328 shares; 2025Q1: 2,599 shares; 2025Q2: 2,849 shares; 2025Q3: 4,315 shares; 2025Q4: 6,000 shares 6,000 $298K 0.02% +1,685 Timeline RSVR RESERVOIR MEDIA INC More: the full row for RESERVOIR 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: 39,000 shares; 2025Q2: 39,000 shares; 2025Q3: 39,000 shares; 2025Q4: 39,000 shares 39,000 $295K 0.02% 0 Timeline IAI 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: 1,742 shares; 2024Q4: 1,742 shares; 2025Q1: 1,742 shares; 2025Q2: 1,645 shares; 2025Q3: 1,645 shares; 2025Q4: 1,645 shares 1,645 $295K 0.02% 0 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,560 shares; 2024Q4: 1,560 shares; 2025Q1: 1,560 shares; 2025Q2: 1,560 shares; 2025Q3: 1,560 shares; 2025Q4: 1,587 shares 1,587 $294K 0.02% +27 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,115 shares; 2024Q4: 2,115 shares; 2025Q1: 2,100 shares; 2025Q2: 2,100 shares; 2025Q3: 2,100 shares; 2025Q4: 2,104 shares 2,104 $290K 0.02% +4 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,451 shares; 2024Q4: 2,972 shares; 2025Q1: 2,972 shares; 2025Q2: 2,972 shares; 2025Q3: 2,978 shares; 2025Q4: 3,009 shares 3,009 $289K 0.02% +31 Timeline ENPH ENPHASE ENERGY INC More: the full row for ENPHASE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,250 shares; 2024Q4: 20,250 shares; 2025Q1: 20,250 shares; 2025Q2: 20,250 shares; 2025Q3: 20,250 shares; 2025Q4: 9,000 shares 9,000 $288K 0.02% -11,250 Timeline FARM FARMER BROS CO More: the full row for FARMER BROS 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: 136,000 shares; 2025Q2: 197,000 shares; 2025Q3: 197,000 shares; 2025Q4: 197,000 shares 197,000 $288K 0.02% 0 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 381 shares; 2024Q4: 1,881 shares; 2025Q1: 1,881 shares; 2025Q2: 2,075 shares; 2025Q3: 2,681 shares; 2025Q4: 3,481 shares 3,481 $283K 0.02% +800 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,500 shares; 2024Q4: 10,500 shares; 2025Q1: 12,033 shares; 2025Q2: 13,088 shares; 2025Q3: 10,500 shares; 2025Q4: 13,736 shares 13,736 $278K 0.02% +3,236 Timeline HOS HORNBECK OFFSHORE SERVICES I More: the full row for HORNBECK OFFSHORE SERVICES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,000 shares; 2024Q4: 65,000 shares; 2025Q1: 65,000 shares; 2025Q2: 44,000 shares; 2025Q3: 44,000 shares; 2025Q4: 44,000 shares 44,000 $276K 0.02% 0 Timeline CVLG COVENANT LOGISTICS GROUP INC More: the full row for COVENANT LOGISTICS 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: 12,500 shares; 2025Q3: 12,500 shares; 2025Q4: 12,500 shares 12,500 $276K 0.02% 0 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: 11,385 shares; 2024Q4: 11,385 shares; 2025Q1: 11,385 shares; 2025Q2: 11,385 shares; 2025Q3: 11,385 shares; 2025Q4: 11,385 shares 11,385 $273K 0.02% 0 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: 2,654 shares; 2024Q4: 2,614 shares; 2025Q1: 2,614 shares; 2025Q2: 2,614 shares; 2025Q3: 2,614 shares; 2025Q4: 3,952 shares 3,952 $269K 0.02% +1,338 Timeline IDU 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: 2,658 shares; 2024Q4: 2,658 shares; 2025Q1: 2,458 shares; 2025Q2: 2,458 shares; 2025Q3: 2,458 shares; 2025Q4: 2,458 shares 2,458 $266K 0.02% 0 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,968 shares; 2024Q4: 11,968 shares; 2025Q1: 11,968 shares; 2025Q2: 11,968 shares; 2025Q3: 11,968 shares; 2025Q4: 11,905 shares 11,905 $265K 0.02% -63 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: 2,281 shares; 2024Q4: 2,284 shares; 2025Q1: 2,286 shares; 2025Q2: 2,288 shares; 2025Q3: 2,175 shares; 2025Q4: 2,177 shares 2,177 $265K 0.02% +2 Timeline YUMC YUM CHINA HLDGS INC More: the full row for YUM CHINA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,320 shares; 2024Q4: 16,321 shares; 2025Q1: 9,593 shares; 2025Q2: 5,488 shares; 2025Q3: 5,488 shares; 2025Q4: 5,543 shares 5,543 $265K 0.02% +55 Timeline INFU INFUSYSTEM HLDGS INC More: the full row for INFUSYSTEM 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: 29,000 shares 29,000 $260K 0.02% new 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: 3,043 shares; 2024Q4: 3,283 shares; 2025Q1: 3,170 shares; 2025Q2: 3,193 shares; 2025Q3: 3,448 shares; 2025Q4: 6,087 shares 6,087 $260K 0.02% +2,639 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: 7,704 shares; 2024Q4: 10,050 shares; 2025Q1: 8,758 shares; 2025Q2: 5,791 shares; 2025Q3: 2,894 shares; 2025Q4: 5,795 shares 5,795 $259K 0.02% +2,901 Timeline AES AES CORP More: the full row for AES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95,994 shares; 2024Q4: 179,006 shares; 2025Q1: 18,000 shares; 2025Q2: 18,013 shares; 2025Q3: 18,000 shares; 2025Q4: 18,000 shares 18,000 $258K 0.02% 0 Timeline CDL 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: 3,735 shares; 2024Q4: 3,735 shares; 2025Q1: 3,735 shares; 2025Q2: 3,735 shares; 2025Q3: 3,735 shares; 2025Q4: 3,735 shares 3,735 $257K 0.02% 0 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 711 shares; 2025Q2: 2,485 shares; 2025Q3: 2,486 shares; 2025Q4: 2,488 shares 2,488 $255K 0.02% +2 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,716 shares; 2024Q4: 1,719 shares; 2025Q1: 1,723 shares; 2025Q2: 1,728 shares; 2025Q3: 1,734 shares; 2025Q4: 1,380 shares 1,380 $255K 0.02% -354 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: 3,761 shares; 2024Q4: 3,738 shares; 2025Q1: 3,701 shares; 2025Q2: 3,703 shares; 2025Q3: 3,863 shares; 2025Q4: 3,973 shares 3,973 $253K 0.02% +110 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 605 shares; 2024Q4: 605 shares; 2025Q1: 605 shares; 2025Q2: 755 shares; 2025Q3: 755 shares; 2025Q4: 525 shares 525 $252K 0.02% -230 Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,020 shares; 2024Q4: 3,963 shares; 2025Q1: 3,964 shares; 2025Q2: 3,564 shares; 2025Q3: 3,567 shares; 2025Q4: 2,569 shares 2,569 $251K 0.02% -998 Timeline VTES VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON 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: 2,460 shares 2,460 $250K 0.02% new 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: 720 shares; 2024Q4: 720 shares; 2025Q1: 720 shares; 2025Q2: 720 shares; 2025Q3: 587 shares; 2025Q4: 589 shares 589 $249K 0.02% +2 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20 shares; 2024Q4: 909 shares; 2025Q1: 929 shares; 2025Q2: 1,040 shares; 2025Q3: 1,040 shares; 2025Q4: 1,085 shares 1,085 $247K 0.02% +45 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,563 shares; 2024Q4: 2,563 shares; 2025Q1: 2,563 shares; 2025Q2: 2,563 shares; 2025Q3: 2,563 shares; 2025Q4: 2,590 shares 2,590 $247K 0.02% +27 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,100 shares; 2024Q4: 3,397 shares; 2025Q1: 3,397 shares; 2025Q2: 3,152 shares; 2025Q3: 3,152 shares; 2025Q4: 3,594 shares 3,594 $246K 0.02% +442 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,976 shares; 2024Q4: 1,981 shares; 2025Q1: 1,986 shares; 2025Q2: 1,990 shares; 2025Q3: 1,995 shares; 2025Q4: 1,954 shares 1,954 $236K 0.01% -41 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: 773 shares; 2024Q4: 773 shares; 2025Q1: 774 shares; 2025Q2: 774 shares; 2025Q3: 774 shares; 2025Q4: 774 shares 774 $234K 0.01% 0 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: 4,928 shares; 2024Q4: 2,929 shares; 2025Q1: 2,929 shares; 2025Q2: 2,930 shares; 2025Q3: 2,930 shares; 2025Q4: 2,931 shares 2,931 $231K 0.01% +1 Timeline DGRO 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: 3,291 shares; 2024Q4: 3,291 shares; 2025Q1: 3,291 shares; 2025Q2: 3,291 shares; 2025Q3: 3,291 shares; 2025Q4: 3,291 shares 3,291 $228K 0.01% 0 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: 4,187 shares; 2024Q4: 8,385 shares; 2025Q1: 7,651 shares; 2025Q2: 7,976 shares; 2025Q3: 7,982 shares; 2025Q4: 7,989 shares 7,989 $228K 0.01% +7 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: 2,580 shares; 2024Q4: 2,580 shares; 2025Q1: 2,180 shares; 2025Q2: 2,180 shares; 2025Q3: 2,180 shares; 2025Q4: 2,185 shares 2,185 $227K 0.01% +5 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,873 shares; 2024Q4: 3,837 shares; 2025Q1: 3,837 shares; 2025Q2: 3,837 shares; 2025Q3: 3,837 shares; 2025Q4: 3,845 shares 3,845 $225K 0.01% +8 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: 2,772 shares; 2024Q4: 4,677 shares; 2025Q1: 4,678 shares; 2025Q2: 4,679 shares; 2025Q3: 4,680 shares; 2025Q4: 4,681 shares 4,681 $224K 0.01% +1 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: 1,013 shares; 2024Q4: 2,563 shares; 2025Q1: 2,564 shares; 2025Q2: 2,615 shares; 2025Q3: 2,575 shares; 2025Q4: 2,631 shares 2,631 $224K 0.01% +56 Timeline AAL AMERICAN AIRLINES GROUP INC More: the full row for AMERICAN AIRLINES GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,236 shares; 2024Q4: 15,236 shares; 2025Q1: 15,236 shares; 2025Q2: 14,225 shares; 2025Q3: 14,225 shares; 2025Q4: 14,264 shares 14,264 $219K 0.01% +39 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 560 shares; 2024Q4: 560 shares; 2025Q1: 560 shares; 2025Q2: 560 shares; 2025Q3: 561 shares; 2025Q4: 561 shares 561 $218K 0.01% 0 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19 shares; 2024Q4: 19 shares; 2025Q1: 19 shares; 2025Q2: 615 shares; 2025Q3: 864 shares; 2025Q4: 898 shares 898 $218K 0.01% +34 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: 1,488 shares; 2024Q4: 1,488 shares; 2025Q1: 1,488 shares; 2025Q2: 1,263 shares; 2025Q3: 1,263 shares; 2025Q4: 1,263 shares 1,263 $213K 0.01% 0 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 223 shares; 2024Q4: 223 shares; 2025Q1: 223 shares; 2025Q2: 723 shares; 2025Q3: 755 shares; 2025Q4: 696 shares 696 $211K 0.01% -59 Timeline EME EMCOR GROUP INC More: the full row for EMCOR 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 shares; 2025Q4: 342 shares 342 $209K 0.01% +341 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: 988 shares; 2024Q4: 989 shares; 2025Q1: 989 shares; 2025Q2: 989 shares; 2025Q3: 989 shares; 2025Q4: 1,009 shares 1,009 $207K 0.01% +20 Timeline GENC GENCOR INDS INC More: the full row for GENCOR 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: not reported; 2025Q3: not reported; 2025Q4: 16,000 shares 16,000 $207K 0.01% new Timeline RSI RUSH STREET INTERACTIVE INC More: the full row for RUSH STREET INTERACTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,600 shares; 2024Q4: 10,600 shares; 2025Q1: 10,600 shares; 2025Q2: 10,600 shares; 2025Q3: 10,600 shares; 2025Q4: 10,600 shares 10,600 $206K 0.01% 0 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,147 shares; 2024Q4: 1,165 shares; 2025Q1: 1,173 shares; 2025Q2: 1,181 shares; 2025Q3: 1,098 shares; 2025Q4: 1,107 shares 1,107 $205K 0.01% +9 Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,500 shares 1,500 $205K 0.01% new 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: 1,550 shares; 2024Q4: 1,550 shares; 2025Q1: 1,550 shares; 2025Q2: 1,550 shares; 2025Q3: 6,835 shares; 2025Q4: 9,110 shares 9,110 $204K 0.01% +2,275 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,413 shares; 2024Q4: 1,413 shares; 2025Q1: 1,412 shares; 2025Q2: 1,412 shares; 2025Q3: 1,891 shares; 2025Q4: 1,394 shares 1,394 $204K 0.01% -497 Timeline ICF 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: 3,400 shares; 2024Q4: 3,400 shares; 2025Q1: 3,400 shares; 2025Q2: 3,400 shares; 2025Q3: 3,400 shares; 2025Q4: 3,400 shares 3,400 $203K 0.01% 0 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 890 shares; 2024Q4: 890 shares; 2025Q1: 890 shares; 2025Q2: 890 shares; 2025Q3: 890 shares; 2025Q4: 890 shares 890 $200K 0.01% 0 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 734 shares; 2024Q4: 734 shares; 2025Q1: 734 shares; 2025Q2: 735 shares; 2025Q3: 735 shares; 2025Q4: 756 shares 756 $198K 0.01% +21 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: 1,093 shares; 2024Q4: 1,093 shares; 2025Q1: 1,093 shares; 2025Q2: 1,093 shares; 2025Q3: 1,093 shares; 2025Q4: 818 shares 818 $198K 0.01% -275 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,391 shares; 2024Q4: 1,358 shares; 2025Q1: 1,358 shares; 2025Q2: 1,360 shares; 2025Q3: 1,376 shares; 2025Q4: 1,426 shares 1,426 $197K 0.01% +50 Timeline BLOK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,452 shares; 2024Q4: 3,452 shares; 2025Q1: 3,455 shares; 2025Q2: 3,455 shares; 2025Q3: 3,455 shares; 2025Q4: 3,455 shares 3,455 $197K 0.01% 0 Timeline PAYS PAYSIGN INC More: the full row for PAYSIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 38,000 shares 38,000 $196K 0.01% new 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: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares 1,000 $194K 0.01% 0 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,393 shares; 2024Q4: 2,393 shares; 2025Q1: 2,393 shares; 2025Q2: 2,393 shares; 2025Q3: 2,399 shares; 2025Q4: 2,411 shares 2,411 $194K 0.01% +12 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: 6,570 shares; 2024Q4: 5,770 shares; 2025Q1: 5,770 shares; 2025Q2: 6,320 shares; 2025Q3: 6,320 shares; 2025Q4: 6,320 shares 6,320 $193K 0.01% 0 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,726 shares; 2024Q4: 1,726 shares; 2025Q1: 1,401 shares; 2025Q2: 1,401 shares; 2025Q3: 1,405 shares; 2025Q4: 1,401 shares 1,401 $191K 0.01% -4 Timeline VONV 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: 2,019 shares; 2024Q4: 2,026 shares; 2025Q1: 2,033 shares; 2025Q2: 2,040 shares; 2025Q3: 2,046 shares; 2025Q4: 2,054 shares 2,054 $190K 0.01% +8 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,371 shares; 2024Q4: 1,375 shares; 2025Q1: 1,579 shares; 2025Q2: 1,549 shares; 2025Q3: 1,482 shares; 2025Q4: 1,484 shares 1,484 $187K 0.01% +2 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: 511 shares; 2024Q4: 511 shares; 2025Q1: 511 shares; 2025Q2: 511 shares; 2025Q3: 513 shares; 2025Q4: 532 shares 532 $186K 0.01% +19 Timeline SKYD PARAMOUNT SKYDANCE CORP More: the full row for PARAMOUNT SKYDANCE 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: 13,977 shares; 2025Q4: 13,806 shares 13,806 $185K 0.01% -171 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: 10,258 shares; 2024Q4: 10,268 shares; 2025Q1: 10,203 shares; 2025Q2: 10,209 shares; 2025Q3: 10,216 shares; 2025Q4: 9,490 shares 9,490 $181K 0.01% -726 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 500 shares; 2024Q4: 945 shares; 2025Q1: 947 shares; 2025Q2: 949 shares; 2025Q3: 956 shares; 2025Q4: 961 shares 961 $178K 0.01% +5 Timeline XSD 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: 484 shares; 2024Q4: 484 shares; 2025Q1: 464 shares; 2025Q2: 550 shares; 2025Q3: 550 shares; 2025Q4: 550 shares 550 $177K 0.01% 0 Timeline RGP RESOURCES CONNECTION INC More: the full row for RESOURCES CONNECTION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,610 shares; 2024Q4: 141,000 shares; 2025Q1: 141,000 shares; 2025Q2: 35,000 shares; 2025Q3: 35,000 shares; 2025Q4: 35,000 shares 35,000 $176K 0.01% 0 Timeline CPB THE CAMPBELLS COMPANY More: the full row for THE CAMPBELLS COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,982 shares; 2024Q4: 11,845 shares; 2025Q1: 11,361 shares; 2025Q2: 8,592 shares; 2025Q3: 8,409 shares; 2025Q4: 6,327 shares 6,327 $176K 0.01% -2,082 Timeline ITT ITT INC More: the full row for ITT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 996 shares; 2024Q4: 996 shares; 2025Q1: 996 shares; 2025Q2: 996 shares; 2025Q3: 1,000 shares; 2025Q4: 1,003 shares 1,003 $174K 0.01% +3 Timeline BEEP MOBILE INFRASTRUCTURE CORP More: the full row for MOBILE INFRASTRUCTURE 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: 53,000 shares; 2025Q3: 68,000 shares; 2025Q4: 68,000 shares 68,000 $173K 0.01% 0 Timeline USIG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,092 shares; 2024Q4: 3,140 shares; 2025Q1: 3,164 shares; 2025Q2: 3,200 shares; 2025Q3: 3,238 shares; 2025Q4: 3,289 shares 3,289 $170K 0.01% +51 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: 737 shares; 2024Q4: 721 shares; 2025Q1: 791 shares; 2025Q2: 642 shares; 2025Q3: 615 shares; 2025Q4: 582 shares 582 $168K 0.01% -33 Timeline DGT 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: 1,130 shares; 2024Q4: 1,130 shares; 2025Q1: 1,130 shares; 2025Q2: 1,130 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares 1,000 $167K 0.01% 0 Timeline ESPR ESPERION THERAPEUTICS INC NE More: the full row for ESPERION THERAPEUTICS INC NE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 25,000 shares; 2025Q3: 35,000 shares; 2025Q4: 45,000 shares 45,000 $166K 0.01% +10,000 Timeline PAAS PAN AMERN SILVER CORP More: the full row for PAN AMERN SILVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,200 shares; 2024Q4: 3,200 shares; 2025Q1: 3,200 shares; 2025Q2: 3,200 shares; 2025Q3: 3,200 shares; 2025Q4: 3,200 shares 3,200 $166K 0.01% 0 Timeline MAT MATTEL INC More: the full row for MATTEL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,326 shares; 2024Q4: 8,326 shares; 2025Q1: 8,326 shares; 2025Q2: 8,326 shares; 2025Q3: 8,326 shares; 2025Q4: 8,326 shares 8,326 $165K 0.01% 0 Timeline IBND 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: not reported; 2025Q4: 5,095 shares 5,095 $164K 0.01% new Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29 shares; 2024Q4: 29 shares; 2025Q1: 29 shares; 2025Q2: 29 shares; 2025Q3: 29 shares; 2025Q4: 30 shares 30 $161K 0.01% +1 Timeline DVA DAVITA INC More: the full row for DAVITA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,390 shares; 2024Q4: 1,390 shares; 2025Q1: 1,390 shares; 2025Q2: 1,390 shares; 2025Q3: 1,390 shares; 2025Q4: 1,390 shares 1,390 $158K 0.01% 0 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 10 shares; 2025Q1: 422 shares; 2025Q2: 1,045 shares; 2025Q3: 944 shares; 2025Q4: 973 shares 973 $158K 0.01% +29 Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,600 shares; 2024Q4: 1,600 shares; 2025Q1: 1,600 shares; 2025Q2: 600 shares; 2025Q3: 602 shares; 2025Q4: 612 shares 612 $157K 0.01% +10 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 778 shares; 2024Q4: 913 shares; 2025Q1: 407 shares; 2025Q2: 407 shares; 2025Q3: 329 shares; 2025Q4: 324 shares 324 $157K 0.01% -5 Timeline TSI TCW STRATEGIC INCOME FD INC More: the full row for TCW STRATEGIC INCOME FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,212 shares; 2024Q4: 31,212 shares; 2025Q1: 31,212 shares; 2025Q2: 31,212 shares; 2025Q3: 31,212 shares; 2025Q4: 31,212 shares 31,212 $154K 0.01% 0 Timeline CENTA CENTRAL GARDEN & PET CO More: the full row for CENTRAL GARDEN & PET CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,268 shares; 2024Q4: 5,268 shares; 2025Q1: 5,268 shares; 2025Q2: 5,268 shares; 2025Q3: 5,268 shares; 2025Q4: 5,268 shares 5,268 $154K 0.01% 0 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 307 shares; 2024Q4: 307 shares; 2025Q1: 307 shares; 2025Q2: 307 shares; 2025Q3: 307 shares; 2025Q4: 313 shares 313 $153K 0.01% +6 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 725 shares; 2024Q4: 725 shares; 2025Q1: 725 shares; 2025Q2: 725 shares; 2025Q3: 725 shares; 2025Q4: 725 shares 725 $153K 0.01% 0 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21 shares; 2024Q4: 21 shares; 2025Q1: 321 shares; 2025Q2: 322 shares; 2025Q3: 328 shares; 2025Q4: 359 shares 359 $153K 0.01% +31 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 172 shares; 2024Q4: 172 shares; 2025Q1: 174 shares; 2025Q2: 184 shares; 2025Q3: 184 shares; 2025Q4: 186 shares 186 $153K 0.01% +2 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 247 shares; 2024Q4: 247 shares; 2025Q1: 247 shares; 2025Q2: 247 shares; 2025Q3: 248 shares; 2025Q4: 269 shares 269 $152K 0.01% +21 Timeline SCHI SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,577 shares 6,577 $151K 0.01% new Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,620 shares; 2024Q4: 2,170 shares; 2025Q1: 2,170 shares; 2025Q2: 2,170 shares; 2025Q3: 2,170 shares; 2025Q4: 2,340 shares 2,340 $151K 0.01% +170 Timeline JNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,550 shares 1,550 $151K 0.01% new Timeline ITOT 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: 997 shares; 2024Q4: 997 shares; 2025Q1: 997 shares; 2025Q2: 998 shares; 2025Q3: 998 shares; 2025Q4: 998 shares 998 $148K 0.01% 0 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: 3,609 shares; 2024Q4: 3,609 shares; 2025Q1: 3,560 shares; 2025Q2: 3,560 shares; 2025Q3: 3,560 shares; 2025Q4: 3,853 shares 3,853 $148K 0.01% +293 Timeline SNAP SNAP INC More: the full row for SNAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 15,000 shares; 2025Q3: 17,000 shares; 2025Q4: 18,315 shares 18,315 $148K 0.01% +1,315 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: 2,187 shares; 2024Q4: 2,191 shares; 2025Q1: 2,195 shares; 2025Q2: 2,199 shares; 2025Q3: 2,296 shares; 2025Q4: 2,335 shares 2,335 $147K 0.01% +39 Timeline SCHY SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,863 shares; 2025Q4: 4,916 shares 4,916 $147K 0.01% +53 Timeline IAGG 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: 2,905 shares 2,905 $145K 0.01% new Timeline ALEX ALEXANDER & BALDWIN INC More: the full row for ALEXANDER & BALDWIN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 51,000 shares; 2025Q1: 53,000 shares; 2025Q2: 53,000 shares; 2025Q3: 53,000 shares; 2025Q4: 7,000 shares 7,000 $144K 0.01% -46,000 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 661 shares; 2025Q3: 662 shares; 2025Q4: 662 shares 662 $142K 0.01% 0 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 243 shares; 2024Q4: 293 shares; 2025Q1: 273 shares; 2025Q2: 278 shares; 2025Q3: 278 shares; 2025Q4: 303 shares 303 $142K 0.01% +25 Timeline FXE INVESCO CURRENCYSHARES EURO More: the full row for INVESCO CURRENCYSHARES EURO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,148 shares; 2024Q4: 1,148 shares; 2025Q1: 1,148 shares; 2025Q2: 1,383 shares; 2025Q3: 1,383 shares; 2025Q4: 1,270 shares 1,270 $138K 0.01% -113 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: 35 shares; 2024Q4: 5 shares; 2025Q1: 5 shares; 2025Q2: 67 shares; 2025Q3: 68 shares; 2025Q4: 68 shares 68 $137K 0.01% 0 Timeline OGCP EMPIRE ST RLTY OP L P More: the full row for EMPIRE ST RLTY OP L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,474 shares; 2024Q4: 21,474 shares; 2025Q1: 21,474 shares; 2025Q2: 21,474 shares; 2025Q3: 21,474 shares; 2025Q4: 21,474 shares 21,474 $136K 0.01% 0 Timeline KRE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 102,993 shares; 2024Q4: 3,107 shares; 2025Q1: 3,113 shares; 2025Q2: 3,120 shares; 2025Q3: 3,126 shares; 2025Q4: 2,100 shares 2,100 $136K 0.01% -1,026 Timeline