ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,035 shares; 2024Q4: 3,832 shares; 2025Q1: 3,970 shares; 2025Q2: 19,531 shares 19,531 $3.68M 0.03% +15,561 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,442 shares; 2024Q4: 12,203 shares; 2025Q1: 22,972 shares; 2025Q2: 34,807 shares 34,807 $3.68M 0.03% +11,835 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,010 shares; 2024Q4: 59,631 shares; 2025Q1: 60,112 shares; 2025Q2: 67,844 shares 67,844 $3.66M 0.03% +7,732 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,220 shares; 2024Q4: 30,276 shares; 2025Q1: 24,437 shares; 2025Q2: 30,469 shares 30,469 $3.66M 0.03% +6,032 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,196 shares; 2024Q4: 67,166 shares; 2025Q1: 20,299 shares; 2025Q2: 84,784 shares 84,784 $3.66M 0.03% +64,485 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,233 shares; 2024Q4: 23,397 shares; 2025Q1: 22,886 shares; 2025Q2: 22,302 shares 22,302 $3.65M 0.03% -584 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,562 shares; 2024Q4: 14,205 shares; 2025Q1: 14,416 shares; 2025Q2: 15,204 shares 15,204 $3.65M 0.03% +788 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,935 shares; 2024Q4: 28,174 shares; 2025Q1: 47,176 shares; 2025Q2: 43,247 shares 43,247 $3.64M 0.03% -3,929 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 195,218 shares; 2024Q4: 192,804 shares; 2025Q1: 187,470 shares; 2025Q2: 165,485 shares 165,485 $3.63M 0.03% -21,985 Timeline POWL POWELL INDS INC More: the full row for POWELL INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,951 shares; 2024Q4: 12,555 shares; 2025Q1: 15,357 shares; 2025Q2: 17,199 shares 17,199 $3.62M 0.03% +1,842 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,712 shares; 2024Q4: 8,595 shares; 2025Q1: 9,610 shares; 2025Q2: 8,598 shares 8,598 $3.62M 0.03% -1,012 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 125,182 shares; 2024Q4: 118,215 shares; 2025Q1: 78,286 shares; 2025Q2: 79,871 shares 79,871 $3.61M 0.03% +1,585 Timeline MTSI MACOM TECH SOLUTIONS HLDGS I More: the full row for MACOM TECH SOLUTIONS HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,531 shares; 2024Q4: 11,789 shares; 2025Q1: 15,720 shares; 2025Q2: 25,137 shares 25,137 $3.6M 0.03% +9,417 Timeline DGCB DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,760 shares; 2024Q4: 64,425 shares; 2025Q1: 62,924 shares; 2025Q2: 66,402 shares 66,402 $3.6M 0.03% +3,478 Timeline JQUA 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,016 shares; 2024Q4: 34,475 shares; 2025Q1: 30,684 shares; 2025Q2: 59,798 shares 59,798 $3.59M 0.03% +29,114 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,678 shares; 2024Q4: 53,953 shares; 2025Q1: 50,171 shares; 2025Q2: 52,029 shares 52,029 $3.59M 0.03% +1,858 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,134 shares; 2024Q4: 5,281 shares; 2025Q1: 14,051 shares; 2025Q2: 8,137 shares 8,137 $3.59M 0.03% -5,914 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,139 shares; 2024Q4: 18,695 shares; 2025Q1: 19,394 shares; 2025Q2: 19,809 shares 19,809 $3.58M 0.03% +415 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,298 shares; 2024Q4: 4,349 shares; 2025Q1: 4,893 shares; 2025Q2: 5,115 shares 5,115 $3.57M 0.03% +222 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,422 shares; 2024Q4: 51,197 shares; 2025Q1: 64,342 shares; 2025Q2: 67,990 shares 67,990 $3.56M 0.03% +3,648 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,101 shares; 2024Q4: 21,627 shares; 2025Q1: 21,330 shares; 2025Q2: 21,777 shares 21,777 $3.53M 0.03% +447 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95,029 shares; 2024Q4: 100,623 shares; 2025Q1: 115,511 shares; 2025Q2: 110,281 shares 110,281 $3.53M 0.03% -5,230 Timeline PRGO PERRIGO CO PLC More: the full row for PERRIGO CO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83,488 shares; 2024Q4: 73,044 shares; 2025Q1: 77,972 shares; 2025Q2: 131,228 shares 131,228 $3.51M 0.03% +53,256 Timeline ICOW PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,013 shares; 2025Q2: 102,960 shares 102,960 $3.5M 0.03% +92,947 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,361 shares; 2024Q4: 30,061 shares; 2025Q1: 32,785 shares; 2025Q2: 33,079 shares 33,079 $3.49M 0.03% +294 Timeline JCPB 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,521 shares; 2024Q4: 35,848 shares; 2025Q1: 30,107 shares; 2025Q2: 74,167 shares 74,167 $3.49M 0.03% +44,060 Timeline HIMU BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 71,750 shares 71,750 $3.49M 0.03% new Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,748 shares; 2024Q4: 9,561 shares; 2025Q1: 9,885 shares; 2025Q2: 10,592 shares 10,592 $3.47M 0.03% +707 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,146 shares; 2024Q4: 7,983 shares; 2025Q1: 8,353 shares; 2025Q2: 8,447 shares 8,447 $3.45M 0.03% +94 Timeline NDSN NORDSON CORP More: the full row for NORDSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,966 shares; 2024Q4: 12,480 shares; 2025Q1: 12,654 shares; 2025Q2: 16,045 shares 16,045 $3.44M 0.03% +3,391 Timeline JMBS 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,183 shares; 2024Q4: 46,616 shares; 2025Q1: 40,531 shares; 2025Q2: 76,106 shares 76,106 $3.43M 0.03% +35,575 Timeline LECO LINCOLN ELEC HLDGS INC More: the full row for LINCOLN ELEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,528 shares; 2024Q4: 12,337 shares; 2025Q1: 14,363 shares; 2025Q2: 16,525 shares 16,525 $3.43M 0.03% +2,162 Timeline EVR EVERCORE INC More: the full row for EVERCORE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,852 shares; 2024Q4: 12,048 shares; 2025Q1: 11,403 shares; 2025Q2: 12,672 shares 12,672 $3.42M 0.03% +1,269 Timeline MSM MSC INDL DIRECT INC More: the full row for MSC INDL DIRECT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,445 shares; 2024Q4: 38,611 shares; 2025Q1: 40,632 shares; 2025Q2: 40,228 shares 40,228 $3.42M 0.03% -404 Timeline TXRH TEXAS ROADHOUSE INC More: the full row for TEXAS ROADHOUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,639 shares; 2024Q4: 23,288 shares; 2025Q1: 22,631 shares; 2025Q2: 18,170 shares 18,170 $3.41M 0.03% -4,461 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,589 shares; 2024Q4: 21,428 shares; 2025Q1: 21,173 shares; 2025Q2: 20,200 shares 20,200 $3.36M 0.03% -973 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,260 shares; 2024Q4: 21,386 shares; 2025Q1: 19,182 shares; 2025Q2: 21,815 shares 21,815 $3.35M 0.03% +2,633 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,868 shares; 2024Q4: 32,078 shares; 2025Q1: 34,184 shares; 2025Q2: 36,718 shares 36,718 $3.35M 0.03% +2,534 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,097 shares; 2024Q4: 41,856 shares; 2025Q1: 42,856 shares; 2025Q2: 53,333 shares 53,333 $3.34M 0.03% +10,477 Timeline GSUS 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,512 shares; 2024Q4: 28,998 shares; 2025Q1: 37,686 shares; 2025Q2: 39,036 shares 39,036 $3.34M 0.03% +1,350 Timeline JPST 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 105,931 shares; 2024Q4: 108,467 shares; 2025Q1: 98,586 shares; 2025Q2: 65,794 shares 65,794 $3.33M 0.03% -32,792 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,398 shares; 2024Q4: 48,514 shares; 2025Q1: 41,133 shares; 2025Q2: 35,486 shares 35,486 $3.33M 0.03% -5,647 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,542 shares; 2024Q4: 19,117 shares; 2025Q1: 21,129 shares; 2025Q2: 27,886 shares 27,886 $3.33M 0.03% +6,757 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,519 shares; 2024Q4: 136,357 shares; 2025Q1: 139,644 shares; 2025Q2: 150,274 shares 150,274 $3.32M 0.03% +10,630 Timeline PCG PG&E CORP More: the full row for PG&E CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,418 shares; 2024Q4: 16,503 shares; 2025Q1: 19,616 shares; 2025Q2: 238,189 shares 238,189 $3.32M 0.03% +218,573 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,884 shares; 2024Q4: 9,659 shares; 2025Q1: 9,961 shares; 2025Q2: 10,828 shares 10,828 $3.32M 0.03% +867 Timeline LPLA LPL FINL HLDGS INC More: the full row for LPL FINL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,684 shares; 2024Q4: 4,441 shares; 2025Q1: 8,665 shares; 2025Q2: 8,797 shares 8,797 $3.3M 0.03% +132 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,540 shares; 2024Q4: 33,991 shares; 2025Q1: 37,365 shares; 2025Q2: 47,577 shares 47,577 $3.3M 0.03% +10,212 Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,046 shares; 2024Q4: 30,218 shares; 2025Q1: 30,268 shares; 2025Q2: 81,141 shares 81,141 $3.27M 0.03% +50,873 Timeline HLN HALEON PLC More: the full row for HALEON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 389,472 shares; 2024Q4: 379,174 shares; 2025Q1: 298,043 shares; 2025Q2: 313,692 shares 313,692 $3.25M 0.03% +15,649 Timeline MLI MUELLER INDS INC More: the full row for MUELLER INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,747 shares; 2024Q4: 38,825 shares; 2025Q1: 37,677 shares; 2025Q2: 40,921 shares 40,921 $3.25M 0.03% +3,244 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 135,938 shares; 2024Q4: 135,773 shares; 2025Q1: 108,541 shares; 2025Q2: 95,852 shares 95,852 $3.24M 0.03% -12,689 Timeline APPF APPFOLIO INC More: the full row for APPFOLIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,762 shares; 2024Q4: 7,596 shares; 2025Q1: 13,757 shares; 2025Q2: 14,006 shares 14,006 $3.23M 0.03% +249 Timeline AWI ARMSTRONG WORLD INDS INC NEW More: the full row for ARMSTRONG WORLD INDS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,306 shares; 2024Q4: 24,139 shares; 2025Q1: 24,043 shares; 2025Q2: 19,823 shares 19,823 $3.22M 0.03% -4,220 Timeline HBTA HORIZON FDS More: the full row for HORIZON FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 125,478 shares 125,478 $3.19M 0.03% new Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,627 shares; 2024Q4: 19,976 shares; 2025Q1: 59,175 shares; 2025Q2: 42,791 shares 42,791 $3.18M 0.03% -16,384 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,206 shares; 2024Q4: 9,163 shares; 2025Q1: 11,791 shares; 2025Q2: 12,857 shares 12,857 $3.17M 0.03% +1,066 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,827 shares; 2024Q4: 26,030 shares; 2025Q1: 22,134 shares; 2025Q2: 22,480 shares 22,480 $3.15M 0.03% +346 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,234 shares; 2024Q4: 2,667 shares; 2025Q1: 3,046 shares; 2025Q2: 5,560 shares 5,560 $3.15M 0.03% +2,514 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,390 shares; 2024Q4: 30,625 shares; 2025Q1: 30,951 shares; 2025Q2: 29,640 shares 29,640 $3.15M 0.03% -1,311 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,560 shares; 2024Q4: 7,132 shares; 2025Q1: 6,943 shares; 2025Q2: 7,104 shares 7,104 $3.14M 0.03% +161 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,544 shares; 2024Q4: 12,755 shares; 2025Q1: 15,579 shares; 2025Q2: 42,157 shares 42,157 $3.14M 0.03% +26,578 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,209 shares; 2024Q4: 16,227 shares; 2025Q1: 15,210 shares; 2025Q2: 12,899 shares 12,899 $3.13M 0.03% -2,311 Timeline ALLE ALLEGION PLC More: the full row for ALLEGION PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,361 shares; 2024Q4: 14,834 shares; 2025Q1: 13,136 shares; 2025Q2: 21,683 shares 21,683 $3.12M 0.03% +8,547 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,410 shares; 2024Q4: 5,843 shares; 2025Q1: 2,741 shares; 2025Q2: 14,330 shares 14,330 $3.12M 0.03% +11,589 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,495 shares; 2024Q4: 45,198 shares; 2025Q1: 45,621 shares; 2025Q2: 46,481 shares 46,481 $3.12M 0.03% +860 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,342 shares; 2024Q4: 64,543 shares; 2025Q1: 55,459 shares; 2025Q2: 63,302 shares 63,302 $3.12M 0.03% +7,843 Timeline DIHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,622 shares; 2024Q4: 11,749 shares; 2025Q1: 18,783 shares; 2025Q2: 105,561 shares 105,561 $3.11M 0.03% +86,778 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,051 shares; 2024Q4: 11,549 shares; 2025Q1: 11,467 shares; 2025Q2: 13,403 shares 13,403 $3.1M 0.03% +1,936 Timeline KNSL KINSALE CAP GROUP INC More: the full row for KINSALE CAP GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,532 shares; 2024Q4: 5,964 shares; 2025Q1: 6,583 shares; 2025Q2: 6,407 shares 6,407 $3.1M 0.03% -176 Timeline CNQ CANADIAN NAT RES LTD MED TER More: the full row for CANADIAN NAT RES LTD MED TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,457 shares; 2024Q4: 81,954 shares; 2025Q1: 85,297 shares; 2025Q2: 98,674 shares 98,674 $3.1M 0.03% +13,377 Timeline DISV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,519 shares; 2024Q4: 18,628 shares; 2025Q1: 21,551 shares; 2025Q2: 93,976 shares 93,976 $3.09M 0.03% +72,425 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,319 shares; 2024Q4: 16,103 shares; 2025Q1: 18,270 shares; 2025Q2: 19,552 shares 19,552 $3.08M 0.03% +1,282 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,902 shares; 2024Q4: 21,271 shares; 2025Q1: 21,925 shares; 2025Q2: 26,307 shares 26,307 $3.08M 0.03% +4,382 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,529 shares; 2024Q4: 16,870 shares; 2025Q1: 17,862 shares; 2025Q2: 17,735 shares 17,735 $3.06M 0.03% -127 Timeline MTBA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,834 shares; 2024Q4: 57,604 shares; 2025Q1: 95,919 shares; 2025Q2: 60,922 shares 60,922 $3.05M 0.03% -34,997 Timeline BFAM BRIGHT HORIZONS FAM SOL IN D More: the full row for BRIGHT HORIZONS FAM SOL IN D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,758 shares; 2024Q4: 10,001 shares; 2025Q1: 13,354 shares; 2025Q2: 24,623 shares 24,623 $3.04M 0.03% +11,269 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,404 shares; 2025Q2: 53,258 shares 53,258 $3.04M 0.03% +46,854 Timeline SHG SHINHAN FINANCIAL GROUP CO L More: the full row for SHINHAN FINANCIAL GROUP CO L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,601 shares; 2024Q4: 81,423 shares; 2025Q1: 60,343 shares; 2025Q2: 67,241 shares 67,241 $3.04M 0.03% +6,898 Timeline ATR APTARGROUP INC More: the full row for APTARGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,522 shares; 2024Q4: 19,661 shares; 2025Q1: 19,533 shares; 2025Q2: 19,358 shares 19,358 $3.03M 0.03% -175 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,853 shares; 2024Q4: 38,666 shares; 2025Q1: 49,274 shares; 2025Q2: 42,533 shares 42,533 $3.02M 0.03% -6,741 Timeline XLI 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,496 shares; 2024Q4: 10,280 shares; 2025Q1: 12,782 shares; 2025Q2: 20,474 shares 20,474 $3.02M 0.03% +7,692 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 129,555 shares; 2024Q4: 144,166 shares; 2025Q1: 160,083 shares; 2025Q2: 363,757 shares 363,757 $3.02M 0.03% +203,674 Timeline MC MOELIS & CO More: the full row for MOELIS & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,037 shares; 2024Q4: 35,570 shares; 2025Q1: 41,133 shares; 2025Q2: 48,356 shares 48,356 $3.01M 0.03% +7,223 Timeline MAGS LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,491 shares; 2024Q4: 59,699 shares; 2025Q1: 43,991 shares; 2025Q2: 54,283 shares 54,283 $3.01M 0.03% +10,292 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,025 shares; 2024Q4: 41,933 shares; 2025Q1: 45,194 shares; 2025Q2: 49,237 shares 49,237 $2.99M 0.03% +4,043 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,481 shares; 2024Q4: 61,897 shares; 2025Q1: 63,577 shares; 2025Q2: 62,948 shares 62,948 $2.99M 0.03% -629 Timeline MFEM PIMCO EQUITY SER More: the full row for PIMCO EQUITY SER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 205,413 shares; 2024Q4: 187,076 shares; 2025Q1: 152,937 shares; 2025Q2: 141,286 shares 141,286 $2.99M 0.03% -11,651 Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,369 shares; 2024Q4: 9,746 shares; 2025Q1: 9,202 shares; 2025Q2: 10,332 shares 10,332 $2.98M 0.03% +1,130 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,944 shares; 2024Q4: 10,455 shares; 2025Q1: 11,666 shares; 2025Q2: 11,629 shares 11,629 $2.97M 0.03% -37 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,914 shares; 2024Q4: 10,007 shares; 2025Q1: 10,793 shares; 2025Q2: 10,620 shares 10,620 $2.97M 0.03% -173 Timeline HYBL SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84,373 shares; 2024Q4: 91,614 shares; 2025Q1: 97,810 shares; 2025Q2: 103,601 shares 103,601 $2.96M 0.03% +5,791 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,039 shares; 2024Q4: 36,771 shares; 2025Q1: 37,813 shares; 2025Q2: 25,459 shares 25,459 $2.96M 0.03% -12,354 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,735 shares; 2024Q4: 6,559 shares; 2025Q1: 7,240 shares; 2025Q2: 7,719 shares 7,719 $2.96M 0.03% +479 Timeline FNCL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,964 shares; 2024Q4: 39,403 shares; 2025Q1: 41,943 shares; 2025Q2: 39,904 shares 39,904 $2.95M 0.03% -2,039 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,188 shares; 2024Q4: 24,849 shares; 2025Q1: 24,286 shares; 2025Q2: 21,965 shares 21,965 $2.95M 0.03% -2,321 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,865 shares; 2024Q4: 29,880 shares; 2025Q1: 35,490 shares; 2025Q2: 33,513 shares 33,513 $2.95M 0.03% -1,977 Timeline OC OWENS CORNING NEW More: the full row for OWENS CORNING NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,155 shares; 2024Q4: 21,262 shares; 2025Q1: 21,246 shares; 2025Q2: 21,418 shares 21,418 $2.95M 0.03% +172 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,737 shares; 2024Q4: 20,862 shares; 2025Q1: 20,574 shares; 2025Q2: 16,335 shares 16,335 $2.93M 0.03% -4,239 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,669 shares; 2024Q4: 34,151 shares; 2025Q1: 34,935 shares; 2025Q2: 34,174 shares 34,174 $2.92M 0.02% -761 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,482 shares; 2024Q4: 52,545 shares; 2025Q1: 28,974 shares; 2025Q2: 22,008 shares 22,008 $2.92M 0.02% -6,966 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,729 shares; 2024Q4: 19,458 shares; 2025Q1: 19,844 shares; 2025Q2: 22,154 shares 22,154 $2.91M 0.02% +2,310 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,160 shares; 2024Q4: 70,358 shares; 2025Q1: 90,342 shares; 2025Q2: 118,721 shares 118,721 $2.91M 0.02% +28,379 Timeline NFG NATIONAL FUEL GAS CO More: the full row for NATIONAL FUEL GAS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,343 shares; 2024Q4: 13,813 shares; 2025Q1: 13,619 shares; 2025Q2: 34,345 shares 34,345 $2.91M 0.02% +20,726 Timeline DORM DORMAN PRODS INC More: the full row for DORMAN PRODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,223 shares; 2024Q4: 19,161 shares; 2025Q1: 23,478 shares; 2025Q2: 23,673 shares 23,673 $2.9M 0.02% +195 Timeline APAM ARTISAN PARTNERS ASSET MGMT More: the full row for ARTISAN PARTNERS ASSET MGMT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,239 shares; 2024Q4: 62,152 shares; 2025Q1: 61,229 shares; 2025Q2: 65,502 shares 65,502 $2.9M 0.02% +4,273 Timeline APG API GROUP CORP More: the full row for API GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,003 shares; 2024Q4: 45,227 shares; 2025Q1: 57,434 shares; 2025Q2: 56,543 shares 56,543 $2.89M 0.02% -891 Timeline ISHARES TR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,566 shares; 2024Q4: 134,551 shares; 2025Q1: 120,251 shares; 2025Q2: 114,388 shares 114,388 $2.88M 0.02% -5,863 KEX KIRBY CORP More: the full row for KIRBY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,946 shares; 2024Q4: 20,191 shares; 2025Q1: 22,709 shares; 2025Q2: 25,324 shares 25,324 $2.87M 0.02% +2,615 Timeline HYEM VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 216,116 shares; 2024Q4: 159,805 shares; 2025Q1: 138,413 shares; 2025Q2: 144,847 shares 144,847 $2.87M 0.02% +6,434 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,851 shares; 2024Q4: 9,505 shares; 2025Q1: 18,851 shares; 2025Q2: 49,040 shares 49,040 $2.86M 0.02% +30,189 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,309 shares; 2024Q4: 8,255 shares; 2025Q1: 7,975 shares; 2025Q2: 8,156 shares 8,156 $2.85M 0.02% +181 Timeline CTRA COTERRA ENERGY INC More: the full row for COTERRA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89,431 shares; 2024Q4: 104,325 shares; 2025Q1: 105,804 shares; 2025Q2: 112,047 shares 112,047 $2.84M 0.02% +6,243 Timeline RL RALPH LAUREN CORP More: the full row for RALPH LAUREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,555 shares; 2024Q4: 11,167 shares; 2025Q1: 10,659 shares; 2025Q2: 10,346 shares 10,346 $2.84M 0.02% -313 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,583 shares; 2024Q4: 16,913 shares; 2025Q1: 16,246 shares; 2025Q2: 18,568 shares 18,568 $2.83M 0.02% +2,322 Timeline TQQQ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 147,312 shares; 2024Q4: 157,596 shares; 2025Q1: 169,149 shares; 2025Q2: 34,004 shares 34,004 $2.82M 0.02% -135,145 Timeline STAG STAG INDUSTRIAL INC More: the full row for STAG INDUSTRIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,073 shares; 2024Q4: 66,445 shares; 2025Q1: 72,231 shares; 2025Q2: 77,723 shares 77,723 $2.82M 0.02% +5,492 Timeline CSGP COSTAR GROUP INC More: the full row for COSTAR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,137 shares; 2024Q4: 33,851 shares; 2025Q1: 40,057 shares; 2025Q2: 35,042 shares 35,042 $2.82M 0.02% -5,015 Timeline XDSQ INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19,900 shares; 2025Q2: 75,231 shares 75,231 $2.81M 0.02% +55,331 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,475 shares; 2024Q4: 45,005 shares; 2025Q1: 47,200 shares; 2025Q2: 46,995 shares 46,995 $2.81M 0.02% -205 Timeline DFIS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92,058 shares; 2024Q4: 92,455 shares; 2025Q1: 77,681 shares; 2025Q2: 93,941 shares 93,941 $2.8M 0.02% +16,260 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,588 shares; 2024Q4: 25,253 shares; 2025Q1: 26,705 shares; 2025Q2: 27,728 shares 27,728 $2.79M 0.02% +1,023 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,660 shares; 2024Q4: 81,431 shares; 2025Q1: 104,477 shares; 2025Q2: 117,081 shares 117,081 $2.79M 0.02% +12,604 Timeline CUBE CUBESMART More: the full row for CUBESMART Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,164 shares; 2024Q4: 50,534 shares; 2025Q1: 49,074 shares; 2025Q2: 65,300 shares 65,300 $2.78M 0.02% +16,226 Timeline SGI SOMNIGROUP INTERNATIONAL INC More: the full row for SOMNIGROUP INTERNATIONAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,942 shares; 2024Q4: 38,833 shares; 2025Q1: 39,526 shares; 2025Q2: 40,739 shares 40,739 $2.77M 0.02% +1,213 Timeline FTGS 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,246 shares; 2024Q4: 113,346 shares; 2025Q1: 5,436 shares; 2025Q2: 80,353 shares 80,353 $2.75M 0.02% +74,917 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,403 shares; 2024Q4: 2,585 shares; 2025Q1: 3,276 shares; 2025Q2: 3,753 shares 3,753 $2.74M 0.02% +477 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,322 shares; 2024Q4: 12,425 shares; 2025Q1: 19,058 shares; 2025Q2: 29,540 shares 29,540 $2.74M 0.02% +10,482 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,008 shares; 2025Q1: 6,372 shares; 2025Q2: 13,957 shares 13,957 $2.73M 0.02% +7,585 Timeline EHC ENCOMPASS HEALTH CORP More: the full row for ENCOMPASS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,829 shares; 2024Q4: 21,291 shares; 2025Q1: 25,005 shares; 2025Q2: 22,245 shares 22,245 $2.73M 0.02% -2,760 Timeline HAS HASBRO INC More: the full row for HASBRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,786 shares; 2024Q4: 32,849 shares; 2025Q1: 39,838 shares; 2025Q2: 36,911 shares 36,911 $2.72M 0.02% -2,927 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,337 shares; 2024Q4: 34,527 shares; 2025Q1: 36,902 shares; 2025Q2: 37,188 shares 37,188 $2.72M 0.02% +286 Timeline LCTU BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,777 shares; 2024Q4: 30,043 shares; 2025Q1: 31,831 shares; 2025Q2: 40,393 shares 40,393 $2.72M 0.02% +8,562 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 197,860 shares; 2024Q4: 83,178 shares; 2025Q1: 58,824 shares; 2025Q2: 29,477 shares 29,477 $2.7M 0.02% -29,347 Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,323 shares; 2024Q4: 23,759 shares; 2025Q1: 25,034 shares; 2025Q2: 18,728 shares 18,728 $2.7M 0.02% -6,306 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,940 shares; 2024Q4: 31,461 shares; 2025Q1: 31,478 shares; 2025Q2: 26,648 shares 26,648 $2.69M 0.02% -4,830 Timeline TTD THE TRADE DESK INC More: the full row for THE TRADE DESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,463 shares; 2024Q4: 42,226 shares; 2025Q1: 39,794 shares; 2025Q2: 37,282 shares 37,282 $2.68M 0.02% -2,512 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,419 shares; 2024Q4: 16,616 shares; 2025Q1: 20,589 shares; 2025Q2: 43,392 shares 43,392 $2.68M 0.02% +22,803 Timeline MGY MAGNOLIA OIL & GAS CORP More: the full row for MAGNOLIA OIL & GAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 127,181 shares; 2024Q4: 119,315 shares; 2025Q1: 117,262 shares; 2025Q2: 119,036 shares 119,036 $2.68M 0.02% +1,774 Timeline BSCS 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 111,500 shares; 2024Q4: 117,143 shares; 2025Q1: 120,148 shares; 2025Q2: 130,475 shares 130,475 $2.67M 0.02% +10,327 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,095 shares; 2024Q4: 2,897 shares; 2025Q1: 4,034 shares; 2025Q2: 4,870 shares 4,870 $2.67M 0.02% +836 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,950 shares; 2024Q4: 34,152 shares; 2025Q1: 34,341 shares; 2025Q2: 51,514 shares 51,514 $2.67M 0.02% +17,173 Timeline DTM DT MIDSTREAM INC More: the full row for DT MIDSTREAM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,413 shares; 2024Q4: 12,850 shares; 2025Q1: 16,816 shares; 2025Q2: 24,258 shares 24,258 $2.67M 0.02% +7,442 Timeline POR PORTLAND GEN ELEC CO More: the full row for PORTLAND GEN ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,840 shares; 2024Q4: 51,601 shares; 2025Q1: 63,042 shares; 2025Q2: 65,523 shares 65,523 $2.66M 0.02% +2,481 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,343 shares; 2024Q4: 34,363 shares; 2025Q1: 34,669 shares; 2025Q2: 35,120 shares 35,120 $2.66M 0.02% +451 Timeline FDL 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,629 shares; 2024Q4: 75,418 shares; 2025Q1: 73,133 shares; 2025Q2: 63,284 shares 63,284 $2.65M 0.02% -9,849 Timeline FSMB 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 175,848 shares; 2024Q4: 150,984 shares; 2025Q1: 132,804 shares; 2025Q2: 133,062 shares 133,062 $2.65M 0.02% +258 Timeline AIZ ASSURANT INC More: the full row for ASSURANT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,432 shares; 2024Q4: 9,555 shares; 2025Q1: 11,032 shares; 2025Q2: 13,383 shares 13,383 $2.64M 0.02% +2,351 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,107 shares; 2024Q4: 9,502 shares; 2025Q1: 9,843 shares; 2025Q2: 11,107 shares 11,107 $2.64M 0.02% +1,264 Timeline E ENI SPA More: the full row for ENI SPA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,379 shares; 2024Q4: 70,483 shares; 2025Q1: 71,238 shares; 2025Q2: 81,352 shares 81,352 $2.64M 0.02% +10,114 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,576 shares; 2024Q4: 34,437 shares; 2025Q1: 34,144 shares; 2025Q2: 32,665 shares 32,665 $2.63M 0.02% -1,479 Timeline CHT CHUNGHWA TELECOM CO LTD More: the full row for CHUNGHWA TELECOM CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,160 shares; 2024Q4: 51,966 shares; 2025Q1: 46,087 shares; 2025Q2: 56,012 shares 56,012 $2.61M 0.02% +9,925 Timeline HOLX HOLOGIC INC More: the full row for HOLOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,812 shares; 2024Q4: 51,680 shares; 2025Q1: 59,525 shares; 2025Q2: 39,888 shares 39,888 $2.6M 0.02% -19,637 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,094 shares; 2024Q4: 10,920 shares; 2025Q1: 10,775 shares; 2025Q2: 10,358 shares 10,358 $2.6M 0.02% -417 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,614 shares; 2024Q4: 36,570 shares; 2025Q1: 38,296 shares; 2025Q2: 32,342 shares 32,342 $2.59M 0.02% -5,954 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,602 shares; 2024Q4: 33,578 shares; 2025Q1: 34,106 shares; 2025Q2: 49,064 shares 49,064 $2.59M 0.02% +14,958 Timeline MFG MIZUHO FINANCIAL GROUP INC More: the full row for MIZUHO FINANCIAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 421,624 shares; 2024Q4: 624,582 shares; 2025Q1: 554,414 shares; 2025Q2: 464,073 shares 464,073 $2.58M 0.02% -90,341 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,077 shares; 2024Q4: 23,575 shares; 2025Q1: 25,062 shares; 2025Q2: 34,605 shares 34,605 $2.58M 0.02% +9,543 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,289 shares; 2024Q4: 24,832 shares; 2025Q1: 32,908 shares; 2025Q2: 32,989 shares 32,989 $2.55M 0.02% +81 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94,869 shares; 2024Q4: 99,938 shares; 2025Q1: 105,704 shares; 2025Q2: 113,898 shares 113,898 $2.55M 0.02% +8,194 Timeline INDA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 172,801 shares; 2024Q4: 55,277 shares; 2025Q1: 42,630 shares; 2025Q2: 45,690 shares 45,690 $2.54M 0.02% +3,060 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,661 shares; 2024Q4: 75,401 shares; 2025Q1: 88,013 shares; 2025Q2: 74,984 shares 74,984 $2.53M 0.02% -13,029 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,267 shares; 2024Q4: 50,021 shares; 2025Q1: 53,975 shares; 2025Q2: 55,875 shares 55,875 $2.53M 0.02% +1,900 Timeline ITT ITT INC More: the full row for ITT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,171 shares; 2024Q4: 14,141 shares; 2025Q1: 14,792 shares; 2025Q2: 16,118 shares 16,118 $2.53M 0.02% +1,326 Timeline FFLC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 52,142 shares; 2025Q2: 51,645 shares 51,645 $2.52M 0.02% -497 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,390 shares; 2024Q4: 37,592 shares; 2025Q1: 13,919 shares; 2025Q2: 19,567 shares 19,567 $2.52M 0.02% +5,648 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 293,073 shares; 2024Q4: 16,192 shares; 2025Q1: 28,416 shares; 2025Q2: 38,148 shares 38,148 $2.5M 0.02% +9,732 Timeline FIIG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 126,156 shares; 2024Q4: 130,090 shares; 2025Q1: 130,255 shares; 2025Q2: 118,931 shares 118,931 $2.5M 0.02% -11,324 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,502 shares; 2024Q4: 808 shares; 2025Q1: 4,716 shares; 2025Q2: 6,672 shares 6,672 $2.49M 0.02% +1,956 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,717 shares; 2024Q4: 21,217 shares; 2025Q1: 21,088 shares; 2025Q2: 22,521 shares 22,521 $2.49M 0.02% +1,433 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,331 shares; 2024Q4: 47,592 shares; 2025Q1: 45,123 shares; 2025Q2: 42,640 shares 42,640 $2.49M 0.02% -2,483 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,677 shares; 2024Q4: 30,076 shares; 2025Q1: 11,183 shares; 2025Q2: 26,999 shares 26,999 $2.48M 0.02% +15,816 Timeline IGTR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 156,629 shares; 2024Q4: 155,370 shares; 2025Q1: 144,513 shares; 2025Q2: 100,688 shares 100,688 $2.48M 0.02% -43,825 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,625 shares; 2024Q4: 20,852 shares; 2025Q1: 31,512 shares; 2025Q2: 33,323 shares 33,323 $2.48M 0.02% +1,811 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,506 shares; 2024Q4: 41,211 shares; 2025Q1: 40,549 shares; 2025Q2: 36,107 shares 36,107 $2.48M 0.02% -4,442 Timeline NEU NEWMARKET CORP More: the full row for NEWMARKET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,375 shares; 2024Q4: 3,254 shares; 2025Q1: 3,597 shares; 2025Q2: 3,576 shares 3,576 $2.47M 0.02% -21 Timeline PR PERMIAN RESOURCES CORP More: the full row for PERMIAN RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 149,335 shares; 2024Q4: 147,755 shares; 2025Q1: 178,763 shares; 2025Q2: 180,491 shares 180,491 $2.46M 0.02% +1,728 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,687 shares; 2024Q4: 12,715 shares; 2025Q1: 17,474 shares; 2025Q2: 19,360 shares 19,360 $2.45M 0.02% +1,886 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,867 shares; 2024Q4: 16,179 shares; 2025Q1: 18,739 shares; 2025Q2: 26,182 shares 26,182 $2.45M 0.02% +7,443 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,721 shares; 2024Q4: 28,653 shares; 2025Q1: 37,242 shares; 2025Q2: 42,020 shares 42,020 $2.45M 0.02% +4,778 Timeline STVN STEVANATO GROUP S P A More: the full row for STEVANATO GROUP S P A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100,650 shares; 2024Q4: 96,548 shares; 2025Q1: 97,348 shares; 2025Q2: 100,066 shares 100,066 $2.44M 0.02% +2,718 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,742 shares; 2024Q4: 5,160 shares; 2025Q1: 30,422 shares; 2025Q2: 33,961 shares 33,961 $2.44M 0.02% +3,539 Timeline EXEL EXELIXIS INC More: the full row for EXELIXIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,257 shares; 2024Q4: 53,528 shares; 2025Q1: 46,077 shares; 2025Q2: 55,301 shares 55,301 $2.44M 0.02% +9,224 Timeline YJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,490 shares; 2024Q4: 43,503 shares; 2025Q1: 97,465 shares; 2025Q2: 99,048 shares 99,048 $2.42M 0.02% +1,583 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,651 shares; 2024Q4: 16,194 shares; 2025Q1: 16,337 shares; 2025Q2: 15,105 shares 15,105 $2.41M 0.02% -1,232 Timeline JAJL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 48,293 shares; 2025Q2: 85,491 shares 85,491 $2.41M 0.02% +37,198 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,275 shares; 2024Q4: 76,838 shares; 2025Q1: 59,949 shares; 2025Q2: 57,852 shares 57,852 $2.4M 0.02% -2,097 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,195 shares; 2024Q4: 44,153 shares; 2025Q1: 7,651 shares; 2025Q2: 8,317 shares 8,317 $2.4M 0.02% +666 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 159,594 shares; 2024Q4: 316,428 shares; 2025Q1: 256,538 shares; 2025Q2: 103,994 shares 103,994 $2.39M 0.02% -152,544 Timeline FIXD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 168,778 shares; 2024Q4: 94,559 shares; 2025Q1: 61,209 shares; 2025Q2: 54,442 shares 54,442 $2.39M 0.02% -6,767 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,665 shares; 2024Q4: 2,567 shares; 2025Q1: 2,525 shares; 2025Q2: 2,995 shares 2,995 $2.38M 0.02% +470 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,986 shares; 2024Q4: 41,547 shares; 2025Q1: 48,018 shares; 2025Q2: 53,194 shares 53,194 $2.38M 0.02% +5,176 Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,557 shares; 2024Q4: 28,181 shares; 2025Q1: 29,411 shares; 2025Q2: 27,225 shares 27,225 $2.38M 0.02% -2,186 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 18,385 shares; 2025Q2: 19,435 shares 19,435 $2.36M 0.02% +1,050 Timeline ONON ON HLDG AG More: the full row for ON HLDG AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,898 shares; 2024Q4: 31,645 shares; 2025Q1: 30,716 shares; 2025Q2: 45,288 shares 45,288 $2.36M 0.02% +14,572 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,566 shares; 2024Q4: 4,373 shares; 2025Q1: 3,573 shares; 2025Q2: 3,974 shares 3,974 $2.36M 0.02% +401 Timeline ALLY ALLY FINL INC More: the full row for ALLY FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,676 shares; 2025Q1: 56,090 shares; 2025Q2: 60,481 shares 60,481 $2.36M 0.02% +4,391 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,010 shares; 2024Q4: 49,184 shares; 2025Q1: 48,004 shares; 2025Q2: 44,482 shares 44,482 $2.35M 0.02% -3,522 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,799 shares; 2024Q4: 20,071 shares; 2025Q1: 21,238 shares; 2025Q2: 24,412 shares 24,412 $2.34M 0.02% +3,174 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 118,178 shares; 2024Q4: 52,028 shares; 2025Q1: 70,932 shares; 2025Q2: 73,697 shares 73,697 $2.34M 0.02% +2,765 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,365 shares; 2024Q4: 15,264 shares; 2025Q1: 12,630 shares; 2025Q2: 44,881 shares 44,881 $2.34M 0.02% +32,251 Timeline POST POST HLDGS INC More: the full row for POST HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,278 shares; 2024Q4: 20,312 shares; 2025Q1: 20,202 shares; 2025Q2: 21,409 shares 21,409 $2.33M 0.02% +1,207 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,404 shares; 2024Q4: 47,078 shares; 2025Q1: 49,151 shares; 2025Q2: 53,698 shares 53,698 $2.33M 0.02% +4,547 Timeline FSV FIRSTSERVICE CORP NEW More: the full row for FIRSTSERVICE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,687 shares; 2025Q1: 12,996 shares; 2025Q2: 13,327 shares 13,327 $2.33M 0.02% +331 Timeline CGSM CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,995 shares; 2024Q4: 83,060 shares; 2025Q1: 87,838 shares; 2025Q2: 89,163 shares 89,163 $2.33M 0.02% +1,325 Timeline QXO QXO INC More: the full row for QXO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,078 shares; 2024Q4: 57,482 shares; 2025Q1: 103,031 shares; 2025Q2: 107,865 shares 107,865 $2.32M 0.02% +4,834 Timeline USXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 47,352 shares; 2025Q2: 43,044 shares 43,044 $2.32M 0.02% -4,308 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,376 shares; 2024Q4: 26,616 shares; 2025Q1: 22,563 shares; 2025Q2: 32,849 shares 32,849 $2.31M 0.02% +10,286 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,800 shares; 2024Q4: 8,707 shares; 2025Q1: 10,673 shares; 2025Q2: 11,048 shares 11,048 $2.31M 0.02% +375 Timeline DHS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,559 shares; 2024Q4: 33,397 shares; 2025Q1: 18,846 shares; 2025Q2: 24,011 shares 24,011 $2.3M 0.02% +5,165 Timeline BAH BOOZ ALLEN HAMILTON HLDG COR More: the full row for BOOZ ALLEN HAMILTON HLDG COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,529 shares; 2024Q4: 22,652 shares; 2025Q1: 21,052 shares; 2025Q2: 22,130 shares 22,130 $2.3M 0.02% +1,078 Timeline BITWISE CRYPTO INDUSTRY INN… BITWISE CRYPTO INDUSTRY INNOVATOR… More: the full row for BITWISE CRYPTO INDUSTRY INNOVATORS ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,027 shares; 2024Q4: 117,120 shares; 2025Q1: 167,867 shares; 2025Q2: 116,827 shares 116,827 $2.3M 0.02% -51,040 VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,246 shares; 2024Q4: 9,315 shares; 2025Q1: 19,176 shares; 2025Q2: 18,071 shares 18,071 $2.3M 0.02% -1,105 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,373 shares; 2025Q1: 24,100 shares; 2025Q2: 24,439 shares 24,439 $2.3M 0.02% +339 Timeline QSR RESTAURANT BRANDS INTL INC More: the full row for RESTAURANT BRANDS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,565 shares; 2024Q4: 18,405 shares; 2025Q1: 23,502 shares; 2025Q2: 34,576 shares 34,576 $2.29M 0.02% +11,074 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,848 shares; 2024Q4: 7,652 shares; 2025Q1: 7,311 shares; 2025Q2: 7,362 shares 7,362 $2.29M 0.02% +51 Timeline GVA GRANITE CONSTR INC More: the full row for GRANITE CONSTR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,746 shares; 2024Q4: 22,856 shares; 2025Q1: 25,938 shares; 2025Q2: 24,429 shares 24,429 $2.28M 0.02% -1,509 Timeline XDQQ INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 18,532 shares; 2025Q2: 65,323 shares 65,323 $2.28M 0.02% +46,791 Timeline BBBS BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 25,197 shares; 2025Q2: 44,312 shares 44,312 $2.28M 0.02% +19,115 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,974 shares; 2024Q4: 10,234 shares; 2025Q1: 15,109 shares; 2025Q2: 16,927 shares 16,927 $2.27M 0.02% +1,818 Timeline CHWY CHEWY INC More: the full row for CHEWY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,175 shares; 2024Q4: 42,066 shares; 2025Q1: 44,613 shares; 2025Q2: 53,175 shares 53,175 $2.27M 0.02% +8,562 Timeline MBSF VALUED ADVISERS TR More: the full row for VALUED ADVISERS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 292,335 shares; 2024Q4: 117,402 shares; 2025Q1: 76,039 shares; 2025Q2: 88,604 shares 88,604 $2.26M 0.02% +12,565 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,925 shares; 2024Q4: 4,698 shares; 2025Q1: 3,125 shares; 2025Q2: 10,327 shares 10,327 $2.25M 0.02% +7,202 Timeline IMVP INVESCO INDIA EXCHANGE-TRADE More: the full row for INVESCO INDIA EXCHANGE-TRADE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 107,434 shares; 2024Q4: 100,317 shares; 2025Q1: 85,111 shares; 2025Q2: 83,349 shares 83,349 $2.25M 0.02% -1,762 Timeline ACM AECOM More: the full row for AECOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,625 shares; 2024Q4: 15,450 shares; 2025Q1: 18,823 shares; 2025Q2: 19,884 shares 19,884 $2.24M 0.02% +1,061 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,861 shares; 2024Q4: 20,378 shares; 2025Q1: 17,415 shares; 2025Q2: 20,669 shares 20,669 $2.24M 0.02% +3,254 Timeline BALL BALL CORP More: the full row for BALL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,407 shares; 2024Q4: 40,984 shares; 2025Q1: 36,447 shares; 2025Q2: 39,944 shares 39,944 $2.24M 0.02% +3,497 Timeline CDW CDW CORP More: the full row for CDW CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,747 shares; 2024Q4: 8,674 shares; 2025Q1: 12,618 shares; 2025Q2: 12,528 shares 12,528 $2.24M 0.02% -90 Timeline GTES GATES INDL CORP PLC More: the full row for GATES INDL CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 108,761 shares; 2024Q4: 96,770 shares; 2025Q1: 100,673 shares; 2025Q2: 96,875 shares 96,875 $2.23M 0.02% -3,798 Timeline CACI CACI INTL INC More: the full row for CACI INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,672 shares 4,672 $2.23M 0.02% new Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,138 shares; 2024Q4: 3,518 shares; 2025Q1: 13,184 shares; 2025Q2: 12,608 shares 12,608 $2.23M 0.02% -576 Timeline FRDM EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,000 shares; 2024Q4: 55,000 shares; 2025Q1: 55,000 shares; 2025Q2: 55,000 shares 55,000 $2.22M 0.02% 0 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,978 shares; 2024Q4: 13,731 shares; 2025Q1: 13,009 shares; 2025Q2: 12,119 shares 12,119 $2.22M 0.02% -890 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,497 shares; 2024Q4: 42,933 shares; 2025Q1: 49,551 shares; 2025Q2: 47,956 shares 47,956 $2.22M 0.02% -1,595 Timeline VRP 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 99,525 shares; 2024Q4: 106,523 shares; 2025Q1: 89,125 shares; 2025Q2: 90,273 shares 90,273 $2.21M 0.02% +1,148 Timeline FTGC FIRST TR EXCHANGE TRAD FD VI More: the full row for FIRST TR EXCHANGE TRAD FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 110,285 shares; 2024Q4: 112,367 shares; 2025Q1: 97,811 shares; 2025Q2: 89,105 shares 89,105 $2.2M 0.02% -8,706 Timeline BURL BURLINGTON STORES INC More: the full row for BURLINGTON STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,211 shares; 2024Q4: 8,534 shares; 2025Q1: 8,112 shares; 2025Q2: 9,442 shares 9,442 $2.2M 0.02% +1,330 Timeline GMED GLOBUS MED INC More: the full row for GLOBUS MED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,765 shares; 2024Q4: 23,018 shares; 2025Q1: 32,962 shares; 2025Q2: 37,214 shares 37,214 $2.2M 0.02% +4,252 Timeline FMF FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,295 shares; 2024Q4: 51,491 shares; 2025Q1: 50,825 shares; 2025Q2: 48,431 shares 48,431 $2.19M 0.02% -2,394 Timeline SAIC SCIENCE APPLICATIONS INTL CO More: the full row for SCIENCE APPLICATIONS INTL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,320 shares; 2024Q4: 19,112 shares; 2025Q1: 19,209 shares; 2025Q2: 19,434 shares 19,434 $2.19M 0.02% +225 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: 1 shares; 2025Q1: 10 shares; 2025Q2: 3 shares 3 $2.19M 0.02% -7 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,515 shares; 2024Q4: 23,650 shares; 2025Q1: 24,771 shares; 2025Q2: 24,960 shares 24,960 $2.18M 0.02% +189 Timeline MNDY MONDAY COM LTD More: the full row for MONDAY COM LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,075 shares; 2024Q4: 1,289 shares; 2025Q1: 1,555 shares; 2025Q2: 6,928 shares 6,928 $2.18M 0.02% +5,373 Timeline IBDR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 90,384 shares; 2025Q1: 91,613 shares; 2025Q2: 89,813 shares 89,813 $2.18M 0.02% -1,800 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,105 shares; 2024Q4: 19,077 shares; 2025Q1: 20,105 shares; 2025Q2: 19,794 shares 19,794 $2.17M 0.02% -311 Timeline FNDA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,851 shares; 2024Q4: 84,712 shares; 2025Q1: 71,186 shares; 2025Q2: 75,803 shares 75,803 $2.17M 0.02% +4,617 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,071 shares; 2024Q4: 6,581 shares; 2025Q1: 8,525 shares; 2025Q2: 9,697 shares 9,697 $2.17M 0.02% +1,172 Timeline DCI DONALDSON INC More: the full row for DONALDSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,861 shares; 2024Q4: 32,020 shares; 2025Q1: 30,741 shares; 2025Q2: 31,240 shares 31,240 $2.17M 0.02% +499 Timeline WING WINGSTOP INC More: the full row for WINGSTOP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,466 shares; 2024Q4: 7,080 shares; 2025Q1: 6,596 shares; 2025Q2: 6,424 shares 6,424 $2.16M 0.02% -172 Timeline IDA IDACORP INC More: the full row for IDACORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,172 shares; 2024Q4: 16,963 shares; 2025Q1: 18,230 shares; 2025Q2: 18,722 shares 18,722 $2.16M 0.02% +492 Timeline FROG JFROG LTD More: the full row for JFROG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,152 shares; 2024Q4: 42,484 shares; 2025Q1: 48,551 shares; 2025Q2: 49,219 shares 49,219 $2.16M 0.02% +668 Timeline LMBS 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,108 shares; 2024Q4: 48,205 shares; 2025Q1: 46,945 shares; 2025Q2: 43,810 shares 43,810 $2.16M 0.02% -3,135 Timeline STXG EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 80,451 shares; 2025Q1: 39,149 shares; 2025Q2: 46,536 shares 46,536 $2.14M 0.02% +7,387 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,555 shares; 2025Q2: 27,576 shares 27,576 $2.14M 0.02% +14,021 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,790 shares; 2024Q4: 6,765 shares; 2025Q1: 9,898 shares; 2025Q2: 16,250 shares 16,250 $2.13M 0.02% +6,352 Timeline MZTI MARZETTI COMPANY More: the full row for MARZETTI COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,925 shares; 2024Q4: 8,585 shares; 2025Q1: 8,918 shares; 2025Q2: 12,282 shares 12,282 $2.12M 0.02% +3,364 Timeline APOC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 35,516 shares; 2025Q2: 83,112 shares 83,112 $2.12M 0.02% +47,596 Timeline XEMD BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 44,203 shares; 2025Q2: 49,019 shares 49,019 $2.12M 0.02% +4,816 Timeline ATMP BARCLAYS BANK PLC More: the full row for BARCLAYS BANK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,626 shares; 2024Q4: 70,407 shares; 2025Q1: 71,103 shares; 2025Q2: 71,903 shares 71,903 $2.11M 0.02% +800 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,094 shares; 2024Q4: 28,147 shares; 2025Q1: 28,165 shares; 2025Q2: 19,183 shares 19,183 $2.1M 0.02% -8,982 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,082 shares; 2024Q4: 50,401 shares; 2025Q1: 33,751 shares; 2025Q2: 32,037 shares 32,037 $2.1M 0.02% -1,714 Timeline AVTR AVANTOR INC More: the full row for AVANTOR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 146,684 shares; 2024Q4: 113,922 shares; 2025Q1: 145,586 shares; 2025Q2: 155,939 shares 155,939 $2.1M 0.02% +10,353 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,107 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 71,641 shares 71,641 $2.1M 0.02% new 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,068 shares; 2024Q4: 1,114 shares; 2025Q1: 1,352 shares; 2025Q2: 1,380 shares 1,380 $2.1M 0.02% +28 Timeline ATRC ATRICURE INC More: the full row for ATRICURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,621 shares; 2024Q4: 44,584 shares; 2025Q1: 63,706 shares; 2025Q2: 63,601 shares 63,601 $2.08M 0.02% -105 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,842 shares; 2024Q4: 8,429 shares; 2025Q1: 8,993 shares; 2025Q2: 10,500 shares 10,500 $2.08M 0.02% +1,507 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,566 shares; 2024Q4: 28,353 shares; 2025Q1: 24,215 shares; 2025Q2: 27,918 shares 27,918 $2.07M 0.02% +3,703 Timeline PHK PIMCO HIGH INCOME FD More: the full row for PIMCO HIGH INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 97,463 shares; 2024Q4: 200,162 shares; 2025Q1: 350,088 shares; 2025Q2: 430,521 shares 430,521 $2.07M 0.02% +80,433 Timeline GTLS CHART INDS INC More: the full row for CHART INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,433 shares; 2024Q4: 12,710 shares; 2025Q1: 12,677 shares; 2025Q2: 12,519 shares 12,519 $2.06M 0.02% -158 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,751 shares; 2024Q4: 16,364 shares; 2025Q1: 16,664 shares; 2025Q2: 20,373 shares 20,373 $2.06M 0.02% +3,709 Timeline NU NU HLDGS LTD More: the full row for NU HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 115,677 shares; 2024Q4: 135,162 shares; 2025Q1: 137,878 shares; 2025Q2: 149,823 shares 149,823 $2.06M 0.02% +11,945 Timeline NTRA NATERA INC More: the full row for NATERA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,319 shares; 2024Q4: 6,952 shares; 2025Q1: 7,194 shares; 2025Q2: 12,140 shares 12,140 $2.05M 0.02% +4,946 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,101 shares; 2024Q4: 12,087 shares; 2025Q1: 19,024 shares; 2025Q2: 33,424 shares 33,424 $2.05M 0.02% +14,400 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 379,215 shares; 2024Q4: 448,459 shares; 2025Q1: 54,224 shares; 2025Q2: 41,724 shares 41,724 $2.05M 0.02% -12,500 Timeline AYI ACUITY INC More: the full row for ACUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,040 shares; 2024Q4: 4,083 shares; 2025Q1: 4,508 shares; 2025Q2: 6,856 shares 6,856 $2.05M 0.02% +2,348 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,573 shares; 2024Q4: 94,033 shares; 2025Q1: 86,570 shares; 2025Q2: 87,818 shares 87,818 $2.04M 0.02% +1,248 Timeline FVAL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,614 shares; 2024Q4: 27,638 shares; 2025Q1: 26,085 shares; 2025Q2: 31,823 shares 31,823 $2.03M 0.02% +5,738 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,655 shares; 2024Q4: 33,859 shares; 2025Q1: 34,951 shares; 2025Q2: 26,011 shares 26,011 $2.03M 0.02% -8,940 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,493 shares; 2024Q4: 22,473 shares; 2025Q1: 22,827 shares; 2025Q2: 22,659 shares 22,659 $2.03M 0.02% -168 Timeline MAN MANPOWERGROUP INC WIS More: the full row for MANPOWERGROUP INC WIS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 18,301 shares; 2025Q1: 19,063 shares; 2025Q2: 50,118 shares 50,118 $2.02M 0.02% +31,055 Timeline PWZ 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 98,022 shares; 2024Q4: 95,742 shares; 2025Q1: 92,720 shares; 2025Q2: 86,562 shares 86,562 $2.02M 0.02% -6,158 Timeline VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,525 shares; 2024Q4: 5,728 shares; 2025Q1: 13,535 shares; 2025Q2: 11,803 shares 11,803 $2.02M 0.02% -1,732 Timeline BILS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,023 shares; 2024Q4: 36,553 shares; 2025Q1: 38,768 shares; 2025Q2: 20,222 shares 20,222 $2.01M 0.02% -18,546 Timeline MSGS MADISON SQUARE GRDN SPRT COR More: the full row for MADISON SQUARE GRDN SPRT COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,593 shares; 2024Q4: 9,335 shares; 2025Q1: 9,213 shares; 2025Q2: 9,603 shares 9,603 $2.01M 0.02% +390 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,319 shares; 2024Q4: 2,533 shares; 2025Q1: 7,083 shares; 2025Q2: 7,162 shares 7,162 $2.01M 0.02% +79 Timeline AIT APPLIED INDL TECHNOLOGIES IN More: the full row for APPLIED INDL TECHNOLOGIES IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,035 shares; 2024Q4: 3,987 shares; 2025Q1: 6,205 shares; 2025Q2: 8,628 shares 8,628 $2.01M 0.02% +2,423 Timeline DFGR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,479 shares; 2024Q4: 20,117 shares; 2025Q1: 30,820 shares; 2025Q2: 74,663 shares 74,663 $2M 0.02% +43,843 Timeline FSS FEDERAL SIGNAL CORP More: the full row for FEDERAL SIGNAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,033 shares; 2024Q4: 13,126 shares; 2025Q1: 13,890 shares; 2025Q2: 18,690 shares 18,690 $1.99M 0.02% +4,800 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,338 shares; 2024Q4: 90,418 shares; 2025Q1: 101,069 shares; 2025Q2: 78,560 shares 78,560 $1.99M 0.02% -22,509 Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,674 shares; 2024Q4: 11,136 shares; 2025Q1: 13,985 shares; 2025Q2: 18,826 shares 18,826 $1.98M 0.02% +4,841 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,512 shares; 2024Q4: 3,529 shares; 2025Q1: 2,035 shares; 2025Q2: 6,630 shares 6,630 $1.98M 0.02% +4,595 Timeline FCOM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,832 shares; 2024Q4: 46,395 shares; 2025Q1: 46,461 shares; 2025Q2: 30,448 shares 30,448 $1.97M 0.02% -16,013 Timeline SNEX STONEX GROUP INC More: the full row for STONEX GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 21,633 shares 21,633 $1.97M 0.02% new 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,368 shares; 2025Q1: 5,582 shares; 2025Q2: 35,564 shares 35,564 $1.97M 0.02% +29,982 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,808 shares; 2024Q4: 39,196 shares; 2025Q1: 38,874 shares; 2025Q2: 35,891 shares 35,891 $1.96M 0.02% -2,983 Timeline BUD ANHEUSER BUSCH INBEV SA NV More: the full row for ANHEUSER BUSCH INBEV SA NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,610 shares; 2024Q4: 18,802 shares; 2025Q1: 21,351 shares; 2025Q2: 28,552 shares 28,552 $1.96M 0.02% +7,201 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,827 shares; 2024Q4: 9,859 shares; 2025Q1: 10,398 shares; 2025Q2: 10,489 shares 10,489 $1.96M 0.02% +91 Timeline BOTZ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,985 shares; 2024Q4: 45,657 shares; 2025Q1: 55,750 shares; 2025Q2: 59,574 shares 59,574 $1.95M 0.02% +3,824 Timeline SPTL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 104,965 shares; 2024Q4: 54,995 shares; 2025Q1: 69,813 shares; 2025Q2: 73,173 shares 73,173 $1.94M 0.02% +3,360 Timeline TFPM TRIPLE FLAG PRECIOUS METAL More: the full row for TRIPLE FLAG PRECIOUS METAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,902 shares; 2024Q4: 52,794 shares; 2025Q1: 25,978 shares; 2025Q2: 81,856 shares 81,856 $1.94M 0.02% +55,878 Timeline ORI OLD REP INTL CORP More: the full row for OLD REP INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,410 shares; 2024Q4: 57,096 shares; 2025Q1: 54,024 shares; 2025Q2: 50,374 shares 50,374 $1.94M 0.02% -3,650 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,152 shares; 2024Q4: 4,880 shares; 2025Q1: 8,609 shares; 2025Q2: 12,560 shares 12,560 $1.94M 0.02% +3,951 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,665 shares; 2024Q4: 18,202 shares; 2025Q1: 25,345 shares; 2025Q2: 15,057 shares 15,057 $1.93M 0.02% -10,288 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,450 shares; 2024Q4: 24,531 shares; 2025Q1: 25,980 shares; 2025Q2: 37,104 shares 37,104 $1.93M 0.02% +11,124 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,121 shares; 2024Q4: 60,273 shares; 2025Q1: 41,942 shares; 2025Q2: 65,643 shares 65,643 $1.93M 0.02% +23,701 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,448 shares; 2024Q4: 5,549 shares; 2025Q1: 6,098 shares; 2025Q2: 6,554 shares 6,554 $1.92M 0.02% +456 Timeline ADC AGREE RLTY CORP More: the full row for AGREE RLTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,220 shares; 2024Q4: 22,813 shares; 2025Q1: 26,058 shares; 2025Q2: 26,280 shares 26,280 $1.92M 0.02% +222 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,799 shares; 2024Q4: 38,292 shares; 2025Q1: 37,260 shares; 2025Q2: 45,056 shares 45,056 $1.92M 0.02% +7,796 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,010 shares; 2024Q4: 7,046 shares; 2025Q1: 6,452 shares; 2025Q2: 7,190 shares 7,190 $1.91M 0.02% +738 Timeline BCI ABRDN ETFS More: the full row for ABRDN ETFS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 118,530 shares; 2024Q4: 103,531 shares; 2025Q1: 97,847 shares; 2025Q2: 91,922 shares 91,922 $1.91M 0.02% -5,925 Timeline FFIV F5 INC More: the full row for F5 INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,462 shares; 2024Q4: 7,678 shares; 2025Q1: 6,469 shares; 2025Q2: 6,468 shares 6,468 $1.9M 0.02% -1 Timeline HLI HOULIHAN LOKEY INC More: the full row for HOULIHAN LOKEY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,921 shares; 2024Q4: 7,725 shares; 2025Q1: 10,590 shares; 2025Q2: 10,574 shares 10,574 $1.9M 0.02% -16 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,791 shares; 2024Q4: 13,276 shares; 2025Q1: 12,789 shares; 2025Q2: 13,269 shares 13,269 $1.88M 0.02% +480 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,825 shares; 2024Q4: 6,588 shares; 2025Q1: 5,966 shares; 2025Q2: 6,587 shares 6,587 $1.88M 0.02% +621 Timeline GIL GILDAN ACTIVEWEAR INC More: the full row for GILDAN ACTIVEWEAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,419 shares; 2024Q4: 43,012 shares; 2025Q1: 40,697 shares; 2025Q2: 38,110 shares 38,110 $1.88M 0.02% -2,587 Timeline FUTY FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,824 shares; 2024Q4: 33,450 shares; 2025Q1: 33,276 shares; 2025Q2: 35,625 shares 35,625 $1.87M 0.02% +2,349 Timeline ISHARES TR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 104,383 shares; 2025Q1: 87,767 shares; 2025Q2: 79,962 shares 79,962 $1.87M 0.02% -7,805 KOMP SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,622 shares; 2024Q4: 36,707 shares; 2025Q1: 34,978 shares; 2025Q2: 34,275 shares 34,275 $1.86M 0.02% -703 Timeline IBHF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 78,255 shares; 2025Q2: 80,035 shares 80,035 $1.86M 0.02% +1,780 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,673 shares; 2024Q4: 28,431 shares; 2025Q1: 27,900 shares; 2025Q2: 27,839 shares 27,839 $1.86M 0.02% -61 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,590 shares; 2024Q4: 32,822 shares; 2025Q1: 21,237 shares; 2025Q2: 18,817 shares 18,817 $1.86M 0.02% -2,420 Timeline DOCU DOCUSIGN INC More: the full row for DOCUSIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,930 shares; 2025Q1: 15,801 shares; 2025Q2: 23,832 shares 23,832 $1.86M 0.02% +8,031 Timeline PSK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,682 shares; 2024Q4: 64,641 shares; 2025Q1: 62,116 shares; 2025Q2: 58,405 shares 58,405 $1.85M 0.02% -3,711 Timeline ASTS AST SPACEMOBILE INC More: the full row for AST SPACEMOBILE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,309 shares; 2025Q1: 29,176 shares; 2025Q2: 39,663 shares 39,663 $1.85M 0.02% +10,487 Timeline PGX INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 190,834 shares; 2024Q4: not reported; 2025Q1: 176,424 shares; 2025Q2: 166,514 shares 166,514 $1.85M 0.02% -9,910 Timeline NMRK NEWMARK GROUP INC More: the full row for NEWMARK GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 137,358 shares; 2024Q4: 128,565 shares; 2025Q1: 139,376 shares; 2025Q2: 152,431 shares 152,431 $1.85M 0.02% +13,055 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,639 shares; 2024Q4: 24,929 shares; 2025Q1: 24,695 shares; 2025Q2: 23,537 shares 23,537 $1.85M 0.02% -1,158 Timeline APTV APTIV PLC More: the full row for APTIV PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 26,413 shares; 2025Q2: 27,116 shares 27,116 $1.85M 0.02% +703 Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,689 shares; 2024Q4: 4,611 shares; 2025Q1: 7,271 shares; 2025Q2: 7,165 shares 7,165 $1.85M 0.02% -106 Timeline INGR INGREDION INC More: the full row for INGREDION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,608 shares; 2024Q4: 11,919 shares; 2025Q1: 11,968 shares; 2025Q2: 13,610 shares 13,610 $1.85M 0.02% +1,642 Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,878 shares; 2024Q4: 18,317 shares; 2025Q1: 24,119 shares; 2025Q2: 24,295 shares 24,295 $1.84M 0.02% +176 Timeline CFR CULLEN FROST BANKERS INC More: the full row for CULLEN FROST BANKERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,566 shares; 2024Q4: 14,316 shares; 2025Q1: 14,472 shares; 2025Q2: 14,305 shares 14,305 $1.84M 0.02% -167 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,018 shares; 2025Q1: 16,194 shares; 2025Q2: 16,782 shares 16,782 $1.84M 0.02% +588 Timeline BATRK ATLANTA BRAVES HLDGS INC More: the full row for ATLANTA BRAVES HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,821 shares; 2024Q4: 39,281 shares; 2025Q1: 38,687 shares; 2025Q2: 39,244 shares 39,244 $1.84M 0.02% +557 Timeline EQH EQUITABLE HLDGS INC More: the full row for EQUITABLE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,482 shares; 2024Q4: 16,379 shares; 2025Q1: 16,092 shares; 2025Q2: 32,704 shares 32,704 $1.83M 0.02% +16,612 Timeline TKR TIMKEN CO More: the full row for TIMKEN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,455 shares; 2024Q4: 25,419 shares; 2025Q1: 25,233 shares; 2025Q2: 25,219 shares 25,219 $1.83M 0.02% -14 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,423 shares; 2024Q4: 16,401 shares; 2025Q1: 12,878 shares; 2025Q2: 8,934 shares 8,934 $1.83M 0.02% -3,944 Timeline FSIG 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 101,177 shares; 2024Q4: 108,138 shares; 2025Q1: 103,247 shares; 2025Q2: 95,622 shares 95,622 $1.83M 0.02% -7,625 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,056 shares; 2024Q4: 23,057 shares; 2025Q1: 23,715 shares; 2025Q2: 26,805 shares 26,805 $1.83M 0.02% +3,090 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,308 shares; 2024Q4: 10,763 shares; 2025Q1: 18,042 shares; 2025Q2: 21,958 shares 21,958 $1.83M 0.02% +3,916 Timeline IEX IDEX CORP More: the full row for IDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,168 shares; 2024Q4: 10,519 shares; 2025Q1: 10,591 shares; 2025Q2: 10,388 shares 10,388 $1.82M 0.02% -203 Timeline ESI ELEMENT SOLUTIONS INC More: the full row for ELEMENT SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,075 shares; 2024Q4: 75,897 shares; 2025Q1: 79,947 shares; 2025Q2: 80,324 shares 80,324 $1.82M 0.02% +377 Timeline James Hardie Industries PLC James Hardie Industries PLC More: the full row for James Hardie Industries PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,150 shares; 2024Q4: 33,952 shares; 2025Q1: 35,156 shares; 2025Q2: 67,263 shares 67,263 $1.81M 0.02% +32,107 USTB VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,845 shares; 2024Q4: 41,801 shares; 2025Q1: 34,415 shares; 2025Q2: 35,406 shares 35,406 $1.8M 0.02% +991 Timeline VOYA VOYA FINANCIAL INC More: the full row for VOYA FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,932 shares; 2024Q4: 27,237 shares; 2025Q1: 25,674 shares; 2025Q2: 25,340 shares 25,340 $1.8M 0.02% -334 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,619 shares; 2024Q4: 3,166 shares; 2025Q1: 4,179 shares; 2025Q2: 3,991 shares 3,991 $1.8M 0.02% -188 Timeline OWNB BITWISE FUNDS TRUST More: the full row for BITWISE FUNDS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 56,482 shares 56,482 $1.79M 0.02% new Timeline RGA REINSURANCE GROUP AMER INC More: the full row for REINSURANCE GROUP AMER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,507 shares; 2025Q1: 9,755 shares; 2025Q2: 9,033 shares 9,033 $1.79M 0.02% -722 Timeline LKQ LKQ CORP More: the full row for LKQ CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,444 shares; 2024Q4: 38,500 shares; 2025Q1: 50,314 shares; 2025Q2: 48,368 shares 48,368 $1.79M 0.02% -1,946 Timeline TTEK TETRA TECH INC NEW More: the full row for TETRA TECH INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,478 shares; 2024Q4: 39,078 shares; 2025Q1: 51,726 shares; 2025Q2: 49,747 shares 49,747 $1.79M 0.02% -1,979 Timeline MKSI MKS INC. More: the full row for MKS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,240 shares; 2024Q4: 11,056 shares; 2025Q1: 13,298 shares; 2025Q2: 17,968 shares 17,968 $1.79M 0.02% +4,670 Timeline EMLP FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,774 shares; 2024Q4: 56,878 shares; 2025Q1: 47,881 shares; 2025Q2: 47,506 shares 47,506 $1.78M 0.02% -375 Timeline FDT FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,417 shares; 2024Q4: 29,371 shares; 2025Q1: 28,863 shares; 2025Q2: 25,878 shares 25,878 $1.78M 0.02% -2,985 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,718 shares; 2024Q4: 21,575 shares; 2025Q1: 18,868 shares; 2025Q2: 21,839 shares 21,839 $1.78M 0.02% +2,971 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,006 shares; 2024Q4: 35,446 shares; 2025Q1: 36,151 shares; 2025Q2: 45,342 shares 45,342 $1.78M 0.02% +9,191 Timeline MUSA MURPHY USA INC More: the full row for MURPHY USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,048 shares; 2024Q4: 4,212 shares; 2025Q1: 4,308 shares; 2025Q2: 4,362 shares 4,362 $1.77M 0.02% +54 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,778 shares; 2024Q4: 26,744 shares; 2025Q1: 26,666 shares; 2025Q2: 22,140 shares 22,140 $1.77M 0.02% -4,526 Timeline TOST TOAST INC More: the full row for TOAST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,710 shares; 2025Q1: 8,013 shares; 2025Q2: 40,041 shares 40,041 $1.77M 0.02% +32,028 Timeline RRX REGAL REXNORD CORPORATION More: the full row for REGAL REXNORD CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,747 shares; 2024Q4: 12,119 shares; 2025Q1: 12,269 shares; 2025Q2: 12,230 shares 12,230 $1.77M 0.02% -39 Timeline FALN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 118,688 shares; 2024Q4: 114,308 shares; 2025Q1: 32,238 shares; 2025Q2: 65,320 shares 65,320 $1.77M 0.02% +33,082 Timeline CVCO CAVCO INDS INC DEL More: the full row for CAVCO INDS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,784 shares; 2024Q4: 4,441 shares; 2025Q1: 4,635 shares; 2025Q2: 4,065 shares 4,065 $1.77M 0.02% -570 Timeline RDY DR REDDYS LABS LTD More: the full row for DR REDDYS LABS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,524 shares; 2024Q4: 94,282 shares; 2025Q1: 84,689 shares; 2025Q2: 117,353 shares 117,353 $1.76M 0.02% +32,664 Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,678 shares; 2024Q4: 12,924 shares; 2025Q1: 11,749 shares; 2025Q2: 12,409 shares 12,409 $1.76M 0.02% +660 Timeline MDB MONGODB INC More: the full row for MONGODB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,102 shares; 2024Q4: 6,076 shares; 2025Q1: 7,292 shares; 2025Q2: 8,339 shares 8,339 $1.75M 0.01% +1,047 Timeline DLB DOLBY LABORATORIES INC More: the full row for DOLBY LABORATORIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,390 shares; 2024Q4: 19,522 shares; 2025Q1: 22,020 shares; 2025Q2: 23,575 shares 23,575 $1.75M 0.01% +1,555 Timeline GPI GROUP 1 AUTOMOTIVE INC More: the full row for GROUP 1 AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,975 shares; 2024Q4: 3,812 shares; 2025Q1: 4,005 shares; 2025Q2: 3,973 shares 3,973 $1.73M 0.01% -32 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,527 shares; 2024Q4: 11,466 shares; 2025Q1: 13,899 shares; 2025Q2: 13,568 shares 13,568 $1.72M 0.01% -331 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,234 shares; 2024Q4: 7,004 shares; 2025Q1: 7,635 shares; 2025Q2: 7,543 shares 7,543 $1.71M 0.01% -92 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,863 shares; 2024Q4: 15,025 shares; 2025Q1: 21,346 shares; 2025Q2: 23,300 shares 23,300 $1.71M 0.01% +1,954 Timeline DFEV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,535 shares; 2025Q2: 56,937 shares 56,937 $1.71M 0.01% +48,402 Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,663 shares; 2024Q4: 4,834 shares; 2025Q1: 6,738 shares; 2025Q2: 6,979 shares 6,979 $1.71M 0.01% +241 Timeline ISHARES ISHARES More: the full row for ISHARES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,433 shares; 2025Q1: 55,022 shares; 2025Q2: 63,696 shares 63,696 $1.7M 0.01% +8,674 HEGD LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,103 shares; 2024Q4: 62,151 shares; 2025Q1: 66,944 shares; 2025Q2: 72,172 shares 72,172 $1.7M 0.01% +5,228 Timeline STXF EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 31,756 shares; 2025Q2: 42,335 shares 42,335 $1.7M 0.01% +10,579 Timeline ZLAB ZAI LAB LTD More: the full row for ZAI LAB LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,956 shares; 2025Q1: 36,259 shares; 2025Q2: 48,433 shares 48,433 $1.69M 0.01% +12,174 Timeline CGNG CAPITAL GROUP NEW GEOGRAPHY More: the full row for CAPITAL GROUP NEW GEOGRAPHY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 28,319 shares; 2025Q2: 58,584 shares 58,584 $1.69M 0.01% +30,265 Timeline WBS WEBSTER FINL CORP More: the full row for WEBSTER FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,093 shares; 2024Q4: 28,576 shares; 2025Q1: 31,506 shares; 2025Q2: 30,906 shares 30,906 $1.69M 0.01% -600 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,848 shares; 2024Q4: 25,457 shares; 2025Q1: 49,421 shares; 2025Q2: 51,369 shares 51,369 $1.69M 0.01% +1,948 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 110,394 shares; 2024Q4: 101,243 shares; 2025Q1: 116,691 shares; 2025Q2: 65,082 shares 65,082 $1.68M 0.01% -51,609 Timeline SNDR SCHNEIDER NATIONAL INC More: the full row for SCHNEIDER NATIONAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,207 shares; 2024Q4: 56,123 shares; 2025Q1: 60,225 shares; 2025Q2: 69,417 shares 69,417 $1.68M 0.01% +9,192 Timeline IESC IES HOLDINGS INC More: the full row for IES HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,336 shares; 2024Q4: 2,000 shares; 2025Q1: 3,053 shares; 2025Q2: 5,649 shares 5,649 $1.67M 0.01% +2,596 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,085 shares; 2024Q4: 1,607 shares; 2025Q1: 3,940 shares; 2025Q2: 4,618 shares 4,618 $1.67M 0.01% +678 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,182 shares; 2024Q4: 12,654 shares; 2025Q1: 12,399 shares; 2025Q2: 13,115 shares 13,115 $1.67M 0.01% +716 Timeline SBRA SABRA HEALTH CARE REIT INC More: the full row for SABRA HEALTH CARE REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,308 shares; 2024Q4: 82,440 shares; 2025Q1: 81,610 shares; 2025Q2: 90,705 shares 90,705 $1.67M 0.01% +9,095 Timeline KSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,317 shares; 2024Q4: 51,714 shares; 2025Q1: 44,287 shares; 2025Q2: 43,254 shares 43,254 $1.67M 0.01% -1,033 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,153 shares; 2024Q4: 18,939 shares; 2025Q1: 17,997 shares; 2025Q2: 22,953 shares 22,953 $1.67M 0.01% +4,956 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,325 shares; 2024Q4: 17,789 shares; 2025Q1: 14,443 shares; 2025Q2: 17,225 shares 17,225 $1.66M 0.01% +2,782 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,345 shares; 2024Q4: 16,027 shares; 2025Q1: 15,042 shares; 2025Q2: 14,659 shares 14,659 $1.66M 0.01% -383 Timeline SOXL DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 65,992 shares 65,992 $1.66M 0.01% new Timeline VMRK VIVMARK RESIDENTIAL More: the full row for VIVMARK RESIDENTIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,115 shares; 2024Q4: 29,008 shares; 2025Q1: 27,108 shares; 2025Q2: 24,465 shares 24,465 $1.65M 0.01% -2,643 Timeline AFLG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 41,706 shares; 2025Q1: 47,134 shares; 2025Q2: 45,447 shares 45,447 $1.65M 0.01% -1,687 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,827 shares; 2024Q4: 12,466 shares; 2025Q1: 9,156 shares; 2025Q2: 9,776 shares 9,776 $1.65M 0.01% +620 Timeline ASX ASE TECHNOLOGY HLDG CO LTD More: the full row for ASE TECHNOLOGY HLDG CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 139,145 shares; 2024Q4: 185,028 shares; 2025Q1: 143,445 shares; 2025Q2: 159,366 shares 159,366 $1.65M 0.01% +15,921 Timeline TAXF 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,783 shares; 2024Q4: 39,002 shares; 2025Q1: 38,375 shares; 2025Q2: 33,546 shares 33,546 $1.64M 0.01% -4,829 Timeline KMX CARMAX INC More: the full row for CARMAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,256 shares; 2024Q4: 18,987 shares; 2025Q1: 21,341 shares; 2025Q2: 24,411 shares 24,411 $1.64M 0.01% +3,070 Timeline BLDR BUILDERS FIRSTSOURCE INC More: the full row for BUILDERS FIRSTSOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,334 shares; 2024Q4: 6,317 shares; 2025Q1: 9,450 shares; 2025Q2: 14,050 shares 14,050 $1.64M 0.01% +4,600 Timeline DIVI 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,020 shares; 2024Q4: 45,260 shares; 2025Q1: 45,886 shares; 2025Q2: 45,903 shares 45,903 $1.64M 0.01% +17 Timeline BUFQ FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,731 shares; 2024Q4: 40,044 shares; 2025Q1: 46,940 shares; 2025Q2: 49,213 shares 49,213 $1.63M 0.01% +2,273 Timeline ALAI THE ALGER ETF TRUST More: the full row for THE ALGER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 52,877 shares 52,877 $1.63M 0.01% new 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,272 shares; 2024Q4: 16,249 shares; 2025Q1: 19,235 shares; 2025Q2: 19,660 shares 19,660 $1.63M 0.01% +425 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,411 shares; 2024Q4: 34,902 shares; 2025Q1: 45,805 shares; 2025Q2: 54,249 shares 54,249 $1.62M 0.01% +8,444 Timeline BAP CREDICORP LTD More: the full row for CREDICORP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,106 shares; 2024Q4: 7,811 shares; 2025Q1: 7,146 shares; 2025Q2: 7,244 shares 7,244 $1.62M 0.01% +98 Timeline UJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,955 shares; 2025Q2: 43,980 shares 43,980 $1.62M 0.01% +26,025 Timeline CCC CCC INTELLIGENT SOLUTIONS HL More: the full row for CCC INTELLIGENT SOLUTIONS HL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 165,366 shares; 2024Q4: 169,795 shares; 2025Q1: 177,651 shares; 2025Q2: 171,913 shares 171,913 $1.62M 0.01% -5,738 Timeline BLD TOPBUILD COR More: the full row for TOPBUILD COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,762 shares; 2024Q4: 7,429 shares; 2025Q1: 4,909 shares; 2025Q2: 4,996 shares 4,996 $1.62M 0.01% +87 Timeline GDDY GODADDY INC More: the full row for GODADDY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,983 shares; 2024Q4: 12,435 shares; 2025Q1: 8,763 shares; 2025Q2: 8,966 shares 8,966 $1.61M 0.01% +203 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,387 shares; 2024Q4: 57,202 shares; 2025Q1: 61,042 shares; 2025Q2: 50,693 shares 50,693 $1.61M 0.01% -10,349 Timeline UJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,896 shares; 2025Q2: 39,801 shares 39,801 $1.61M 0.01% +22,905 Timeline FTDR FRONTDOOR INC More: the full row for FRONTDOOR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,151 shares; 2024Q4: 4,352 shares; 2025Q1: 27,222 shares; 2025Q2: 27,311 shares 27,311 $1.61M 0.01% +89 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,252 shares; 2024Q4: 13,422 shares; 2025Q1: 13,000 shares; 2025Q2: 15,469 shares 15,469 $1.61M 0.01% +2,469 Timeline IHG INTERCONTINENTAL HOTELS GROU More: the full row for INTERCONTINENTAL HOTELS GROU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,236 shares; 2024Q4: 14,886 shares; 2025Q1: 15,358 shares; 2025Q2: 13,942 shares 13,942 $1.61M 0.01% -1,416 Timeline UNF UNIFIRST CORP MASS More: the full row for UNIFIRST CORP MASS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,149 shares; 2024Q4: 8,635 shares; 2025Q1: 8,617 shares; 2025Q2: 8,535 shares 8,535 $1.61M 0.01% -82 Timeline TDY TELEDYNE TECHNOLOGIES INC More: the full row for TELEDYNE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,615 shares; 2024Q4: 3,365 shares; 2025Q1: 3,602 shares; 2025Q2: 3,131 shares 3,131 $1.6M 0.01% -471 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,150 shares; 2024Q4: 7,516 shares; 2025Q1: 12,781 shares; 2025Q2: 15,978 shares 15,978 $1.6M 0.01% +3,197 Timeline CWENA CLEARWAY ENERGY INC More: the full row for CLEARWAY ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,685 shares; 2024Q4: 34,308 shares; 2025Q1: 39,217 shares; 2025Q2: 52,948 shares 52,948 $1.6M 0.01% +13,731 Timeline FDIS FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,358 shares; 2025Q1: 16,140 shares; 2025Q2: 16,987 shares 16,987 $1.6M 0.01% +847 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,152 shares; 2024Q4: 9,660 shares; 2025Q1: 10,546 shares; 2025Q2: 11,630 shares 11,630 $1.6M 0.01% +1,084 Timeline INVA INNOVIVA INC More: the full row for INNOVIVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,389 shares; 2024Q4: 76,694 shares; 2025Q1: 81,265 shares; 2025Q2: 79,446 shares 79,446 $1.6M 0.01% -1,819 Timeline TBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,756 shares; 2025Q1: 12,082 shares; 2025Q2: 31,915 shares 31,915 $1.6M 0.01% +19,833 Timeline ROL ROLLINS INC More: the full row for ROLLINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,526 shares; 2024Q4: 9,675 shares; 2025Q1: 21,498 shares; 2025Q2: 28,276 shares 28,276 $1.6M 0.01% +6,778 Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,011 shares; 2024Q4: not reported; 2025Q1: 4,709 shares; 2025Q2: 17,536 shares 17,536 $1.59M 0.01% +12,827 Timeline MLRG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,750 shares; 2024Q4: 18,623 shares; 2025Q1: 19,946 shares; 2025Q2: 18,531 shares 18,531 $1.59M 0.01% -1,415 Timeline CUZ COUSINS PPTYS INC More: the full row for COUSINS PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,275 shares; 2024Q4: 41,416 shares; 2025Q1: 43,834 shares; 2025Q2: 52,754 shares 52,754 $1.58M 0.01% +8,920 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,204 shares; 2024Q4: 43,368 shares; 2025Q1: 44,222 shares; 2025Q2: 48,592 shares 48,592 $1.58M 0.01% +4,370 Timeline UOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,467 shares; 2025Q2: 42,836 shares 42,836 $1.58M 0.01% +25,369 Timeline SKM SK TELECOM CO LTD More: the full row for SK TELECOM CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,974 shares; 2024Q4: 79,554 shares; 2025Q1: 69,972 shares; 2025Q2: 67,399 shares 67,399 $1.57M 0.01% -2,573 Timeline AUB ATLANTIC UN BANKSHARES CORP More: the full row for ATLANTIC UN BANKSHARES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,850 shares; 2024Q4: 38,873 shares; 2025Q1: 40,692 shares; 2025Q2: 50,248 shares 50,248 $1.57M 0.01% +9,556 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,497 shares; 2024Q4: 10,228 shares; 2025Q1: 9,388 shares; 2025Q2: 11,639 shares 11,639 $1.57M 0.01% +2,251 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,454 shares; 2025Q2: 18,593 shares 18,593 $1.57M 0.01% +6,139 Timeline BSJR 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,713 shares; 2024Q4: 62,643 shares; 2025Q1: 66,075 shares; 2025Q2: 68,904 shares 68,904 $1.56M 0.01% +2,829 Timeline CSTL CASTLE BIOSCIENCES INC More: the full row for CASTLE BIOSCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,405 shares; 2024Q4: 68,316 shares; 2025Q1: 78,409 shares; 2025Q2: 76,532 shares 76,532 $1.56M 0.01% -1,877 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,249 shares; 2024Q4: 11,186 shares; 2025Q1: 21,291 shares; 2025Q2: 17,510 shares 17,510 $1.56M 0.01% -3,781 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,139 shares; 2024Q4: 10,526 shares; 2025Q1: 11,148 shares; 2025Q2: 9,627 shares 9,627 $1.55M 0.01% -1,521 Timeline UAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20,094 shares; 2025Q2: 49,381 shares 49,381 $1.55M 0.01% +29,287 Timeline CGIC CAPITAL GROUP INTERNATIONAL More: the full row for CAPITAL GROUP INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 52,908 shares 52,908 $1.54M 0.01% new 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,914 shares; 2024Q4: 10,734 shares; 2025Q1: 10,427 shares; 2025Q2: 16,664 shares 16,664 $1.53M 0.01% +6,237 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,994 shares; 2024Q4: 16,277 shares; 2025Q1: 16,228 shares; 2025Q2: 20,490 shares 20,490 $1.53M 0.01% +4,262 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,282 shares; 2024Q4: 10,819 shares; 2025Q1: 10,478 shares; 2025Q2: 8,778 shares 8,778 $1.53M 0.01% -1,700 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,923 shares; 2024Q4: 11,006 shares; 2025Q1: 10,683 shares; 2025Q2: 11,620 shares 11,620 $1.53M 0.01% +937 Timeline SMFG SUMITOMO MITSUI FIN GRP INC More: the full row for SUMITOMO MITSUI FIN GRP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,933 shares; 2024Q4: 100,885 shares; 2025Q1: 100,495 shares; 2025Q2: 101,046 shares 101,046 $1.53M 0.01% +551 Timeline GRND GRINDR INC More: the full row for GRINDR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,272 shares; 2024Q4: 22,518 shares; 2025Q1: 23,022 shares; 2025Q2: 66,908 shares 66,908 $1.52M 0.01% +43,886 Timeline PLMR PALOMAR HLDGS INC More: the full row for PALOMAR HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,329 shares; 2025Q1: 6,326 shares; 2025Q2: 9,826 shares 9,826 $1.52M 0.01% +3,500 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 72,737 shares 72,737 $1.51M 0.01% new Timeline ASO ACADEMY SPORTS & OUTDOORS IN More: the full row for ACADEMY SPORTS & OUTDOORS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,542 shares; 2024Q4: 40,672 shares; 2025Q1: 42,623 shares; 2025Q2: 33,698 shares 33,698 $1.51M 0.01% -8,925 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,286 shares; 2025Q2: 7,213 shares 7,213 $1.51M 0.01% +2,927 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,975 shares; 2024Q4: 40,782 shares; 2025Q1: 39,000 shares; 2025Q2: 47,226 shares 47,226 $1.51M 0.01% +8,226 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,711 shares; 2024Q4: 10,614 shares; 2025Q1: 8,522 shares; 2025Q2: 10,022 shares 10,022 $1.51M 0.01% +1,500 Timeline TLN TALEN ENERGY CORP More: the full row for TALEN ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,618 shares; 2024Q4: 6,519 shares; 2025Q1: 5,703 shares; 2025Q2: 5,174 shares 5,174 $1.5M 0.01% -529 Timeline GTO INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,768 shares; 2024Q4: 26,156 shares; 2025Q1: 33,228 shares; 2025Q2: 32,034 shares 32,034 $1.5M 0.01% -1,194 Timeline IBTG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 143,242 shares; 2025Q1: 67,172 shares; 2025Q2: 65,467 shares 65,467 $1.5M 0.01% -1,705 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,334 shares; 2024Q4: 8,838 shares; 2025Q1: 8,295 shares; 2025Q2: 7,098 shares 7,098 $1.5M 0.01% -1,197 Timeline XLY 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,483 shares; 2024Q4: 6,749 shares; 2025Q1: 6,174 shares; 2025Q2: 6,882 shares 6,882 $1.5M 0.01% +708 Timeline VSH VISHAY INTERTECHNOLOGY INC More: the full row for VISHAY INTERTECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,069 shares; 2024Q4: 45,561 shares; 2025Q1: 78,429 shares; 2025Q2: 93,784 shares 93,784 $1.49M 0.01% +15,355 Timeline CPNG COUPANG INC More: the full row for COUPANG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,146 shares; 2024Q4: 15,102 shares; 2025Q1: 32,881 shares; 2025Q2: 49,618 shares 49,618 $1.49M 0.01% +16,737 Timeline NWE NORTHWESTERN ENERGY GROUP IN More: the full row for NORTHWESTERN ENERGY GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,194 shares; 2024Q4: 31,924 shares; 2025Q1: 26,382 shares; 2025Q2: 28,968 shares 28,968 $1.49M 0.01% +2,586 Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 949 shares; 2024Q4: 4,248 shares; 2025Q1: 4,570 shares; 2025Q2: 4,717 shares 4,717 $1.48M 0.01% +147 Timeline EXP EAGLE MATLS INC More: the full row for EAGLE MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,483 shares; 2024Q4: 6,885 shares; 2025Q1: 7,308 shares; 2025Q2: 7,321 shares 7,321 $1.48M 0.01% +13 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 137,670 shares; 2024Q4: 128,924 shares; 2025Q1: 122,417 shares; 2025Q2: 48,101 shares 48,101 $1.48M 0.01% -74,316 Timeline CVNA CARVANA CO More: the full row for CARVANA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,871 shares; 2024Q4: 2,038 shares; 2025Q1: 3,440 shares; 2025Q2: 4,380 shares 4,380 $1.48M 0.01% +940 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 157,549 shares; 2024Q4: 168,474 shares; 2025Q1: 119,134 shares; 2025Q2: 71,959 shares 71,959 $1.47M 0.01% -47,175 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,075 shares; 2024Q4: 11,152 shares; 2025Q1: 6,451 shares; 2025Q2: 5,178 shares 5,178 $1.47M 0.01% -1,273 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,490 shares; 2024Q4: 12,948 shares; 2025Q1: 19,442 shares; 2025Q2: 25,437 shares 25,437 $1.47M 0.01% +5,995 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,454 shares; 2024Q4: 24,427 shares; 2025Q1: 18,463 shares; 2025Q2: 17,483 shares 17,483 $1.46M 0.01% -980 Timeline VFMV VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,188 shares; 2024Q4: 8,448 shares; 2025Q1: 16,659 shares; 2025Q2: 11,410 shares 11,410 $1.46M 0.01% -5,249 Timeline ENSG ENSIGN GROUP INC More: the full row for ENSIGN GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,836 shares; 2024Q4: 9,614 shares; 2025Q1: 9,306 shares; 2025Q2: 9,474 shares 9,474 $1.46M 0.01% +168 Timeline KB KB FINL GROUP INC More: the full row for KB FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,152 shares; 2024Q4: 10,692 shares; 2025Q1: 10,465 shares; 2025Q2: 17,686 shares 17,686 $1.46M 0.01% +7,221 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,397 shares; 2024Q4: 18,905 shares; 2025Q1: 21,475 shares; 2025Q2: 22,673 shares 22,673 $1.46M 0.01% +1,198 Timeline ON ON SEMICONDUCTOR CORP More: the full row for ON SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,621 shares; 2024Q4: 35,416 shares; 2025Q1: 33,479 shares; 2025Q2: 27,827 shares 27,827 $1.46M 0.01% -5,652 Timeline YieldMax MSTR Option Income… YieldMax MSTR Option Income Strat… More: the full row for YieldMax MSTR Option Income Strategy ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 65,718 shares 65,718 $1.46M 0.01% new IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,377 shares; 2024Q4: 34,094 shares; 2025Q1: 39,852 shares; 2025Q2: 33,668 shares 33,668 $1.46M 0.01% -6,184 Timeline PCTY PAYLOCITY HLDG CORP More: the full row for PAYLOCITY HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,023 shares; 2024Q4: 7,422 shares; 2025Q1: 7,856 shares; 2025Q2: 8,014 shares 8,014 $1.45M 0.01% +158 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,285 shares; 2024Q4: 4,576 shares; 2025Q1: 5,861 shares; 2025Q2: 7,431 shares 7,431 $1.45M 0.01% +1,570 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,242 shares; 2024Q4: 9,260 shares; 2025Q1: 10,240 shares; 2025Q2: 8,801 shares 8,801 $1.45M 0.01% -1,439 Timeline IBDS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 46,542 shares; 2025Q1: 57,633 shares; 2025Q2: 59,534 shares 59,534 $1.44M 0.01% +1,901 Timeline JUCY ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,074 shares; 2024Q4: 40,899 shares; 2025Q1: 50,363 shares; 2025Q2: 64,920 shares 64,920 $1.44M 0.01% +14,557 Timeline SCHH SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,780 shares; 2024Q4: 52,892 shares; 2025Q1: 60,323 shares; 2025Q2: 68,102 shares 68,102 $1.44M 0.01% +7,779 Timeline OLED UNIVERSAL DISPLAY CORP More: the full row for UNIVERSAL DISPLAY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,721 shares; 2024Q4: 6,357 shares; 2025Q1: 9,268 shares; 2025Q2: 9,319 shares 9,319 $1.44M 0.01% +51 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,230 shares; 2024Q4: 8,200 shares; 2025Q1: 7,980 shares; 2025Q2: 7,057 shares 7,057 $1.44M 0.01% -923 Timeline WAFD WAFD INC More: the full row for WAFD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,465 shares; 2024Q4: 38,275 shares; 2025Q1: 46,976 shares; 2025Q2: 48,606 shares 48,606 $1.42M 0.01% +1,630 Timeline MANH MANHATTAN ASSOCIATES INC More: the full row for MANHATTAN ASSOCIATES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,249 shares; 2024Q4: 12,770 shares; 2025Q1: 10,076 shares; 2025Q2: 7,203 shares 7,203 $1.42M 0.01% -2,873 Timeline EPAM EPAM SYS INC More: the full row for EPAM SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,292 shares; 2024Q4: 2,287 shares; 2025Q1: 7,872 shares; 2025Q2: 8,041 shares 8,041 $1.42M 0.01% +169 Timeline BRKR BRUKER CORP More: the full row for BRUKER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,258 shares; 2024Q4: 39,242 shares; 2025Q1: 57,448 shares; 2025Q2: 34,487 shares 34,487 $1.42M 0.01% -22,961 Timeline QIAGEN N.V. QIAGEN N.V. More: the full row for QIAGEN N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 29,361 shares 29,361 $1.41M 0.01% new AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,085 shares; 2024Q4: 3,268 shares; 2025Q1: 2,485 shares; 2025Q2: 11,846 shares 11,846 $1.41M 0.01% +9,361 Timeline IBMO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,271 shares; 2025Q1: 44,564 shares; 2025Q2: 54,917 shares 54,917 $1.41M 0.01% +10,353 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,595 shares; 2024Q4: 864 shares; 2025Q1: 755 shares; 2025Q2: 704 shares 704 $1.41M 0.01% -51 Timeline ALNY ALNYLAM PHARMACEUTICALS INC More: the full row for ALNYLAM PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,541 shares; 2024Q4: 3,744 shares; 2025Q1: 3,857 shares; 2025Q2: 4,309 shares 4,309 $1.41M 0.01% +452 Timeline UAA UNDER ARMOUR INC More: the full row for UNDER ARMOUR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,237 shares; 2024Q4: 60,254 shares; 2025Q1: 107,864 shares; 2025Q2: 205,046 shares 205,046 $1.4M 0.01% +97,182 Timeline DBX DROPBOX INC More: the full row for DROPBOX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,060 shares; 2024Q4: 31,975 shares; 2025Q1: 35,618 shares; 2025Q2: 48,912 shares 48,912 $1.4M 0.01% +13,294 Timeline CALF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 376,478 shares; 2024Q4: 21,989 shares; 2025Q1: 15,071 shares; 2025Q2: 35,110 shares 35,110 $1.4M 0.01% +20,039 Timeline OVV OVINTIV INC More: the full row for OVINTIV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,304 shares; 2024Q4: 36,585 shares; 2025Q1: 38,313 shares; 2025Q2: 36,677 shares 36,677 $1.4M 0.01% -1,636 Timeline SMG SCOTTS MIRACLE-GRO CO More: the full row for SCOTTS MIRACLE-GRO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 21,144 shares 21,144 $1.39M 0.01% new Timeline GTLB GITLAB INC More: the full row for GITLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,828 shares; 2024Q4: 31,275 shares; 2025Q1: 30,935 shares; 2025Q2: 30,852 shares 30,852 $1.39M 0.01% -83 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,513 shares; 2024Q4: 9,209 shares; 2025Q1: 9,756 shares; 2025Q2: 11,784 shares 11,784 $1.39M 0.01% +2,028 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,966 shares; 2024Q4: 20,029 shares; 2025Q1: 19,178 shares; 2025Q2: 19,777 shares 19,777 $1.39M 0.01% +599 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,548 shares; 2024Q4: 3,268 shares; 2025Q1: 10,109 shares; 2025Q2: 12,518 shares 12,518 $1.39M 0.01% +2,409 Timeline DECK DECKERS OUTDOOR CORP More: the full row for DECKERS OUTDOOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,324 shares; 2024Q4: 24,115 shares; 2025Q1: 20,325 shares; 2025Q2: 13,424 shares 13,424 $1.38M 0.01% -6,901 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,154 shares; 2024Q4: 56,934 shares; 2025Q1: 65,051 shares; 2025Q2: 150,460 shares 150,460 $1.38M 0.01% +85,409 AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 31,601 shares 31,601 $1.38M 0.01% new Timeline UTZ UTZ BRANDS INC More: the full row for UTZ BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,577 shares; 2024Q4: 81,809 shares; 2025Q1: 108,784 shares; 2025Q2: 109,921 shares 109,921 $1.38M 0.01% +1,137 Timeline