FLTR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,222 shares; 2024Q4: 3,701 shares; 2025Q1: 21,229 shares; 2025Q2: 52,297 shares; 2025Q3: 98,621 shares; 2025Q4: 94,437 shares 94,437 $2.41M <0.01% -4,184 Timeline INCY INCYTE CORP More: the full row for INCYTE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,306 shares; 2024Q4: 7,823 shares; 2025Q1: 8,509 shares; 2025Q2: 9,816 shares; 2025Q3: 11,222 shares; 2025Q4: 24,345 shares 24,345 $2.4M <0.01% +13,123 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,104 shares; 2024Q4: 6,432 shares; 2025Q1: 5,504 shares; 2025Q2: 5,926 shares; 2025Q3: 3,944 shares; 2025Q4: 3,932 shares 3,932 $2.38M <0.01% -12 Timeline IWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,738 shares; 2024Q4: 20,514 shares; 2025Q1: 28,560 shares; 2025Q2: 23,223 shares; 2025Q3: 25,545 shares; 2025Q4: 25,852 shares 25,852 $2.37M <0.01% +307 Timeline ITB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,576 shares; 2024Q4: 29,360 shares; 2025Q1: 29,185 shares; 2025Q2: 26,639 shares; 2025Q3: 27,601 shares; 2025Q4: 24,628 shares 24,628 $2.37M <0.01% -2,973 Timeline TMFC RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 903 shares; 2024Q4: 1,772 shares; 2025Q1: 7,310 shares; 2025Q2: 27,670 shares; 2025Q3: 30,240 shares; 2025Q4: 32,966 shares 32,966 $2.37M <0.01% +2,726 Timeline FAD FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,314 shares; 2024Q4: 1,263 shares; 2025Q1: 1,263 shares; 2025Q2: 1,372 shares; 2025Q3: 972 shares; 2025Q4: 14,615 shares 14,615 $2.37M <0.01% +13,643 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,459 shares; 2024Q4: 13,632 shares; 2025Q1: 8,842 shares; 2025Q2: 8,848 shares; 2025Q3: 9,297 shares; 2025Q4: 8,780 shares 8,780 $2.36M <0.01% -517 Timeline IUS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 288,549 shares; 2024Q4: 280,730 shares; 2025Q1: 265,874 shares; 2025Q2: 141,984 shares; 2025Q3: 44,575 shares; 2025Q4: 40,848 shares 40,848 $2.33M <0.01% -3,727 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,916 shares; 2024Q4: 13,745 shares; 2025Q1: 20,666 shares; 2025Q2: 20,594 shares; 2025Q3: 21,504 shares; 2025Q4: 22,766 shares 22,766 $2.33M <0.01% +1,262 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,010 shares; 2024Q4: 16,796 shares; 2025Q1: 16,703 shares; 2025Q2: 18,938 shares; 2025Q3: 20,532 shares; 2025Q4: 23,468 shares 23,468 $2.33M <0.01% +2,936 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95,476 shares; 2024Q4: 90,844 shares; 2025Q1: 68,729 shares; 2025Q2: 102,541 shares; 2025Q3: 89,123 shares; 2025Q4: 80,466 shares 80,466 $2.32M <0.01% -8,657 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,614 shares; 2024Q4: 16,722 shares; 2025Q1: 19,523 shares; 2025Q2: 20,764 shares; 2025Q3: 22,295 shares; 2025Q4: 23,415 shares 23,415 $2.31M <0.01% +1,120 Timeline EQL ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10 shares; 2024Q4: 260 shares; 2025Q1: 260 shares; 2025Q2: 35,389 shares; 2025Q3: 45,796 shares; 2025Q4: 49,873 shares 49,873 $2.31M <0.01% +4,077 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,303 shares; 2024Q4: 50,715 shares; 2025Q1: 76,178 shares; 2025Q2: 66,764 shares; 2025Q3: 114,065 shares; 2025Q4: 159,147 shares 159,147 $2.3M <0.01% +45,082 Timeline IYE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,964 shares; 2024Q4: 25,605 shares; 2025Q1: 41,374 shares; 2025Q2: 44,381 shares; 2025Q3: 45,332 shares; 2025Q4: 48,283 shares 48,283 $2.29M <0.01% +2,951 Timeline IXJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,798 shares; 2024Q4: 20,854 shares; 2025Q1: 21,412 shares; 2025Q2: 27,830 shares; 2025Q3: 17,722 shares; 2025Q4: 23,388 shares 23,388 $2.28M <0.01% +5,666 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52 shares; 2024Q4: 26 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,080 shares; 2025Q4: 24,358 shares 24,358 $2.27M <0.01% +13,278 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,882 shares; 2024Q4: 33,805 shares; 2025Q1: 28,145 shares; 2025Q2: 33,999 shares; 2025Q3: 33,040 shares; 2025Q4: 37,647 shares 37,647 $2.27M <0.01% +4,607 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95,344 shares; 2024Q4: 98,355 shares; 2025Q1: 124,518 shares; 2025Q2: 145,036 shares; 2025Q3: 110,618 shares; 2025Q4: 96,294 shares 96,294 $2.25M <0.01% -14,324 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,627 shares; 2024Q4: 29,710 shares; 2025Q1: 42,415 shares; 2025Q2: 41,498 shares; 2025Q3: 50,658 shares; 2025Q4: 106,137 shares 106,137 $2.24M <0.01% +55,479 Timeline BBIN J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92 shares; 2024Q4: 59,722 shares; 2025Q1: 59,127 shares; 2025Q2: 29,724 shares; 2025Q3: 30,328 shares; 2025Q4: 30,997 shares 30,997 $2.24M <0.01% +669 Timeline DFSV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,789 shares; 2024Q4: 6,789 shares; 2025Q1: 6,789 shares; 2025Q2: 65,941 shares; 2025Q3: 65,378 shares; 2025Q4: 67,979 shares 67,979 $2.24M <0.01% +2,601 Timeline IBTK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,458 shares; 2024Q4: 29,418 shares; 2025Q1: 75,039 shares; 2025Q2: 83,733 shares; 2025Q3: 104,727 shares; 2025Q4: 112,245 shares 112,245 $2.23M <0.01% +7,518 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,482 shares; 2024Q4: 95,795 shares; 2025Q1: 20,038 shares; 2025Q2: 17,917 shares; 2025Q3: 17,920 shares; 2025Q4: 16,297 shares 16,297 $2.22M <0.01% -1,623 Timeline VCLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,014 shares; 2024Q4: 75,860 shares; 2025Q1: 80,565 shares; 2025Q2: 23,951 shares; 2025Q3: 26,748 shares; 2025Q4: 29,225 shares 29,225 $2.22M <0.01% +2,477 Timeline JSMD JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,604 shares; 2024Q4: 3,218 shares; 2025Q1: 4,955 shares; 2025Q2: 29,205 shares; 2025Q3: 27,900 shares; 2025Q4: 27,148 shares 27,148 $2.21M <0.01% -752 Timeline DRIV GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 167,417 shares; 2024Q4: 89,106 shares; 2025Q1: 87,688 shares; 2025Q2: 81,977 shares; 2025Q3: 78,391 shares; 2025Q4: 74,751 shares 74,751 $2.21M <0.01% -3,640 Timeline WSBC WESBANCO INC More: the full row for WESBANCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90 shares; 2024Q4: 172 shares; 2025Q1: 51,715 shares; 2025Q2: 51,715 shares; 2025Q3: 54,845 shares; 2025Q4: 65,382 shares 65,382 $2.17M <0.01% +10,537 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,135 shares; 2024Q4: 4,113 shares; 2025Q1: 3,513 shares; 2025Q2: 3,670 shares; 2025Q3: 7,504 shares; 2025Q4: 8,701 shares 8,701 $2.17M <0.01% +1,197 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,028 shares; 2024Q4: 15,591 shares; 2025Q1: 14,574 shares; 2025Q2: 16,176 shares; 2025Q3: 18,594 shares; 2025Q4: 31,397 shares 31,397 $2.15M <0.01% +12,803 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,974 shares; 2024Q4: 29,766 shares; 2025Q1: 34,648 shares; 2025Q2: 66,230 shares; 2025Q3: 92,272 shares; 2025Q4: 113,813 shares 113,813 $2.14M <0.01% +21,541 Timeline SPTS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,339 shares; 2024Q4: 78,109 shares; 2025Q1: 142,036 shares; 2025Q2: 139,144 shares; 2025Q3: 147,782 shares; 2025Q4: 73,081 shares 73,081 $2.14M <0.01% -74,701 Timeline AFRM AFFIRM HLDGS INC More: the full row for AFFIRM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 183 shares; 2024Q4: 2,247 shares; 2025Q1: 2,086 shares; 2025Q2: 5,006 shares; 2025Q3: 19,397 shares; 2025Q4: 28,722 shares 28,722 $2.14M <0.01% +9,325 Timeline PAYC PAYCOM SOFTWARE INC More: the full row for PAYCOM SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,604 shares; 2024Q4: 13,693 shares; 2025Q1: 14,274 shares; 2025Q2: 13,775 shares; 2025Q3: 13,653 shares; 2025Q4: 13,387 shares 13,387 $2.13M <0.01% -266 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 48,629 shares; 2025Q3: 48,432 shares; 2025Q4: 48,926 shares 48,926 $2.13M <0.01% +494 Timeline PEY INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100,168 shares; 2024Q4: 112,499 shares; 2025Q1: 130,505 shares; 2025Q2: 105,887 shares; 2025Q3: 104,829 shares; 2025Q4: 104,077 shares 104,077 $2.12M <0.01% -752 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 26,949 shares; 2025Q3: 28,642 shares; 2025Q4: 32,997 shares 32,997 $2.12M <0.01% +4,355 Timeline BCS BARCLAYS PLC More: the full row for BARCLAYS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,917 shares; 2024Q4: 18,343 shares; 2025Q1: 22,069 shares; 2025Q2: 35,363 shares; 2025Q3: 68,877 shares; 2025Q4: 83,044 shares 83,044 $2.11M <0.01% +14,167 Timeline UTG REAVES UTIL INCOME FD More: the full row for REAVES UTIL INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,535 shares; 2024Q4: 51,980 shares; 2025Q1: 54,120 shares; 2025Q2: 58,209 shares; 2025Q3: 56,384 shares; 2025Q4: 57,450 shares 57,450 $2.1M <0.01% +1,066 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,533 shares; 2024Q4: 5,583 shares; 2025Q1: 6,408 shares; 2025Q2: 7,886 shares; 2025Q3: 8,785 shares; 2025Q4: 10,314 shares 10,314 $2.09M <0.01% +1,529 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,644 shares; 2024Q4: 1,103 shares; 2025Q1: 1,076 shares; 2025Q2: 1,115 shares; 2025Q3: 2,194 shares; 2025Q4: 2,305 shares 2,305 $2.09M <0.01% +111 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91,724 shares; 2024Q4: 92,548 shares; 2025Q1: 83,584 shares; 2025Q2: 79,348 shares; 2025Q3: 82,331 shares; 2025Q4: 88,039 shares 88,039 $2.08M <0.01% +5,708 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,607 shares; 2024Q4: 35,126 shares; 2025Q1: 53,045 shares; 2025Q2: 56,073 shares; 2025Q3: 65,708 shares; 2025Q4: 94,411 shares 94,411 $2.08M <0.01% +28,703 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,531 shares; 2024Q4: 55,434 shares; 2025Q1: 58,236 shares; 2025Q2: 69,334 shares; 2025Q3: 76,419 shares; 2025Q4: 89,813 shares 89,813 $2.08M <0.01% +13,394 Timeline EEMA ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,010 shares; 2024Q4: 13,677 shares; 2025Q1: 25,000 shares; 2025Q2: 17,858 shares; 2025Q3: 20,338 shares; 2025Q4: 22,091 shares 22,091 $2.08M <0.01% +1,753 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,715 shares; 2024Q4: 5,186 shares; 2025Q1: 5,712 shares; 2025Q2: 5,798 shares; 2025Q3: 6,877 shares; 2025Q4: 1,557 shares 1,557 $2.07M <0.01% -5,320 Timeline SMMD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,930 shares; 2024Q4: 10,110 shares; 2025Q1: 13,447 shares; 2025Q2: 21,576 shares; 2025Q3: 25,624 shares; 2025Q4: 27,600 shares 27,600 $2.07M <0.01% +1,976 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,035 shares; 2024Q4: 8,697 shares; 2025Q1: 9,733 shares; 2025Q2: 9,201 shares; 2025Q3: 9,672 shares; 2025Q4: 9,089 shares 9,089 $2.07M <0.01% -583 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,625 shares; 2024Q4: 2,341 shares; 2025Q1: 2,263 shares; 2025Q2: 10,042 shares; 2025Q3: 34,091 shares; 2025Q4: 61,356 shares 61,356 $2.07M <0.01% +27,265 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,506 shares; 2024Q4: 2,625 shares; 2025Q1: 2,644 shares; 2025Q2: 2,716 shares; 2025Q3: 2,440 shares; 2025Q4: 2,655 shares 2,655 $2.03M <0.01% +215 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,292 shares; 2024Q4: 13,950 shares; 2025Q1: 15,689 shares; 2025Q2: 24,315 shares; 2025Q3: 11,138 shares; 2025Q4: 11,002 shares 11,002 $2.03M <0.01% -136 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,044 shares; 2024Q4: 8,529 shares; 2025Q1: 10,544 shares; 2025Q2: 12,142 shares; 2025Q3: 16,404 shares; 2025Q4: 21,439 shares 21,439 $2.03M <0.01% +5,035 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,903 shares; 2024Q4: 4,089 shares; 2025Q1: 3,654 shares; 2025Q2: 3,588 shares; 2025Q3: 3,894 shares; 2025Q4: 3,940 shares 3,940 $2.01M <0.01% +46 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,620 shares; 2024Q4: 35,963 shares; 2025Q1: 33,233 shares; 2025Q2: 31,925 shares; 2025Q3: 41,048 shares; 2025Q4: 41,523 shares 41,523 $2.01M <0.01% +475 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,774 shares; 2024Q4: 76,576 shares; 2025Q1: 74,268 shares; 2025Q2: 99,350 shares; 2025Q3: 81,661 shares; 2025Q4: 82,890 shares 82,890 $2.01M <0.01% +1,229 Timeline VTRS VIATRIS INC More: the full row for VIATRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 113,011 shares; 2024Q4: 59,232 shares; 2025Q1: 42,171 shares; 2025Q2: 158,216 shares; 2025Q3: 122,711 shares; 2025Q4: 161,419 shares 161,419 $2.01M <0.01% +38,708 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,673 shares; 2024Q4: 17,321 shares; 2025Q1: 14,025 shares; 2025Q2: 13,947 shares; 2025Q3: 14,628 shares; 2025Q4: 17,704 shares 17,704 $2.01M <0.01% +3,076 Timeline RS RELIANCE INC More: the full row for RELIANCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,902 shares; 2024Q4: 1,892 shares; 2025Q1: 2,853 shares; 2025Q2: 3,346 shares; 2025Q3: 6,067 shares; 2025Q4: 6,898 shares 6,898 $1.99M <0.01% +831 Timeline IBDX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,410 shares; 2024Q4: 18,840 shares; 2025Q1: 20,973 shares; 2025Q2: 26,958 shares; 2025Q3: 37,797 shares; 2025Q4: 77,894 shares 77,894 $1.99M <0.01% +40,097 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,346 shares; 2024Q4: 11,541 shares; 2025Q1: 12,079 shares; 2025Q2: 17,863 shares; 2025Q3: 44,239 shares; 2025Q4: 46,369 shares 46,369 $1.98M <0.01% +2,130 Timeline P EVERPURE INC More: the full row for EVERPURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,814 shares; 2024Q4: 27,302 shares; 2025Q1: 30,063 shares; 2025Q2: 31,701 shares; 2025Q3: 26,957 shares; 2025Q4: 29,537 shares 29,537 $1.98M <0.01% +2,580 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,988 shares; 2024Q4: 11,884 shares; 2025Q1: 12,641 shares; 2025Q2: 12,962 shares; 2025Q3: 13,304 shares; 2025Q4: 9,982 shares 9,982 $1.97M <0.01% -3,322 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,030 shares; 2024Q4: 9,963 shares; 2025Q1: 12,260 shares; 2025Q2: 14,700 shares; 2025Q3: 12,936 shares; 2025Q4: 40,799 shares 40,799 $1.94M <0.01% +27,863 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,642 shares; 2024Q4: 34,975 shares; 2025Q1: 63,242 shares; 2025Q2: 66,478 shares; 2025Q3: 90,595 shares; 2025Q4: 100,072 shares 100,072 $1.94M <0.01% +9,477 Timeline AES AES CORP More: the full row for AES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,187 shares; 2024Q4: 89,944 shares; 2025Q1: 126,302 shares; 2025Q2: 126,607 shares; 2025Q3: 137,690 shares; 2025Q4: 135,229 shares 135,229 $1.94M <0.01% -2,461 Timeline PATH UIPATH INC More: the full row for UIPATH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,455 shares; 2024Q4: 25,485 shares; 2025Q1: 29,943 shares; 2025Q2: 16,476 shares; 2025Q3: 55,156 shares; 2025Q4: 117,984 shares 117,984 $1.93M <0.01% +62,828 Timeline DES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,717 shares; 2024Q4: 55,237 shares; 2025Q1: 59,854 shares; 2025Q2: 58,506 shares; 2025Q3: 57,971 shares; 2025Q4: 57,734 shares 57,734 $1.93M <0.01% -237 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,527 shares; 2024Q4: 12,986 shares; 2025Q1: 13,218 shares; 2025Q2: 27,021 shares; 2025Q3: 26,621 shares; 2025Q4: 32,134 shares 32,134 $1.91M <0.01% +5,513 Timeline UTES ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 679 shares; 2025Q4: 24,119 shares 24,119 $1.9M <0.01% +23,440 Timeline EWW ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,431 shares; 2024Q4: 18,831 shares; 2025Q1: 22,307 shares; 2025Q2: 24,069 shares; 2025Q3: 24,870 shares; 2025Q4: 27,258 shares 27,258 $1.89M <0.01% +2,388 Timeline GQRE FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,282 shares; 2024Q4: 22,464 shares; 2025Q1: 20,151 shares; 2025Q2: 21,349 shares; 2025Q3: 24,727 shares; 2025Q4: 32,005 shares 32,005 $1.88M <0.01% +7,278 Timeline RFG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,114 shares; 2024Q4: 31,470 shares; 2025Q1: 43,926 shares; 2025Q2: 61,005 shares; 2025Q3: 71,973 shares; 2025Q4: 35,837 shares 35,837 $1.88M <0.01% -36,136 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,471 shares; 2024Q4: 75,344 shares; 2025Q1: 72,162 shares; 2025Q2: 73,752 shares; 2025Q3: 65,400 shares; 2025Q4: 68,477 shares 68,477 $1.88M <0.01% +3,077 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,734 shares; 2024Q4: 2,305 shares; 2025Q1: 3,327 shares; 2025Q2: 6,955 shares; 2025Q3: 7,682 shares; 2025Q4: 9,155 shares 9,155 $1.88M <0.01% +1,473 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,228 shares; 2024Q4: 4,094 shares; 2025Q1: 4,186 shares; 2025Q2: 4,195 shares; 2025Q3: 4,143 shares; 2025Q4: 4,452 shares 4,452 $1.86M <0.01% +309 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,871 shares; 2024Q4: 16,844 shares; 2025Q1: 18,137 shares; 2025Q2: 17,317 shares; 2025Q3: 20,107 shares; 2025Q4: 20,826 shares 20,826 $1.86M <0.01% +719 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,956 shares; 2024Q4: 11,465 shares; 2025Q1: 12,685 shares; 2025Q2: 15,333 shares; 2025Q3: 15,006 shares; 2025Q4: 14,348 shares 14,348 $1.85M <0.01% -658 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,205 shares; 2024Q4: 18,124 shares; 2025Q1: 18,997 shares; 2025Q2: 19,064 shares; 2025Q3: 19,429 shares; 2025Q4: 20,900 shares 20,900 $1.84M <0.01% +1,471 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,447 shares; 2024Q4: 7,649 shares; 2025Q1: 38,107 shares; 2025Q2: 30,947 shares; 2025Q3: 33,609 shares; 2025Q4: 9,474 shares 9,474 $1.84M <0.01% -24,135 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,348 shares; 2024Q4: 17,289 shares; 2025Q1: 18,877 shares; 2025Q2: 19,394 shares; 2025Q3: 18,238 shares; 2025Q4: 21,988 shares 21,988 $1.83M <0.01% +3,750 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,055 shares; 2024Q4: 51,613 shares; 2025Q1: 59,045 shares; 2025Q2: 84,223 shares; 2025Q3: 91,565 shares; 2025Q4: 107,199 shares 107,199 $1.81M <0.01% +15,634 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 175,447 shares; 2024Q4: 174,789 shares; 2025Q1: 174,865 shares; 2025Q2: 172,097 shares; 2025Q3: 178,771 shares; 2025Q4: 189,555 shares 189,555 $1.81M <0.01% +10,784 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,513 shares; 2024Q4: 2,489 shares; 2025Q1: 3,785 shares; 2025Q2: 4,134 shares; 2025Q3: 5,143 shares; 2025Q4: 5,308 shares 5,308 $1.8M <0.01% +165 Timeline SCHI SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,366 shares; 2024Q4: 8,632 shares; 2025Q1: 21,479 shares; 2025Q2: 22,098 shares; 2025Q3: 64,862 shares; 2025Q4: 78,539 shares 78,539 $1.8M <0.01% +13,677 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 171,136 shares; 2024Q4: 176,919 shares; 2025Q1: 746,903 shares; 2025Q2: 35,856 shares; 2025Q3: 29,676 shares; 2025Q4: 27,615 shares 27,615 $1.8M <0.01% -2,061 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,972 shares; 2024Q4: 11,943 shares; 2025Q1: 15,116 shares; 2025Q2: 8,415 shares; 2025Q3: 30,974 shares; 2025Q4: 43,659 shares 43,659 $1.8M <0.01% +12,685 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,544 shares; 2024Q4: 26,308 shares; 2025Q1: 22,537 shares; 2025Q2: 23,909 shares; 2025Q3: 24,840 shares; 2025Q4: 26,957 shares 26,957 $1.79M <0.01% +2,117 Timeline NYM AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 71,264 shares 71,264 $1.78M <0.01% new Timeline EWG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,497 shares; 2024Q4: 2,630 shares; 2025Q1: 4,260 shares; 2025Q2: 7,347 shares; 2025Q3: 29,653 shares; 2025Q4: 41,737 shares 41,737 $1.77M <0.01% +12,084 Timeline FLMI FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,491 shares; 2025Q4: 70,816 shares 70,816 $1.76M <0.01% +68,325 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,025 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 79,749 shares; 2025Q4: 100,411 shares 100,411 $1.76M <0.01% +20,662 Timeline RKT ROCKET COS INC More: the full row for ROCKET COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,748 shares; 2024Q4: 2,156 shares; 2025Q1: 1,156 shares; 2025Q2: 6,460 shares; 2025Q3: 14,735 shares; 2025Q4: 90,683 shares 90,683 $1.76M <0.01% +75,948 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,946 shares; 2024Q4: 37,152 shares; 2025Q1: 40,847 shares; 2025Q2: 40,499 shares; 2025Q3: 24,657 shares; 2025Q4: 24,212 shares 24,212 $1.76M <0.01% -445 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 571 shares; 2024Q4: 627 shares; 2025Q1: 585 shares; 2025Q2: 610 shares; 2025Q3: 759 shares; 2025Q4: 814 shares 814 $1.75M <0.01% +55 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,806 shares; 2024Q4: 8,582 shares; 2025Q1: 7,928 shares; 2025Q2: 6,878 shares; 2025Q3: 8,681 shares; 2025Q4: 14,930 shares 14,930 $1.75M <0.01% +6,249 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 197,910 shares; 2024Q4: 200,847 shares; 2025Q1: 24,024 shares; 2025Q2: 22,453 shares; 2025Q3: 18,494 shares; 2025Q4: 12,619 shares 12,619 $1.74M <0.01% -5,875 Timeline WCN WASTE CONNECTIONS INC More: the full row for WASTE CONNECTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,530 shares; 2024Q4: 6,763 shares; 2025Q1: 6,941 shares; 2025Q2: 7,056 shares; 2025Q3: 7,400 shares; 2025Q4: 9,912 shares 9,912 $1.74M <0.01% +2,512 Timeline FFIV F5 INC More: the full row for F5 INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,309 shares; 2024Q4: 10,976 shares; 2025Q1: 10,986 shares; 2025Q2: 9,202 shares; 2025Q3: 7,697 shares; 2025Q4: 6,760 shares 6,760 $1.73M <0.01% -937 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,068 shares; 2024Q4: 13,898 shares; 2025Q1: 14,240 shares; 2025Q2: 16,029 shares; 2025Q3: 15,684 shares; 2025Q4: 14,011 shares 14,011 $1.72M <0.01% -1,673 Timeline DMXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,806 shares; 2024Q4: 15,601 shares; 2025Q1: 20,831 shares; 2025Q2: 21,058 shares; 2025Q3: 21,836 shares; 2025Q4: 22,879 shares 22,879 $1.72M <0.01% +1,043 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,101 shares; 2024Q4: 20,336 shares; 2025Q1: 19,302 shares; 2025Q2: 18,286 shares; 2025Q3: 17,558 shares; 2025Q4: 17,449 shares 17,449 $1.71M <0.01% -109 Timeline APTV APTIV PLC More: the full row for APTIV PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,186 shares; 2025Q1: 39,883 shares; 2025Q2: 11,096 shares; 2025Q3: 14,652 shares; 2025Q4: 22,417 shares 22,417 $1.71M <0.01% +7,765 Timeline XJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 306 shares; 2024Q4: 306 shares; 2025Q1: 17,972 shares; 2025Q2: 21,143 shares; 2025Q3: 22,179 shares; 2025Q4: 38,151 shares 38,151 $1.7M <0.01% +15,972 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,450 shares; 2025Q1: 13,834 shares; 2025Q2: 14,741 shares; 2025Q3: 12,828 shares; 2025Q4: 12,828 shares 12,828 $1.7M <0.01% 0 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,822 shares; 2024Q4: 27,089 shares; 2025Q1: 24,817 shares; 2025Q2: 21,677 shares; 2025Q3: 21,568 shares; 2025Q4: 22,109 shares 22,109 $1.7M <0.01% +541 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,324 shares; 2024Q4: 10,240 shares; 2025Q1: 8,557 shares; 2025Q2: 7,477 shares; 2025Q3: 8,081 shares; 2025Q4: 7,917 shares 7,917 $1.69M <0.01% -164 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,068 shares; 2024Q4: 30,602 shares; 2025Q1: 32,109 shares; 2025Q2: 44,994 shares; 2025Q3: 44,189 shares; 2025Q4: 27,118 shares 27,118 $1.69M <0.01% -17,071 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,654 shares; 2024Q4: 64,252 shares; 2025Q1: 67,698 shares; 2025Q2: 69,818 shares; 2025Q3: 74,830 shares; 2025Q4: 71,069 shares 71,069 $1.68M <0.01% -3,761 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,854 shares; 2024Q4: 71,781 shares; 2025Q1: 89,929 shares; 2025Q2: 68,854 shares; 2025Q3: 93,556 shares; 2025Q4: 96,711 shares 96,711 $1.68M <0.01% +3,155 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,851 shares; 2024Q4: 7,284 shares; 2025Q1: 8,571 shares; 2025Q2: 9,922 shares; 2025Q3: 9,653 shares; 2025Q4: 9,091 shares 9,091 $1.68M <0.01% -562 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,915 shares; 2024Q4: 16,473 shares; 2025Q1: 18,333 shares; 2025Q2: 21,440 shares; 2025Q3: 535,370 shares; 2025Q4: 31,704 shares 31,704 $1.68M <0.01% -503,666 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,354 shares; 2024Q4: 23,400 shares; 2025Q1: 23,080 shares; 2025Q2: 23,058 shares; 2025Q3: 21,103 shares; 2025Q4: 21,742 shares 21,742 $1.66M <0.01% +639 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,136 shares; 2024Q4: 45,452 shares; 2025Q1: 54,889 shares; 2025Q2: 84,996 shares; 2025Q3: 71,057 shares; 2025Q4: 80,546 shares 80,546 $1.66M <0.01% +9,489 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,197 shares; 2024Q4: 2,131 shares; 2025Q1: 2,225 shares; 2025Q2: 2,018 shares; 2025Q3: 2,271 shares; 2025Q4: 2,456 shares 2,456 $1.66M <0.01% +185 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,338 shares; 2024Q4: 20,921 shares; 2025Q1: 21,438 shares; 2025Q2: 21,541 shares; 2025Q3: 22,602 shares; 2025Q4: 20,667 shares 20,667 $1.65M <0.01% -1,935 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,400 shares; 2024Q4: 3,601 shares; 2025Q1: 6,283 shares; 2025Q2: 5,065 shares; 2025Q3: 5,516 shares; 2025Q4: 5,002 shares 5,002 $1.64M <0.01% -514 Timeline PDI PIMCO DYNAMIC INCOME FD More: the full row for PIMCO DYNAMIC INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,958 shares; 2024Q4: 64,028 shares; 2025Q1: 217,237 shares; 2025Q2: 39,421 shares; 2025Q3: 62,587 shares; 2025Q4: 92,716 shares 92,716 $1.64M <0.01% +30,129 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,991 shares; 2024Q4: 11,506 shares; 2025Q1: 65,700 shares; 2025Q2: 67,919 shares; 2025Q3: 32,785 shares; 2025Q4: 30,469 shares 30,469 $1.63M <0.01% -2,316 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,835 shares; 2024Q4: 27,407 shares; 2025Q1: 30,549 shares; 2025Q2: 32,643 shares; 2025Q3: 39,141 shares; 2025Q4: 42,119 shares 42,119 $1.62M <0.01% +2,978 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,267 shares; 2024Q4: 5,464 shares; 2025Q1: 4,515 shares; 2025Q2: 4,444 shares; 2025Q3: 4,954 shares; 2025Q4: 19,936 shares 19,936 $1.61M <0.01% +14,982 Timeline XT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,048 shares; 2024Q4: 18,907 shares; 2025Q1: 20,126 shares; 2025Q2: 21,743 shares; 2025Q3: 22,953 shares; 2025Q4: 23,060 shares 23,060 $1.61M <0.01% +107 Timeline LRGE LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,016 shares; 2024Q4: 21,959 shares; 2025Q1: 20,362 shares; 2025Q2: 20,075 shares; 2025Q3: 19,416 shares; 2025Q4: 19,508 shares 19,508 $1.61M <0.01% +92 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,597 shares; 2024Q4: 6,611 shares; 2025Q1: 10,243 shares; 2025Q2: 8,294 shares; 2025Q3: 8,476 shares; 2025Q4: 7,952 shares 7,952 $1.6M <0.01% -524 Timeline AMX AMERICA MOVIL SAB DE CV More: the full row for AMERICA MOVIL SAB DE CV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,271 shares; 2024Q4: 62,938 shares; 2025Q1: 64,997 shares; 2025Q2: 61,858 shares; 2025Q3: 77,458 shares; 2025Q4: 77,387 shares 77,387 $1.6M <0.01% -71 Timeline BKGI 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,447 shares; 2025Q4: 39,614 shares 39,614 $1.6M <0.01% +29,167 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,332 shares; 2024Q4: 25,319 shares; 2025Q1: 27,067 shares; 2025Q2: 26,973 shares; 2025Q3: 27,981 shares; 2025Q4: 35,370 shares 35,370 $1.59M <0.01% +7,389 Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,618 shares; 2024Q4: 29,576 shares; 2025Q1: 22,845 shares; 2025Q2: 22,431 shares; 2025Q3: 21,640 shares; 2025Q4: 20,042 shares 20,042 $1.59M <0.01% -1,598 Timeline LNC LINCOLN NATL CORP IND More: the full row for LINCOLN NATL CORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,045 shares; 2024Q4: 41,193 shares; 2025Q1: 43,975 shares; 2025Q2: 46,013 shares; 2025Q3: 44,196 shares; 2025Q4: 35,639 shares 35,639 $1.59M <0.01% -8,557 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,130 shares; 2024Q4: 7,160 shares; 2025Q1: 7,751 shares; 2025Q2: 18,977 shares; 2025Q3: 11,525 shares; 2025Q4: 9,774 shares 9,774 $1.58M <0.01% -1,751 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,460 shares; 2024Q4: 10,495 shares; 2025Q1: 10,391 shares; 2025Q2: 8,424 shares; 2025Q3: 9,875 shares; 2025Q4: 9,662 shares 9,662 $1.58M <0.01% -213 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,181 shares; 2024Q4: 28,301 shares; 2025Q1: 28,680 shares; 2025Q2: 25,113 shares; 2025Q3: 23,324 shares; 2025Q4: 23,553 shares 23,553 $1.57M <0.01% +229 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,440 shares; 2024Q4: 24,743 shares; 2025Q1: 25,869 shares; 2025Q2: 22,823 shares; 2025Q3: 21,825 shares; 2025Q4: 25,132 shares 25,132 $1.57M <0.01% +3,307 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,388 shares; 2024Q4: 22,513 shares; 2025Q1: 23,035 shares; 2025Q2: 34,280 shares; 2025Q3: 23,728 shares; 2025Q4: 24,422 shares 24,422 $1.57M <0.01% +694 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,223 shares; 2024Q4: 7,048 shares; 2025Q1: 18,979 shares; 2025Q2: 19,255 shares; 2025Q3: 21,387 shares; 2025Q4: 25,661 shares 25,661 $1.56M <0.01% +4,274 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,364 shares; 2024Q4: 30,272 shares; 2025Q1: 35,723 shares; 2025Q2: 34,268 shares; 2025Q3: 39,125 shares; 2025Q4: 43,331 shares 43,331 $1.56M <0.01% +4,206 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,064 shares; 2024Q4: 6,411 shares; 2025Q1: 26,023 shares; 2025Q2: 31,151 shares; 2025Q3: 7,020 shares; 2025Q4: 7,236 shares 7,236 $1.55M <0.01% +216 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,453 shares; 2024Q4: 18,300 shares; 2025Q1: 15,493 shares; 2025Q2: 21,954 shares; 2025Q3: 26,975 shares; 2025Q4: 26,593 shares 26,593 $1.55M <0.01% -382 Timeline UI UBIQUITI INC More: the full row for UBIQUITI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 233 shares; 2024Q4: 254 shares; 2025Q1: 826 shares; 2025Q2: 1,057 shares; 2025Q3: 1,877 shares; 2025Q4: 2,789 shares 2,789 $1.54M <0.01% +912 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,815 shares; 2024Q4: 12,787 shares; 2025Q1: 11,343 shares; 2025Q2: 11,058 shares; 2025Q3: 12,504 shares; 2025Q4: 12,061 shares 12,061 $1.54M <0.01% -443 Timeline PRKS UNITED PARKS & RESORTS INC More: the full row for UNITED PARKS & RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,773 shares; 2024Q4: 20,518 shares; 2025Q1: 27,849 shares; 2025Q2: 34,645 shares; 2025Q3: 37,845 shares; 2025Q4: 42,422 shares 42,422 $1.54M <0.01% +4,577 Timeline XHB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,007 shares; 2024Q4: 4,313 shares; 2025Q1: 13,430 shares; 2025Q2: 13,138 shares; 2025Q3: 14,889 shares; 2025Q4: 14,874 shares 14,874 $1.53M <0.01% -15 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,888 shares; 2024Q4: 7,003 shares; 2025Q1: 5,390 shares; 2025Q2: 4,975 shares; 2025Q3: 4,863 shares; 2025Q4: 5,402 shares 5,402 $1.53M <0.01% +539 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,461 shares; 2024Q4: 6,391 shares; 2025Q1: 6,062 shares; 2025Q2: 5,003 shares; 2025Q3: 5,131 shares; 2025Q4: 5,122 shares 5,122 $1.52M <0.01% -9 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,224 shares; 2024Q4: 8,780 shares; 2025Q1: 8,780 shares; 2025Q2: 12,440 shares; 2025Q3: 38,260 shares; 2025Q4: 30,026 shares 30,026 $1.51M <0.01% -8,234 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,332 shares; 2024Q4: 1,484 shares; 2025Q1: 1,764 shares; 2025Q2: 8,887 shares; 2025Q3: 14,852 shares; 2025Q4: 20,242 shares 20,242 $1.51M <0.01% +5,390 Timeline TILT FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,769 shares; 2024Q4: 6,784 shares; 2025Q1: 6,873 shares; 2025Q2: 6,053 shares; 2025Q3: 6,074 shares; 2025Q4: 6,086 shares 6,086 $1.51M <0.01% +12 Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,536 shares; 2024Q4: 10,658 shares; 2025Q1: 17,168 shares; 2025Q2: 13,088 shares; 2025Q3: 10,733 shares; 2025Q4: 11,917 shares 11,917 $1.51M <0.01% +1,184 Timeline BALL BALL CORP More: the full row for BALL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,471 shares; 2024Q4: 101,989 shares; 2025Q1: 124,267 shares; 2025Q2: 119,828 shares; 2025Q3: 113,042 shares; 2025Q4: 28,325 shares 28,325 $1.5M <0.01% -84,717 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,674 shares; 2024Q4: 6,253 shares; 2025Q1: 6,149 shares; 2025Q2: 6,356 shares; 2025Q3: 6,302 shares; 2025Q4: 6,131 shares 6,131 $1.5M <0.01% -171 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,965 shares; 2024Q4: 27,395 shares; 2025Q1: 47,319 shares; 2025Q2: 23,860 shares; 2025Q3: 17,555 shares; 2025Q4: 16,980 shares 16,980 $1.5M <0.01% -575 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,002 shares; 2024Q4: 23,031 shares; 2025Q1: 16,210 shares; 2025Q2: 17,521 shares; 2025Q3: 18,393 shares; 2025Q4: 17,368 shares 17,368 $1.5M <0.01% -1,025 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,396 shares; 2024Q4: 3,403 shares; 2025Q1: 3,597 shares; 2025Q2: 19,871 shares; 2025Q3: 10,402 shares; 2025Q4: 10,907 shares 10,907 $1.49M <0.01% +505 Timeline JKHY HENRY JACK & ASSOC INC More: the full row for HENRY JACK & ASSOC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,658 shares; 2024Q4: 9,151 shares; 2025Q1: 8,841 shares; 2025Q2: 8,930 shares; 2025Q3: 9,102 shares; 2025Q4: 8,127 shares 8,127 $1.48M <0.01% -975 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,270 shares; 2024Q4: 7,990 shares; 2025Q1: 8,321 shares; 2025Q2: 10,610 shares; 2025Q3: 9,709 shares; 2025Q4: 19,083 shares 19,083 $1.48M <0.01% +9,374 Timeline KDP KEURIG DR PEPPER INC More: the full row for KEURIG DR PEPPER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,807 shares; 2024Q4: 13,146 shares; 2025Q1: 13,931 shares; 2025Q2: 12,796 shares; 2025Q3: 13,490 shares; 2025Q4: 52,646 shares 52,646 $1.47M <0.01% +39,156 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,891 shares; 2024Q4: 29,510 shares; 2025Q1: 32,191 shares; 2025Q2: 34,379 shares; 2025Q3: 35,571 shares; 2025Q4: 42,099 shares 42,099 $1.47M <0.01% +6,528 Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,314 shares; 2024Q4: 2,130 shares; 2025Q1: 26,070 shares; 2025Q2: 2,531 shares; 2025Q3: 6,695 shares; 2025Q4: 10,766 shares 10,766 $1.47M <0.01% +4,071 Timeline IEO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,766 shares; 2024Q4: 33,038 shares; 2025Q1: 38,589 shares; 2025Q2: 32,836 shares; 2025Q3: 34,893 shares; 2025Q4: 16,444 shares 16,444 $1.47M <0.01% -18,449 Timeline MSML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,055 shares; 2024Q4: 13,743 shares; 2025Q1: 13,655 shares; 2025Q2: 16,994 shares; 2025Q3: 17,680 shares; 2025Q4: 22,349 shares 22,349 $1.45M <0.01% +4,669 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,422 shares; 2024Q4: 6,179 shares; 2025Q1: 16,840 shares; 2025Q2: 18,455 shares; 2025Q3: 30,269 shares; 2025Q4: 57,570 shares 57,570 $1.45M <0.01% +27,301 Timeline PVH PVH CORPORATION More: the full row for PVH CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,046 shares; 2024Q4: 3,156 shares; 2025Q1: 24,163 shares; 2025Q2: 20,961 shares; 2025Q3: 21,316 shares; 2025Q4: 21,552 shares 21,552 $1.44M <0.01% +236 Timeline DLS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,548 shares; 2024Q4: 12,812 shares; 2025Q1: 12,536 shares; 2025Q2: 13,110 shares; 2025Q3: 17,241 shares; 2025Q4: 17,827 shares 17,827 $1.44M <0.01% +586 Timeline AQEC ETF OPPORTUNITIES TRUST More: the full row for ETF OPPORTUNITIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 55,512 shares 55,512 $1.44M <0.01% new Timeline COMT 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 301,128 shares; 2024Q4: 299,675 shares; 2025Q1: 284,272 shares; 2025Q2: 98,947 shares; 2025Q3: 79,978 shares; 2025Q4: 57,304 shares 57,304 $1.43M <0.01% -22,674 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,002 shares; 2024Q4: 20,577 shares; 2025Q1: 6,357 shares; 2025Q2: 6,726 shares; 2025Q3: 6,038 shares; 2025Q4: 16,485 shares 16,485 $1.42M <0.01% +10,447 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,533 shares; 2024Q4: 2,427 shares; 2025Q1: 1,963 shares; 2025Q2: 2,111 shares; 2025Q3: 9,204 shares; 2025Q4: 9,358 shares 9,358 $1.42M <0.01% +154 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,852 shares; 2024Q4: 71,805 shares; 2025Q1: 78,019 shares; 2025Q2: 77,816 shares; 2025Q3: 205,461 shares; 2025Q4: 82,225 shares 82,225 $1.42M <0.01% -123,236 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 298 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,390 shares; 2025Q3: 18,706 shares; 2025Q4: 28,168 shares 28,168 $1.42M <0.01% +9,462 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,287 shares; 2024Q4: 24,325 shares; 2025Q1: 23,577 shares; 2025Q2: 33,326 shares; 2025Q3: 27,309 shares; 2025Q4: 32,677 shares 32,677 $1.41M <0.01% +5,368 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,311 shares; 2024Q4: 85,913 shares; 2025Q1: 36,434 shares; 2025Q2: 40,211 shares; 2025Q3: 14,808 shares; 2025Q4: 14,611 shares 14,611 $1.41M <0.01% -197 Timeline DVYE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,356 shares; 2024Q4: 25,223 shares; 2025Q1: 26,058 shares; 2025Q2: 36,806 shares; 2025Q3: 38,893 shares; 2025Q4: 45,313 shares 45,313 $1.41M <0.01% +6,420 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,502 shares; 2024Q4: 36,896 shares; 2025Q1: 20,007 shares; 2025Q2: 17,622 shares; 2025Q3: 21,981 shares; 2025Q4: 22,146 shares 22,146 $1.41M <0.01% +165 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,939 shares; 2024Q4: 26,422 shares; 2025Q1: 89,828 shares; 2025Q2: 20,909 shares; 2025Q3: 23,479 shares; 2025Q4: 20,979 shares 20,979 $1.41M <0.01% -2,500 Timeline IBHG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 210,593 shares; 2024Q4: 718,842 shares; 2025Q1: 770,783 shares; 2025Q2: 778,916 shares; 2025Q3: 820,600 shares; 2025Q4: 62,967 shares 62,967 $1.41M <0.01% -757,633 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 189,076 shares; 2024Q4: 51,144 shares; 2025Q1: 55,540 shares; 2025Q2: 54,088 shares; 2025Q3: 45,474 shares; 2025Q4: 34,170 shares 34,170 $1.41M <0.01% -11,304 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,643 shares; 2024Q4: 13,145 shares; 2025Q1: 13,892 shares; 2025Q2: 17,937 shares; 2025Q3: 19,372 shares; 2025Q4: 26,265 shares 26,265 $1.4M <0.01% +6,893 Timeline DFCF DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,203 shares; 2025Q1: 18,169 shares; 2025Q2: 21,790 shares; 2025Q3: 24,494 shares; 2025Q4: 32,876 shares 32,876 $1.4M <0.01% +8,382 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,420 shares; 2024Q4: 31,578 shares; 2025Q1: 29,899 shares; 2025Q2: 27,054 shares; 2025Q3: 29,343 shares; 2025Q4: 30,914 shares 30,914 $1.39M <0.01% +1,571 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,380 shares; 2024Q4: 10,408 shares; 2025Q1: 9,415 shares; 2025Q2: 8,550 shares; 2025Q3: 9,289 shares; 2025Q4: 10,190 shares 10,190 $1.39M <0.01% +901 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,293 shares; 2024Q4: 7,501 shares; 2025Q1: 6,671 shares; 2025Q2: 6,133 shares; 2025Q3: 4,180 shares; 2025Q4: 4,093 shares 4,093 $1.39M <0.01% -87 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,573 shares; 2024Q4: 7,957 shares; 2025Q1: 7,688 shares; 2025Q2: 8,180 shares; 2025Q3: 8,048 shares; 2025Q4: 8,252 shares 8,252 $1.39M <0.01% +204 Timeline GNR SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,645 shares; 2024Q4: 2,978 shares; 2025Q1: 5,166 shares; 2025Q2: 6,882 shares; 2025Q3: 11,620 shares; 2025Q4: 22,326 shares 22,326 $1.39M <0.01% +10,706 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,260 shares; 2024Q4: 6,696 shares; 2025Q1: 6,465 shares; 2025Q2: 7,584 shares; 2025Q3: 8,076 shares; 2025Q4: 8,430 shares 8,430 $1.38M <0.01% +354 Timeline VWOB VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,033 shares; 2024Q4: 12,496 shares; 2025Q1: 16,601 shares; 2025Q2: 18,560 shares; 2025Q3: 13,584 shares; 2025Q4: 20,388 shares 20,388 $1.37M <0.01% +6,804 Timeline TPLC TIMOTHY PLAN More: the full row for TIMOTHY PLAN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,557 shares; 2024Q4: 21,043 shares; 2025Q1: 21,410 shares; 2025Q2: 26,239 shares; 2025Q3: 26,864 shares; 2025Q4: 30,159 shares 30,159 $1.37M <0.01% +3,295 Timeline IPKW INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 24,583 shares 24,583 $1.37M <0.01% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,235 shares; 2024Q4: 938 shares; 2025Q1: 766 shares; 2025Q2: 1,044 shares; 2025Q3: 6,749 shares; 2025Q4: 8,338 shares 8,338 $1.36M <0.01% +1,589 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,020 shares; 2024Q4: 2,763 shares; 2025Q1: 2,844 shares; 2025Q2: 7,234 shares; 2025Q3: 6,786 shares; 2025Q4: 14,959 shares 14,959 $1.36M <0.01% +8,173 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,140 shares; 2025Q1: 5,880 shares; 2025Q2: 9,807 shares; 2025Q3: 13,604 shares; 2025Q4: 20,974 shares 20,974 $1.35M <0.01% +7,370 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,370 shares; 2024Q4: 47,555 shares; 2025Q1: 52,714 shares; 2025Q2: 43,531 shares; 2025Q3: 43,738 shares; 2025Q4: 41,189 shares 41,189 $1.35M <0.01% -2,549 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 105 shares; 2024Q4: 2,889 shares; 2025Q1: 9,209 shares; 2025Q2: 9,419 shares; 2025Q3: 9,428 shares; 2025Q4: 11,137 shares 11,137 $1.35M <0.01% +1,709 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,515 shares; 2024Q4: 28,395 shares; 2025Q1: 28,349 shares; 2025Q2: 26,854 shares; 2025Q3: 28,273 shares; 2025Q4: 30,236 shares 30,236 $1.35M <0.01% +1,963 Timeline GINN GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,354 shares; 2024Q4: 1,354 shares; 2025Q1: 1,354 shares; 2025Q2: 1,228 shares; 2025Q3: not reported; 2025Q4: 18,421 shares 18,421 $1.35M <0.01% new Timeline RSPT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,814 shares; 2024Q4: 22,579 shares; 2025Q1: 51,371 shares; 2025Q2: 36,776 shares; 2025Q3: 30,193 shares; 2025Q4: 29,559 shares 29,559 $1.35M <0.01% -634 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,002 shares; 2024Q4: 62,732 shares; 2025Q1: 54,795 shares; 2025Q2: 83,621 shares; 2025Q3: 77,518 shares; 2025Q4: 77,232 shares 77,232 $1.34M <0.01% -286 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,553 shares; 2024Q4: 21,810 shares; 2025Q1: 21,046 shares; 2025Q2: 24,158 shares; 2025Q3: 27,440 shares; 2025Q4: 27,835 shares 27,835 $1.34M <0.01% +395 Timeline IYJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,893 shares; 2024Q4: 5,518 shares; 2025Q1: 9,064 shares; 2025Q2: 9,591 shares; 2025Q3: 8,440 shares; 2025Q4: 8,989 shares 8,989 $1.33M <0.01% +549 Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,189 shares; 2024Q4: 21,196 shares; 2025Q1: 21,152 shares; 2025Q2: 22,605 shares; 2025Q3: 22,063 shares; 2025Q4: 18,938 shares 18,938 $1.32M <0.01% -3,125 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,578 shares; 2024Q4: 42,085 shares; 2025Q1: 30,492 shares; 2025Q2: 31,978 shares; 2025Q3: 32,734 shares; 2025Q4: 28,834 shares 28,834 $1.32M <0.01% -3,900 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 161,688 shares; 2024Q4: 1,684 shares; 2025Q1: 7,237 shares; 2025Q2: 12,790 shares; 2025Q3: 12,322 shares; 2025Q4: 12,786 shares 12,786 $1.32M <0.01% +464 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,399 shares; 2025Q3: 7,048 shares; 2025Q4: 13,146 shares 13,146 $1.32M <0.01% +6,098 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 985 shares; 2024Q4: 1,223 shares; 2025Q1: 1,477 shares; 2025Q2: 1,238 shares; 2025Q3: 1,267 shares; 2025Q4: 1,299 shares 1,299 $1.31M <0.01% +32 Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,261 shares; 2024Q4: 8,441 shares; 2025Q1: 6,658 shares; 2025Q2: 6,702 shares; 2025Q3: 6,592 shares; 2025Q4: 8,116 shares 8,116 $1.3M <0.01% +1,524 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,587 shares; 2024Q4: 15,397 shares; 2025Q1: 24,019 shares; 2025Q2: 19,075 shares; 2025Q3: 19,531 shares; 2025Q4: 19,219 shares 19,219 $1.29M <0.01% -312 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,019 shares; 2024Q4: 26,529 shares; 2025Q1: 29,821 shares; 2025Q2: 25,369 shares; 2025Q3: 25,968 shares; 2025Q4: 27,036 shares 27,036 $1.29M <0.01% +1,068 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 900 shares; 2024Q4: 4,017 shares; 2025Q1: 378,497 shares; 2025Q2: 445,204 shares; 2025Q3: 25,749 shares; 2025Q4: 21,856 shares 21,856 $1.28M <0.01% -3,893 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,852 shares; 2024Q4: 22,639 shares; 2025Q1: 26,046 shares; 2025Q2: 15,020 shares; 2025Q3: 13,663 shares; 2025Q4: 13,085 shares 13,085 $1.28M <0.01% -578 Timeline FTMA PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 141,909 shares 141,909 $1.28M <0.01% new Timeline SYFI AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 428 shares; 2025Q3: 485 shares; 2025Q4: 35,582 shares 35,582 $1.28M <0.01% +35,097 Timeline WTFC WINTRUST FINL CORP More: the full row for WINTRUST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,681 shares; 2024Q4: 10,852 shares; 2025Q1: 10,165 shares; 2025Q2: 10,092 shares; 2025Q3: 9,574 shares; 2025Q4: 9,109 shares 9,109 $1.27M <0.01% -465 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,951 shares; 2024Q4: 22,518 shares; 2025Q1: 22,064 shares; 2025Q2: 25,582 shares; 2025Q3: 22,462 shares; 2025Q4: 28,474 shares 28,474 $1.26M <0.01% +6,012 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,866 shares; 2024Q4: 22,396 shares; 2025Q1: 29,737 shares; 2025Q2: 27,033 shares; 2025Q3: 38,255 shares; 2025Q4: 53,315 shares 53,315 $1.26M <0.01% +15,060 Timeline ILF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,596 shares; 2024Q4: 50,317 shares; 2025Q1: 37,031 shares; 2025Q2: 27,251 shares; 2025Q3: 25,265 shares; 2025Q4: 41,361 shares 41,361 $1.26M <0.01% +16,096 Timeline REMX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 513 shares; 2024Q4: 511 shares; 2025Q1: 511 shares; 2025Q2: 890 shares; 2025Q3: 7,984 shares; 2025Q4: 16,959 shares 16,959 $1.25M <0.01% +8,975 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,395 shares; 2024Q4: 24,676 shares; 2025Q1: 30,623 shares; 2025Q2: 30,424 shares; 2025Q3: 30,255 shares; 2025Q4: 30,457 shares 30,457 $1.24M <0.01% +202 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,506 shares; 2024Q4: 3,266 shares; 2025Q1: 5,556 shares; 2025Q2: 8,918 shares; 2025Q3: 10,000 shares; 2025Q4: 9,872 shares 9,872 $1.24M <0.01% -128 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,075 shares; 2024Q4: 21,355 shares; 2025Q1: 42,235 shares; 2025Q2: 45,813 shares; 2025Q3: 46,389 shares; 2025Q4: 52,326 shares 52,326 $1.24M <0.01% +5,937 Timeline BLOK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,232 shares; 2024Q4: 22,299 shares; 2025Q1: 21,736 shares; 2025Q2: 21,238 shares; 2025Q3: 22,671 shares; 2025Q4: 21,691 shares 21,691 $1.23M <0.01% -980 Timeline MLPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,666 shares; 2024Q4: 13,482 shares; 2025Q1: 23,567 shares; 2025Q2: 28,213 shares; 2025Q3: 24,596 shares; 2025Q4: 20,335 shares 20,335 $1.23M <0.01% -4,261 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 261 shares; 2024Q4: 333 shares; 2025Q1: 328 shares; 2025Q2: 303 shares; 2025Q3: 692 shares; 2025Q4: 727 shares 727 $1.23M <0.01% +35 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,838 shares; 2024Q4: 21,597 shares; 2025Q1: 12,840 shares; 2025Q2: 11,533 shares; 2025Q3: 10,604 shares; 2025Q4: 12,799 shares 12,799 $1.23M <0.01% +2,195 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 137,385 shares; 2024Q4: 137,385 shares; 2025Q1: 135,279 shares; 2025Q2: 134,484 shares; 2025Q3: 134,484 shares; 2025Q4: 131,579 shares 131,579 $1.22M <0.01% -2,905 Timeline ICLN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 162,594 shares; 2024Q4: 101,813 shares; 2025Q1: 101,499 shares; 2025Q2: 94,254 shares; 2025Q3: 82,060 shares; 2025Q4: 74,453 shares 74,453 $1.22M <0.01% -7,607 Timeline XSD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,633 shares; 2024Q4: 4,496 shares; 2025Q1: 4,594 shares; 2025Q2: 3,449 shares; 2025Q3: 3,572 shares; 2025Q4: 3,795 shares 3,795 $1.22M <0.01% +223 Timeline VALE VALE S A More: the full row for VALE S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 141,075 shares; 2024Q4: 147,422 shares; 2025Q1: 184,041 shares; 2025Q2: 148,782 shares; 2025Q3: 97,328 shares; 2025Q4: 93,642 shares 93,642 $1.22M <0.01% -3,686 Timeline IBTL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,621 shares; 2024Q4: 21,156 shares; 2025Q1: 28,913 shares; 2025Q2: 41,610 shares; 2025Q3: 50,852 shares; 2025Q4: 59,430 shares 59,430 $1.22M <0.01% +8,578 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,813 shares; 2025Q3: 27,087 shares; 2025Q4: 62,279 shares 62,279 $1.21M <0.01% +35,192 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,117 shares; 2024Q4: 4,768 shares; 2025Q1: 24,039 shares; 2025Q2: 25,205 shares; 2025Q3: 26,192 shares; 2025Q4: 4,802 shares 4,802 $1.21M <0.01% -21,390 Timeline EL LAUDER ESTEE COS INC More: the full row for LAUDER ESTEE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,528 shares; 2024Q4: 6,053 shares; 2025Q1: 3,076 shares; 2025Q2: 3,243 shares; 2025Q3: 5,085 shares; 2025Q4: 11,481 shares 11,481 $1.2M <0.01% +6,396 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,000 shares; 2024Q4: 4,024 shares; 2025Q1: 4,030 shares; 2025Q2: 4,045 shares; 2025Q3: 4,029 shares; 2025Q4: 4,029 shares 4,029 $1.18M <0.01% 0 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,897 shares; 2024Q4: 9,800 shares; 2025Q1: 9,382 shares; 2025Q2: 8,675 shares; 2025Q3: 12,068 shares; 2025Q4: 19,638 shares 19,638 $1.18M <0.01% +7,570 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,245 shares; 2024Q4: 4,629 shares; 2025Q1: 25,781 shares; 2025Q2: 26,777 shares; 2025Q3: 5,494 shares; 2025Q4: 5,274 shares 5,274 $1.18M <0.01% -220 Timeline CHDN CHURCHILL DOWNS INC More: the full row for CHURCHILL DOWNS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,421 shares; 2024Q4: 11,317 shares; 2025Q1: 11,195 shares; 2025Q2: 11,109 shares; 2025Q3: 10,459 shares; 2025Q4: 10,293 shares 10,293 $1.17M <0.01% -166 Timeline AOR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,416 shares; 2024Q4: 24,676 shares; 2025Q1: 24,548 shares; 2025Q2: 23,874 shares; 2025Q3: 23,014 shares; 2025Q4: 17,980 shares 17,980 $1.17M <0.01% -5,034 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,503 shares; 2024Q4: 29,074 shares; 2025Q1: 26,141 shares; 2025Q2: 29,298 shares; 2025Q3: 30,182 shares; 2025Q4: 29,883 shares 29,883 $1.17M <0.01% -299 Timeline IEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,947 shares; 2024Q4: 19,212 shares; 2025Q1: 21,935 shares; 2025Q2: 26,373 shares; 2025Q3: 22,580 shares; 2025Q4: 17,000 shares 17,000 $1.17M <0.01% -5,580 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,577 shares; 2024Q4: 9,470 shares; 2025Q1: 9,539 shares; 2025Q2: 11,587 shares; 2025Q3: 14,325 shares; 2025Q4: 14,212 shares 14,212 $1.17M <0.01% -113 Timeline ARKQ ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,025 shares; 2024Q4: 1,937 shares; 2025Q1: 3,036 shares; 2025Q2: 3,644 shares; 2025Q3: 7,947 shares; 2025Q4: 10,165 shares 10,165 $1.17M <0.01% +2,218 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 921 shares; 2024Q4: 1,410 shares; 2025Q1: 2,878 shares; 2025Q2: 4,362 shares; 2025Q3: 5,381 shares; 2025Q4: 5,876 shares 5,876 $1.16M <0.01% +495 Timeline USXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,945 shares; 2024Q4: 17,371 shares; 2025Q1: 18,409 shares; 2025Q2: 18,186 shares; 2025Q3: 20,045 shares; 2025Q4: 20,167 shares 20,167 $1.16M <0.01% +122 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,258 shares; 2024Q4: 10,838 shares; 2025Q1: 11,191 shares; 2025Q2: 11,555 shares; 2025Q3: 8,444 shares; 2025Q4: 8,742 shares 8,742 $1.16M <0.01% +298 Timeline FTMU PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 148,388 shares 148,388 $1.16M <0.01% new Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,669 shares; 2024Q4: 5,355 shares; 2025Q1: 5,532 shares; 2025Q2: 5,803 shares; 2025Q3: 5,930 shares; 2025Q4: 6,584 shares 6,584 $1.16M <0.01% +654 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,033 shares; 2024Q4: 8,498 shares; 2025Q1: 18,579 shares; 2025Q2: 5,677 shares; 2025Q3: 4,533 shares; 2025Q4: 5,171 shares 5,171 $1.15M <0.01% +638 Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,927 shares; 2024Q4: 4,765 shares; 2025Q1: 4,966 shares; 2025Q2: 5,316 shares; 2025Q3: 4,557 shares; 2025Q4: 4,768 shares 4,768 $1.15M <0.01% +211 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,662 shares; 2025Q2: 22,545 shares; 2025Q3: 28,276 shares; 2025Q4: 32,466 shares 32,466 $1.15M <0.01% +4,190 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,247 shares; 2024Q4: 30,285 shares; 2025Q1: 38,640 shares; 2025Q2: 33,751 shares; 2025Q3: 44,488 shares; 2025Q4: 48,724 shares 48,724 $1.15M <0.01% +4,236 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 276 shares; 2024Q4: not reported; 2025Q1: 1,343 shares; 2025Q2: 3,268 shares; 2025Q3: 12,064 shares; 2025Q4: 12,247 shares 12,247 $1.14M <0.01% +183 Timeline HEI HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,399 shares; 2024Q4: 11,393 shares; 2025Q1: 12,495 shares; 2025Q2: 11,853 shares; 2025Q3: 4,552 shares; 2025Q4: 3,496 shares 3,496 $1.13M <0.01% -1,056 Timeline BTC GRAYSCALE BITCOIN MINI TR ET More: the full row for GRAYSCALE BITCOIN MINI TR ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 205 shares; 2025Q1: 263 shares; 2025Q2: 379 shares; 2025Q3: 365 shares; 2025Q4: 29,177 shares 29,177 $1.13M <0.01% +28,812 Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,889 shares; 2024Q4: 9,257 shares; 2025Q1: 10,571 shares; 2025Q2: 11,132 shares; 2025Q3: 12,080 shares; 2025Q4: 10,814 shares 10,814 $1.12M <0.01% -1,266 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,668 shares; 2024Q4: 38,287 shares; 2025Q1: 23,717 shares; 2025Q2: 19,967 shares; 2025Q3: 16,461 shares; 2025Q4: 17,312 shares 17,312 $1.12M <0.01% +851 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,143 shares; 2024Q4: 91,609 shares; 2025Q1: 107,786 shares; 2025Q2: 113,711 shares; 2025Q3: 114,215 shares; 2025Q4: 126,037 shares 126,037 $1.12M <0.01% +11,822 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,597 shares; 2024Q4: 38,938 shares; 2025Q1: 38,184 shares; 2025Q2: 35,985 shares; 2025Q3: 34,243 shares; 2025Q4: 28,430 shares 28,430 $1.11M <0.01% -5,813 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,086 shares; 2024Q4: 4,520 shares; 2025Q1: 12,534 shares; 2025Q2: 5,823 shares; 2025Q3: 4,524 shares; 2025Q4: 4,252 shares 4,252 $1.11M <0.01% -272 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,598 shares; 2024Q4: 9,892 shares; 2025Q1: 11,555 shares; 2025Q2: 12,225 shares; 2025Q3: 12,519 shares; 2025Q4: 12,191 shares 12,191 $1.11M <0.01% -328 Timeline CCEP COCA-COLA EUROPACIFIC PARTNE More: the full row for COCA-COLA EUROPACIFIC PARTNE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,740 shares; 2024Q4: 11,028 shares; 2025Q1: 10,729 shares; 2025Q2: 11,132 shares; 2025Q3: 11,453 shares; 2025Q4: 12,191 shares 12,191 $1.11M <0.01% +738 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 241,118 shares; 2024Q4: 233,890 shares; 2025Q1: 235,831 shares; 2025Q2: 235,831 shares; 2025Q3: 235,831 shares; 2025Q4: 235,831 shares 235,831 $1.1M <0.01% 0 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,092 shares; 2024Q4: 13,171 shares; 2025Q1: 13,718 shares; 2025Q2: 17,396 shares; 2025Q3: 16,118 shares; 2025Q4: 12,253 shares 12,253 $1.09M <0.01% -3,865 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,449 shares; 2024Q4: 2,478 shares; 2025Q1: 2,446 shares; 2025Q2: 13,447 shares; 2025Q3: 42,551 shares; 2025Q4: 72,906 shares 72,906 $1.08M <0.01% +30,355 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,738 shares; 2024Q4: 14,933 shares; 2025Q1: 14,322 shares; 2025Q2: 14,955 shares; 2025Q3: 15,033 shares; 2025Q4: 16,027 shares 16,027 $1.07M <0.01% +994 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,188 shares; 2024Q4: 5,176 shares; 2025Q1: 4,993 shares; 2025Q2: 4,661 shares; 2025Q3: 9,354 shares; 2025Q4: 10,321 shares 10,321 $1.06M <0.01% +967 Timeline XAGG MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,056 shares 21,056 $1.06M <0.01% new Timeline PNW PINNACLE WEST CAP CORP More: the full row for PINNACLE WEST CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,799 shares; 2024Q4: 7,197 shares; 2025Q1: 6,382 shares; 2025Q2: 9,542 shares; 2025Q3: 9,522 shares; 2025Q4: 11,888 shares 11,888 $1.05M <0.01% +2,366 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,921 shares; 2024Q4: 17,921 shares; 2025Q1: 16,650 shares; 2025Q2: 16,499 shares; 2025Q3: 15,982 shares; 2025Q4: 14,274 shares 14,274 $1.05M <0.01% -1,708 Timeline BAM BROOKFIELD ASSET MANAGMT LTD More: the full row for BROOKFIELD ASSET MANAGMT LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,633 shares; 2024Q4: 1,716 shares; 2025Q1: 2,015 shares; 2025Q2: 2,512 shares; 2025Q3: 5,315 shares; 2025Q4: 20,039 shares 20,039 $1.05M <0.01% +14,724 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,829 shares; 2024Q4: 13,191 shares; 2025Q1: 11,392 shares; 2025Q2: 17,183 shares; 2025Q3: 17,022 shares; 2025Q4: 22,993 shares 22,993 $1.05M <0.01% +5,971 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,639 shares; 2024Q4: 8,912 shares; 2025Q1: 8,316 shares; 2025Q2: 8,373 shares; 2025Q3: 7,324 shares; 2025Q4: 7,348 shares 7,348 $1.04M <0.01% +24 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,935 shares; 2024Q4: 2,341 shares; 2025Q1: 60,690 shares; 2025Q2: 3,693 shares; 2025Q3: 4,829 shares; 2025Q4: 7,268 shares 7,268 $1.04M <0.01% +2,439 Timeline VTEI VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 875 shares; 2025Q3: 3,907 shares; 2025Q4: 10,334 shares 10,334 $1.04M <0.01% +6,427 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,196 shares; 2024Q4: 16,034 shares; 2025Q1: 1,389 shares; 2025Q2: 2,064 shares; 2025Q3: 4,425 shares; 2025Q4: 4,453 shares 4,453 $1.04M <0.01% +28 Timeline IYT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,102 shares; 2024Q4: 24,092 shares; 2025Q1: 19,216 shares; 2025Q2: 17,916 shares; 2025Q3: 16,600 shares; 2025Q4: 13,957 shares 13,957 $1.04M <0.01% -2,643 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,770 shares; 2024Q4: 1,770 shares; 2025Q1: 3,407 shares; 2025Q2: 4,994 shares; 2025Q3: 6,103 shares; 2025Q4: 6,455 shares 6,455 $1.03M <0.01% +352 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,698 shares; 2024Q4: 9,421 shares; 2025Q1: 12,297 shares; 2025Q2: 12,139 shares; 2025Q3: 17,698 shares; 2025Q4: 13,846 shares 13,846 $1.03M <0.01% -3,852 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,579 shares 12,579 $1.03M <0.01% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,957 shares; 2025Q3: 10,224 shares; 2025Q4: 11,877 shares 11,877 $1.02M <0.01% +1,653 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,813 shares; 2025Q1: 10,603 shares; 2025Q2: 12,051 shares; 2025Q3: 12,086 shares; 2025Q4: 13,470 shares 13,470 $1.02M <0.01% +1,384 Timeline DVA DAVITA INC More: the full row for DAVITA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,186 shares; 2024Q4: 1,732 shares; 2025Q1: 1,669 shares; 2025Q2: 1,722 shares; 2025Q3: 1,724 shares; 2025Q4: 8,967 shares 8,967 $1.02M <0.01% +7,243 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,323 shares; 2024Q4: 8,651 shares; 2025Q1: 14,526 shares; 2025Q2: 14,729 shares; 2025Q3: 16,401 shares; 2025Q4: 14,935 shares 14,935 $1.02M <0.01% -1,466 Timeline NTES NETEASE COM INC More: the full row for NETEASE COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,403 shares; 2024Q4: 2,722 shares; 2025Q1: 2,146 shares; 2025Q2: 2,459 shares; 2025Q3: 2,651 shares; 2025Q4: 7,372 shares 7,372 $1.01M <0.01% +4,721 Timeline SMDV PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,645 shares; 2024Q4: 37,532 shares; 2025Q1: 23,080 shares; 2025Q2: 15,449 shares; 2025Q3: 15,324 shares; 2025Q4: 15,196 shares 15,196 $1M <0.01% -128 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,262 shares; 2024Q4: 40,498 shares; 2025Q1: 94,007 shares; 2025Q2: 33,577 shares; 2025Q3: 36,001 shares; 2025Q4: 35,514 shares 35,514 $1M <0.01% -487 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 492,294 shares; 2024Q4: 501,633 shares; 2025Q1: 305,054 shares; 2025Q2: 230,239 shares; 2025Q3: 155,191 shares; 2025Q4: 133,598 shares 133,598 $1M <0.01% -21,593 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100,589 shares; 2024Q4: 103,947 shares; 2025Q1: 12,518 shares; 2025Q2: 11,912 shares; 2025Q3: 12,971 shares; 2025Q4: 12,912 shares 12,912 $999K <0.01% -59 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,534 shares; 2024Q4: 5,259 shares; 2025Q1: 4,020 shares; 2025Q2: 4,026 shares; 2025Q3: 4,912 shares; 2025Q4: 5,490 shares 5,490 $990K <0.01% +578 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,327 shares; 2024Q4: 8,451 shares; 2025Q1: 9,164 shares; 2025Q2: 8,607 shares; 2025Q3: 8,614 shares; 2025Q4: 12,528 shares 12,528 $982K <0.01% +3,914 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,133 shares; 2024Q4: 198,192 shares; 2025Q1: 49,642 shares; 2025Q2: 23,123 shares; 2025Q3: 27,125 shares; 2025Q4: 26,671 shares 26,671 $977K <0.01% -454 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,098 shares; 2024Q4: 24,101 shares; 2025Q1: 25,313 shares; 2025Q2: 26,523 shares; 2025Q3: 35,211 shares; 2025Q4: 42,285 shares 42,285 $969K <0.01% +7,074 Timeline LYFT LYFT INC More: the full row for LYFT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,284 shares; 2024Q4: 1,751 shares; 2025Q1: 3,144,991 shares; 2025Q2: 3,521,652 shares; 2025Q3: 3,637,903 shares; 2025Q4: 50,008 shares 50,008 $969K <0.01% -3,587,895 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,941 shares; 2024Q4: 9,328 shares; 2025Q1: 9,084 shares; 2025Q2: 9,039 shares; 2025Q3: 8,830 shares; 2025Q4: 8,886 shares 8,886 $966K <0.01% +56 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,252 shares; 2024Q4: 33,196 shares; 2025Q1: 38,842 shares; 2025Q2: 97,115 shares; 2025Q3: 39,789 shares; 2025Q4: 40,296 shares 40,296 $963K <0.01% +507 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 713 shares; 2024Q4: 620 shares; 2025Q1: 3,280 shares; 2025Q2: 5,001 shares; 2025Q3: 6,832 shares; 2025Q4: 12,076 shares 12,076 $962K <0.01% +5,244 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,626 shares; 2024Q4: 12,127 shares; 2025Q1: 12,940 shares; 2025Q2: 13,299 shares; 2025Q3: 10,698 shares; 2025Q4: 9,529 shares 9,529 $961K <0.01% -1,169 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,228 shares; 2024Q4: 2,248 shares; 2025Q1: 2,204 shares; 2025Q2: 2,806 shares; 2025Q3: 3,347 shares; 2025Q4: 4,062 shares 4,062 $959K <0.01% +715 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,000 shares; 2024Q4: 6,130 shares; 2025Q1: 7,045 shares; 2025Q2: 7,403 shares; 2025Q3: 10,084 shares; 2025Q4: 8,944 shares 8,944 $958K <0.01% -1,140 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,263 shares; 2024Q4: 11,327 shares; 2025Q1: 12,358 shares; 2025Q2: 12,244 shares; 2025Q3: 12,782 shares; 2025Q4: 11,998 shares 11,998 $949K <0.01% -784 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,661 shares; 2024Q4: 2,743 shares; 2025Q1: 2,513 shares; 2025Q2: 22,762 shares; 2025Q3: 21,649 shares; 2025Q4: 19,288 shares 19,288 $949K <0.01% -2,361 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,573 shares; 2024Q4: 6,631 shares; 2025Q1: 6,827 shares; 2025Q2: 6,558 shares; 2025Q3: 6,546 shares; 2025Q4: 5,396 shares 5,396 $947K <0.01% -1,150 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,416 shares; 2024Q4: 77,001 shares; 2025Q1: 65,528 shares; 2025Q2: 76,788 shares; 2025Q3: 77,496 shares; 2025Q4: 78,771 shares 78,771 $947K <0.01% +1,275 Timeline FTMS PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 95,308 shares 95,308 $946K <0.01% new Timeline NTR NUTRIEN LTD More: the full row for NUTRIEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,664 shares; 2024Q4: 15,021 shares; 2025Q1: 10,602 shares; 2025Q2: 9,607 shares; 2025Q3: 9,856 shares; 2025Q4: 15,304 shares 15,304 $945K <0.01% +5,448 Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,279 shares; 2024Q4: 28,901 shares; 2025Q1: 12,526 shares; 2025Q2: 13,699 shares; 2025Q3: 8,458 shares; 2025Q4: 11,629 shares 11,629 $942K <0.01% +3,171 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,048 shares; 2024Q4: 10,949 shares; 2025Q1: 9,845 shares; 2025Q2: 15,781 shares; 2025Q3: 18,565 shares; 2025Q4: 13,401 shares 13,401 $940K <0.01% -5,164 Timeline PBR PETROLEO BRASILEIRO S A More: the full row for PETROLEO BRASILEIRO S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,275 shares; 2024Q4: 75,483 shares; 2025Q1: 87,367 shares; 2025Q2: 98,683 shares; 2025Q3: 110,089 shares; 2025Q4: 79,081 shares 79,081 $937K <0.01% -31,008 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,517 shares; 2025Q1: 3,555 shares; 2025Q2: 3,219 shares; 2025Q3: 22,131 shares; 2025Q4: 24,318 shares 24,318 $932K <0.01% +2,187 Timeline HFXI NYLIM ETF TR More: the full row for NYLIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 177,968 shares; 2024Q4: 192,421 shares; 2025Q1: 307,546 shares; 2025Q2: 58,011 shares; 2025Q3: 30,095 shares; 2025Q4: 28,625 shares 28,625 $929K <0.01% -1,470 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,792 shares; 2024Q4: 15,500 shares; 2025Q1: 17,676 shares; 2025Q2: 17,050 shares; 2025Q3: 17,316 shares; 2025Q4: 20,646 shares 20,646 $924K <0.01% +3,330 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,707 shares; 2024Q4: 2,099 shares; 2025Q1: 2,469 shares; 2025Q2: 3,185 shares; 2025Q3: 31,601 shares; 2025Q4: 4,077 shares 4,077 $923K <0.01% -27,524 Timeline TEAM ATLASSIAN CORPORATION More: the full row for ATLASSIAN CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,675 shares; 2024Q4: 6,010 shares; 2025Q1: 5,169 shares; 2025Q2: 6,719 shares; 2025Q3: 7,307 shares; 2025Q4: 5,689 shares 5,689 $922K <0.01% -1,618 Timeline FLS FLOWSERVE CORP More: the full row for FLOWSERVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,452 shares; 2024Q4: 9,199 shares; 2025Q1: 7,632 shares; 2025Q2: 10,712 shares; 2025Q3: 14,550 shares; 2025Q4: 13,192 shares 13,192 $915K <0.01% -1,358 Timeline DTD WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,665 shares; 2024Q4: 9,707 shares; 2025Q1: 9,727 shares; 2025Q2: 9,748 shares; 2025Q3: 10,985 shares; 2025Q4: 10,722 shares 10,722 $910K <0.01% -263 Timeline HAS HASBRO INC More: the full row for HASBRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,891 shares; 2024Q4: 6,412 shares; 2025Q1: 7,342 shares; 2025Q2: 8,667 shares; 2025Q3: 8,827 shares; 2025Q4: 11,053 shares 11,053 $906K <0.01% +2,226 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,712 shares; 2024Q4: 7,658 shares; 2025Q1: 8,473 shares; 2025Q2: 15,147 shares; 2025Q3: 15,535 shares; 2025Q4: 16,413 shares 16,413 $903K <0.01% +878 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,966 shares; 2024Q4: 16,276 shares; 2025Q1: 17,502 shares; 2025Q2: 17,654 shares; 2025Q3: 20,495 shares; 2025Q4: 23,422 shares 23,422 $901K <0.01% +2,927 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,175 shares; 2024Q4: 23,347 shares; 2025Q1: 25,816 shares; 2025Q2: 26,246 shares; 2025Q3: 28,050 shares; 2025Q4: 22,286 shares 22,286 $900K <0.01% -5,764 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,884 shares; 2024Q4: 22,416 shares; 2025Q1: 25,246 shares; 2025Q2: 23,440 shares; 2025Q3: 23,672 shares; 2025Q4: 24,630 shares 24,630 $899K <0.01% +958 Timeline BWA BORGWARNER INC More: the full row for BORGWARNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,914 shares; 2024Q4: 46,418 shares; 2025Q1: 42,757 shares; 2025Q2: 42,027 shares; 2025Q3: 21,977 shares; 2025Q4: 19,935 shares 19,935 $898K <0.01% -2,042 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,660 shares; 2024Q4: 4,448 shares; 2025Q1: 3,814 shares; 2025Q2: 3,707 shares; 2025Q3: 3,938 shares; 2025Q4: 3,569 shares 3,569 $895K <0.01% -369 Timeline EWC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 292 shares; 2024Q4: 312 shares; 2025Q1: 358 shares; 2025Q2: 342 shares; 2025Q3: 461 shares; 2025Q4: 16,582 shares 16,582 $894K <0.01% +16,121 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,988 shares; 2024Q4: 6,639 shares; 2025Q1: 6,721 shares; 2025Q2: 6,982 shares; 2025Q3: 7,189 shares; 2025Q4: 6,932 shares 6,932 $894K <0.01% -257 Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,045 shares; 2024Q4: 17,739 shares; 2025Q1: 17,502 shares; 2025Q2: 16,950 shares; 2025Q3: 16,805 shares; 2025Q4: 21,549 shares 21,549 $891K <0.01% +4,744 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,402 shares; 2024Q4: 15,918 shares; 2025Q1: 20,425 shares; 2025Q2: 20,848 shares; 2025Q3: 19,943 shares; 2025Q4: 19,898 shares 19,898 $887K <0.01% -45 Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,731 shares; 2024Q4: 26,661 shares; 2025Q1: 74,000 shares; 2025Q2: 20,330 shares; 2025Q3: 15,434 shares; 2025Q4: 13,359 shares 13,359 $887K <0.01% -2,075 Timeline OMF ONEMAIN HLDGS INC More: the full row for ONEMAIN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,003 shares; 2025Q2: 4,139 shares; 2025Q3: 3,835 shares; 2025Q4: 13,118 shares 13,118 $886K <0.01% +9,283 Timeline DIV GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,491 shares; 2024Q4: 30,133 shares; 2025Q1: 42,189 shares; 2025Q2: 264,502 shares; 2025Q3: 254,930 shares; 2025Q4: 51,140 shares 51,140 $886K <0.01% -203,790 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,380 shares; 2024Q4: 8,362 shares; 2025Q1: 7,656 shares; 2025Q2: 8,604 shares; 2025Q3: 18,132 shares; 2025Q4: 22,686 shares 22,686 $885K <0.01% +4,554 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,894 shares; 2024Q4: 1,796 shares; 2025Q1: 5,074 shares; 2025Q2: 9,429 shares; 2025Q3: 14,029 shares; 2025Q4: 16,732 shares 16,732 $881K <0.01% +2,703 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,009 shares; 2024Q4: 4,975 shares; 2025Q1: 4,459 shares; 2025Q2: 4,368 shares; 2025Q3: 4,612 shares; 2025Q4: 4,304 shares 4,304 $879K <0.01% -308 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,109 shares; 2024Q4: 6,312 shares; 2025Q1: 7,885 shares; 2025Q2: 8,581 shares; 2025Q3: 9,405 shares; 2025Q4: 8,621 shares 8,621 $879K <0.01% -784 Timeline ISCV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86,945 shares; 2024Q4: 88,214 shares; 2025Q1: 45,952 shares; 2025Q2: 45,399 shares; 2025Q3: 18,229 shares; 2025Q4: 12,800 shares 12,800 $877K <0.01% -5,429 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,799 shares; 2024Q4: 21,915 shares; 2025Q1: 21,974 shares; 2025Q2: 17,658 shares; 2025Q3: 17,565 shares; 2025Q4: 16,600 shares 16,600 $876K <0.01% -965 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,999 shares; 2024Q4: 55,235 shares; 2025Q1: 54,874 shares; 2025Q2: 65,228 shares; 2025Q3: 52,877 shares; 2025Q4: 39,262 shares 39,262 $875K <0.01% -13,615 Timeline EVSM MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 400 shares; 2025Q4: 17,306 shares 17,306 $872K <0.01% +16,906 Timeline BBJP J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,680 shares; 2024Q4: 10,260 shares; 2025Q1: 11,661 shares; 2025Q2: 11,932 shares; 2025Q3: 12,613 shares; 2025Q4: 13,111 shares 13,111 $864K <0.01% +498 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,983 shares; 2024Q4: 14,828 shares; 2025Q1: 14,464 shares; 2025Q2: 15,629 shares; 2025Q3: 18,145 shares; 2025Q4: 13,522 shares 13,522 $863K <0.01% -4,623 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 203,110 shares; 2024Q4: 8,352 shares; 2025Q1: 6,913 shares; 2025Q2: 8,123 shares; 2025Q3: 8,401 shares; 2025Q4: 6,579 shares 6,579 $859K <0.01% -1,822 Timeline FLRT PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86 shares; 2024Q4: 56 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,106 shares 18,106 $853K <0.01% new Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,958 shares; 2024Q4: 1,959 shares; 2025Q1: 2,233 shares; 2025Q2: 2,208 shares; 2025Q3: 2,261 shares; 2025Q4: 3,354 shares 3,354 $850K <0.01% +1,093 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,377 shares; 2024Q4: 8,948 shares; 2025Q1: 8,640 shares; 2025Q2: 7,954 shares; 2025Q3: 8,257 shares; 2025Q4: 7,400 shares 7,400 $842K <0.01% -857 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 202,971 shares; 2024Q4: 214,852 shares; 2025Q1: 17,053 shares; 2025Q2: 14,656 shares; 2025Q3: 16,869 shares; 2025Q4: 19,839 shares 19,839 $842K <0.01% +2,970 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86,351 shares; 2024Q4: 84,076 shares; 2025Q1: 75,286 shares; 2025Q2: 75,647 shares; 2025Q3: 76,004 shares; 2025Q4: 77,614 shares 77,614 $841K <0.01% +1,610 Timeline DHS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,989 shares; 2024Q4: 7,036 shares; 2025Q1: 8,083 shares; 2025Q2: 7,583 shares; 2025Q3: 6,353 shares; 2025Q4: 8,250 shares 8,250 $840K <0.01% +1,897 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,784 shares; 2024Q4: 6,959 shares; 2025Q1: 7,766 shares; 2025Q2: 8,013 shares; 2025Q3: 7,702 shares; 2025Q4: 9,173 shares 9,173 $839K <0.01% +1,471 Timeline BAR GRANITESHARES GOLD TR More: the full row for GRANITESHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,921 shares; 2024Q4: 7,451 shares; 2025Q1: 13,647 shares; 2025Q2: 14,830 shares; 2025Q3: 17,207 shares; 2025Q4: 19,708 shares 19,708 $837K <0.01% +2,501 Timeline URNM SPROTT FDS TR More: the full row for SPROTT FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,846 shares; 2024Q4: 6,258 shares; 2025Q1: 5,723 shares; 2025Q2: 2,905 shares; 2025Q3: 2,357 shares; 2025Q4: 15,187 shares 15,187 $834K <0.01% +12,830 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,281 shares; 2024Q4: 28,237 shares; 2025Q1: 28,200 shares; 2025Q2: 28,469 shares; 2025Q3: 28,454 shares; 2025Q4: 29,636 shares 29,636 $832K <0.01% +1,182 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,462 shares; 2024Q4: 3,556 shares; 2025Q1: 4,691 shares; 2025Q2: 14,927 shares; 2025Q3: 17,154 shares; 2025Q4: 18,356 shares 18,356 $828K <0.01% +1,202 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 695 shares; 2024Q4: 695 shares; 2025Q1: 1,664 shares; 2025Q2: 4,940 shares; 2025Q3: 7,444 shares; 2025Q4: 7,989 shares 7,989 $828K <0.01% +545 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,904 shares; 2024Q4: 33,154 shares; 2025Q1: 33,404 shares; 2025Q2: 40,151 shares; 2025Q3: 40,151 shares; 2025Q4: 40,151 shares 40,151 $826K <0.01% 0 Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,814 shares; 2024Q4: 3,812 shares; 2025Q1: 3,245 shares; 2025Q2: 3,180 shares; 2025Q3: 3,648 shares; 2025Q4: 2,580 shares 2,580 $825K <0.01% -1,068 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,046 shares; 2024Q4: 8,772 shares; 2025Q1: 9,702 shares; 2025Q2: 7,449 shares; 2025Q3: 8,318 shares; 2025Q4: 8,027 shares 8,027 $825K <0.01% -291 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,527 shares; 2024Q4: 4,527 shares; 2025Q1: 4,734 shares; 2025Q2: 7,444 shares; 2025Q3: 7,552 shares; 2025Q4: 7,572 shares 7,572 $825K <0.01% +20 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,781 shares; 2024Q4: 1,881 shares; 2025Q1: 549 shares; 2025Q2: 2,435 shares; 2025Q3: 8,447 shares; 2025Q4: 10,954 shares 10,954 $824K <0.01% +2,507 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,042 shares; 2024Q4: 1,509 shares; 2025Q1: 1,715 shares; 2025Q2: 1,611 shares; 2025Q3: 1,477 shares; 2025Q4: 1,485 shares 1,485 $821K <0.01% +8 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,429 shares; 2024Q4: 10,022 shares; 2025Q1: 11,154 shares; 2025Q2: 23,010 shares; 2025Q3: 32,089 shares; 2025Q4: 34,064 shares 34,064 $819K <0.01% +1,975 Timeline FDS FACTSET RESH SYS INC More: the full row for FACTSET RESH SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,074 shares; 2024Q4: 9,420 shares; 2025Q1: 3,034 shares; 2025Q2: 3,108 shares; 2025Q3: 3,120 shares; 2025Q4: 2,804 shares 2,804 $814K <0.01% -316 Timeline DOCU DOCUSIGN INC More: the full row for DOCUSIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,504 shares; 2024Q4: 12,651 shares; 2025Q1: 11,532 shares; 2025Q2: 12,463 shares; 2025Q3: 12,214 shares; 2025Q4: 11,890 shares 11,890 $813K <0.01% -324 Timeline FCG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,799 shares; 2024Q4: 8,799 shares; 2025Q1: 4,214 shares; 2025Q2: 2,075 shares; 2025Q3: 2,237 shares; 2025Q4: 34,706 shares 34,706 $812K <0.01% +32,469 Timeline CPT CAMDEN PPTY TR More: the full row for CAMDEN PPTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,297 shares; 2024Q4: 4,142 shares; 2025Q1: 2,033 shares; 2025Q2: 1,046 shares; 2025Q3: 1,006 shares; 2025Q4: 7,345 shares 7,345 $809K <0.01% +6,339 Timeline IDA IDACORP INC More: the full row for IDACORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,840 shares; 2024Q4: 6,884 shares; 2025Q1: 6,842 shares; 2025Q2: 6,840 shares; 2025Q3: 6,850 shares; 2025Q4: 6,387 shares 6,387 $808K <0.01% -463 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,721 shares; 2024Q4: 2,849 shares; 2025Q1: 2,000 shares; 2025Q2: 7,734 shares; 2025Q3: 11,690 shares; 2025Q4: 12,567 shares 12,567 $808K <0.01% +877 Timeline EZBC FRANKLIN TEMPLETON DIGITAL H More: the full row for FRANKLIN TEMPLETON DIGITAL H Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,969 shares 15,969 $808K <0.01% new Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,271 shares 12,271 $804K <0.01% new Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,740 shares; 2024Q4: 3,680 shares; 2025Q1: 795 shares; 2025Q2: 1,795 shares; 2025Q3: 2,126 shares; 2025Q4: 2,324 shares 2,324 $801K <0.01% +198 Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,685 shares; 2024Q4: 3,290 shares; 2025Q1: 2,861 shares; 2025Q2: 2,759 shares; 2025Q3: 3,126 shares; 2025Q4: 3,120 shares 3,120 $799K <0.01% -6 Timeline EWU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,318 shares; 2024Q4: 6,320 shares; 2025Q1: 14,911 shares; 2025Q2: 18,011 shares; 2025Q3: 18,342 shares; 2025Q4: 18,147 shares 18,147 $798K <0.01% -195 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,006 shares; 2024Q4: 24,421 shares; 2025Q1: 37,495 shares; 2025Q2: 37,271 shares; 2025Q3: 36,078 shares; 2025Q4: 34,468 shares 34,468 $795K <0.01% -1,610 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,062 shares; 2024Q4: 16,022 shares; 2025Q1: 15,869 shares; 2025Q2: 16,799 shares; 2025Q3: 16,600 shares; 2025Q4: 17,753 shares 17,753 $793K <0.01% +1,153 Timeline PUK PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,119 shares; 2024Q4: 13,253 shares; 2025Q1: 12,127 shares; 2025Q2: 15,955 shares; 2025Q3: 19,516 shares; 2025Q4: 25,242 shares 25,242 $786K <0.01% +5,726 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 668 shares; 2024Q4: 755 shares; 2025Q1: 746 shares; 2025Q2: 286 shares; 2025Q3: 561 shares; 2025Q4: 1,379 shares 1,379 $783K <0.01% +818 Timeline MOD MODINE MFG CO More: the full row for MODINE MFG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,920 shares; 2024Q4: 1,901 shares; 2025Q1: 2,006 shares; 2025Q2: 2,043 shares; 2025Q3: 2,043 shares; 2025Q4: 5,850 shares 5,850 $781K <0.01% +3,807 Timeline XOP SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,237 shares; 2024Q4: 9,754 shares; 2025Q1: 11,543 shares; 2025Q2: 6,451 shares; 2025Q3: 39,091 shares; 2025Q4: 6,176 shares 6,176 $780K <0.01% -32,915 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,573 shares; 2024Q4: 9,244 shares; 2025Q1: 10,027 shares; 2025Q2: 11,964 shares; 2025Q3: 12,386 shares; 2025Q4: 13,459 shares 13,459 $777K <0.01% +1,073 Timeline CVNA CARVANA CO More: the full row for CARVANA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,086 shares; 2024Q4: 1,163 shares; 2025Q1: 1,223 shares; 2025Q2: 1,447 shares; 2025Q3: 1,676 shares; 2025Q4: 1,839 shares 1,839 $776K <0.01% +163 Timeline NYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,451 shares; 2025Q3: 10,962 shares; 2025Q4: 14,498 shares 14,498 $776K <0.01% +3,536 Timeline ISTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,495 shares; 2024Q4: 11,393 shares; 2025Q1: 11,025 shares; 2025Q2: 15,218 shares; 2025Q3: 15,426 shares; 2025Q4: 15,720 shares 15,720 $766K <0.01% +294 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,362 shares; 2024Q4: 13,188 shares; 2025Q1: 14,944 shares; 2025Q2: 35,161 shares; 2025Q3: 42,230 shares; 2025Q4: 45,822 shares 45,822 $765K <0.01% +3,592 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,609 shares; 2024Q4: 12,737 shares; 2025Q1: 8,840 shares; 2025Q2: 9,605 shares; 2025Q3: 8,364 shares; 2025Q4: 8,044 shares 8,044 $763K <0.01% -320 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,859 shares; 2024Q4: 65,728 shares; 2025Q1: 42,924 shares; 2025Q2: 48,490 shares; 2025Q3: 60,614 shares; 2025Q4: 78,883 shares 78,883 $761K <0.01% +18,269 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,935 shares; 2024Q4: 26,572 shares; 2025Q1: 27,905 shares; 2025Q2: 27,363 shares; 2025Q3: 28,755 shares; 2025Q4: 31,625 shares 31,625 $760K <0.01% +2,870 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,223 shares; 2024Q4: 35,201 shares; 2025Q1: 32,986 shares; 2025Q2: 29,064 shares; 2025Q3: 20,164 shares; 2025Q4: 17,616 shares 17,616 $756K <0.01% -2,548 Timeline HYDB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17 shares; 2024Q4: 6,551 shares; 2025Q1: 5,737 shares; 2025Q2: 4,864 shares; 2025Q3: 6,578 shares; 2025Q4: 15,900 shares 15,900 $753K <0.01% +9,322 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,373 shares; 2024Q4: 2,936 shares; 2025Q1: 3,834 shares; 2025Q2: 3,721 shares; 2025Q3: 3,693 shares; 2025Q4: 3,458 shares 3,458 $750K <0.01% -235 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83,257 shares; 2024Q4: 76,982 shares; 2025Q1: 97,556 shares; 2025Q2: 67,744 shares; 2025Q3: 66,207 shares; 2025Q4: 59,267 shares 59,267 $750K <0.01% -6,940 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,037 shares; 2024Q4: 25,031 shares; 2025Q1: 25,146 shares; 2025Q2: 25,656 shares; 2025Q3: 29,387 shares; 2025Q4: 42,317 shares 42,317 $750K <0.01% +12,930 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,894 shares; 2024Q4: 7,123 shares; 2025Q1: 6,826 shares; 2025Q2: 6,869 shares; 2025Q3: 6,906 shares; 2025Q4: 6,901 shares 6,901 $749K <0.01% -5 Timeline CAM AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 29,821 shares 29,821 $748K <0.01% new Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,862 shares; 2024Q4: 8,354 shares; 2025Q1: 8,400 shares; 2025Q2: 8,898 shares; 2025Q3: 9,622 shares; 2025Q4: 8,306 shares 8,306 $747K <0.01% -1,316 Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,326 shares; 2024Q4: 5,512 shares; 2025Q1: 4,942 shares; 2025Q2: 8,178 shares; 2025Q3: 7,461 shares; 2025Q4: 7,603 shares 7,603 $744K <0.01% +142 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,488 shares; 2024Q4: 4,883 shares; 2025Q1: 5,871 shares; 2025Q2: 6,147 shares; 2025Q3: 6,309 shares; 2025Q4: 6,616 shares 6,616 $744K <0.01% +307 Timeline QDF FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,567 shares; 2024Q4: 6,757 shares; 2025Q1: 11,133 shares; 2025Q2: 10,946 shares; 2025Q3: 11,499 shares; 2025Q4: 9,121 shares 9,121 $737K <0.01% -2,378 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,225 shares; 2024Q4: 18,884 shares; 2025Q1: 20,271 shares; 2025Q2: 23,003 shares; 2025Q3: 25,596 shares; 2025Q4: 27,149 shares 27,149 $735K <0.01% +1,553 Timeline AHCO ADAPTHEALTH CORP More: the full row for ADAPTHEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,843 shares; 2024Q4: 57,843 shares; 2025Q1: 57,843 shares; 2025Q2: 57,843 shares; 2025Q3: 73,472 shares; 2025Q4: 73,652 shares 73,652 $734K <0.01% +180 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,151 shares; 2024Q4: 24,483 shares; 2025Q1: 18,760 shares; 2025Q2: 22,575 shares; 2025Q3: 23,179 shares; 2025Q4: 22,272 shares 22,272 $733K <0.01% -907 Timeline DBX DROPBOX INC More: the full row for DROPBOX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,531 shares; 2024Q4: 25,531 shares; 2025Q1: 25,531 shares; 2025Q2: 25,631 shares; 2025Q3: 25,788 shares; 2025Q4: 26,254 shares 26,254 $730K <0.01% +466 Timeline AVB AVALONBAY CMNTYS INC More: the full row for AVALONBAY CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,146 shares; 2024Q4: 3,174 shares; 2025Q1: 3,210 shares; 2025Q2: 3,298 shares; 2025Q3: 3,358 shares; 2025Q4: 4,025 shares 4,025 $730K <0.01% +667 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,791 shares; 2024Q4: 1,351 shares; 2025Q1: 770 shares; 2025Q2: 783 shares; 2025Q3: 814 shares; 2025Q4: 781 shares 781 $729K <0.01% -33 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,300 shares; 2024Q4: 15,303 shares; 2025Q1: 14,043 shares; 2025Q2: 19,266 shares; 2025Q3: 18,413 shares; 2025Q4: 19,693 shares 19,693 $728K <0.01% +1,280 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,934 shares; 2024Q4: 25,849 shares; 2025Q1: 44,796 shares; 2025Q2: 45,584 shares; 2025Q3: 45,749 shares; 2025Q4: 45,886 shares 45,886 $728K <0.01% +137 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,398 shares; 2024Q4: 1,889 shares; 2025Q1: 1,476 shares; 2025Q2: 1,694 shares; 2025Q3: 1,764 shares; 2025Q4: 4,258 shares 4,258 $721K <0.01% +2,494 Timeline DNL WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,539 shares; 2024Q4: 21,055 shares; 2025Q1: 21,805 shares; 2025Q2: 20,943 shares; 2025Q3: 17,333 shares; 2025Q4: 17,435 shares 17,435 $719K <0.01% +102 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,634 shares; 2024Q4: 3,607 shares; 2025Q1: 6,352 shares; 2025Q2: 4,220 shares; 2025Q3: 5,173 shares; 2025Q4: 5,653 shares 5,653 $719K <0.01% +480 Timeline ICLR ICON PUB LTD CO More: the full row for ICON PUB LTD CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,288 shares; 2024Q4: 1,122 shares; 2025Q1: 937 shares; 2025Q2: 3,976 shares; 2025Q3: 3,903 shares; 2025Q4: 3,940 shares 3,940 $718K <0.01% +37 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,534 shares; 2024Q4: 25,790 shares; 2025Q1: 27,391 shares; 2025Q2: 28,621 shares; 2025Q3: 27,406 shares; 2025Q4: 24,283 shares 24,283 $716K <0.01% -3,123 Timeline DB DEUTSCHE BK AG More: the full row for DEUTSCHE BK AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,749 shares; 2024Q4: 20,870 shares; 2025Q1: 23,319 shares; 2025Q2: 12,006 shares; 2025Q3: 7,941 shares; 2025Q4: 18,492 shares 18,492 $713K <0.01% +10,551 Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,422 shares; 2024Q4: 17,612 shares; 2025Q1: 17,482 shares; 2025Q2: 18,115 shares; 2025Q3: 22,915 shares; 2025Q4: 17,047 shares 17,047 $712K <0.01% -5,868 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84 shares; 2024Q4: 84 shares; 2025Q1: 84 shares; 2025Q2: 30,998 shares; 2025Q3: 30,998 shares; 2025Q4: 30,998 shares 30,998 $712K <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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,089 shares; 2024Q4: 15,186 shares; 2025Q1: 14,838 shares; 2025Q2: 15,698 shares; 2025Q3: 12,749 shares; 2025Q4: 14,117 shares 14,117 $709K <0.01% +1,368 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,162 shares; 2024Q4: 8,780 shares; 2025Q1: 12,334 shares; 2025Q2: 12,327 shares; 2025Q3: 13,400 shares; 2025Q4: 34,988 shares 34,988 $708K <0.01% +21,588 Timeline EZM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,379 shares; 2024Q4: 9,500 shares; 2025Q1: 9,761 shares; 2025Q2: 9,620 shares; 2025Q3: 10,349 shares; 2025Q4: 10,545 shares 10,545 $704K <0.01% +196 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,660 shares; 2024Q4: 25,308 shares; 2025Q1: 22,598 shares; 2025Q2: 19,675 shares; 2025Q3: 19,419 shares; 2025Q4: 19,442 shares 19,442 $704K <0.01% +23 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,125 shares; 2024Q4: 5,178 shares; 2025Q1: 5,155 shares; 2025Q2: 5,193 shares; 2025Q3: 7,261 shares; 2025Q4: 7,377 shares 7,377 $704K <0.01% +116 Timeline IHAK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,398 shares; 2024Q4: 7,180 shares; 2025Q1: 9,262 shares; 2025Q2: 10,823 shares; 2025Q3: 13,293 shares; 2025Q4: 14,592 shares 14,592 $702K <0.01% +1,299 Timeline CADE CADENCE BANK More: the full row for CADENCE BANK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,242 shares; 2024Q4: 6,242 shares; 2025Q1: 6,242 shares; 2025Q2: 6,242 shares; 2025Q3: 6,242 shares; 2025Q4: 16,274 shares 16,274 $697K <0.01% +10,032 Timeline VG VENTURE GLOBAL INC More: the full row for VENTURE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,694 shares; 2025Q3: 1,700 shares; 2025Q4: 101,864 shares 101,864 $695K <0.01% +100,164 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,214 shares; 2024Q4: 11,572 shares; 2025Q1: 11,207 shares; 2025Q2: 9,111 shares; 2025Q3: 8,793 shares; 2025Q4: 14,663 shares 14,663 $689K <0.01% +5,870 Timeline JLL JONES LANG LASALLE INC More: the full row for JONES LANG LASALLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,187 shares; 2024Q4: 2,348 shares; 2025Q1: 2,329 shares; 2025Q2: 2,376 shares; 2025Q3: 2,276 shares; 2025Q4: 2,038 shares 2,038 $686K <0.01% -238 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,759 shares; 2024Q4: 2,751 shares; 2025Q1: 3,161 shares; 2025Q2: 2,861 shares; 2025Q3: 13,322 shares; 2025Q4: 13,265 shares 13,265 $685K <0.01% -57 Timeline S SENTINELONE INC More: the full row for SENTINELONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,808 shares; 2024Q4: 33,409 shares; 2025Q1: 518,677 shares; 2025Q2: 110,337 shares; 2025Q3: 54,089 shares; 2025Q4: 45,551 shares 45,551 $683K <0.01% -8,538 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,643 shares; 2024Q4: 2,759 shares; 2025Q1: 3,059 shares; 2025Q2: 4,922 shares; 2025Q3: 3,165 shares; 2025Q4: 3,053 shares 3,053 $683K <0.01% -112 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,098 shares; 2024Q4: 11,341 shares; 2025Q1: 11,181 shares; 2025Q2: 11,295 shares; 2025Q3: 13,397 shares; 2025Q4: 16,912 shares 16,912 $682K <0.01% +3,515 Timeline CROX CROCS INC More: the full row for CROCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,172 shares; 2024Q4: 8,994 shares; 2025Q1: 9,908 shares; 2025Q2: 10,599 shares; 2025Q3: 11,490 shares; 2025Q4: 7,977 shares 7,977 $682K <0.01% -3,513 Timeline VNLA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 810 shares; 2024Q4: 611 shares; 2025Q1: 611 shares; 2025Q2: 611 shares; 2025Q3: 611 shares; 2025Q4: 13,846 shares 13,846 $680K <0.01% +13,235 Timeline WST WEST PHARMACEUTICAL SVSC INC More: the full row for WEST PHARMACEUTICAL SVSC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,009 shares; 2024Q4: 6,001 shares; 2025Q1: 2,967 shares; 2025Q2: 3,277 shares; 2025Q3: 3,435 shares; 2025Q4: 2,472 shares 2,472 $680K <0.01% -963 Timeline KSS KOHLS CORP More: the full row for KOHLS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,712 shares; 2024Q4: 15,846 shares; 2025Q1: 16,513 shares; 2025Q2: 40,197 shares; 2025Q3: 31,188 shares; 2025Q4: 33,270 shares 33,270 $679K <0.01% +2,082 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 248,001 shares; 2024Q4: 36,058 shares; 2025Q1: 35,528 shares; 2025Q2: 38,848 shares; 2025Q3: 21,895 shares; 2025Q4: 20,868 shares 20,868 $677K <0.01% -1,027 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,560 shares; 2024Q4: 3,074 shares; 2025Q1: 2,581 shares; 2025Q2: 2,597 shares; 2025Q3: 2,677 shares; 2025Q4: 3,272 shares 3,272 $675K <0.01% +595 Timeline EXE EXPAND ENERGY CORPORATION More: the full row for EXPAND ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,048 shares; 2024Q4: 1,443 shares; 2025Q1: 56,395 shares; 2025Q2: 59,207 shares; 2025Q3: 6,601 shares; 2025Q4: 6,112 shares 6,112 $675K <0.01% -489 Timeline OGS ONE GAS INC More: the full row for ONE GAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,285 shares; 2025Q4: 8,722 shares 8,722 $674K <0.01% +7,437 Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,379 shares; 2024Q4: 8,327 shares; 2025Q1: 8,152 shares; 2025Q2: 8,050 shares; 2025Q3: 7,464 shares; 2025Q4: 8,451 shares 8,451 $670K <0.01% +987 Timeline TLTW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,634 shares; 2024Q4: 23,001 shares; 2025Q1: 18,005 shares; 2025Q2: 17,705 shares; 2025Q3: 16,652 shares; 2025Q4: 29,502 shares 29,502 $669K <0.01% +12,850 Timeline CBZ CBIZ INC More: the full row for CBIZ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,249 shares; 2025Q2: 13,249 shares; 2025Q3: 13,249 shares; 2025Q4: 13,249 shares 13,249 $668K <0.01% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18 shares; 2024Q4: not reported; 2025Q1: 1,228 shares; 2025Q2: 4,451 shares; 2025Q3: 5,807 shares; 2025Q4: 6,322 shares 6,322 $668K <0.01% +515 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,633 shares; 2024Q4: 1,662 shares; 2025Q1: 1,649 shares; 2025Q2: 4,672 shares; 2025Q3: 1,590 shares; 2025Q4: 5,047 shares 5,047 $662K <0.01% +3,457 Timeline ALLE ALLEGION PLC More: the full row for ALLEGION PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,618 shares; 2024Q4: 4,069 shares; 2025Q1: 3,991 shares; 2025Q2: 3,954 shares; 2025Q3: 5,038 shares; 2025Q4: 4,117 shares 4,117 $655K <0.01% -921 Timeline DOC HEALTHPEAK PROPERTIES INC More: the full row for HEALTHPEAK PROPERTIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,374 shares; 2024Q4: 22,937 shares; 2025Q1: 42,996 shares; 2025Q2: 48,441 shares; 2025Q3: 42,577 shares; 2025Q4: 40,600 shares 40,600 $653K <0.01% -1,977 Timeline AOS SMITH A O CORP More: the full row for SMITH A O CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,868 shares; 2024Q4: 2,463 shares; 2025Q1: 4,138 shares; 2025Q2: 4,892 shares; 2025Q3: 5,000 shares; 2025Q4: 9,749 shares 9,749 $652K <0.01% +4,749 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,101 shares; 2024Q4: 5,871 shares; 2025Q1: 3,606 shares; 2025Q2: 12,560 shares; 2025Q3: 14,570 shares; 2025Q4: 14,973 shares 14,973 $652K <0.01% +403 Timeline LYV LIVE NATION ENTERTAINMENT IN More: the full row for LIVE NATION ENTERTAINMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,955 shares; 2024Q4: 2,825 shares; 2025Q1: 3,515 shares; 2025Q2: 4,155 shares; 2025Q3: 4,004 shares; 2025Q4: 4,552 shares 4,552 $649K <0.01% +548 Timeline AMCOR PLC AMCOR PLC More: the full row for AMCOR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,262 shares; 2024Q4: 17,068 shares; 2025Q1: 18,675 shares; 2025Q2: 28,609 shares; 2025Q3: 50,319 shares; 2025Q4: 77,502 shares 77,502 $646K <0.01% +27,183 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,196 shares; 2024Q4: 7,400 shares; 2025Q1: 9,913 shares; 2025Q2: 5,600 shares; 2025Q3: 33,404 shares; 2025Q4: 46,657 shares 46,657 $646K <0.01% +13,253 Timeline RPRX ROYALTY PHARMA PLC More: the full row for ROYALTY PHARMA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,669 shares; 2024Q4: 6,474 shares; 2025Q1: 7,625 shares; 2025Q2: 9,928 shares; 2025Q3: 10,720 shares; 2025Q4: 16,678 shares 16,678 $644K <0.01% +5,958 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,518 shares; 2024Q4: 5,997 shares; 2025Q1: 8,451 shares; 2025Q2: 8,506 shares; 2025Q3: 9,865 shares; 2025Q4: 9,957 shares 9,957 $641K <0.01% +92 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,210 shares; 2024Q4: 11,682 shares; 2025Q1: 11,225 shares; 2025Q2: 11,216 shares; 2025Q3: 2,744 shares; 2025Q4: 3,482 shares 3,482 $641K <0.01% +738 Timeline AA ALCOA CORP More: the full row for ALCOA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 322 shares; 2024Q4: 3,003 shares; 2025Q1: 19,714 shares; 2025Q2: 28,133 shares; 2025Q3: 1,963 shares; 2025Q4: 12,042 shares 12,042 $640K <0.01% +10,079 Timeline INGR INGREDION INC More: the full row for INGREDION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,612 shares; 2024Q4: 4,567 shares; 2025Q1: 4,422 shares; 2025Q2: 4,569 shares; 2025Q3: 4,685 shares; 2025Q4: 5,786 shares 5,786 $638K <0.01% +1,101 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,801 shares; 2024Q4: 2,665 shares; 2025Q1: 2,642 shares; 2025Q2: 3,494 shares; 2025Q3: 3,977 shares; 2025Q4: 4,660 shares 4,660 $634K <0.01% +683 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,684 shares; 2024Q4: 2,923 shares; 2025Q1: 3,179 shares; 2025Q2: 3,274 shares; 2025Q3: 3,173 shares; 2025Q4: 4,802 shares 4,802 $633K <0.01% +1,629 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,837 shares; 2024Q4: 12,560 shares; 2025Q1: 13,195 shares; 2025Q2: 11,479 shares; 2025Q3: 11,313 shares; 2025Q4: 11,174 shares 11,174 $633K <0.01% -139 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,925 shares; 2024Q4: 7,917 shares; 2025Q1: 7,993 shares; 2025Q2: 8,124 shares; 2025Q3: 7,819 shares; 2025Q4: 7,022 shares 7,022 $631K <0.01% -797 Timeline SKYD PARAMOUNT SKYDANCE CORP More: the full row for PARAMOUNT SKYDANCE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 48,725 shares; 2025Q4: 46,894 shares 46,894 $628K <0.01% -1,831 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,126 shares; 2024Q4: 3,563 shares; 2025Q1: 3,623 shares; 2025Q2: 3,923 shares; 2025Q3: 3,920 shares; 2025Q4: 3,742 shares 3,742 $627K <0.01% -178 Timeline YUMC YUM CHINA HLDGS INC More: the full row for YUM CHINA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,983 shares; 2024Q4: 10,327 shares; 2025Q1: 11,098 shares; 2025Q2: 12,157 shares; 2025Q3: 12,509 shares; 2025Q4: 13,034 shares 13,034 $622K <0.01% +525 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,353 shares; 2024Q4: 30,707 shares; 2025Q1: 39,033 shares; 2025Q2: 55,057 shares; 2025Q3: 53,389 shares; 2025Q4: 46,519 shares 46,519 $618K <0.01% -6,870 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,080 shares; 2024Q4: 3,151 shares; 2025Q1: 2,841 shares; 2025Q2: 3,003 shares; 2025Q3: 3,171 shares; 2025Q4: 3,559 shares 3,559 $618K <0.01% +388 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 105 shares; 2024Q4: 122 shares; 2025Q1: 65 shares; 2025Q2: 100 shares; 2025Q3: 164 shares; 2025Q4: 1,120 shares 1,120 $617K <0.01% +956 Timeline FRT FEDERAL RLTY INVT TR NEW More: the full row for FEDERAL RLTY INVT TR NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,281 shares; 2024Q4: 4,986 shares; 2025Q1: 5,183 shares; 2025Q2: 5,394 shares; 2025Q3: 6,024 shares; 2025Q4: 6,114 shares 6,114 $616K <0.01% +90 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,959 shares; 2024Q4: 12,134 shares; 2025Q1: 10,672 shares; 2025Q2: 10,672 shares; 2025Q3: 9,966 shares; 2025Q4: 10,035 shares 10,035 $615K <0.01% +69 Timeline AVY AVERY DENNISON CORP More: the full row for AVERY DENNISON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,359 shares; 2024Q4: 4,328 shares; 2025Q1: 4,468 shares; 2025Q2: 4,547 shares; 2025Q3: 3,829 shares; 2025Q4: 3,381 shares 3,381 $615K <0.01% -448 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,662 shares; 2024Q4: 19,385 shares; 2025Q1: 21,750 shares; 2025Q2: 22,758 shares; 2025Q3: 14,457 shares; 2025Q4: 9,682 shares 9,682 $614K <0.01% -4,775 Timeline CSM PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,672 shares; 2024Q4: 7,672 shares; 2025Q1: 7,672 shares; 2025Q2: 7,664 shares; 2025Q3: 7,677 shares; 2025Q4: 7,684 shares 7,684 $612K <0.01% +7 Timeline CGNX COGNEX CORP More: the full row for COGNEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,344 shares; 2024Q4: 2,099 shares; 2025Q1: 1,889 shares; 2025Q2: 2,132 shares; 2025Q3: 6,048 shares; 2025Q4: 16,934 shares 16,934 $609K <0.01% +10,886 Timeline RCI ROGERS COMMUNICATIONS INC More: the full row for ROGERS COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,433 shares; 2024Q4: 2,842 shares; 2025Q1: 4,231 shares; 2025Q2: 7,155 shares; 2025Q3: 10,903 shares; 2025Q4: 16,146 shares 16,146 $609K <0.01% +5,243 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,993 shares; 2024Q4: 65,851 shares; 2025Q1: 64,848 shares; 2025Q2: 63,963 shares; 2025Q3: 64,627 shares; 2025Q4: 57,714 shares 57,714 $605K <0.01% -6,913 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,383 shares; 2024Q4: 6,615 shares; 2025Q1: 5,968 shares; 2025Q2: 5,301 shares; 2025Q3: 5,913 shares; 2025Q4: 5,639 shares 5,639 $604K <0.01% -274 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 293 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 150 shares; 2025Q3: 31,228 shares; 2025Q4: 31,233 shares 31,233 $603K <0.01% +5 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,670 shares; 2024Q4: 3,924 shares; 2025Q1: 6,873 shares; 2025Q2: 7,380 shares; 2025Q3: 9,413 shares; 2025Q4: 11,446 shares 11,446 $600K <0.01% +2,033 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,186 shares; 2024Q4: 3,475 shares; 2025Q1: 3,359 shares; 2025Q2: 3,313 shares; 2025Q3: 3,412 shares; 2025Q4: 3,731 shares 3,731 $599K <0.01% +319 Timeline VTES VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,542 shares; 2025Q3: 7,085 shares; 2025Q4: 5,874 shares 5,874 $597K <0.01% -1,211 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 843 shares; 2024Q4: 773 shares; 2025Q1: 795 shares; 2025Q2: 448 shares; 2025Q3: 702 shares; 2025Q4: 7,804 shares 7,804 $595K <0.01% +7,102 Timeline LYG LLOYDS BANKING GROUP PLC More: the full row for LLOYDS BANKING GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 103,851 shares; 2024Q4: 171,476 shares; 2025Q1: 109,796 shares; 2025Q2: 94,999 shares; 2025Q3: 101,593 shares; 2025Q4: 112,072 shares 112,072 $594K <0.01% +10,479 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,155 shares; 2024Q4: 6,199 shares; 2025Q1: 9,879 shares; 2025Q2: 12,705 shares; 2025Q3: 17,701 shares; 2025Q4: 13,960 shares 13,960 $590K <0.01% -3,741 Timeline JAZZ JAZZ PHARMACEUTICALS PLC More: the full row for JAZZ PHARMACEUTICALS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,935 shares; 2024Q4: 2,828 shares; 2025Q1: 3,434 shares; 2025Q2: 2,775 shares; 2025Q3: 3,331 shares; 2025Q4: 3,464 shares 3,464 $589K <0.01% +133 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,992 shares; 2024Q4: 5,744 shares; 2025Q1: 5,185 shares; 2025Q2: 5,227 shares; 2025Q3: 3,288 shares; 2025Q4: 3,949 shares 3,949 $588K <0.01% +661 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,005 shares; 2024Q4: 9,258 shares; 2025Q1: 9,372 shares; 2025Q2: 9,409 shares; 2025Q3: 11,732 shares; 2025Q4: 9,267 shares 9,267 $588K <0.01% -2,465 Timeline ING ING GROEP N.V. More: the full row for ING GROEP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,462 shares; 2024Q4: 21,676 shares; 2025Q1: 11,239 shares; 2025Q2: 9,247 shares; 2025Q3: 19,761 shares; 2025Q4: 20,967 shares 20,967 $587K <0.01% +1,206 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,785 shares; 2024Q4: 8,166 shares; 2025Q1: 7,356 shares; 2025Q2: 7,580 shares; 2025Q3: 9,666 shares; 2025Q4: 9,420 shares 9,420 $584K <0.01% -246 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,734 shares; 2024Q4: 93,689 shares; 2025Q1: 74,181 shares; 2025Q2: 51,250 shares; 2025Q3: 80,860 shares; 2025Q4: 78,263 shares 78,263 $580K <0.01% -2,597 Timeline FTSL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,165 shares; 2024Q4: 14,599 shares; 2025Q1: 13,239 shares; 2025Q2: 11,661 shares; 2025Q3: 11,580 shares; 2025Q4: 12,515 shares 12,515 $574K <0.01% +935 Timeline FOXA FOX CORP More: the full row for FOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,292 shares; 2024Q4: 3,016 shares; 2025Q1: 2,039 shares; 2025Q2: 2,296 shares; 2025Q3: 3,153 shares; 2025Q4: 7,844 shares 7,844 $573K <0.01% +4,691 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,103 shares; 2024Q4: 6,744 shares; 2025Q1: 5,076 shares; 2025Q2: 5,323 shares; 2025Q3: 4,809 shares; 2025Q4: 13,823 shares 13,823 $570K <0.01% +9,014 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,176 shares; 2024Q4: 3,260 shares; 2025Q1: 3,259 shares; 2025Q2: 3,530 shares; 2025Q3: 4,408 shares; 2025Q4: 4,776 shares 4,776 $568K <0.01% +368 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,712 shares; 2024Q4: 9,648 shares; 2025Q1: 9,537 shares; 2025Q2: 9,124 shares; 2025Q3: 9,066 shares; 2025Q4: 9,047 shares 9,047 $568K <0.01% -19 Timeline AAL AMERICAN AIRLINES GROUP INC More: the full row for AMERICAN AIRLINES GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,443 shares; 2024Q4: 45,377 shares; 2025Q1: 44,905 shares; 2025Q2: 53,337 shares; 2025Q3: 53,412 shares; 2025Q4: 36,774 shares 36,774 $564K <0.01% -16,638 Timeline JMOM J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,542 shares; 2024Q4: 6,135 shares; 2025Q1: 5,634 shares; 2025Q2: 6,042 shares; 2025Q3: 5,539 shares; 2025Q4: 8,176 shares 8,176 $557K <0.01% +2,637 Timeline BXP BXP INC More: the full row for BXP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,410 shares; 2024Q4: 3,636 shares; 2025Q1: 3,617 shares; 2025Q2: 3,708 shares; 2025Q3: 8,005 shares; 2025Q4: 8,253 shares 8,253 $557K <0.01% +248 Timeline IGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 261 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,358 shares 13,358 $556K <0.01% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,840 shares; 2024Q4: 10,296 shares; 2025Q1: 16,776 shares; 2025Q2: 14,463 shares; 2025Q3: 19,994 shares; 2025Q4: 21,485 shares 21,485 $555K <0.01% +1,491 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 957 shares; 2024Q4: 977 shares; 2025Q1: not reported; 2025Q2: 18 shares; 2025Q3: 12,498 shares; 2025Q4: 12,549 shares 12,549 $553K <0.01% +51 Timeline EXAS EXACT SCIENCES CORP More: the full row for EXACT SCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,098 shares; 2024Q4: 4,746 shares; 2025Q1: 4,735 shares; 2025Q2: 2,793 shares; 2025Q3: 2,821 shares; 2025Q4: 5,436 shares 5,436 $552K <0.01% +2,615 Timeline FDD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 626 shares; 2025Q4: 31,489 shares 31,489 $551K <0.01% +30,863 Timeline REXR REXFORD INDL RLTY INC More: the full row for REXFORD INDL RLTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 93 shares; 2024Q4: 137 shares; 2025Q1: 690 shares; 2025Q2: 93 shares; 2025Q3: 2,881 shares; 2025Q4: 14,175 shares 14,175 $549K <0.01% +11,294 Timeline MOS MOSAIC CO More: the full row for MOSAIC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,719 shares; 2024Q4: 7,398 shares; 2025Q1: 7,202 shares; 2025Q2: 12,843 shares; 2025Q3: 21,521 shares; 2025Q4: 22,757 shares 22,757 $548K <0.01% +1,236 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,131 shares; 2024Q4: 63,131 shares; 2025Q1: 66,629 shares; 2025Q2: 66,629 shares; 2025Q3: 81,579 shares; 2025Q4: 81,579 shares 81,579 $547K <0.01% 0 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,342 shares; 2024Q4: 7,768 shares; 2025Q1: 8,175 shares; 2025Q2: 8,415 shares; 2025Q3: 9,590 shares; 2025Q4: 7,031 shares 7,031 $544K <0.01% -2,559 Timeline TYL TYLER TECHNOLOGIES INC More: the full row for TYLER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,048 shares; 2024Q4: 1,135 shares; 2025Q1: 1,165 shares; 2025Q2: 1,321 shares; 2025Q3: 1,249 shares; 2025Q4: 1,198 shares 1,198 $544K <0.01% -51 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 714 shares; 2024Q4: 714 shares; 2025Q1: 1,947 shares; 2025Q2: 5,179 shares; 2025Q3: 5,481 shares; 2025Q4: 6,470 shares 6,470 $543K <0.01% +989 Timeline FTA FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,481 shares; 2024Q4: 8,471 shares; 2025Q1: 8,059 shares; 2025Q2: 7,089 shares; 2025Q3: 5,957 shares; 2025Q4: 6,298 shares 6,298 $543K <0.01% +341 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,492 shares; 2024Q4: 45,232 shares; 2025Q1: 45,939 shares; 2025Q2: 47,387 shares; 2025Q3: 45,949 shares; 2025Q4: 36,892 shares 36,892 $542K <0.01% -9,057 Timeline