ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,010 shares; 2024Q4: 16,796 shares; 2025Q1: 16,703 shares; 2025Q2: 18,938 shares; 2025Q3: 20,532 shares 20,532 $2.06M <0.01% +1,594 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,413 shares; 2024Q4: 12,832 shares; 2025Q1: 12,530 shares; 2025Q2: 12,225 shares; 2025Q3: 15,700 shares 15,700 $2.04M <0.01% +3,475 Timeline DFIC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,055 shares; 2024Q4: 9,402 shares; 2025Q1: 4,541 shares; 2025Q2: 62,280 shares; 2025Q3: 61,687 shares 61,687 $2.02M <0.01% -593 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,644 shares; 2024Q4: 1,103 shares; 2025Q1: 1,076 shares; 2025Q2: 1,115 shares; 2025Q3: 2,194 shares 2,194 $2.02M <0.01% +1,079 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,918 shares; 2024Q4: 71,713 shares; 2025Q1: 35,156 shares; 2025Q2: 39,818 shares; 2025Q3: 39,720 shares 39,720 $2.02M <0.01% -98 Timeline GDXJ VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,727 shares; 2024Q4: 5,030 shares; 2025Q1: 9,531 shares; 2025Q2: 20,903 shares; 2025Q3: 20,272 shares 20,272 $2.01M <0.01% -631 Timeline PRKS UNITED PARKS & RESORTS INC More: the full row for UNITED PARKS & RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,773 shares; 2024Q4: 20,518 shares; 2025Q1: 27,849 shares; 2025Q2: 34,645 shares; 2025Q3: 37,845 shares 37,845 $1.96M <0.01% +3,200 Timeline DES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,717 shares; 2024Q4: 55,237 shares; 2025Q1: 59,854 shares; 2025Q2: 58,506 shares; 2025Q3: 57,971 shares 57,971 $1.95M <0.01% -535 Timeline BSMQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91,724 shares; 2024Q4: 92,548 shares; 2025Q1: 83,584 shares; 2025Q2: 79,348 shares; 2025Q3: 82,331 shares 82,331 $1.95M <0.01% +2,983 Timeline FQAL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,869 shares; 2024Q4: 26,501 shares; 2025Q1: 26,028 shares; 2025Q2: 26,501 shares; 2025Q3: 25,973 shares 25,973 $1.94M <0.01% -528 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,620 shares; 2024Q4: 35,963 shares; 2025Q1: 33,233 shares; 2025Q2: 31,925 shares; 2025Q3: 41,048 shares 41,048 $1.94M <0.01% +9,123 Timeline SMMU PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,224 shares; 2024Q4: 8,780 shares; 2025Q1: 8,780 shares; 2025Q2: 12,440 shares; 2025Q3: 38,260 shares 38,260 $1.93M <0.01% +25,820 Timeline PDD PDD HOLDINGS INC More: the full row for PDD HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,673 shares; 2024Q4: 17,321 shares; 2025Q1: 14,025 shares; 2025Q2: 13,947 shares; 2025Q3: 14,628 shares 14,628 $1.93M <0.01% +681 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,506 shares; 2024Q4: 2,625 shares; 2025Q1: 2,644 shares; 2025Q2: 2,716 shares; 2025Q3: 2,440 shares 2,440 $1.91M <0.01% -276 Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,527 shares; 2024Q4: 25,798 shares; 2025Q1: 77,153 shares; 2025Q2: 45,219 shares; 2025Q3: 65,998 shares 65,998 $1.91M <0.01% +20,779 Timeline WTW WILLIS TOWERS WATSON PLC LTD More: the full row for WILLIS TOWERS WATSON PLC LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,400 shares; 2024Q4: 3,601 shares; 2025Q1: 6,283 shares; 2025Q2: 5,065 shares; 2025Q3: 5,516 shares 5,516 $1.91M <0.01% +451 Timeline AER AERCAP HOLDINGS NV More: the full row for AERCAP HOLDINGS NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,648 shares; 2024Q4: 10,023 shares; 2025Q1: 12,904 shares; 2025Q2: 13,848 shares; 2025Q3: 15,675 shares 15,675 $1.9M <0.01% +1,827 Timeline ATI ATI INC More: the full row for ATI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,767 shares; 2024Q4: 16,923 shares; 2025Q1: 18,743 shares; 2025Q2: 17,585 shares; 2025Q3: 23,274 shares 23,274 $1.89M <0.01% +5,689 Timeline SMMD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,930 shares; 2024Q4: 10,110 shares; 2025Q1: 13,447 shares; 2025Q2: 21,576 shares; 2025Q3: 25,624 shares 25,624 $1.89M <0.01% +4,048 Timeline CALM CAL MAINE FOODS INC More: the full row for CAL MAINE FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 928 shares; 2024Q4: 6,292 shares; 2025Q1: 5,877 shares; 2025Q2: 5,705 shares; 2025Q3: 20,020 shares 20,020 $1.88M <0.01% +14,315 Timeline RTH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,135 shares; 2024Q4: 4,113 shares; 2025Q1: 3,513 shares; 2025Q2: 3,670 shares; 2025Q3: 7,504 shares 7,504 $1.88M <0.01% +3,834 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,946 shares; 2024Q4: 37,152 shares; 2025Q1: 40,847 shares; 2025Q2: 40,499 shares; 2025Q3: 24,657 shares 24,657 $1.87M <0.01% -15,842 Timeline EEMA ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,010 shares; 2024Q4: 13,677 shares; 2025Q1: 25,000 shares; 2025Q2: 17,858 shares; 2025Q3: 20,338 shares 20,338 $1.87M <0.01% +2,480 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,903 shares; 2024Q4: 4,089 shares; 2025Q1: 3,654 shares; 2025Q2: 3,588 shares; 2025Q3: 3,894 shares 3,894 $1.86M <0.01% +306 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,654 shares; 2024Q4: 64,252 shares; 2025Q1: 67,698 shares; 2025Q2: 69,818 shares; 2025Q3: 74,830 shares 74,830 $1.86M <0.01% +5,012 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,130 shares; 2024Q4: 7,160 shares; 2025Q1: 7,751 shares; 2025Q2: 18,977 shares; 2025Q3: 11,525 shares 11,525 $1.84M <0.01% -7,452 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,882 shares; 2024Q4: 33,805 shares; 2025Q1: 28,145 shares; 2025Q2: 33,999 shares; 2025Q3: 33,040 shares 33,040 $1.84M <0.01% -959 Timeline IVZ INVESCO LTD More: the full row for INVESCO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,944 shares; 2024Q4: 72,746 shares; 2025Q1: 73,940 shares; 2025Q2: 76,391 shares; 2025Q3: 80,150 shares 80,150 $1.84M <0.01% +3,759 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,728 shares; 2024Q4: 37,546 shares; 2025Q1: 43,391 shares; 2025Q2: 33,390 shares; 2025Q3: 39,130 shares 39,130 $1.84M <0.01% +5,740 Timeline CVMC MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 26,949 shares; 2025Q3: 28,642 shares 28,642 $1.82M <0.01% +1,693 Timeline AES AES CORP More: the full row for AES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,187 shares; 2024Q4: 89,944 shares; 2025Q1: 126,302 shares; 2025Q2: 126,607 shares; 2025Q3: 137,690 shares 137,690 $1.81M <0.01% +11,083 Timeline DPZ DOMINOS PIZZA INC More: the full row for DOMINOS PIZZA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,228 shares; 2024Q4: 4,094 shares; 2025Q1: 4,186 shares; 2025Q2: 4,195 shares; 2025Q3: 4,143 shares 4,143 $1.79M <0.01% -52 Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,618 shares; 2024Q4: 29,576 shares; 2025Q1: 22,845 shares; 2025Q2: 22,431 shares; 2025Q3: 21,640 shares 21,640 $1.79M <0.01% -791 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,969 shares; 2024Q4: 3,836 shares; 2025Q1: 4,133 shares; 2025Q2: 3,834 shares; 2025Q3: 3,176 shares 3,176 $1.79M <0.01% -658 Timeline PVH PVH CORPORATION More: the full row for PVH CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,046 shares; 2024Q4: 3,156 shares; 2025Q1: 24,163 shares; 2025Q2: 20,961 shares; 2025Q3: 21,316 shares 21,316 $1.79M <0.01% +355 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,991 shares; 2024Q4: 11,506 shares; 2025Q1: 65,700 shares; 2025Q2: 67,919 shares; 2025Q3: 32,785 shares 32,785 $1.78M <0.01% -35,134 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,045 shares; 2024Q4: 41,193 shares; 2025Q1: 43,975 shares; 2025Q2: 46,013 shares; 2025Q3: 44,196 shares 44,196 $1.78M <0.01% -1,817 Timeline FGD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 97,597 shares; 2024Q4: 106,323 shares; 2025Q1: 89,728 shares; 2025Q2: 81,470 shares; 2025Q3: 61,863 shares 61,863 $1.78M <0.01% -19,607 Timeline TOST TOAST INC More: the full row for TOAST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,360 shares; 2024Q4: 34,941 shares; 2025Q1: 36,559 shares; 2025Q2: 25,831 shares; 2025Q3: 48,666 shares 48,666 $1.78M <0.01% +22,835 Timeline BSMT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,531 shares; 2024Q4: 55,434 shares; 2025Q1: 58,236 shares; 2025Q2: 69,334 shares; 2025Q3: 76,419 shares 76,419 $1.77M <0.01% +7,085 Timeline FYC FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 106 shares; 2024Q4: 431 shares; 2025Q1: 873 shares; 2025Q2: 5,104 shares; 2025Q3: 19,385 shares 19,385 $1.76M <0.01% +14,281 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,002 shares; 2024Q4: 23,031 shares; 2025Q1: 16,210 shares; 2025Q2: 17,521 shares; 2025Q3: 18,393 shares 18,393 $1.76M <0.01% +872 Timeline FPEI FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,642 shares; 2024Q4: 34,975 shares; 2025Q1: 63,242 shares; 2025Q2: 66,478 shares; 2025Q3: 90,595 shares 90,595 $1.75M <0.01% +24,117 Timeline WSBC WESBANCO INC More: the full row for WESBANCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90 shares; 2024Q4: 172 shares; 2025Q1: 51,715 shares; 2025Q2: 51,715 shares; 2025Q3: 54,845 shares 54,845 $1.75M <0.01% +3,130 Timeline OKTA OKTA INC More: the full row for OKTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,276 shares; 2024Q4: 5,460 shares; 2025Q1: 7,185 shares; 2025Q2: 10,097 shares; 2025Q3: 19,097 shares 19,097 $1.75M <0.01% +9,000 Timeline NULG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,101 shares; 2024Q4: 20,336 shares; 2025Q1: 19,302 shares; 2025Q2: 18,286 shares; 2025Q3: 17,558 shares 17,558 $1.75M <0.01% -728 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,956 shares; 2024Q4: 11,465 shares; 2025Q1: 12,685 shares; 2025Q2: 15,333 shares; 2025Q3: 15,006 shares 15,006 $1.74M <0.01% -327 Timeline EELV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,471 shares; 2024Q4: 75,344 shares; 2025Q1: 72,162 shares; 2025Q2: 73,752 shares; 2025Q3: 65,400 shares 65,400 $1.74M <0.01% -8,352 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95,476 shares; 2024Q4: 90,844 shares; 2025Q1: 68,729 shares; 2025Q2: 102,541 shares; 2025Q3: 89,123 shares 89,123 $1.74M <0.01% -13,418 Timeline BSCT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,974 shares; 2024Q4: 29,766 shares; 2025Q1: 34,648 shares; 2025Q2: 66,230 shares; 2025Q3: 92,272 shares 92,272 $1.74M <0.01% +26,042 Timeline CORP PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,223 shares; 2024Q4: 46,751 shares; 2025Q1: 19,479 shares; 2025Q2: 17,721 shares; 2025Q3: 17,586 shares 17,586 $1.73M <0.01% -135 Timeline MLRG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,947 shares; 2024Q4: 8,451 shares; 2025Q1: 8,823 shares; 2025Q2: 18,205 shares; 2025Q3: 18,728 shares 18,728 $1.73M <0.01% +523 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,876 shares; 2025Q3: 12,563 shares 12,563 $1.72M <0.01% +10,687 Timeline RS RELIANCE INC More: the full row for RELIANCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,902 shares; 2024Q4: 1,892 shares; 2025Q1: 2,853 shares; 2025Q2: 3,346 shares; 2025Q3: 6,067 shares 6,067 $1.7M <0.01% +2,721 Timeline EWW ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,431 shares; 2024Q4: 18,831 shares; 2025Q1: 22,307 shares; 2025Q2: 24,069 shares; 2025Q3: 24,870 shares 24,870 $1.7M <0.01% +801 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,064 shares; 2024Q4: 6,411 shares; 2025Q1: 26,023 shares; 2025Q2: 31,151 shares; 2025Q3: 7,020 shares 7,020 $1.69M <0.01% -24,131 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,597 shares; 2024Q4: 6,611 shares; 2025Q1: 10,243 shares; 2025Q2: 8,294 shares; 2025Q3: 8,476 shares 8,476 $1.67M <0.01% +182 Timeline ICVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,952 shares; 2024Q4: 10,361 shares; 2025Q1: 10,796 shares; 2025Q2: 11,732 shares; 2025Q3: 16,585 shares 16,585 $1.66M <0.01% +4,853 Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 940 shares; 2024Q4: 4,018 shares; 2025Q1: 35,788 shares; 2025Q2: 60,853 shares; 2025Q3: 86,177 shares 86,177 $1.66M <0.01% +25,324 Timeline SFY TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,450 shares; 2025Q1: 13,834 shares; 2025Q2: 14,741 shares; 2025Q3: 12,828 shares 12,828 $1.66M <0.01% -1,913 Timeline DMXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,806 shares; 2024Q4: 15,601 shares; 2025Q1: 20,831 shares; 2025Q2: 21,058 shares; 2025Q3: 21,836 shares 21,836 $1.65M <0.01% +778 Timeline XT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,048 shares; 2024Q4: 18,907 shares; 2025Q1: 20,126 shares; 2025Q2: 21,743 shares; 2025Q3: 22,953 shares 22,953 $1.65M <0.01% +1,210 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,007 shares; 2024Q4: 4,313 shares; 2025Q1: 13,430 shares; 2025Q2: 13,138 shares; 2025Q3: 14,889 shares 14,889 $1.65M <0.01% +1,751 Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,447 shares; 2024Q4: 23,537 shares; 2025Q1: 21,373 shares; 2025Q2: 36,220 shares; 2025Q3: 35,923 shares 35,923 $1.64M <0.01% -297 Timeline ISD PGIM HIGH YIELD BOND FUND IN More: the full row for PGIM HIGH YIELD BOND FUND IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,303 shares; 2024Q4: 50,715 shares; 2025Q1: 76,178 shares; 2025Q2: 66,764 shares; 2025Q3: 114,065 shares 114,065 $1.64M <0.01% +47,301 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,764 shares; 2024Q4: 8,290 shares; 2025Q1: 7,963 shares; 2025Q2: 8,357 shares; 2025Q3: 11,450 shares 11,450 $1.64M <0.01% +3,093 Timeline BG BUNGE GLOBAL SA More: the full row for BUNGE GLOBAL SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,871 shares; 2024Q4: 16,844 shares; 2025Q1: 18,137 shares; 2025Q2: 17,317 shares; 2025Q3: 20,107 shares 20,107 $1.63M <0.01% +2,790 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,461 shares; 2024Q4: 6,391 shares; 2025Q1: 6,062 shares; 2025Q2: 5,003 shares; 2025Q3: 5,131 shares 5,131 $1.63M <0.01% +128 Timeline XEXGX EATON VANCE TAX-MANAGED GLOB More: the full row for EATON VANCE TAX-MANAGED GLOB Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 175,447 shares; 2024Q4: 174,789 shares; 2025Q1: 174,865 shares; 2025Q2: 172,097 shares; 2025Q3: 178,771 shares 178,771 $1.63M <0.01% +6,674 Timeline AMX AMERICA MOVIL SAB DE CV More: the full row for AMERICA MOVIL SAB DE CV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,271 shares; 2024Q4: 62,938 shares; 2025Q1: 64,997 shares; 2025Q2: 61,858 shares; 2025Q3: 77,458 shares 77,458 $1.63M <0.01% +15,600 Timeline PWV INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,544 shares; 2024Q4: 26,308 shares; 2025Q1: 22,537 shares; 2025Q2: 23,909 shares; 2025Q3: 24,840 shares 24,840 $1.62M <0.01% +931 Timeline LRGE LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,016 shares; 2024Q4: 21,959 shares; 2025Q1: 20,362 shares; 2025Q2: 20,075 shares; 2025Q3: 19,416 shares 19,416 $1.62M <0.01% -659 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,851 shares; 2024Q4: 7,284 shares; 2025Q1: 8,571 shares; 2025Q2: 9,922 shares; 2025Q3: 9,653 shares 9,653 $1.62M <0.01% -269 Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,189 shares; 2024Q4: 21,196 shares; 2025Q1: 21,152 shares; 2025Q2: 22,605 shares; 2025Q3: 22,063 shares 22,063 $1.62M <0.01% -542 Timeline SFLO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 51,289 shares; 2025Q3: 55,515 shares 55,515 $1.62M <0.01% +4,226 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,854 shares; 2024Q4: 71,781 shares; 2025Q1: 89,929 shares; 2025Q2: 68,854 shares; 2025Q3: 93,556 shares 93,556 $1.62M <0.01% +24,702 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,205 shares; 2024Q4: 18,124 shares; 2025Q1: 18,997 shares; 2025Q2: 19,064 shares; 2025Q3: 19,429 shares 19,429 $1.61M <0.01% +365 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 48,629 shares; 2025Q3: 48,432 shares 48,432 $1.59M <0.01% -197 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,965 shares; 2024Q4: 27,395 shares; 2025Q1: 47,319 shares; 2025Q2: 23,860 shares; 2025Q3: 17,555 shares 17,555 $1.58M <0.01% -6,305 Timeline PTF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,354 shares; 2024Q4: 23,400 shares; 2025Q1: 23,080 shares; 2025Q2: 23,058 shares; 2025Q3: 21,103 shares 21,103 $1.58M <0.01% -1,955 Timeline IXJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,798 shares; 2024Q4: 20,854 shares; 2025Q1: 21,412 shares; 2025Q2: 27,830 shares; 2025Q3: 17,722 shares 17,722 $1.57M <0.01% -10,108 Timeline WTRG ESSENTIAL UTILS INC More: the full row for ESSENTIAL UTILS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,835 shares; 2024Q4: 27,407 shares; 2025Q1: 30,549 shares; 2025Q2: 32,643 shares; 2025Q3: 39,141 shares 39,141 $1.56M <0.01% +6,498 Timeline CAVA CAVA GROUP INC More: the full row for CAVA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 900 shares; 2024Q4: 4,017 shares; 2025Q1: 378,497 shares; 2025Q2: 445,204 shares; 2025Q3: 25,749 shares 25,749 $1.56M <0.01% -419,455 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,092 shares; 2024Q4: 13,171 shares; 2025Q1: 13,718 shares; 2025Q2: 17,396 shares; 2025Q3: 16,118 shares 16,118 $1.56M <0.01% -1,278 Timeline BSCU INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,055 shares; 2024Q4: 51,613 shares; 2025Q1: 59,045 shares; 2025Q2: 84,223 shares; 2025Q3: 91,565 shares 91,565 $1.55M <0.01% +7,342 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,324 shares; 2024Q4: 10,240 shares; 2025Q1: 8,557 shares; 2025Q2: 7,477 shares; 2025Q3: 8,081 shares 8,081 $1.54M <0.01% +604 Timeline MLPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,666 shares; 2024Q4: 13,482 shares; 2025Q1: 23,567 shares; 2025Q2: 28,213 shares; 2025Q3: 24,596 shares 24,596 $1.54M <0.01% -3,617 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,597 shares; 2024Q4: 38,938 shares; 2025Q1: 38,184 shares; 2025Q2: 35,985 shares; 2025Q3: 34,243 shares 34,243 $1.54M <0.01% -1,742 Timeline FDLO FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,181 shares; 2024Q4: 28,301 shares; 2025Q1: 28,680 shares; 2025Q2: 25,113 shares; 2025Q3: 23,324 shares 23,324 $1.54M <0.01% -1,789 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,939 shares; 2024Q4: 26,422 shares; 2025Q1: 89,828 shares; 2025Q2: 20,909 shares; 2025Q3: 23,479 shares 23,479 $1.53M <0.01% +2,570 Timeline EWZ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,516 shares; 2024Q4: not reported; 2025Q1: 40,336 shares; 2025Q2: 46,900 shares; 2025Q3: 49,058 shares 49,058 $1.52M <0.01% +2,158 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,232 shares; 2024Q4: 22,299 shares; 2025Q1: 21,736 shares; 2025Q2: 21,238 shares; 2025Q3: 22,671 shares 22,671 $1.52M <0.01% +1,433 Timeline AFG AMERICAN FINANCIAL GROUP INC More: the full row for AMERICAN FINANCIAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,396 shares; 2024Q4: 3,403 shares; 2025Q1: 3,597 shares; 2025Q2: 19,871 shares; 2025Q3: 10,402 shares 10,402 $1.52M <0.01% -9,469 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,734 shares; 2024Q4: 2,305 shares; 2025Q1: 3,327 shares; 2025Q2: 6,955 shares; 2025Q3: 7,682 shares 7,682 $1.51M <0.01% +727 Timeline GQRE FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,282 shares; 2024Q4: 22,464 shares; 2025Q1: 20,151 shares; 2025Q2: 21,349 shares; 2025Q3: 24,727 shares 24,727 $1.51M <0.01% +3,378 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,990 shares; 2024Q4: 44,238 shares; 2025Q1: 19,732 shares; 2025Q2: 26,045 shares; 2025Q3: 28,204 shares 28,204 $1.5M <0.01% +2,159 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,366 shares; 2024Q4: 8,632 shares; 2025Q1: 21,479 shares; 2025Q2: 22,098 shares; 2025Q3: 64,862 shares 64,862 $1.5M <0.01% +42,764 Timeline PRFZ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,578 shares; 2024Q4: 42,085 shares; 2025Q1: 30,492 shares; 2025Q2: 31,978 shares; 2025Q3: 32,734 shares 32,734 $1.49M <0.01% +756 Timeline AOR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,416 shares; 2024Q4: 24,676 shares; 2025Q1: 24,548 shares; 2025Q2: 23,874 shares; 2025Q3: 23,014 shares 23,014 $1.48M <0.01% -860 Timeline SIVR ABRDN SILVER ETF TRUST More: the full row for ABRDN SILVER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,036 shares; 2025Q1: 1,036 shares; 2025Q2: 3,822 shares; 2025Q3: 33,297 shares 33,297 $1.48M <0.01% +29,475 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,513 shares; 2024Q4: 2,489 shares; 2025Q1: 3,785 shares; 2025Q2: 4,134 shares; 2025Q3: 5,143 shares 5,143 $1.48M <0.01% +1,009 Timeline IEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,947 shares; 2024Q4: 19,212 shares; 2025Q1: 21,935 shares; 2025Q2: 26,373 shares; 2025Q3: 22,580 shares 22,580 $1.48M <0.01% -3,793 Timeline TILT FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,769 shares; 2024Q4: 6,784 shares; 2025Q1: 6,873 shares; 2025Q2: 6,053 shares; 2025Q3: 6,074 shares 6,074 $1.47M <0.01% +21 Timeline HEI HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,399 shares; 2024Q4: 11,393 shares; 2025Q1: 12,495 shares; 2025Q2: 11,853 shares; 2025Q3: 4,552 shares 4,552 $1.47M <0.01% -7,301 Timeline EG EVEREST GROUP LTD More: the full row for EVEREST GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,293 shares; 2024Q4: 7,501 shares; 2025Q1: 6,671 shares; 2025Q2: 6,133 shares; 2025Q3: 4,180 shares 4,180 $1.46M <0.01% -1,953 Timeline QINT AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,388 shares; 2024Q4: 22,513 shares; 2025Q1: 23,035 shares; 2025Q2: 34,280 shares; 2025Q3: 23,728 shares 23,728 $1.46M <0.01% -10,552 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,822 shares; 2024Q4: 27,089 shares; 2025Q1: 24,817 shares; 2025Q2: 21,677 shares; 2025Q3: 21,568 shares 21,568 $1.45M <0.01% -109 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,197 shares; 2024Q4: 2,131 shares; 2025Q1: 2,225 shares; 2025Q2: 2,018 shares; 2025Q3: 2,271 shares 2,271 $1.45M <0.01% +253 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 571 shares; 2024Q4: 627 shares; 2025Q1: 585 shares; 2025Q2: 610 shares; 2025Q3: 759 shares 759 $1.45M <0.01% +149 Timeline BMRN BIOMARIN PHARMACEUTICAL INC More: the full row for BIOMARIN PHARMACEUTICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,527 shares; 2024Q4: 12,986 shares; 2025Q1: 13,218 shares; 2025Q2: 27,021 shares; 2025Q3: 26,621 shares 26,621 $1.44M <0.01% -400 Timeline BSMU INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,607 shares; 2024Q4: 35,126 shares; 2025Q1: 53,045 shares; 2025Q2: 56,073 shares; 2025Q3: 65,708 shares 65,708 $1.44M <0.01% +9,635 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,999 shares; 2024Q4: 55,235 shares; 2025Q1: 54,874 shares; 2025Q2: 65,228 shares; 2025Q3: 52,877 shares 52,877 $1.44M <0.01% -12,351 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,453 shares; 2024Q4: 18,300 shares; 2025Q1: 15,493 shares; 2025Q2: 21,954 shares; 2025Q3: 26,975 shares 26,975 $1.43M <0.01% +5,021 Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,889 shares; 2024Q4: 9,257 shares; 2025Q1: 10,571 shares; 2025Q2: 11,132 shares; 2025Q3: 12,080 shares 12,080 $1.42M <0.01% +948 Timeline BCS BARCLAYS PLC More: the full row for BARCLAYS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,917 shares; 2024Q4: 18,343 shares; 2025Q1: 22,069 shares; 2025Q2: 35,363 shares; 2025Q3: 68,877 shares 68,877 $1.42M <0.01% +33,514 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,048 shares; 2024Q4: 10,949 shares; 2025Q1: 9,845 shares; 2025Q2: 15,781 shares; 2025Q3: 18,565 shares 18,565 $1.42M <0.01% +2,784 Timeline CAG CONAGRA BRANDS INC More: the full row for CONAGRA BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,002 shares; 2024Q4: 62,732 shares; 2025Q1: 54,795 shares; 2025Q2: 83,621 shares; 2025Q3: 77,518 shares 77,518 $1.42M <0.01% -6,103 Timeline AFRM AFFIRM HLDGS INC More: the full row for AFFIRM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 183 shares; 2024Q4: 2,247 shares; 2025Q1: 2,086 shares; 2025Q2: 5,006 shares; 2025Q3: 19,397 shares 19,397 $1.42M <0.01% +14,391 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,815 shares; 2024Q4: 12,787 shares; 2025Q1: 11,343 shares; 2025Q2: 11,058 shares; 2025Q3: 12,504 shares 12,504 $1.42M <0.01% +1,446 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,502 shares; 2024Q4: 36,896 shares; 2025Q1: 20,007 shares; 2025Q2: 17,622 shares; 2025Q3: 21,981 shares 21,981 $1.41M <0.01% +4,359 Timeline SCHK SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,370 shares; 2024Q4: 47,555 shares; 2025Q1: 52,714 shares; 2025Q2: 43,531 shares; 2025Q3: 43,738 shares 43,738 $1.4M <0.01% +207 Timeline MLN VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,025 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 79,749 shares 79,749 $1.39M <0.01% new Timeline PBR PETROLEO BRASILEIRO S A More: the full row for PETROLEO BRASILEIRO S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,275 shares; 2024Q4: 75,483 shares; 2025Q1: 87,367 shares; 2025Q2: 98,683 shares; 2025Q3: 110,089 shares 110,089 $1.39M <0.01% +11,406 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,587 shares; 2024Q4: 15,397 shares; 2025Q1: 24,019 shares; 2025Q2: 19,075 shares; 2025Q3: 19,531 shares 19,531 $1.39M <0.01% +456 Timeline DLS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,548 shares; 2024Q4: 12,812 shares; 2025Q1: 12,536 shares; 2025Q2: 13,110 shares; 2025Q3: 17,241 shares 17,241 $1.37M <0.01% +4,131 Timeline CWI SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,364 shares; 2024Q4: 30,272 shares; 2025Q1: 35,723 shares; 2025Q2: 34,268 shares; 2025Q3: 39,125 shares 39,125 $1.37M <0.01% +4,857 Timeline DWAS INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,311 shares; 2024Q4: 85,913 shares; 2025Q1: 36,434 shares; 2025Q2: 40,211 shares; 2025Q3: 14,808 shares 14,808 $1.36M <0.01% -25,403 Timeline KOF COCA-COLA FEMSA SAB DE CV More: the full row for COCA-COLA FEMSA SAB DE CV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,044 shares; 2024Q4: 8,529 shares; 2025Q1: 10,544 shares; 2025Q2: 12,142 shares; 2025Q3: 16,404 shares 16,404 $1.36M <0.01% +4,262 Timeline SPHD INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,553 shares; 2024Q4: 21,810 shares; 2025Q1: 21,046 shares; 2025Q2: 24,158 shares; 2025Q3: 27,440 shares 27,440 $1.36M <0.01% +3,282 Timeline JKHY HENRY JACK & ASSOC INC More: the full row for HENRY JACK & ASSOC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,658 shares; 2024Q4: 9,151 shares; 2025Q1: 8,841 shares; 2025Q2: 8,930 shares; 2025Q3: 9,102 shares 9,102 $1.36M <0.01% +172 Timeline FXL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,573 shares; 2024Q4: 7,957 shares; 2025Q1: 7,688 shares; 2025Q2: 8,180 shares; 2025Q3: 8,048 shares 8,048 $1.35M <0.01% -132 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,033 shares; 2024Q4: 8,498 shares; 2025Q1: 18,579 shares; 2025Q2: 5,677 shares; 2025Q3: 4,533 shares 4,533 $1.35M <0.01% -1,144 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,230 shares; 2024Q4: 45,119 shares; 2025Q1: 46,275 shares; 2025Q2: 16,617 shares; 2025Q3: 16,637 shares 16,637 $1.35M <0.01% +20 Timeline RSPT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,814 shares; 2024Q4: 22,579 shares; 2025Q1: 51,371 shares; 2025Q2: 36,776 shares; 2025Q3: 30,193 shares 30,193 $1.35M <0.01% -6,583 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,287 shares; 2024Q4: 24,325 shares; 2025Q1: 23,577 shares; 2025Q2: 33,326 shares; 2025Q3: 27,309 shares 27,309 $1.34M <0.01% -6,017 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,460 shares; 2024Q4: 10,495 shares; 2025Q1: 10,391 shares; 2025Q2: 8,424 shares; 2025Q3: 9,875 shares 9,875 $1.34M <0.01% +1,451 Timeline WCC WESCO INTL INC More: the full row for WESCO INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,674 shares; 2024Q4: 6,253 shares; 2025Q1: 6,149 shares; 2025Q2: 6,356 shares; 2025Q3: 6,302 shares 6,302 $1.33M <0.01% -54 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,136 shares; 2024Q4: 45,452 shares; 2025Q1: 54,889 shares; 2025Q2: 84,996 shares; 2025Q3: 71,057 shares 71,057 $1.33M <0.01% -13,939 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,891 shares; 2024Q4: 29,510 shares; 2025Q1: 32,191 shares; 2025Q2: 34,379 shares; 2025Q3: 35,571 shares 35,571 $1.32M <0.01% +1,192 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,626 shares; 2024Q4: 12,127 shares; 2025Q1: 12,940 shares; 2025Q2: 13,299 shares; 2025Q3: 10,698 shares 10,698 $1.32M <0.01% -2,601 Timeline SWK STANLEY BLACK & DECKER INC More: the full row for STANLEY BLACK & DECKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,698 shares; 2024Q4: 9,421 shares; 2025Q1: 12,297 shares; 2025Q2: 12,139 shares; 2025Q3: 17,698 shares 17,698 $1.32M <0.01% +5,559 Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,536 shares; 2024Q4: 10,658 shares; 2025Q1: 17,168 shares; 2025Q2: 13,088 shares; 2025Q3: 10,733 shares 10,733 $1.31M <0.01% -2,355 Timeline SLF SUN LIFE FINANCIAL INC. More: the full row for SUN LIFE FINANCIAL INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,440 shares; 2024Q4: 24,743 shares; 2025Q1: 25,869 shares; 2025Q2: 22,823 shares; 2025Q3: 21,825 shares 21,825 $1.31M <0.01% -998 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,245 shares; 2024Q4: 4,629 shares; 2025Q1: 25,781 shares; 2025Q2: 26,777 shares; 2025Q3: 5,494 shares 5,494 $1.31M <0.01% -21,283 Timeline VIOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,852 shares; 2024Q4: 22,639 shares; 2025Q1: 26,046 shares; 2025Q2: 15,020 shares; 2025Q3: 13,663 shares 13,663 $1.3M <0.01% -1,357 Timeline WCN WASTE CONNECTIONS INC More: the full row for WASTE CONNECTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,530 shares; 2024Q4: 6,763 shares; 2025Q1: 6,941 shares; 2025Q2: 7,056 shares; 2025Q3: 7,400 shares 7,400 $1.3M <0.01% +344 Timeline CGHM CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 51,195 shares 51,195 $1.29M <0.01% new 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 182 shares; 2024Q4: 202 shares; 2025Q1: 730 shares; 2025Q2: 2,387 shares; 2025Q3: 19,895 shares 19,895 $1.29M <0.01% +17,508 Timeline ERC ALLSPRING MULTI SECTOR INCOM More: the full row for ALLSPRING MULTI SECTOR INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 137,385 shares; 2024Q4: 137,385 shares; 2025Q1: 135,279 shares; 2025Q2: 134,484 shares; 2025Q3: 134,484 shares 134,484 $1.29M <0.01% 0 Timeline NULV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,420 shares; 2024Q4: 31,578 shares; 2025Q1: 29,899 shares; 2025Q2: 27,054 shares; 2025Q3: 29,343 shares 29,343 $1.29M <0.01% +2,289 Timeline UNFI UNITED NAT FOODS INC More: the full row for UNITED NAT FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,625 shares; 2024Q4: 2,341 shares; 2025Q1: 2,263 shares; 2025Q2: 10,042 shares; 2025Q3: 34,091 shares 34,091 $1.28M <0.01% +24,049 Timeline RWO SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,332 shares; 2024Q4: 25,319 shares; 2025Q1: 27,067 shares; 2025Q2: 26,973 shares; 2025Q3: 27,981 shares 27,981 $1.28M <0.01% +1,008 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,260 shares; 2024Q4: 6,696 shares; 2025Q1: 6,465 shares; 2025Q2: 7,584 shares; 2025Q3: 8,076 shares 8,076 $1.28M <0.01% +492 Timeline KBE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,223 shares; 2024Q4: 7,048 shares; 2025Q1: 18,979 shares; 2025Q2: 19,255 shares; 2025Q3: 21,387 shares 21,387 $1.27M <0.01% +2,132 Timeline ICLN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 162,594 shares; 2024Q4: 101,813 shares; 2025Q1: 101,499 shares; 2025Q2: 94,254 shares; 2025Q3: 82,060 shares 82,060 $1.27M <0.01% -12,194 Timeline NIC NICOLET BANKSHARES INC More: the full row for NICOLET BANKSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 105 shares; 2024Q4: 2,889 shares; 2025Q1: 9,209 shares; 2025Q2: 9,419 shares; 2025Q3: 9,428 shares 9,428 $1.27M <0.01% +9 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,681 shares; 2024Q4: 10,852 shares; 2025Q1: 10,165 shares; 2025Q2: 10,092 shares; 2025Q3: 9,574 shares 9,574 $1.27M <0.01% -518 Timeline USMC PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,028 shares; 2024Q4: 15,591 shares; 2025Q1: 14,574 shares; 2025Q2: 16,176 shares; 2025Q3: 18,594 shares 18,594 $1.27M <0.01% +2,418 Timeline NUMG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,019 shares; 2024Q4: 26,529 shares; 2025Q1: 29,821 shares; 2025Q2: 25,369 shares; 2025Q3: 25,968 shares 25,968 $1.26M <0.01% +599 Timeline APTV APTIV PLC More: the full row for APTIV PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,186 shares; 2025Q1: 39,883 shares; 2025Q2: 11,096 shares; 2025Q3: 14,652 shares 14,652 $1.26M <0.01% +3,556 Timeline FNDC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,515 shares; 2024Q4: 28,395 shares; 2025Q1: 28,349 shares; 2025Q2: 26,854 shares; 2025Q3: 28,273 shares 28,273 $1.26M <0.01% +1,419 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,380 shares; 2024Q4: 10,408 shares; 2025Q1: 9,415 shares; 2025Q2: 8,550 shares; 2025Q3: 9,289 shares 9,289 $1.25M <0.01% +739 Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,927 shares; 2024Q4: 4,765 shares; 2025Q1: 4,966 shares; 2025Q2: 5,316 shares; 2025Q3: 4,557 shares 4,557 $1.25M <0.01% -759 Timeline TPLC TIMOTHY PLAN More: the full row for TIMOTHY PLAN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,557 shares; 2024Q4: 21,043 shares; 2025Q1: 21,410 shares; 2025Q2: 26,239 shares; 2025Q3: 26,864 shares 26,864 $1.24M <0.01% +625 Timeline UI UBIQUITI INC More: the full row for UBIQUITI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 233 shares; 2024Q4: 254 shares; 2025Q1: 826 shares; 2025Q2: 1,057 shares; 2025Q3: 1,877 shares 1,877 $1.24M <0.01% +820 Timeline PDI PIMCO DYNAMIC INCOME FD More: the full row for PIMCO DYNAMIC INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,958 shares; 2024Q4: 64,028 shares; 2025Q1: 217,237 shares; 2025Q2: 39,421 shares; 2025Q3: 62,587 shares 62,587 $1.24M <0.01% +23,166 Timeline EWG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,497 shares; 2024Q4: 2,630 shares; 2025Q1: 4,260 shares; 2025Q2: 7,347 shares; 2025Q3: 29,653 shares 29,653 $1.23M <0.01% +22,306 Timeline IYJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,893 shares; 2024Q4: 5,518 shares; 2025Q1: 9,064 shares; 2025Q2: 9,591 shares; 2025Q3: 8,440 shares 8,440 $1.23M <0.01% -1,151 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,348 shares; 2024Q4: 17,289 shares; 2025Q1: 18,877 shares; 2025Q2: 19,394 shares; 2025Q3: 18,238 shares 18,238 $1.22M <0.01% -1,156 Timeline GWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,395 shares; 2024Q4: 24,676 shares; 2025Q1: 30,623 shares; 2025Q2: 30,424 shares; 2025Q3: 30,255 shares 30,255 $1.22M <0.01% -169 Timeline VTRS VIATRIS INC More: the full row for VIATRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 113,011 shares; 2024Q4: 59,232 shares; 2025Q1: 42,171 shares; 2025Q2: 158,216 shares; 2025Q3: 122,711 shares 122,711 $1.21M <0.01% -35,505 Timeline ISCV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86,945 shares; 2024Q4: 88,214 shares; 2025Q1: 45,952 shares; 2025Q2: 45,399 shares; 2025Q3: 18,229 shares 18,229 $1.21M <0.01% -27,170 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 985 shares; 2024Q4: 1,223 shares; 2025Q1: 1,477 shares; 2025Q2: 1,238 shares; 2025Q3: 1,267 shares 1,267 $1.21M <0.01% +29 Timeline SLGN SILGAN HLDGS INC More: the full row for SILGAN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,175 shares; 2024Q4: 23,347 shares; 2025Q1: 25,816 shares; 2025Q2: 26,246 shares; 2025Q3: 28,050 shares 28,050 $1.21M <0.01% +1,804 Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,814 shares; 2024Q4: 3,812 shares; 2025Q1: 3,245 shares; 2025Q2: 3,180 shares; 2025Q3: 3,648 shares 3,648 $1.2M <0.01% +468 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,292 shares; 2024Q4: 13,950 shares; 2025Q1: 15,689 shares; 2025Q2: 24,315 shares; 2025Q3: 11,138 shares 11,138 $1.2M <0.01% -13,177 Timeline DKS DICKS SPORTING GOODS INC More: the full row for DICKS SPORTING GOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 921 shares; 2024Q4: 1,410 shares; 2025Q1: 2,878 shares; 2025Q2: 4,362 shares; 2025Q3: 5,381 shares 5,381 $1.2M <0.01% +1,019 Timeline IYT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,102 shares; 2024Q4: 24,092 shares; 2025Q1: 19,216 shares; 2025Q2: 17,916 shares; 2025Q3: 16,600 shares 16,600 $1.19M <0.01% -1,316 Timeline CFO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,921 shares; 2024Q4: 17,921 shares; 2025Q1: 16,650 shares; 2025Q2: 16,499 shares; 2025Q3: 15,982 shares 15,982 $1.18M <0.01% -517 Timeline PFN PIMCO INCOME STRATEGY FD II More: the full row for PIMCO INCOME STRATEGY FD II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 492,294 shares; 2024Q4: 501,633 shares; 2025Q1: 305,054 shares; 2025Q2: 230,239 shares; 2025Q3: 155,191 shares 155,191 $1.18M <0.01% -75,048 Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,279 shares; 2024Q4: 28,901 shares; 2025Q1: 12,526 shares; 2025Q2: 13,699 shares; 2025Q3: 8,458 shares 8,458 $1.17M <0.01% -5,241 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 203,110 shares; 2024Q4: 8,352 shares; 2025Q1: 6,913 shares; 2025Q2: 8,123 shares; 2025Q3: 8,401 shares 8,401 $1.17M <0.01% +278 Timeline NUMV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,503 shares; 2024Q4: 29,074 shares; 2025Q1: 26,141 shares; 2025Q2: 29,298 shares; 2025Q3: 30,182 shares 30,182 $1.17M <0.01% +884 Timeline TEAM ATLASSIAN CORPORATION More: the full row for ATLASSIAN CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,675 shares; 2024Q4: 6,010 shares; 2025Q1: 5,169 shares; 2025Q2: 6,719 shares; 2025Q3: 7,307 shares 7,307 $1.17M <0.01% +588 Timeline LGLV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,573 shares; 2024Q4: 6,631 shares; 2025Q1: 6,827 shares; 2025Q2: 6,558 shares; 2025Q3: 6,546 shares 6,546 $1.17M <0.01% -12 Timeline CF CF INDUSTRIES HOLD More: the full row for CF INDUSTRIES HOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100,589 shares; 2024Q4: 103,947 shares; 2025Q1: 12,518 shares; 2025Q2: 11,912 shares; 2025Q3: 12,971 shares 12,971 $1.16M <0.01% +1,059 Timeline DVYE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,356 shares; 2024Q4: 25,223 shares; 2025Q1: 26,058 shares; 2025Q2: 36,806 shares; 2025Q3: 38,893 shares 38,893 $1.15M <0.01% +2,087 Timeline USXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,945 shares; 2024Q4: 17,371 shares; 2025Q1: 18,409 shares; 2025Q2: 18,186 shares; 2025Q3: 20,045 shares 20,045 $1.15M <0.01% +1,859 Timeline HRL HORMEL FOODS CORP More: the full row for HORMEL FOODS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,075 shares; 2024Q4: 21,355 shares; 2025Q1: 42,235 shares; 2025Q2: 45,813 shares; 2025Q3: 46,389 shares 46,389 $1.15M <0.01% +576 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,368 shares; 2024Q4: 2,535 shares; 2025Q1: 3,904 shares; 2025Q2: 3,812 shares; 2025Q3: 7,082 shares 7,082 $1.15M <0.01% +3,270 Timeline EMN EASTMAN CHEM CO More: the full row for EASTMAN CHEM CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,983 shares; 2024Q4: 14,828 shares; 2025Q1: 14,464 shares; 2025Q2: 15,629 shares; 2025Q3: 18,145 shares 18,145 $1.14M <0.01% +2,516 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,633 shares; 2024Q4: 4,496 shares; 2025Q1: 4,594 shares; 2025Q2: 3,449 shares; 2025Q3: 3,572 shares 3,572 $1.14M <0.01% +123 Timeline RSPU INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,332 shares; 2024Q4: 1,484 shares; 2025Q1: 1,764 shares; 2025Q2: 8,887 shares; 2025Q3: 14,852 shares 14,852 $1.14M <0.01% +5,965 Timeline JGRO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 276 shares; 2024Q4: not reported; 2025Q1: 1,343 shares; 2025Q2: 3,268 shares; 2025Q3: 12,064 shares 12,064 $1.13M <0.01% +8,796 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,660 shares; 2024Q4: 4,448 shares; 2025Q1: 3,814 shares; 2025Q2: 3,707 shares; 2025Q3: 3,938 shares 3,938 $1.13M <0.01% +231 Timeline MMT ABERDEEN MULTI-MARKET INCOME More: the full row for ABERDEEN MULTI-MARKET INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 241,118 shares; 2024Q4: 233,890 shares; 2025Q1: 235,831 shares; 2025Q2: 235,831 shares; 2025Q3: 235,831 shares 235,831 $1.13M <0.01% 0 Timeline FPX FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,235 shares; 2024Q4: 938 shares; 2025Q1: 766 shares; 2025Q2: 1,044 shares; 2025Q3: 6,749 shares 6,749 $1.12M <0.01% +5,705 Timeline MSML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,055 shares; 2024Q4: 13,743 shares; 2025Q1: 13,655 shares; 2025Q2: 16,994 shares; 2025Q3: 17,680 shares 17,680 $1.12M <0.01% +686 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,314 shares; 2024Q4: 2,130 shares; 2025Q1: 26,070 shares; 2025Q2: 2,531 shares; 2025Q3: 6,695 shares 6,695 $1.12M <0.01% +4,164 Timeline PPH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 161,688 shares; 2024Q4: 1,684 shares; 2025Q1: 7,237 shares; 2025Q2: 12,790 shares; 2025Q3: 12,322 shares 12,322 $1.11M <0.01% -468 Timeline SWKS SKYWORKS SOLUTIONS INC More: the full row for SKYWORKS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,662 shares; 2024Q4: 19,385 shares; 2025Q1: 21,750 shares; 2025Q2: 22,758 shares; 2025Q3: 14,457 shares 14,457 $1.11M <0.01% -8,301 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,598 shares; 2024Q4: 9,892 shares; 2025Q1: 11,555 shares; 2025Q2: 12,225 shares; 2025Q3: 12,519 shares 12,519 $1.11M <0.01% +294 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,972 shares; 2024Q4: 11,943 shares; 2025Q1: 15,116 shares; 2025Q2: 8,415 shares; 2025Q3: 30,974 shares 30,974 $1.11M <0.01% +22,559 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,323 shares; 2024Q4: 8,651 shares; 2025Q1: 14,526 shares; 2025Q2: 14,729 shares; 2025Q3: 16,401 shares 16,401 $1.1M <0.01% +1,672 Timeline EQTY VALUED ADVISERS TR More: the full row for VALUED ADVISERS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,025 shares; 2024Q4: 8,025 shares; 2025Q1: 8,025 shares; 2025Q2: 8,025 shares; 2025Q3: 42,636 shares 42,636 $1.09M <0.01% +34,611 Timeline ADX ADAMS DIVERSIFIED EQUITY FD More: the full row for ADAMS DIVERSIFIED EQUITY FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,100 shares; 2024Q4: 45,009 shares; 2025Q1: 48,131 shares; 2025Q2: 48,162 shares; 2025Q3: 49,073 shares 49,073 $1.09M <0.01% +911 Timeline HYT BLACKROCK CORPOR HI YLD FD I More: the full row for BLACKROCK CORPOR HI YLD FD I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,143 shares; 2024Q4: 91,609 shares; 2025Q1: 107,786 shares; 2025Q2: 113,711 shares; 2025Q3: 114,215 shares 114,215 $1.09M <0.01% +504 Timeline FSTA FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,661 shares; 2024Q4: 2,743 shares; 2025Q1: 2,513 shares; 2025Q2: 22,762 shares; 2025Q3: 21,649 shares 21,649 $1.08M <0.01% -1,113 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,577 shares; 2024Q4: 9,470 shares; 2025Q1: 9,539 shares; 2025Q2: 11,587 shares; 2025Q3: 14,325 shares 14,325 $1.08M <0.01% +2,738 Timeline BSMV INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,627 shares; 2024Q4: 29,710 shares; 2025Q1: 42,415 shares; 2025Q2: 41,498 shares; 2025Q3: 50,658 shares 50,658 $1.06M <0.01% +9,160 Timeline VALE VALE S A More: the full row for VALE S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 141,075 shares; 2024Q4: 147,422 shares; 2025Q1: 184,041 shares; 2025Q2: 148,782 shares; 2025Q3: 97,328 shares 97,328 $1.06M <0.01% -51,454 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,046 shares; 2024Q4: 8,772 shares; 2025Q1: 9,702 shares; 2025Q2: 7,449 shares; 2025Q3: 8,318 shares 8,318 $1.05M <0.01% +869 Timeline DFCF DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,203 shares; 2025Q1: 18,169 shares; 2025Q2: 21,790 shares; 2025Q3: 24,494 shares 24,494 $1.05M <0.01% +2,704 Timeline IBTL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,621 shares; 2024Q4: 21,156 shares; 2025Q1: 28,913 shares; 2025Q2: 41,610 shares; 2025Q3: 50,852 shares 50,852 $1.05M <0.01% +9,242 Timeline BSMS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,247 shares; 2024Q4: 30,285 shares; 2025Q1: 38,640 shares; 2025Q2: 33,751 shares; 2025Q3: 44,488 shares 44,488 $1.04M <0.01% +10,737 Timeline KBWB INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,677 shares; 2024Q4: 1,730 shares; 2025Q1: 6,973 shares; 2025Q2: 6,927 shares; 2025Q3: 13,319 shares 13,319 $1.04M <0.01% +6,392 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,888 shares; 2024Q4: 7,003 shares; 2025Q1: 5,390 shares; 2025Q2: 4,975 shares; 2025Q3: 4,863 shares 4,863 $1.04M <0.01% -112 Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,731 shares; 2024Q4: 26,661 shares; 2025Q1: 74,000 shares; 2025Q2: 20,330 shares; 2025Q3: 15,434 shares 15,434 $1.04M <0.01% -4,896 Timeline LQDH ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52 shares; 2024Q4: 26 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,080 shares 11,080 $1.04M <0.01% new Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 261 shares; 2024Q4: 333 shares; 2025Q1: 328 shares; 2025Q2: 303 shares; 2025Q3: 692 shares 692 $1.04M <0.01% +389 Timeline CCEP COCA-COLA EUROPACIFIC PARTNE More: the full row for COCA-COLA EUROPACIFIC PARTNE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,740 shares; 2024Q4: 11,028 shares; 2025Q1: 10,729 shares; 2025Q2: 11,132 shares; 2025Q3: 11,453 shares 11,453 $1.04M <0.01% +321 Timeline QQEW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,639 shares; 2024Q4: 8,912 shares; 2025Q1: 8,316 shares; 2025Q2: 8,373 shares; 2025Q3: 7,324 shares 7,324 $1.03M <0.01% -1,049 Timeline SMDV PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,645 shares; 2024Q4: 37,532 shares; 2025Q1: 23,080 shares; 2025Q2: 15,449 shares; 2025Q3: 15,324 shares 15,324 $1.02M <0.01% -125 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,988 shares; 2024Q4: 6,639 shares; 2025Q1: 6,721 shares; 2025Q2: 6,982 shares; 2025Q3: 7,189 shares 7,189 $1.02M <0.01% +207 Timeline DUHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,828 shares; 2024Q4: 12,260 shares; 2025Q1: 8,111 shares; 2025Q2: 27,996 shares; 2025Q3: 26,912 shares 26,912 $1.02M <0.01% -1,084 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,421 shares; 2024Q4: 11,317 shares; 2025Q1: 11,195 shares; 2025Q2: 11,109 shares; 2025Q3: 10,459 shares 10,459 $1.01M <0.01% -650 Timeline INTERPUBLIC GROUP COS INTERPUBLIC GROUP COS More: the full row for INTERPUBLIC GROUP COS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,599 shares; 2024Q4: 33,469 shares; 2025Q1: 35,494 shares; 2025Q2: 35,201 shares; 2025Q3: 36,305 shares 36,305 $1.01M <0.01% +1,104 K KELLANOVA More: the full row for KELLANOVA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,597 shares; 2024Q4: 10,935 shares; 2025Q1: 13,960 shares; 2025Q2: 13,424 shares; 2025Q3: 12,311 shares 12,311 $1.01M <0.01% -1,113 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,086 shares; 2024Q4: 4,520 shares; 2025Q1: 12,534 shares; 2025Q2: 5,823 shares; 2025Q3: 4,524 shares 4,524 $998K <0.01% -1,299 Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,422 shares; 2024Q4: 17,612 shares; 2025Q1: 17,482 shares; 2025Q2: 18,115 shares; 2025Q3: 22,915 shares 22,915 $992K <0.01% +4,800 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,738 shares; 2024Q4: 14,933 shares; 2025Q1: 14,322 shares; 2025Q2: 14,955 shares; 2025Q3: 15,033 shares 15,033 $991K <0.01% +78 Timeline CGBL CAPITAL GROUP CORE BALANCED More: the full row for CAPITAL GROUP CORE BALANCED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,662 shares; 2025Q2: 22,545 shares; 2025Q3: 28,276 shares 28,276 $982K <0.01% +5,731 Timeline CSW CSW INDUSTRIALS INC More: the full row for CSW INDUSTRIALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,000 shares; 2024Q4: 4,024 shares; 2025Q1: 4,030 shares; 2025Q2: 4,045 shares; 2025Q3: 4,029 shares 4,029 $978K <0.01% -16 Timeline PXH INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,852 shares; 2024Q4: 30,946 shares; 2025Q1: 32,412 shares; 2025Q2: 31,982 shares; 2025Q3: 38,347 shares 38,347 $975K <0.01% +6,365 Timeline XJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 306 shares; 2024Q4: 306 shares; 2025Q1: 17,972 shares; 2025Q2: 21,143 shares; 2025Q3: 22,179 shares 22,179 $973K <0.01% +1,036 Timeline TILRAY INC TILRAY INC More: the full row for TILRAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,880 shares; 2024Q4: 3,660 shares; 2025Q1: 5,183 shares; 2025Q2: 6,186 shares; 2025Q3: 561,135 shares 561,135 $971K <0.01% +554,949 IBDX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,410 shares; 2024Q4: 18,840 shares; 2025Q1: 20,973 shares; 2025Q2: 26,958 shares; 2025Q3: 37,797 shares 37,797 $968K <0.01% +10,839 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,643 shares; 2024Q4: 13,145 shares; 2025Q1: 13,892 shares; 2025Q2: 17,937 shares; 2025Q3: 19,372 shares 19,372 $968K <0.01% +1,435 Timeline BWA BORGWARNER INC More: the full row for BORGWARNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,914 shares; 2024Q4: 46,418 shares; 2025Q1: 42,757 shares; 2025Q2: 42,027 shares; 2025Q3: 21,977 shares 21,977 $966K <0.01% -20,050 Timeline AXS AXIS CAP HLDGS LTD More: the full row for AXIS CAP HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,000 shares; 2024Q4: 6,130 shares; 2025Q1: 7,045 shares; 2025Q2: 7,403 shares; 2025Q3: 10,084 shares 10,084 $966K <0.01% +2,681 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,838 shares; 2024Q4: 21,597 shares; 2025Q1: 12,840 shares; 2025Q2: 11,533 shares; 2025Q3: 10,604 shares 10,604 $962K <0.01% -929 Timeline CROX CROCS INC More: the full row for CROCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,172 shares; 2024Q4: 8,994 shares; 2025Q1: 9,908 shares; 2025Q2: 10,599 shares; 2025Q3: 11,490 shares 11,490 $960K <0.01% +891 Timeline JPME J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,941 shares; 2024Q4: 9,328 shares; 2025Q1: 9,084 shares; 2025Q2: 9,039 shares; 2025Q3: 8,830 shares 8,830 $958K <0.01% -209 Timeline SPHB INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,806 shares; 2024Q4: 8,582 shares; 2025Q1: 7,928 shares; 2025Q2: 6,878 shares; 2025Q3: 8,681 shares 8,681 $953K <0.01% +1,803 Timeline S SENTINELONE INC More: the full row for SENTINELONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,808 shares; 2024Q4: 33,409 shares; 2025Q1: 518,677 shares; 2025Q2: 110,337 shares; 2025Q3: 54,089 shares 54,089 $953K <0.01% -56,248 Timeline INCY INCYTE CORP More: the full row for INCYTE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,306 shares; 2024Q4: 7,823 shares; 2025Q1: 8,509 shares; 2025Q2: 9,816 shares; 2025Q3: 11,222 shares 11,222 $952K <0.01% +1,406 Timeline VTWV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,770 shares; 2024Q4: 1,770 shares; 2025Q1: 3,407 shares; 2025Q2: 4,994 shares; 2025Q3: 6,103 shares 6,103 $951K <0.01% +1,109 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,133 shares; 2024Q4: 198,192 shares; 2025Q1: 49,642 shares; 2025Q2: 23,123 shares; 2025Q3: 27,125 shares 27,125 $951K <0.01% +4,002 Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,862 shares; 2024Q4: 8,354 shares; 2025Q1: 8,400 shares; 2025Q2: 8,898 shares; 2025Q3: 9,622 shares 9,622 $948K <0.01% +724 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,373 shares; 2024Q4: 2,936 shares; 2025Q1: 3,834 shares; 2025Q2: 3,721 shares; 2025Q3: 3,693 shares 3,693 $948K <0.01% -28 Timeline MEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 298 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,390 shares; 2025Q3: 18,706 shares 18,706 $945K <0.01% +16,316 Timeline VSDA VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,799 shares; 2024Q4: 21,915 shares; 2025Q1: 21,974 shares; 2025Q2: 17,658 shares; 2025Q3: 17,565 shares 17,565 $939K <0.01% -93 Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,951 shares; 2024Q4: 22,518 shares; 2025Q1: 22,064 shares; 2025Q2: 25,582 shares; 2025Q3: 22,462 shares 22,462 $939K <0.01% -3,120 Timeline LIT GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,668 shares; 2024Q4: 38,287 shares; 2025Q1: 23,717 shares; 2025Q2: 19,967 shares; 2025Q3: 16,461 shares 16,461 $936K <0.01% -3,506 Timeline HFXI NYLIM ETF TR More: the full row for NYLIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 177,968 shares; 2024Q4: 192,421 shares; 2025Q1: 307,546 shares; 2025Q2: 58,011 shares; 2025Q3: 30,095 shares 30,095 $933K <0.01% -27,916 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,009 shares; 2024Q4: 4,975 shares; 2025Q1: 4,459 shares; 2025Q2: 4,368 shares; 2025Q3: 4,612 shares 4,612 $930K <0.01% +244 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,534 shares; 2024Q4: 5,259 shares; 2025Q1: 4,020 shares; 2025Q2: 4,026 shares; 2025Q3: 4,912 shares 4,912 $928K <0.01% +886 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,109 shares; 2024Q4: 6,312 shares; 2025Q1: 7,885 shares; 2025Q2: 8,581 shares; 2025Q3: 9,405 shares 9,405 $928K <0.01% +824 Timeline SCMB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,258 shares; 2025Q2: 1,258 shares; 2025Q3: 36,117 shares 36,117 $925K <0.01% +34,859 Timeline DTD WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,665 shares; 2024Q4: 9,707 shares; 2025Q1: 9,727 shares; 2025Q2: 9,748 shares; 2025Q3: 10,985 shares 10,985 $923K <0.01% +1,237 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 48,725 shares 48,725 $922K <0.01% new Timeline QDF FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,567 shares; 2024Q4: 6,757 shares; 2025Q1: 11,133 shares; 2025Q2: 10,946 shares; 2025Q3: 11,499 shares 11,499 $913K <0.01% +553 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,033 shares; 2024Q4: 12,496 shares; 2025Q1: 16,601 shares; 2025Q2: 18,560 shares; 2025Q3: 13,584 shares 13,584 $909K <0.01% -4,976 Timeline NAD NUVEEN QUALITY MUNCP INCOME More: the full row for NUVEEN QUALITY MUNCP INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,416 shares; 2024Q4: 77,001 shares; 2025Q1: 65,528 shares; 2025Q2: 76,788 shares; 2025Q3: 77,496 shares 77,496 $906K <0.01% +708 Timeline FXH FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,377 shares; 2024Q4: 8,948 shares; 2025Q1: 8,640 shares; 2025Q2: 7,954 shares; 2025Q3: 8,257 shares 8,257 $906K <0.01% +303 Timeline IDA IDACORP INC More: the full row for IDACORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,840 shares; 2024Q4: 6,884 shares; 2025Q1: 6,842 shares; 2025Q2: 6,840 shares; 2025Q3: 6,850 shares 6,850 $905K <0.01% +10 Timeline BSMR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,866 shares; 2024Q4: 22,396 shares; 2025Q1: 29,737 shares; 2025Q2: 27,033 shares; 2025Q3: 38,255 shares 38,255 $905K <0.01% +11,222 Timeline CCK CROWN HLDGS INC More: the full row for CROWN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,188 shares; 2024Q4: 5,176 shares; 2025Q1: 4,993 shares; 2025Q2: 4,661 shares; 2025Q3: 9,354 shares 9,354 $903K <0.01% +4,693 Timeline ESPO VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 695 shares; 2024Q4: 695 shares; 2025Q1: 1,664 shares; 2025Q2: 4,940 shares; 2025Q3: 7,444 shares 7,444 $902K <0.01% +2,504 Timeline WST WEST PHARMACEUTICAL SVSC INC More: the full row for WEST PHARMACEUTICAL SVSC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,009 shares; 2024Q4: 6,001 shares; 2025Q1: 2,967 shares; 2025Q2: 3,277 shares; 2025Q3: 3,435 shares 3,435 $901K <0.01% +158 Timeline FHN FIRST HORIZON CORPORATION More: the full row for FIRST HORIZON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,252 shares; 2024Q4: 33,196 shares; 2025Q1: 38,842 shares; 2025Q2: 97,115 shares; 2025Q3: 39,789 shares 39,789 $900K <0.01% -57,326 Timeline FDS FACTSET RESH SYS INC More: the full row for FACTSET RESH SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,074 shares; 2024Q4: 9,420 shares; 2025Q1: 3,034 shares; 2025Q2: 3,108 shares; 2025Q3: 3,120 shares 3,120 $894K <0.01% +12 Timeline ALLE ALLEGION PLC More: the full row for ALLEGION PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,618 shares; 2024Q4: 4,069 shares; 2025Q1: 3,991 shares; 2025Q2: 3,954 shares; 2025Q3: 5,038 shares 5,038 $894K <0.01% +1,084 Timeline FLV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,813 shares; 2025Q1: 10,603 shares; 2025Q2: 12,051 shares; 2025Q3: 12,086 shares 12,086 $891K <0.01% +35 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 30,056 shares; 2025Q2: 12,180 shares; 2025Q3: 5,509 shares 5,509 $891K <0.01% -6,671 Timeline HYGH ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,957 shares; 2025Q3: 10,224 shares 10,224 $888K <0.01% +2,267 Timeline ARKQ ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,025 shares; 2024Q4: 1,937 shares; 2025Q1: 3,036 shares; 2025Q2: 3,644 shares; 2025Q3: 7,947 shares 7,947 $887K <0.01% +4,303 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,262 shares; 2024Q4: 40,498 shares; 2025Q1: 94,007 shares; 2025Q2: 33,577 shares; 2025Q3: 36,001 shares 36,001 $886K <0.01% +2,424 Timeline DOCU DOCUSIGN INC More: the full row for DOCUSIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,504 shares; 2024Q4: 12,651 shares; 2025Q1: 11,532 shares; 2025Q2: 12,463 shares; 2025Q3: 12,214 shares 12,214 $881K <0.01% -249 Timeline ROAD CONSTRUCTION PARTNERS INC More: the full row for CONSTRUCTION PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,894 shares; 2024Q4: 7,123 shares; 2025Q1: 6,826 shares; 2025Q2: 6,869 shares; 2025Q3: 6,906 shares 6,906 $877K <0.01% +37 Timeline TAP MOLSON COORS BEVERAGE CO More: the full row for MOLSON COORS BEVERAGE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,529 shares; 2024Q4: 79,296 shares; 2025Q1: 85,935 shares; 2025Q2: 92,577 shares; 2025Q3: 19,380 shares 19,380 $877K <0.01% -73,197 Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,261 shares; 2024Q4: 8,441 shares; 2025Q1: 6,658 shares; 2025Q2: 6,702 shares; 2025Q3: 6,592 shares 6,592 $873K <0.01% -110 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,258 shares; 2024Q4: 10,838 shares; 2025Q1: 11,191 shares; 2025Q2: 11,555 shares; 2025Q3: 8,444 shares 8,444 $873K <0.01% -3,111 Timeline ALTL PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,223 shares; 2024Q4: 35,201 shares; 2025Q1: 32,986 shares; 2025Q2: 29,064 shares; 2025Q3: 20,164 shares 20,164 $856K <0.01% -8,900 Timeline ANF ABERCROMBIE & FITCH CO More: the full row for ABERCROMBIE & FITCH CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,506 shares; 2024Q4: 3,266 shares; 2025Q1: 5,556 shares; 2025Q2: 8,918 shares; 2025Q3: 10,000 shares 10,000 $855K <0.01% +1,082 Timeline PNW PINNACLE WEST CAP CORP More: the full row for PINNACLE WEST CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,799 shares; 2024Q4: 7,197 shares; 2025Q1: 6,382 shares; 2025Q2: 9,542 shares; 2025Q3: 9,522 shares 9,522 $854K <0.01% -20 Timeline TRP TC ENERGY CORP More: the full row for TC ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,712 shares; 2024Q4: 7,658 shares; 2025Q1: 8,473 shares; 2025Q2: 15,147 shares; 2025Q3: 15,535 shares 15,535 $845K <0.01% +388 Timeline HMC HONDA MOTOR CO LTD More: the full row for HONDA MOTOR CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,534 shares; 2024Q4: 25,790 shares; 2025Q1: 27,391 shares; 2025Q2: 28,621 shares; 2025Q3: 27,406 shares 27,406 $844K <0.01% -1,215 Timeline EOI EATON VANCE ENHANCED EQUITY More: the full row for EATON VANCE ENHANCED EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,904 shares; 2024Q4: 33,154 shares; 2025Q1: 33,404 shares; 2025Q2: 40,151 shares; 2025Q3: 40,151 shares 40,151 $843K <0.01% 0 Timeline BTZ BLACKROCK CR ALLOCATION More: the full row for BLACKROCK CR ALLOCATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86,351 shares; 2024Q4: 84,076 shares; 2025Q1: 75,286 shares; 2025Q2: 75,647 shares; 2025Q3: 76,004 shares 76,004 $840K <0.01% +357 Timeline QCLN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,402 shares; 2024Q4: 15,918 shares; 2025Q1: 20,425 shares; 2025Q2: 20,848 shares; 2025Q3: 19,943 shares 19,943 $837K <0.01% -905 Timeline BBJP J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,680 shares; 2024Q4: 10,260 shares; 2025Q1: 11,661 shares; 2025Q2: 11,932 shares; 2025Q3: 12,613 shares 12,613 $836K <0.01% +681 Timeline IONS IONIS PHARMACEUTICALS INC More: the full row for IONIS PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,263 shares; 2024Q4: 11,327 shares; 2025Q1: 12,358 shares; 2025Q2: 12,244 shares; 2025Q3: 12,782 shares 12,782 $836K <0.01% +538 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,042 shares; 2024Q4: 1,509 shares; 2025Q1: 1,715 shares; 2025Q2: 1,611 shares; 2025Q3: 1,477 shares 1,477 $835K <0.01% -134 Timeline UIVM VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,140 shares; 2025Q1: 5,880 shares; 2025Q2: 9,807 shares; 2025Q3: 13,604 shares 13,604 $831K <0.01% +3,797 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,669 shares; 2024Q4: 5,355 shares; 2025Q1: 5,532 shares; 2025Q2: 5,803 shares; 2025Q3: 5,930 shares 5,930 $831K <0.01% +127 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,829 shares; 2024Q4: 13,191 shares; 2025Q1: 11,392 shares; 2025Q2: 17,183 shares; 2025Q3: 17,022 shares 17,022 $829K <0.01% -161 Timeline GSG ISHARES S&P GSCI COMMODITY- More: the full row for ISHARES S&P GSCI COMMODITY- Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,006 shares; 2024Q4: 24,421 shares; 2025Q1: 37,495 shares; 2025Q2: 37,271 shares; 2025Q3: 36,078 shares 36,078 $829K <0.01% -1,193 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,005 shares; 2024Q4: 9,258 shares; 2025Q1: 9,372 shares; 2025Q2: 9,409 shares; 2025Q3: 11,732 shares 11,732 $826K <0.01% +2,323 Timeline MGM MGM RESORTS INTERNATIONAL More: the full row for MGM RESORTS INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,884 shares; 2024Q4: 22,416 shares; 2025Q1: 25,246 shares; 2025Q2: 23,440 shares; 2025Q3: 23,672 shares 23,672 $820K <0.01% +232 Timeline TQQQ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,133 shares; 2024Q4: 8,002 shares; 2025Q1: 8,312 shares; 2025Q2: 9,085 shares; 2025Q3: 7,934 shares 7,934 $820K <0.01% -1,151 Timeline BKMC BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,527 shares; 2024Q4: 4,527 shares; 2025Q1: 4,734 shares; 2025Q2: 7,444 shares; 2025Q3: 7,552 shares 7,552 $820K <0.01% +108 Timeline DOC HEALTHPEAK PROPERTIES INC More: the full row for HEALTHPEAK PROPERTIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,374 shares; 2024Q4: 22,937 shares; 2025Q1: 42,996 shares; 2025Q2: 48,441 shares; 2025Q3: 42,577 shares 42,577 $815K <0.01% -5,864 Timeline NVG NUVEEN AMT FREE MUN CR INC F More: the full row for NUVEEN AMT FREE MUN CR INC F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83,257 shares; 2024Q4: 76,982 shares; 2025Q1: 97,556 shares; 2025Q2: 67,744 shares; 2025Q3: 66,207 shares 66,207 $814K <0.01% -1,537 Timeline PFGC PERFORMANCE FOOD GROUP CO More: the full row for PERFORMANCE FOOD GROUP CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,925 shares; 2024Q4: 7,917 shares; 2025Q1: 7,993 shares; 2025Q2: 8,124 shares; 2025Q3: 7,819 shares 7,819 $813K <0.01% -305 Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,685 shares; 2024Q4: 3,290 shares; 2025Q1: 2,861 shares; 2025Q2: 2,759 shares; 2025Q3: 3,126 shares 3,126 $813K <0.01% +367 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,326 shares; 2024Q4: 5,512 shares; 2025Q1: 4,942 shares; 2025Q2: 8,178 shares; 2025Q3: 7,461 shares 7,461 $810K <0.01% -717 Timeline SHYD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,098 shares; 2024Q4: 24,101 shares; 2025Q1: 25,313 shares; 2025Q2: 26,523 shares; 2025Q3: 35,211 shares 35,211 $806K <0.01% +8,688 Timeline GTLB GITLAB INC More: the full row for GITLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 153,776 shares; 2024Q4: 168,595 shares; 2025Q1: 566,768 shares; 2025Q2: 791,581 shares; 2025Q3: 17,858 shares 17,858 $805K <0.01% -773,723 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,721 shares; 2024Q4: 2,849 shares; 2025Q1: 2,000 shares; 2025Q2: 7,734 shares; 2025Q3: 11,690 shares 11,690 $804K <0.01% +3,956 Timeline HYS PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,609 shares; 2024Q4: 12,737 shares; 2025Q1: 8,840 shares; 2025Q2: 9,605 shares; 2025Q3: 8,364 shares 8,364 $800K <0.01% -1,241 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,643 shares; 2024Q4: 2,759 shares; 2025Q1: 3,059 shares; 2025Q2: 4,922 shares; 2025Q3: 3,165 shares 3,165 $796K <0.01% -1,757 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,792 shares; 2024Q4: 15,500 shares; 2025Q1: 17,676 shares; 2025Q2: 17,050 shares; 2025Q3: 17,316 shares 17,316 $793K <0.01% +266 Timeline AB ALLIANCEBERNSTEIN HLDG L P More: the full row for ALLIANCEBERNSTEIN HLDG L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,966 shares; 2024Q4: 16,276 shares; 2025Q1: 17,502 shares; 2025Q2: 17,654 shares; 2025Q3: 20,495 shares 20,495 $783K <0.01% +2,841 Timeline VTWG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,228 shares; 2024Q4: 2,248 shares; 2025Q1: 2,204 shares; 2025Q2: 2,806 shares; 2025Q3: 3,347 shares 3,347 $782K <0.01% +541 Timeline DBX DROPBOX INC More: the full row for DROPBOX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,531 shares; 2024Q4: 25,531 shares; 2025Q1: 25,531 shares; 2025Q2: 25,631 shares; 2025Q3: 25,788 shares 25,788 $779K <0.01% +157 Timeline FLS FLOWSERVE CORP More: the full row for FLOWSERVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,452 shares; 2024Q4: 9,199 shares; 2025Q1: 7,632 shares; 2025Q2: 10,712 shares; 2025Q3: 14,550 shares 14,550 $773K <0.01% +3,838 Timeline FALN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,780 shares; 2024Q4: 27,973 shares; 2025Q1: 35,389 shares; 2025Q2: 29,448 shares; 2025Q3: 27,816 shares 27,816 $773K <0.01% -1,632 Timeline EWU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,318 shares; 2024Q4: 6,320 shares; 2025Q1: 14,911 shares; 2025Q2: 18,011 shares; 2025Q3: 18,342 shares 18,342 $770K <0.01% +331 Timeline SDIV GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,429 shares; 2024Q4: 10,022 shares; 2025Q1: 11,154 shares; 2025Q2: 23,010 shares; 2025Q3: 32,089 shares 32,089 $769K <0.01% +9,079 Timeline BIBL NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,462 shares; 2024Q4: 3,556 shares; 2025Q1: 4,691 shares; 2025Q2: 14,927 shares; 2025Q3: 17,154 shares 17,154 $762K <0.01% +2,227 Timeline BEPC BROOKFIELD RENEWABLE CORP More: the full row for BROOKFIELD RENEWABLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,517 shares; 2025Q1: 3,555 shares; 2025Q2: 3,219 shares; 2025Q3: 22,131 shares 22,131 $762K <0.01% +18,912 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,270 shares; 2024Q4: 7,990 shares; 2025Q1: 8,321 shares; 2025Q2: 10,610 shares; 2025Q3: 9,709 shares 9,709 $761K <0.01% -901 Timeline MTDR MATADOR RES CO More: the full row for MATADOR RES CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 202,971 shares; 2024Q4: 214,852 shares; 2025Q1: 17,053 shares; 2025Q2: 14,656 shares; 2025Q3: 16,869 shares 16,869 $758K <0.01% +2,213 Timeline BSMW INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,422 shares; 2024Q4: 6,179 shares; 2025Q1: 16,840 shares; 2025Q2: 18,455 shares; 2025Q3: 30,269 shares 30,269 $756K <0.01% +11,814 Timeline ISTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,495 shares; 2024Q4: 11,393 shares; 2025Q1: 11,025 shares; 2025Q2: 15,218 shares; 2025Q3: 15,426 shares 15,426 $753K <0.01% +208 Timeline RYAN RYAN SPECIALTY HOLDINGS INC More: the full row for RYAN SPECIALTY HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,759 shares; 2024Q4: 2,751 shares; 2025Q1: 3,161 shares; 2025Q2: 2,861 shares; 2025Q3: 13,322 shares 13,322 $751K <0.01% +10,461 Timeline MOS MOSAIC CO More: the full row for MOSAIC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,719 shares; 2024Q4: 7,398 shares; 2025Q1: 7,202 shares; 2025Q2: 12,843 shares; 2025Q3: 21,521 shares 21,521 $746K <0.01% +8,678 Timeline CE CELANESE CORP DEL More: the full row for CELANESE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,155 shares; 2024Q4: 6,199 shares; 2025Q1: 9,879 shares; 2025Q2: 12,705 shares; 2025Q3: 17,701 shares 17,701 $745K <0.01% +4,996 Timeline NCLH NORWEGIAN CRUISE LINE HLDGS More: the full row for NORWEGIAN CRUISE LINE HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,115 shares; 2024Q4: 15,182 shares; 2025Q1: 9,934 shares; 2025Q2: 17,611 shares; 2025Q3: 30,201 shares 30,201 $744K <0.01% +12,590 Timeline SFM SPROUTS FMRS MKT INC More: the full row for SPROUTS FMRS MKT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 713 shares; 2024Q4: 620 shares; 2025Q1: 3,280 shares; 2025Q2: 5,001 shares; 2025Q3: 6,832 shares 6,832 $743K <0.01% +1,831 Timeline PPC PILGRIMS PRIDE CORP More: the full row for PILGRIMS PRIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,380 shares; 2024Q4: 8,362 shares; 2025Q1: 7,656 shares; 2025Q2: 8,604 shares; 2025Q3: 18,132 shares 18,132 $738K <0.01% +9,528 Timeline PATH UIPATH INC More: the full row for UIPATH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,455 shares; 2024Q4: 25,485 shares; 2025Q1: 29,943 shares; 2025Q2: 16,476 shares; 2025Q3: 55,156 shares 55,156 $738K <0.01% +38,680 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,740 shares; 2024Q4: 3,680 shares; 2025Q1: 795 shares; 2025Q2: 1,795 shares; 2025Q3: 2,126 shares 2,126 $737K <0.01% +331 Timeline PINS PINTEREST INC More: the full row for PINTEREST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,056 shares; 2024Q4: 14,989 shares; 2025Q1: 17,875 shares; 2025Q2: 18,818 shares; 2025Q3: 22,893 shares 22,893 $736K <0.01% +4,075 Timeline ARKF ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,030 shares; 2024Q4: 9,963 shares; 2025Q1: 12,260 shares; 2025Q2: 14,700 shares; 2025Q3: 12,936 shares 12,936 $735K <0.01% -1,764 Timeline JHEM JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,151 shares; 2024Q4: 24,483 shares; 2025Q1: 18,760 shares; 2025Q2: 22,575 shares; 2025Q3: 23,179 shares 23,179 $734K <0.01% +604 Timeline NUSC NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,062 shares; 2024Q4: 16,022 shares; 2025Q1: 15,869 shares; 2025Q2: 16,799 shares; 2025Q3: 16,600 shares 16,600 $732K <0.01% -199 Timeline NUDM NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,660 shares; 2024Q4: 25,308 shares; 2025Q1: 22,598 shares; 2025Q2: 19,675 shares; 2025Q3: 19,419 shares 19,419 $731K <0.01% -256 Timeline ILF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,596 shares; 2024Q4: 50,317 shares; 2025Q1: 37,031 shares; 2025Q2: 27,251 shares; 2025Q3: 25,265 shares 25,265 $730K <0.01% -1,986 Timeline EQAL INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,894 shares; 2024Q4: 1,796 shares; 2025Q1: 5,074 shares; 2025Q2: 9,429 shares; 2025Q3: 14,029 shares 14,029 $730K <0.01% +4,600 Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,934 shares; 2024Q4: 25,849 shares; 2025Q1: 44,796 shares; 2025Q2: 45,584 shares; 2025Q3: 45,749 shares 45,749 $729K <0.01% +165 Timeline MGEE MGE ENERGY INC More: the full row for MGE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,327 shares; 2024Q4: 8,451 shares; 2025Q1: 9,164 shares; 2025Q2: 8,607 shares; 2025Q3: 8,614 shares 8,614 $725K <0.01% +7 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,542 shares; 2025Q3: 7,085 shares 7,085 $722K <0.01% +2,543 Timeline ROUS LATTICE STRATEGIES TR More: the full row for LATTICE STRATEGIES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,573 shares; 2024Q4: 9,244 shares; 2025Q1: 10,027 shares; 2025Q2: 11,964 shares; 2025Q3: 12,386 shares 12,386 $712K <0.01% +422 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,935 shares; 2024Q4: 26,572 shares; 2025Q1: 27,905 shares; 2025Q2: 27,363 shares; 2025Q3: 28,755 shares 28,755 $706K <0.01% +1,392 Timeline BSCV INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,362 shares; 2024Q4: 13,188 shares; 2025Q1: 14,944 shares; 2025Q2: 35,161 shares; 2025Q3: 42,230 shares 42,230 $704K <0.01% +7,069 Timeline FWD AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17 shares; 2025Q3: 6,955 shares 6,955 $704K <0.01% +6,938 Timeline VTEC VANGUARD CALIF TAX FREE FDS More: the full row for VANGUARD CALIF TAX FREE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,399 shares; 2025Q3: 7,048 shares 7,048 $703K <0.01% +4,649 Timeline DNL WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,539 shares; 2024Q4: 21,055 shares; 2025Q1: 21,805 shares; 2025Q2: 20,943 shares; 2025Q3: 17,333 shares 17,333 $702K <0.01% -3,610 Timeline CBZ CBIZ INC More: the full row for CBIZ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,249 shares; 2025Q2: 13,249 shares; 2025Q3: 13,249 shares 13,249 $702K <0.01% 0 Timeline JETS ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,281 shares; 2024Q4: 28,237 shares; 2025Q1: 28,200 shares; 2025Q2: 28,469 shares; 2025Q3: 28,454 shares 28,454 $701K <0.01% -15 Timeline EXE EXPAND ENERGY CORPORATION More: the full row for EXPAND ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,048 shares; 2024Q4: 1,443 shares; 2025Q1: 56,395 shares; 2025Q2: 59,207 shares; 2025Q3: 6,601 shares 6,601 $701K <0.01% -52,606 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,383 shares; 2024Q4: 6,615 shares; 2025Q1: 5,968 shares; 2025Q2: 5,301 shares; 2025Q3: 5,913 shares 5,913 $700K <0.01% +612 Timeline ACES ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 248,001 shares; 2024Q4: 36,058 shares; 2025Q1: 35,528 shares; 2025Q2: 38,848 shares; 2025Q3: 21,895 shares 21,895 $699K <0.01% -16,953 Timeline EMLC VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,232 shares; 2024Q4: 26,511 shares; 2025Q1: 20,283 shares; 2025Q2: 20,512 shares; 2025Q3: 27,385 shares 27,385 $699K <0.01% +6,873 Timeline PHG KONINKLIJKE PHILIPS N V More: the full row for KONINKLIJKE PHILIPS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,225 shares; 2024Q4: 18,884 shares; 2025Q1: 20,271 shares; 2025Q2: 23,003 shares; 2025Q3: 25,596 shares 25,596 $698K <0.01% +2,593 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,342 shares; 2024Q4: 7,768 shares; 2025Q1: 8,175 shares; 2025Q2: 8,415 shares; 2025Q3: 9,590 shares 9,590 $697K <0.01% +1,175 Timeline IHAK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,398 shares; 2024Q4: 7,180 shares; 2025Q1: 9,262 shares; 2025Q2: 10,823 shares; 2025Q3: 13,293 shares 13,293 $696K <0.01% +2,470 Timeline GNR SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,645 shares; 2024Q4: 2,978 shares; 2025Q1: 5,166 shares; 2025Q2: 6,882 shares; 2025Q3: 11,620 shares 11,620 $688K <0.01% +4,738 Timeline ICLR ICON PUB LTD CO More: the full row for ICON PUB LTD CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,288 shares; 2024Q4: 1,122 shares; 2025Q1: 937 shares; 2025Q2: 3,976 shares; 2025Q3: 3,903 shares 3,903 $683K <0.01% -73 Timeline XMYDX BLACKROCK MUNIYIELD FUND More: the full row for BLACKROCK MUNIYIELD FUND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,993 shares; 2024Q4: 65,851 shares; 2025Q1: 64,848 shares; 2025Q2: 63,963 shares; 2025Q3: 64,627 shares 64,627 $682K <0.01% +664 Timeline EZM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,379 shares; 2024Q4: 9,500 shares; 2025Q1: 9,761 shares; 2025Q2: 9,620 shares; 2025Q3: 10,349 shares 10,349 $682K <0.01% +729 Timeline PNFP PINNACLE FINANCIAL PARTNERS More: the full row for PINNACLE FINANCIAL PARTNERS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,125 shares; 2024Q4: 5,178 shares; 2025Q1: 5,155 shares; 2025Q2: 5,193 shares; 2025Q3: 7,261 shares 7,261 $681K <0.01% +2,068 Timeline JLL JONES LANG LASALLE INC More: the full row for JONES LANG LASALLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,187 shares; 2024Q4: 2,348 shares; 2025Q1: 2,329 shares; 2025Q2: 2,376 shares; 2025Q3: 2,276 shares 2,276 $679K <0.01% -100 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,791 shares; 2024Q4: 1,351 shares; 2025Q1: 770 shares; 2025Q2: 783 shares; 2025Q3: 814 shares 814 $672K <0.01% +31 Timeline EWBC EAST WEST BANCORP INC More: the full row for EAST WEST BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,488 shares; 2024Q4: 4,883 shares; 2025Q1: 5,871 shares; 2025Q2: 6,147 shares; 2025Q3: 6,309 shares 6,309 $672K <0.01% +162 Timeline HAS HASBRO INC More: the full row for HASBRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,891 shares; 2024Q4: 6,412 shares; 2025Q1: 7,342 shares; 2025Q2: 8,667 shares; 2025Q3: 8,827 shares 8,827 $670K <0.01% +160 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,126 shares; 2024Q4: 3,563 shares; 2025Q1: 3,623 shares; 2025Q2: 3,923 shares; 2025Q3: 3,920 shares 3,920 $669K <0.01% -3 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,897 shares; 2024Q4: 9,800 shares; 2025Q1: 9,382 shares; 2025Q2: 8,675 shares; 2025Q3: 12,068 shares 12,068 $667K <0.01% +3,393 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,518 shares; 2024Q4: 5,997 shares; 2025Q1: 8,451 shares; 2025Q2: 8,506 shares; 2025Q3: 9,865 shares 9,865 $667K <0.01% +1,359 Timeline BXMX NUVEEN S&P 500 BUY-WRITE INCOM More: the full row for NUVEEN S&P 500 BUY-WRITE INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,492 shares; 2024Q4: 45,232 shares; 2025Q1: 45,939 shares; 2025Q2: 47,387 shares; 2025Q3: 45,949 shares 45,949 $664K <0.01% -1,438 Timeline AHCO ADAPTHEALTH CORP More: the full row for ADAPTHEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,843 shares; 2024Q4: 57,843 shares; 2025Q1: 57,843 shares; 2025Q2: 57,843 shares; 2025Q3: 73,472 shares 73,472 $658K <0.01% +15,629 Timeline BAR GRANITESHARES GOLD TR More: the full row for GRANITESHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,921 shares; 2024Q4: 7,451 shares; 2025Q1: 13,647 shares; 2025Q2: 14,830 shares; 2025Q3: 17,207 shares 17,207 $655K <0.01% +2,377 Timeline LYV LIVE NATION ENTERTAINMENT IN More: the full row for LIVE NATION ENTERTAINMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,955 shares; 2024Q4: 2,825 shares; 2025Q1: 3,515 shares; 2025Q2: 4,155 shares; 2025Q3: 4,004 shares 4,004 $654K <0.01% -151 Timeline RODM LATTICE STRATEGIES TR More: the full row for LATTICE STRATEGIES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,300 shares; 2024Q4: 15,303 shares; 2025Q1: 14,043 shares; 2025Q2: 19,266 shares; 2025Q3: 18,413 shares 18,413 $654K <0.01% -853 Timeline TYL TYLER TECHNOLOGIES INC More: the full row for TYLER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,048 shares; 2024Q4: 1,135 shares; 2025Q1: 1,165 shares; 2025Q2: 1,321 shares; 2025Q3: 1,249 shares 1,249 $653K <0.01% -72 Timeline CLF CLEVELAND-CLIFFS INC NEW More: the full row for CLEVELAND-CLIFFS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,353 shares; 2024Q4: 30,707 shares; 2025Q1: 39,033 shares; 2025Q2: 55,057 shares; 2025Q3: 53,389 shares 53,389 $651K <0.01% -1,668 Timeline PWB INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,634 shares; 2024Q4: 3,607 shares; 2025Q1: 6,352 shares; 2025Q2: 4,220 shares; 2025Q3: 5,173 shares 5,173 $649K <0.01% +953 Timeline AVB AVALONBAY CMNTYS INC More: the full row for AVALONBAY CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,146 shares; 2024Q4: 3,174 shares; 2025Q1: 3,210 shares; 2025Q2: 3,298 shares; 2025Q3: 3,358 shares 3,358 $649K <0.01% +60 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,060 shares; 2024Q4: 4,781 shares; 2025Q1: 3,161 shares; 2025Q2: 3,695 shares; 2025Q3: 4,257 shares 4,257 $649K <0.01% +562 Timeline AVRE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,101 shares; 2024Q4: 5,871 shares; 2025Q1: 3,606 shares; 2025Q2: 12,560 shares; 2025Q3: 14,570 shares 14,570 $648K <0.01% +2,010 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,784 shares; 2024Q4: 6,959 shares; 2025Q1: 7,766 shares; 2025Q2: 8,013 shares; 2025Q3: 7,702 shares 7,702 $646K <0.01% -311 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,196 shares; 2024Q4: 16,034 shares; 2025Q1: 1,389 shares; 2025Q2: 2,064 shares; 2025Q3: 4,425 shares 4,425 $645K <0.01% +2,361 Timeline DHS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,989 shares; 2024Q4: 7,036 shares; 2025Q1: 8,083 shares; 2025Q2: 7,583 shares; 2025Q3: 6,353 shares 6,353 $640K <0.01% -1,230 Timeline IGPT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,305 shares; 2024Q4: 8,286 shares; 2025Q1: 9,586 shares; 2025Q2: 9,104 shares; 2025Q3: 11,776 shares 11,776 $636K <0.01% +2,672 Timeline RSPN INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,837 shares; 2024Q4: 12,560 shares; 2025Q1: 13,195 shares; 2025Q2: 11,479 shares; 2025Q3: 11,313 shares 11,313 $635K <0.01% -166 Timeline FDUS FIDUS INVT CORP More: the full row for FIDUS INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 293 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 150 shares; 2025Q3: 31,228 shares 31,228 $633K <0.01% +31,078 Timeline JEF JEFFERIES FINANCIAL GROUP IN More: the full row for JEFFERIES FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,785 shares; 2024Q4: 8,166 shares; 2025Q1: 7,356 shares; 2025Q2: 7,580 shares; 2025Q3: 9,666 shares 9,666 $632K <0.01% +2,086 Timeline CVNA CARVANA CO More: the full row for CARVANA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,086 shares; 2024Q4: 1,163 shares; 2025Q1: 1,223 shares; 2025Q2: 1,447 shares; 2025Q3: 1,676 shares 1,676 $632K <0.01% +229 Timeline ATLO AMES NATL CORP More: the full row for AMES NATL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84 shares; 2024Q4: 84 shares; 2025Q1: 84 shares; 2025Q2: 30,998 shares; 2025Q3: 30,998 shares 30,998 $627K <0.01% 0 Timeline IGE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,089 shares; 2024Q4: 15,186 shares; 2025Q1: 14,838 shares; 2025Q2: 15,698 shares; 2025Q3: 12,749 shares 12,749 $625K <0.01% -2,949 Timeline BIZD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,743 shares; 2024Q4: 15,576 shares; 2025Q1: 16,250 shares; 2025Q2: 25,748 shares; 2025Q3: 41,671 shares 41,671 $623K <0.01% +15,923 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,522 shares; 2024Q4: 4,640 shares; 2025Q1: 5,940 shares; 2025Q2: 3,343 shares; 2025Q3: 5,185 shares 5,185 $622K <0.01% +1,842 Timeline AVY AVERY DENNISON CORP More: the full row for AVERY DENNISON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,359 shares; 2024Q4: 4,328 shares; 2025Q1: 4,468 shares; 2025Q2: 4,547 shares; 2025Q3: 3,829 shares 3,829 $621K <0.01% -718 Timeline TBLL INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18 shares; 2024Q4: not reported; 2025Q1: 1,228 shares; 2025Q2: 4,451 shares; 2025Q3: 5,807 shares 5,807 $613K <0.01% +1,356 Timeline FRT FEDERAL RLTY INVT TR NEW More: the full row for FEDERAL RLTY INVT TR NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,281 shares; 2024Q4: 4,986 shares; 2025Q1: 5,183 shares; 2025Q2: 5,394 shares; 2025Q3: 6,024 shares 6,024 $610K <0.01% +630 Timeline CRSP CRISPR THERAPEUTICS AG More: the full row for CRISPR THERAPEUTICS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,670 shares; 2024Q4: 3,924 shares; 2025Q1: 6,873 shares; 2025Q2: 7,380 shares; 2025Q3: 9,413 shares 9,413 $610K <0.01% +2,033 Timeline CHW CALAMOS GBL DYN INCOME FUND More: the full row for CALAMOS GBL DYN INCOME FUND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,734 shares; 2024Q4: 93,689 shares; 2025Q1: 74,181 shares; 2025Q2: 51,250 shares; 2025Q3: 80,860 shares 80,860 $610K <0.01% +29,610 Timeline GII SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,878 shares; 2024Q4: 4,159 shares; 2025Q1: 7,644 shares; 2025Q2: 7,482 shares; 2025Q3: 8,761 shares 8,761 $610K <0.01% +1,279 Timeline XSLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,069 shares; 2024Q4: 12,340 shares; 2025Q1: 12,706 shares; 2025Q2: 15,005 shares; 2025Q3: 13,158 shares 13,158 $609K <0.01% -1,847 Timeline GBCI GLACIER BANCORP INC NEW More: the full row for GLACIER BANCORP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 957 shares; 2024Q4: 977 shares; 2025Q1: not reported; 2025Q2: 18 shares; 2025Q3: 12,498 shares 12,498 $608K <0.01% +12,480 Timeline MOH MOLINA HEALTHCARE INC More: the full row for MOLINA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,080 shares; 2024Q4: 3,151 shares; 2025Q1: 2,841 shares; 2025Q2: 3,003 shares; 2025Q3: 3,171 shares 3,171 $607K <0.01% +168 Timeline SCI SERVICE CORP INTL More: the full row for SERVICE CORP INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,820 shares; 2024Q4: 1,180 shares; 2025Q1: 1,168 shares; 2025Q2: 4,216 shares; 2025Q3: 7,268 shares 7,268 $605K <0.01% +3,052 Timeline TIMB TIM S A More: the full row for TIM S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,813 shares; 2025Q3: 27,087 shares 27,087 $605K <0.01% +16,274 Timeline PEJ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,959 shares; 2024Q4: 12,134 shares; 2025Q1: 10,672 shares; 2025Q2: 10,672 shares; 2025Q3: 9,966 shares 9,966 $604K <0.01% -706 Timeline URBN URBAN OUTFITTERS INC More: the full row for URBAN OUTFITTERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,781 shares; 2024Q4: 1,881 shares; 2025Q1: 549 shares; 2025Q2: 2,435 shares; 2025Q3: 8,447 shares 8,447 $603K <0.01% +6,012 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,443 shares; 2024Q4: 45,377 shares; 2025Q1: 44,905 shares; 2025Q2: 53,337 shares; 2025Q3: 53,412 shares 53,412 $600K <0.01% +75 Timeline JPLD J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,041 shares; 2024Q4: 8,223 shares; 2025Q1: 9,869 shares; 2025Q2: 9,798 shares; 2025Q3: 11,408 shares 11,408 $599K <0.01% +1,610 Timeline BXP BXP INC More: the full row for BXP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,410 shares; 2024Q4: 3,636 shares; 2025Q1: 3,617 shares; 2025Q2: 3,708 shares; 2025Q3: 8,005 shares 8,005 $595K <0.01% +4,297 Timeline CNS COHEN & STEERS INC More: the full row for COHEN & STEERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,712 shares; 2024Q4: 9,648 shares; 2025Q1: 9,537 shares; 2025Q2: 9,124 shares; 2025Q3: 9,066 shares 9,066 $595K <0.01% -58 Timeline CDW CDW CORP More: the full row for CDW CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,555 shares; 2024Q4: 2,400 shares; 2025Q1: 3,116 shares; 2025Q2: 4,003 shares; 2025Q3: 3,729 shares 3,729 $594K <0.01% -274 Timeline VFMO VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 439 shares; 2025Q1: 4,133 shares; 2025Q2: 2,777 shares; 2025Q3: 3,093 shares 3,093 $593K <0.01% +316 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,186 shares; 2024Q4: 3,475 shares; 2025Q1: 3,359 shares; 2025Q2: 3,313 shares; 2025Q3: 3,412 shares 3,412 $589K <0.01% +99 Timeline CSM PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,672 shares; 2024Q4: 7,672 shares; 2025Q1: 7,672 shares; 2025Q2: 7,664 shares; 2025Q3: 7,677 shares 7,677 $588K <0.01% +13 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,935 shares; 2024Q4: 2,341 shares; 2025Q1: 60,690 shares; 2025Q2: 3,693 shares; 2025Q3: 4,829 shares 4,829 $586K <0.01% +1,136 Timeline NYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,451 shares; 2025Q3: 10,962 shares 10,962 $585K <0.01% +1,511 Timeline NICE NICE LTD More: the full row for NICE LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,361 shares; 2024Q4: 7,681 shares; 2025Q1: 4,659 shares; 2025Q2: 4,399 shares; 2025Q3: 4,035 shares 4,035 $584K <0.01% -364 Timeline KNG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,918 shares; 2024Q4: 24,829 shares; 2025Q1: 16,504 shares; 2025Q2: 14,486 shares; 2025Q3: 11,836 shares 11,836 $584K <0.01% -2,650 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,560 shares; 2024Q4: 3,074 shares; 2025Q1: 2,581 shares; 2025Q2: 2,597 shares; 2025Q3: 2,677 shares 2,677 $584K <0.01% +80 Timeline HUBS HUBSPOT INC More: the full row for HUBSPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 558 shares; 2024Q4: 720 shares; 2025Q1: 837 shares; 2025Q2: 1,109 shares; 2025Q3: 1,244 shares 1,244 $582K <0.01% +135 Timeline NTR NUTRIEN LTD More: the full row for NUTRIEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,664 shares; 2024Q4: 15,021 shares; 2025Q1: 10,602 shares; 2025Q2: 9,607 shares; 2025Q3: 9,856 shares 9,856 $579K <0.01% +249 Timeline BBCP CONCRETE PUMPING HLDGS INC More: the full row for CONCRETE PUMPING HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,131 shares; 2024Q4: 63,131 shares; 2025Q1: 66,629 shares; 2025Q2: 66,629 shares; 2025Q3: 81,579 shares 81,579 $575K <0.01% +14,950 Timeline INGR INGREDION INC More: the full row for INGREDION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,612 shares; 2024Q4: 4,567 shares; 2025Q1: 4,422 shares; 2025Q2: 4,569 shares; 2025Q3: 4,685 shares 4,685 $572K <0.01% +116 Timeline CRBN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,588 shares; 2024Q4: 2,644 shares; 2025Q1: 2,461 shares; 2025Q2: 2,484 shares; 2025Q3: 2,503 shares 2,503 $568K <0.01% +19 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,098 shares; 2024Q4: 11,341 shares; 2025Q1: 11,181 shares; 2025Q2: 11,295 shares; 2025Q3: 13,397 shares 13,397 $564K <0.01% +2,102 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,958 shares; 2024Q4: 1,959 shares; 2025Q1: 2,233 shares; 2025Q2: 2,208 shares; 2025Q3: 2,261 shares 2,261 $560K <0.01% +53 Timeline IYZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,518 shares; 2024Q4: 5,124 shares; 2025Q1: 5,183 shares; 2025Q2: 5,203 shares; 2025Q3: 17,167 shares 17,167 $554K <0.01% +11,964 Timeline OI O-I GLASS INC More: the full row for O-I GLASS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,449 shares; 2024Q4: 2,478 shares; 2025Q1: 2,446 shares; 2025Q2: 13,447 shares; 2025Q3: 42,551 shares 42,551 $552K <0.01% +29,104 Timeline FCPT FOUR CORNERS PPTY TR INC More: the full row for FOUR CORNERS PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,565 shares; 2024Q4: 22,694 shares; 2025Q1: 22,565 shares; 2025Q2: 22,565 shares; 2025Q3: 22,565 shares 22,565 $551K <0.01% 0 Timeline TTEK TETRA TECH INC NEW More: the full row for TETRA TECH INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,180 shares; 2024Q4: 14,030 shares; 2025Q1: 13,948 shares; 2025Q2: 19,405 shares; 2025Q3: 16,405 shares 16,405 $548K <0.01% -3,000 Timeline MRNA MODERNA INC More: the full row for MODERNA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,176 shares; 2024Q4: 20,088 shares; 2025Q1: 25,648 shares; 2025Q2: 34,399 shares; 2025Q3: 21,150 shares 21,150 $546K <0.01% -13,249 Timeline PUK PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,119 shares; 2024Q4: 13,253 shares; 2025Q1: 12,127 shares; 2025Q2: 15,955 shares; 2025Q3: 19,516 shares 19,516 $546K <0.01% +3,561 Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,379 shares; 2024Q4: 8,327 shares; 2025Q1: 8,152 shares; 2025Q2: 8,050 shares; 2025Q3: 7,464 shares 7,464 $545K <0.01% -586 Timeline CM CANADIAN IMPERIAL BANK OF CO More: the full row for CANADIAN IMPERIAL BANK OF CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,020 shares; 2024Q4: 2,763 shares; 2025Q1: 2,844 shares; 2025Q2: 7,234 shares; 2025Q3: 6,786 shares 6,786 $542K <0.01% -448 Timeline SNX TD SYNNEX CORPORATION More: the full row for TD SYNNEX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,944 shares; 2024Q4: 3,002 shares; 2025Q1: 2,818 shares; 2025Q2: 3,155 shares; 2025Q3: 3,300 shares 3,300 $540K <0.01% +145 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,983 shares; 2024Q4: 10,327 shares; 2025Q1: 11,098 shares; 2025Q2: 12,157 shares; 2025Q3: 12,509 shares 12,509 $537K <0.01% +352 Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,045 shares; 2024Q4: 17,739 shares; 2025Q1: 17,502 shares; 2025Q2: 16,950 shares; 2025Q3: 16,805 shares 16,805 $536K <0.01% -145 Timeline IDCC INTERDIGITAL INC More: the full row for INTERDIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,578 shares; 2024Q4: 1,583 shares; 2025Q1: 2,720 shares; 2025Q2: 1,540 shares; 2025Q3: 1,549 shares 1,549 $535K <0.01% +9 Timeline FTSL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,165 shares; 2024Q4: 14,599 shares; 2025Q1: 13,239 shares; 2025Q2: 11,661 shares; 2025Q3: 11,580 shares 11,580 $531K <0.01% -81 Timeline OZK BANK OZK LITTLE ROCK ARK More: the full row for BANK OZK LITTLE ROCK ARK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,030 shares; 2024Q4: 10,121 shares; 2025Q1: 10,049 shares; 2025Q2: 10,231 shares; 2025Q3: 10,358 shares 10,358 $528K <0.01% +127 Timeline ROM PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,580 shares; 2024Q4: 4,655 shares; 2025Q1: 4,580 shares; 2025Q2: 4,580 shares; 2025Q3: 5,695 shares 5,695 $528K <0.01% +1,115 Timeline REMX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 513 shares; 2024Q4: 511 shares; 2025Q1: 511 shares; 2025Q2: 890 shares; 2025Q3: 7,984 shares 7,984 $526K <0.01% +7,094 Timeline BOXX EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,964 shares; 2025Q2: 12,605 shares; 2025Q3: 4,602 shares 4,602 $524K <0.01% -8,003 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,210 shares; 2024Q4: 11,682 shares; 2025Q1: 11,225 shares; 2025Q2: 11,216 shares; 2025Q3: 2,744 shares 2,744 $522K <0.01% -8,472 Timeline PK PARK HOTELS & RESORTS INC More: the full row for PARK HOTELS & RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,649 shares; 2024Q4: 11,778 shares; 2025Q1: 21,313 shares; 2025Q2: 39,945 shares; 2025Q3: 47,141 shares 47,141 $522K <0.01% +7,196 Timeline PBA PEMBINA PIPELINE CORP More: the full row for PEMBINA PIPELINE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,468 shares; 2024Q4: 12,363 shares; 2025Q1: 12,078 shares; 2025Q2: 12,929 shares; 2025Q3: 12,898 shares 12,898 $522K <0.01% -31 Timeline RZV INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,176 shares; 2024Q4: 3,260 shares; 2025Q1: 3,259 shares; 2025Q2: 3,530 shares; 2025Q3: 4,408 shares 4,408 $520K <0.01% +878 Timeline SDOG ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,054 shares; 2024Q4: 7,023 shares; 2025Q1: 6,874 shares; 2025Q2: 8,531 shares; 2025Q3: 8,559 shares 8,559 $516K <0.01% +28 Timeline ING ING GROEP N.V. More: the full row for ING GROEP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,462 shares; 2024Q4: 21,676 shares; 2025Q1: 11,239 shares; 2025Q2: 9,247 shares; 2025Q3: 19,761 shares 19,761 $515K <0.01% +10,514 Timeline CVGW CALAVO GROWERS INC More: the full row for CALAVO GROWERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,000 shares; 2025Q3: 20,000 shares 20,000 $515K <0.01% 0 Timeline BSSX INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,840 shares; 2024Q4: 10,296 shares; 2025Q1: 16,776 shares; 2025Q2: 14,463 shares; 2025Q3: 19,994 shares 19,994 $511K <0.01% +5,531 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,801 shares; 2024Q4: 2,665 shares; 2025Q1: 2,642 shares; 2025Q2: 3,494 shares; 2025Q3: 3,977 shares 3,977 $510K <0.01% +483 Timeline IYY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,960 shares; 2024Q4: 5,778 shares; 2025Q1: 5,437 shares; 2025Q2: 5,275 shares; 2025Q3: 3,141 shares 3,141 $510K <0.01% -2,134 Timeline TV GRUPO TELEVISA S A B More: the full row for GRUPO TELEVISA S A B Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 123,821 shares; 2024Q4: 158,672 shares; 2025Q1: 204,898 shares; 2025Q2: 197,800 shares; 2025Q3: 189,518 shares 189,518 $510K <0.01% -8,282 Timeline FDRR FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,905 shares; 2024Q4: 8,604 shares; 2025Q1: 8,944 shares; 2025Q2: 7,251 shares; 2025Q3: 8,696 shares 8,696 $510K <0.01% +1,445 Timeline ACM AECOM More: the full row for AECOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,044 shares; 2024Q4: 3,899 shares; 2025Q1: 3,756 shares; 2025Q2: 4,823 shares; 2025Q3: 3,894 shares 3,894 $508K <0.01% -929 Timeline ON ON SEMICONDUCTOR CORP More: the full row for ON SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,530 shares; 2024Q4: 11,278 shares; 2025Q1: 10,994 shares; 2025Q2: 11,661 shares; 2025Q3: 10,293 shares 10,293 $508K <0.01% -1,368 Timeline STLA STELLANTIS N.V More: the full row for STELLANTIS N.V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,783 shares; 2024Q4: 50,114 shares; 2025Q1: 57,612 shares; 2025Q2: 52,372 shares; 2025Q3: 54,189 shares 54,189 $506K <0.01% +1,817 Timeline AN AUTONATION INC More: the full row for AUTONATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,301 shares; 2024Q4: 2,253 shares; 2025Q1: 2,238 shares; 2025Q2: 2,274 shares; 2025Q3: 2,298 shares 2,298 $503K <0.01% +24 Timeline ERIC TELEFONAKTIEBOLAGET LM ERICS More: the full row for TELEFONAKTIEBOLAGET LM ERICS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,859 shares; 2024Q4: 65,728 shares; 2025Q1: 42,924 shares; 2025Q2: 48,490 shares; 2025Q3: 60,614 shares 60,614 $501K <0.01% +12,124 Timeline CR CRANE COMPANY More: the full row for CRANE COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,198 shares; 2024Q4: 2,337 shares; 2025Q1: 2,432 shares; 2025Q2: 2,602 shares; 2025Q3: 2,717 shares 2,717 $500K <0.01% +115 Timeline HST HOST HOTELS & RESORTS INC More: the full row for HOST HOTELS & RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,037 shares; 2024Q4: 25,031 shares; 2025Q1: 25,146 shares; 2025Q2: 25,656 shares; 2025Q3: 29,387 shares 29,387 $500K <0.01% +3,731 Timeline ZM ZOOM COMMUNICATIONS INC More: the full row for ZOOM COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,002 shares; 2024Q4: 20,577 shares; 2025Q1: 6,357 shares; 2025Q2: 6,726 shares; 2025Q3: 6,038 shares 6,038 $498K <0.01% -688 Timeline REM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,589 shares; 2024Q4: 15,658 shares; 2025Q1: 15,945 shares; 2025Q2: 22,287 shares; 2025Q3: 22,645 shares 22,645 $498K <0.01% +358 Timeline PENN PENN ENTERTAINMENT INC More: the full row for PENN ENTERTAINMENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,427,587 shares; 2024Q4: 1,342,872 shares; 2025Q1: 84,322 shares; 2025Q2: 33,137 shares; 2025Q3: 25,808 shares 25,808 $497K <0.01% -7,329 Timeline FTA FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,481 shares; 2024Q4: 8,471 shares; 2025Q1: 8,059 shares; 2025Q2: 7,089 shares; 2025Q3: 5,957 shares 5,957 $496K <0.01% -1,132 Timeline GNTX GENTEX CORP More: the full row for GENTEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,018 shares; 2024Q4: 11,354 shares; 2025Q1: 11,875 shares; 2025Q2: 12,509 shares; 2025Q3: 17,492 shares 17,492 $495K <0.01% +4,983 Timeline LBTYA LIBERTY GLOBAL LTD More: the full row for LIBERTY GLOBAL LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,484 shares; 2024Q4: 7,484 shares; 2025Q1: 7,484 shares; 2025Q2: 7,404 shares; 2025Q3: 43,043 shares 43,043 $493K <0.01% +35,639 Timeline TRI THOMSON REUTERS CORP More: the full row for THOMSON REUTERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,684 shares; 2024Q4: 2,923 shares; 2025Q1: 3,179 shares; 2025Q2: 3,274 shares; 2025Q3: 3,173 shares 3,173 $493K <0.01% -101 Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,275 shares; 2024Q4: 5,906 shares; 2025Q1: 4,976 shares; 2025Q2: 4,163 shares; 2025Q3: 3,562 shares 3,562 $492K <0.01% -601 Timeline GWRE GUIDEWIRE SOFTWARE INC More: the full row for GUIDEWIRE SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,535 shares; 2024Q4: 3,834 shares; 2025Q1: 3,164 shares; 2025Q2: 1,792 shares; 2025Q3: 2,140 shares 2,140 $492K <0.01% +348 Timeline ZBRA ZEBRA TECHNOLOGIES CORPORATI More: the full row for ZEBRA TECHNOLOGIES CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,378 shares; 2024Q4: 1,613 shares; 2025Q1: 1,713 shares; 2025Q2: 1,680 shares; 2025Q3: 1,648 shares 1,648 $490K <0.01% -32 Timeline SSB SOUTHSTATE BK CORP More: the full row for SOUTHSTATE BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,950 shares 4,950 $489K <0.01% new Timeline DDS DILLARDS INC More: the full row for DILLARDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 748 shares; 2024Q4: 748 shares; 2025Q1: 748 shares; 2025Q2: 847 shares; 2025Q3: 795 shares 795 $489K <0.01% -52 Timeline MFG MIZUHO FINANCIAL GROUP INC More: the full row for MIZUHO FINANCIAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,613 shares; 2024Q4: 2,924 shares; 2025Q1: 414 shares; 2025Q2: 25,842 shares; 2025Q3: 72,609 shares 72,609 $486K <0.01% +46,767 Timeline ARE ALEXANDRIA REAL ESTATE EQ IN More: the full row for ALEXANDRIA REAL ESTATE EQ IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,425 shares; 2024Q4: 3,370 shares; 2025Q1: 3,918 shares; 2025Q2: 3,281 shares; 2025Q3: 5,832 shares 5,832 $486K <0.01% +2,551 Timeline ITT ITT INC More: the full row for ITT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,241 shares; 2024Q4: 2,383 shares; 2025Q1: 2,370 shares; 2025Q2: 2,290 shares; 2025Q3: 2,710 shares 2,710 $484K <0.01% +420 Timeline RQI COHEN & STEERS QUALITY INCOM More: the full row for COHEN & STEERS QUALITY INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,335 shares; 2024Q4: 35,168 shares; 2025Q1: 35,512 shares; 2025Q2: 37,814 shares; 2025Q3: 38,739 shares 38,739 $483K <0.01% +925 Timeline DGRS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,568 shares; 2024Q4: 4,242 shares; 2025Q1: 4,703 shares; 2025Q2: 8,218 shares; 2025Q3: 9,663 shares 9,663 $483K <0.01% +1,445 Timeline RMBS RAMBUS INC DEL More: the full row for RAMBUS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,825 shares; 2024Q4: 5,004 shares; 2025Q1: 5,819 shares; 2025Q2: 6,594 shares; 2025Q3: 4,611 shares 4,611 $480K <0.01% -1,983 Timeline KSS KOHLS CORP More: the full row for KOHLS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,712 shares; 2024Q4: 15,846 shares; 2025Q1: 16,513 shares; 2025Q2: 40,197 shares; 2025Q3: 31,188 shares 31,188 $479K <0.01% -9,009 Timeline PNQI INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,387 shares; 2024Q4: 6,892 shares; 2025Q1: 6,717 shares; 2025Q2: 6,259 shares; 2025Q3: 8,568 shares 8,568 $478K <0.01% +2,309 Timeline IXG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 572 shares; 2024Q4: 924 shares; 2025Q1: 3,502 shares; 2025Q2: 3,858 shares; 2025Q3: 4,099 shares 4,099 $478K <0.01% +241 Timeline AVES AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,529 shares; 2024Q4: 1,529 shares; 2025Q1: 2,720 shares; 2025Q2: 7,586 shares; 2025Q3: 8,228 shares 8,228 $472K <0.01% +642 Timeline PDO PIMCO DYNAMIC INCOME OPRNTS More: the full row for PIMCO DYNAMIC INCOME OPRNTS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,196 shares; 2024Q4: 7,400 shares; 2025Q1: 9,913 shares; 2025Q2: 5,600 shares; 2025Q3: 33,404 shares 33,404 $472K <0.01% +27,804 Timeline DUOL DUOLINGO INC More: the full row for DUOLINGO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45 shares; 2024Q4: 127 shares; 2025Q1: 153 shares; 2025Q2: 153 shares; 2025Q3: 1,464 shares 1,464 $471K <0.01% +1,311 Timeline VALQ AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,139 shares; 2024Q4: 3,077 shares; 2025Q1: 5,224 shares; 2025Q2: 6,381 shares; 2025Q3: 7,299 shares 7,299 $471K <0.01% +918 Timeline RELX RELX PLC More: the full row for RELX PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,624 shares; 2024Q4: 6,213 shares; 2025Q1: 5,275 shares; 2025Q2: 6,820 shares; 2025Q3: 9,801 shares 9,801 $468K <0.01% +2,981 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,504 shares; 2024Q4: 1,547 shares; 2025Q1: 2,347 shares; 2025Q2: 2,100 shares; 2025Q3: 2,756 shares 2,756 $464K <0.01% +656 Timeline VOD VODAFONE GROUP PLC More: the full row for VODAFONE GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,591 shares; 2024Q4: 59,040 shares; 2025Q1: 36,493 shares; 2025Q2: 37,178 shares; 2025Q3: 39,870 shares 39,870 $462K <0.01% +2,692 Timeline OIH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 604 shares; 2024Q4: 612 shares; 2025Q1: 627 shares; 2025Q2: 1,319 shares; 2025Q3: 1,779 shares 1,779 $462K <0.01% +460 Timeline LYG LLOYDS BANKING GROUP PLC More: the full row for LLOYDS BANKING GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 103,851 shares; 2024Q4: 171,476 shares; 2025Q1: 109,796 shares; 2025Q2: 94,999 shares; 2025Q3: 101,593 shares 101,593 $461K <0.01% +6,594 Timeline PTC PTC INC More: the full row for PTC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,762 shares; 2024Q4: 2,233 shares; 2025Q1: 3,324 shares; 2025Q2: 3,545 shares; 2025Q3: 2,251 shares 2,251 $457K <0.01% -1,294 Timeline FXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,728 shares; 2024Q4: 6,922 shares; 2025Q1: 15,331 shares; 2025Q2: 13,905 shares; 2025Q3: 11,093 shares 11,093 $456K <0.01% -2,812 Timeline FDMO FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 714 shares; 2024Q4: 714 shares; 2025Q1: 1,947 shares; 2025Q2: 5,179 shares; 2025Q3: 5,481 shares 5,481 $456K <0.01% +302 Timeline PGX INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,306 shares; 2024Q4: 49,532 shares; 2025Q1: 52,406 shares; 2025Q2: 43,127 shares; 2025Q3: 38,911 shares 38,911 $451K <0.01% -4,216 Timeline NVR NVR INC More: the full row for NVR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67 shares; 2024Q4: 64 shares; 2025Q1: 70 shares; 2025Q2: 53 shares; 2025Q3: 56 shares 56 $450K <0.01% +3 Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,616 shares; 2024Q4: 21,594 shares; 2025Q1: 5,994 shares; 2025Q2: 8,268 shares; 2025Q3: 9,682 shares 9,682 $449K <0.01% +1,414 Timeline PFM INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,816 shares; 2024Q4: 7,816 shares; 2025Q1: 8,838 shares; 2025Q2: 8,838 shares; 2025Q3: 8,838 shares 8,838 $448K <0.01% 0 Timeline