PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,845 shares; 2024Q4: 8,123 shares; 2025Q1: 8,234 shares; 2025Q2: 7,597 shares; 2025Q3: 7,715 shares; 2025Q4: 7,571 shares 7,571 $829K 0.02% -144 Timeline AYI ACUITY INC More: the full row for ACUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,494 shares; 2024Q4: 3,452 shares; 2025Q1: 2,531 shares; 2025Q2: 2,556 shares; 2025Q3: 2,553 shares; 2025Q4: 2,297 shares 2,297 $827K 0.02% -256 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,799 shares; 2024Q4: 6,745 shares; 2025Q1: 6,675 shares; 2025Q2: 6,508 shares; 2025Q3: 5,584 shares; 2025Q4: 4,981 shares 4,981 $827K 0.02% -603 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,232 shares; 2024Q4: 9,165 shares; 2025Q1: 8,875 shares; 2025Q2: 5,521 shares; 2025Q3: 3,773 shares; 2025Q4: 3,668 shares 3,668 $827K 0.02% -105 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,335 shares; 2024Q4: 61,732 shares; 2025Q1: 70,417 shares; 2025Q2: 67,804 shares; 2025Q3: 59,559 shares; 2025Q4: 62,511 shares 62,511 $820K 0.02% +2,952 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,480 shares; 2024Q4: 7,481 shares; 2025Q1: 11,352 shares; 2025Q2: 10,861 shares; 2025Q3: 10,407 shares; 2025Q4: 10,550 shares 10,550 $818K 0.01% +143 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,413 shares; 2024Q4: 3,458 shares; 2025Q1: 3,829 shares; 2025Q2: 4,344 shares; 2025Q3: 4,597 shares; 2025Q4: 5,639 shares 5,639 $816K 0.01% +1,042 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,819 shares; 2024Q4: 6,129 shares; 2025Q1: 6,864 shares; 2025Q2: 12,328 shares; 2025Q3: 21,235 shares; 2025Q4: 12,110 shares 12,110 $813K 0.01% -9,125 Timeline TTC TORO CO More: the full row for TORO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,100 shares; 2024Q4: 35,623 shares; 2025Q1: 28,553 shares; 2025Q2: 27,707 shares; 2025Q3: 12,379 shares; 2025Q4: 10,301 shares 10,301 $811K 0.01% -2,078 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,927 shares 9,927 $811K 0.01% new Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,397 shares; 2024Q4: 5,876 shares; 2025Q1: 6,363 shares; 2025Q2: 6,784 shares; 2025Q3: 6,315 shares; 2025Q4: 6,409 shares 6,409 $807K 0.01% +94 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,995 shares; 2024Q4: 24,999 shares; 2025Q1: 27,028 shares; 2025Q2: 28,449 shares; 2025Q3: 26,339 shares; 2025Q4: 29,295 shares 29,295 $805K 0.01% +2,956 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 254 shares; 2025Q1: 16,297 shares; 2025Q2: 30,090 shares; 2025Q3: 28,547 shares; 2025Q4: 24,640 shares 24,640 $803K 0.01% -3,907 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,107 shares; 2024Q4: 7,137 shares; 2025Q1: 7,947 shares; 2025Q2: 7,749 shares; 2025Q3: 7,698 shares; 2025Q4: 7,702 shares 7,702 $802K 0.01% +4 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,814 shares; 2024Q4: 2,457 shares; 2025Q1: 2,785 shares; 2025Q2: 2,282 shares; 2025Q3: 2,218 shares; 2025Q4: 2,285 shares 2,285 $801K 0.01% +67 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,290 shares; 2024Q4: 17,264 shares; 2025Q1: 12,574 shares; 2025Q2: 9,961 shares; 2025Q3: 8,074 shares; 2025Q4: 7,872 shares 7,872 $800K 0.01% -202 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,558 shares; 2024Q4: 24,783 shares; 2025Q1: 25,900 shares; 2025Q2: 17,475 shares; 2025Q3: 18,801 shares; 2025Q4: 20,534 shares 20,534 $788K 0.01% +1,733 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,494 shares; 2024Q4: 18,629 shares; 2025Q1: 16,219 shares; 2025Q2: 17,445 shares; 2025Q3: 21,247 shares; 2025Q4: 21,734 shares 21,734 $788K 0.01% +487 Timeline WIT WIPRO LTD More: the full row for WIPRO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 132,215 shares; 2024Q4: 280,614 shares; 2025Q1: 269,212 shares; 2025Q2: 217,517 shares; 2025Q3: 243,948 shares; 2025Q4: 275,293 shares 275,293 $782K 0.01% +31,345 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,746 shares; 2024Q4: 7,746 shares; 2025Q1: 7,744 shares; 2025Q2: 7,754 shares; 2025Q3: 7,754 shares; 2025Q4: 7,374 shares 7,374 $779K 0.01% -380 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,558 shares; 2024Q4: 3,163 shares; 2025Q1: 3,405 shares; 2025Q2: 3,890 shares; 2025Q3: 3,430 shares; 2025Q4: 2,830 shares 2,830 $779K 0.01% -600 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,285 shares; 2024Q4: 4,341 shares; 2025Q1: 3,853 shares; 2025Q2: 13,527 shares; 2025Q3: 16,396 shares; 2025Q4: 18,898 shares 18,898 $778K 0.01% +2,502 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,709 shares; 2024Q4: 13,407 shares; 2025Q1: 12,925 shares; 2025Q2: 14,051 shares; 2025Q3: 13,981 shares; 2025Q4: 14,435 shares 14,435 $774K 0.01% +454 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 471 shares; 2024Q4: 496 shares; 2025Q1: 522 shares; 2025Q2: 495 shares; 2025Q3: 419 shares; 2025Q4: 457 shares 457 $774K 0.01% +38 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,861 shares; 2024Q4: 5,011 shares; 2025Q1: 4,873 shares; 2025Q2: 5,008 shares; 2025Q3: 5,280 shares; 2025Q4: 5,106 shares 5,106 $773K 0.01% -174 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,867 shares; 2024Q4: 20,050 shares; 2025Q1: 23,539 shares; 2025Q2: 22,357 shares; 2025Q3: 21,965 shares; 2025Q4: 14,600 shares 14,600 $771K 0.01% -7,365 Timeline QTEC FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,432 shares; 2024Q4: 3,350 shares; 2025Q1: 3,350 shares; 2025Q2: 3,350 shares; 2025Q3: 3,350 shares; 2025Q4: 3,350 shares 3,350 $771K 0.01% 0 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,324 shares; 2024Q4: 1,104 shares; 2025Q1: 975 shares; 2025Q2: 742 shares; 2025Q3: 901 shares; 2025Q4: 995 shares 995 $769K 0.01% +94 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,011 shares; 2024Q4: 5,396 shares; 2025Q1: 4,825 shares; 2025Q2: 4,985 shares; 2025Q3: 4,787 shares; 2025Q4: 4,961 shares 4,961 $768K 0.01% +174 Timeline IBMP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,581 shares; 2024Q4: 29,102 shares; 2025Q1: 28,920 shares; 2025Q2: 30,076 shares; 2025Q3: 29,496 shares; 2025Q4: 30,241 shares 30,241 $768K 0.01% +745 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,011 shares; 2024Q4: 2,620 shares; 2025Q1: 2,453 shares; 2025Q2: 2,528 shares; 2025Q3: 2,700 shares; 2025Q4: 4,742 shares 4,742 $765K 0.01% +2,042 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,726 shares; 2024Q4: 9,111 shares; 2025Q1: 9,338 shares; 2025Q2: 8,961 shares; 2025Q3: 9,681 shares; 2025Q4: 10,531 shares 10,531 $763K 0.01% +850 Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,093 shares; 2024Q4: 35,689 shares; 2025Q1: 35,785 shares; 2025Q2: 29,014 shares; 2025Q3: 31,396 shares; 2025Q4: 34,097 shares 34,097 $762K 0.01% +2,701 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,945 shares; 2024Q4: 12,580 shares; 2025Q1: 12,242 shares; 2025Q2: 12,742 shares; 2025Q3: 12,497 shares; 2025Q4: 12,646 shares 12,646 $760K 0.01% +149 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,143 shares; 2024Q4: 4,241 shares; 2025Q1: 4,699 shares; 2025Q2: 5,610 shares; 2025Q3: 6,455 shares; 2025Q4: 5,824 shares 5,824 $760K 0.01% -631 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,545 shares; 2024Q4: 1,320 shares; 2025Q1: 1,610 shares; 2025Q2: 4,354 shares; 2025Q3: 4,223 shares; 2025Q4: 4,302 shares 4,302 $757K 0.01% +79 Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,835 shares; 2024Q4: 2,399 shares; 2025Q1: 3,081 shares; 2025Q2: 3,206 shares; 2025Q3: 3,236 shares; 2025Q4: 3,114 shares 3,114 $757K 0.01% -122 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,931 shares; 2024Q4: 5,505 shares; 2025Q1: 4,805 shares; 2025Q2: 3,702 shares; 2025Q3: 3,773 shares; 2025Q4: 4,676 shares 4,676 $752K 0.01% +903 Timeline JLL JONES LANG LASALLE INC More: the full row for JONES LANG LASALLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,788 shares; 2024Q4: 1,807 shares; 2025Q1: 1,953 shares; 2025Q2: 2,124 shares; 2025Q3: 2,076 shares; 2025Q4: 2,229 shares 2,229 $750K 0.01% +153 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,455 shares; 2024Q4: 8,219 shares; 2025Q1: 7,341 shares; 2025Q2: 7,337 shares; 2025Q3: 6,809 shares; 2025Q4: 18,152 shares 18,152 $749K 0.01% +11,343 Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,939 shares; 2024Q4: 46,460 shares; 2025Q1: 48,547 shares; 2025Q2: 46,983 shares; 2025Q3: 45,634 shares; 2025Q4: 47,124 shares 47,124 $747K 0.01% +1,490 Timeline DMBS DOUBLELINE ETF TRUST More: the full row for DOUBLELINE ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 650 shares; 2024Q4: 7,730 shares; 2025Q1: 8,302 shares; 2025Q2: 14,049 shares; 2025Q3: 14,049 shares; 2025Q4: 14,950 shares 14,950 $742K 0.01% +901 Timeline ISHG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,390 shares; 2025Q2: 13,545 shares; 2025Q3: 12,225 shares; 2025Q4: 9,850 shares 9,850 $741K 0.01% -2,375 Timeline DTM DT MIDSTREAM INC More: the full row for DT MIDSTREAM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,650 shares; 2024Q4: 5,985 shares; 2025Q1: 5,580 shares; 2025Q2: 5,892 shares; 2025Q3: 5,977 shares; 2025Q4: 6,095 shares 6,095 $729K 0.01% +118 Timeline BOKF BOK FINL CORP More: the full row for BOK FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,889 shares; 2024Q4: 6,399 shares; 2025Q1: 6,795 shares; 2025Q2: 5,942 shares; 2025Q3: 6,342 shares; 2025Q4: 6,157 shares 6,157 $729K 0.01% -185 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,950 shares; 2024Q4: 14,275 shares; 2025Q1: 12,455 shares; 2025Q2: 11,560 shares; 2025Q3: 11,889 shares; 2025Q4: 12,039 shares 12,039 $727K 0.01% +150 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,286 shares; 2024Q4: 6,858 shares; 2025Q1: 7,412 shares; 2025Q2: 7,887 shares; 2025Q3: 8,203 shares; 2025Q4: 8,336 shares 8,336 $726K 0.01% +133 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,824 shares; 2024Q4: 19,129 shares; 2025Q1: 18,037 shares; 2025Q2: 14,634 shares; 2025Q3: 14,905 shares; 2025Q4: 15,646 shares 15,646 $725K 0.01% +741 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,169 shares; 2024Q4: 9,833 shares; 2025Q1: 10,018 shares; 2025Q2: 9,333 shares; 2025Q3: 11,883 shares; 2025Q4: 12,311 shares 12,311 $721K 0.01% +428 Timeline GHC GRAHAM HLDGS CO More: the full row for GRAHAM HLDGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 650 shares; 2024Q4: 651 shares; 2025Q1: 650 shares; 2025Q2: 635 shares; 2025Q3: 633 shares; 2025Q4: 656 shares 656 $721K 0.01% +23 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,523 shares; 2024Q4: 3,732 shares; 2025Q1: 3,735 shares; 2025Q2: 3,466 shares; 2025Q3: 3,468 shares; 2025Q4: 3,448 shares 3,448 $720K 0.01% -20 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 506 shares; 2024Q4: 591 shares; 2025Q1: 1,275 shares; 2025Q2: 2,215 shares; 2025Q3: 2,255 shares; 2025Q4: 2,576 shares 2,576 $719K 0.01% +321 Timeline IBHG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,500 shares; 2025Q2: 15,000 shares; 2025Q3: 23,050 shares; 2025Q4: 32,175 shares 32,175 $718K 0.01% +9,125 Timeline IDA IDACORP INC More: the full row for IDACORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,156 shares; 2024Q4: 1,494 shares; 2025Q1: 1,480 shares; 2025Q2: 1,095 shares; 2025Q3: 2,460 shares; 2025Q4: 5,668 shares 5,668 $717K 0.01% +3,208 Timeline ORI OLD REP INTL CORP More: the full row for OLD REP INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,594 shares; 2024Q4: 18,884 shares; 2025Q1: 18,928 shares; 2025Q2: 18,861 shares; 2025Q3: 17,125 shares; 2025Q4: 15,715 shares 15,715 $717K 0.01% -1,410 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,779 shares; 2024Q4: 8,659 shares; 2025Q1: 14,068 shares; 2025Q2: 13,007 shares; 2025Q3: 6,396 shares; 2025Q4: 3,405 shares 3,405 $716K 0.01% -2,991 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,019 shares; 2024Q4: 9,153 shares; 2025Q1: 9,456 shares; 2025Q2: 10,524 shares; 2025Q3: 8,424 shares; 2025Q4: 8,610 shares 8,610 $715K 0.01% +186 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,463 shares; 2024Q4: 10,736 shares; 2025Q1: 7,354 shares; 2025Q2: 6,862 shares; 2025Q3: 6,784 shares; 2025Q4: 7,310 shares 7,310 $715K 0.01% +526 Timeline NEU NEWMARKET CORP More: the full row for NEWMARKET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 705 shares; 2024Q4: 735 shares; 2025Q1: 725 shares; 2025Q2: 740 shares; 2025Q3: 745 shares; 2025Q4: 1,038 shares 1,038 $713K 0.01% +293 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,154 shares; 2024Q4: 4,553 shares; 2025Q1: 4,244 shares; 2025Q2: 4,544 shares; 2025Q3: 4,785 shares; 2025Q4: 4,604 shares 4,604 $712K 0.01% -181 Timeline SE SEA LTD More: the full row for SEA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,065 shares; 2024Q4: 5,815 shares; 2025Q1: 5,692 shares; 2025Q2: 5,729 shares; 2025Q3: 5,989 shares; 2025Q4: 5,571 shares 5,571 $711K 0.01% -418 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,286 shares; 2024Q4: 6,547 shares; 2025Q1: 6,362 shares; 2025Q2: 7,794 shares; 2025Q3: 7,259 shares; 2025Q4: 7,134 shares 7,134 $710K 0.01% -125 Timeline ESG FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,477 shares; 2024Q4: 4,477 shares; 2025Q1: 4,477 shares; 2025Q2: 4,477 shares; 2025Q3: 4,477 shares; 2025Q4: 4,477 shares 4,477 $708K 0.01% 0 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,452 shares; 2024Q4: 3,512 shares; 2025Q1: 3,346 shares; 2025Q2: 3,459 shares; 2025Q3: 3,505 shares; 2025Q4: 3,501 shares 3,501 $705K 0.01% -4 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,700 shares; 2024Q4: 1,670 shares; 2025Q1: 1,687 shares; 2025Q2: 1,690 shares; 2025Q3: 1,625 shares; 2025Q4: 1,275 shares 1,275 $705K 0.01% -350 Timeline ESS ESSEX PPTY TR INC More: the full row for ESSEX PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,132 shares; 2024Q4: 2,068 shares; 2025Q1: 1,963 shares; 2025Q2: 1,876 shares; 2025Q3: 1,895 shares; 2025Q4: 2,657 shares 2,657 $696K 0.01% +762 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,612 shares; 2024Q4: 3,752 shares; 2025Q1: 5,512 shares; 2025Q2: 16,257 shares; 2025Q3: 15,607 shares; 2025Q4: 16,507 shares 16,507 $694K 0.01% +900 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,154 shares; 2024Q4: 2,222 shares; 2025Q1: 2,203 shares; 2025Q2: 2,046 shares; 2025Q3: 1,999 shares; 2025Q4: 1,964 shares 1,964 $693K 0.01% -35 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,016 shares; 2024Q4: 3,286 shares; 2025Q1: 4,222 shares; 2025Q2: 4,075 shares; 2025Q3: 4,239 shares; 2025Q4: 9,697 shares 9,697 $693K 0.01% +5,458 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,070 shares; 2024Q4: 2,159 shares; 2025Q1: 2,419 shares; 2025Q2: 2,393 shares; 2025Q3: 2,436 shares; 2025Q4: 3,395 shares 3,395 $690K 0.01% +959 Timeline PBM PSYENCE BIOMEDICAL LTD More: the full row for PSYENCE BIOMEDICAL LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 151,250 shares 151,250 $687K 0.01% new Timeline FHI FEDERATED HERMES INC More: the full row for FEDERATED HERMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,621 shares; 2024Q4: 5,847 shares; 2025Q1: 8,087 shares; 2025Q2: 10,564 shares; 2025Q3: 11,208 shares; 2025Q4: 13,057 shares 13,057 $680K 0.01% +1,849 Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,193 shares; 2024Q4: 22,673 shares; 2025Q1: 27,222 shares; 2025Q2: 28,083 shares; 2025Q3: 28,460 shares; 2025Q4: 29,056 shares 29,056 $677K 0.01% +596 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,617 shares; 2024Q4: 4,704 shares; 2025Q1: 3,577 shares; 2025Q2: 3,108 shares; 2025Q3: 3,495 shares; 2025Q4: 3,489 shares 3,489 $677K 0.01% -6 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,628 shares; 2024Q4: 4,970 shares; 2025Q1: 4,989 shares; 2025Q2: 5,781 shares; 2025Q3: 5,848 shares; 2025Q4: 6,027 shares 6,027 $674K 0.01% +179 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,000 shares; 2024Q4: 7,135 shares; 2025Q1: 7,547 shares; 2025Q2: 7,240 shares; 2025Q3: 7,802 shares; 2025Q4: 8,191 shares 8,191 $672K 0.01% +389 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,564 shares; 2024Q4: 5,256 shares; 2025Q1: 5,029 shares; 2025Q2: 5,659 shares; 2025Q3: 6,145 shares; 2025Q4: 10,447 shares 10,447 $671K 0.01% +4,302 Timeline HVT HAVERTY FURNITURE COS INC More: the full row for HAVERTY FURNITURE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,749 shares; 2024Q4: 28,653 shares; 2025Q1: 28,653 shares; 2025Q2: 28,709 shares; 2025Q3: 28,709 shares; 2025Q4: 28,683 shares 28,683 $670K 0.01% -26 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,428 shares; 2024Q4: 3,335 shares; 2025Q1: 3,601 shares; 2025Q2: 4,682 shares; 2025Q3: 4,510 shares; 2025Q4: 4,638 shares 4,638 $666K 0.01% +128 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,213 shares; 2024Q4: 6,629 shares; 2025Q1: 7,013 shares; 2025Q2: 6,587 shares; 2025Q3: 6,869 shares; 2025Q4: 7,195 shares 7,195 $665K 0.01% +326 Timeline LOPE GRAND CANYON ED INC More: the full row for GRAND CANYON ED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,111 shares; 2024Q4: 4,165 shares; 2025Q1: 4,820 shares; 2025Q2: 4,320 shares; 2025Q3: 4,243 shares; 2025Q4: 3,997 shares 3,997 $665K 0.01% -246 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,935 shares; 2024Q4: 2,266 shares; 2025Q1: 2,741 shares; 2025Q2: 3,083 shares; 2025Q3: 3,134 shares; 2025Q4: 3,237 shares 3,237 $664K 0.01% +103 Timeline BROS DUTCH BROS INC More: the full row for DUTCH BROS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 705 shares; 2024Q4: 1,019 shares; 2025Q1: 1,048 shares; 2025Q2: 2,752 shares; 2025Q3: 6,744 shares; 2025Q4: 10,833 shares 10,833 $663K 0.01% +4,089 Timeline AIRR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 200 shares; 2024Q4: 1,860 shares; 2025Q1: 5,798 shares; 2025Q2: 6,267 shares; 2025Q3: 6,668 shares; 2025Q4: 6,676 shares 6,676 $656K 0.01% +8 Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,214 shares; 2025Q1: 9,072 shares; 2025Q2: 10,492 shares; 2025Q3: 13,022 shares; 2025Q4: 17,052 shares 17,052 $653K 0.01% +4,030 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,311 shares; 2024Q4: 4,236 shares; 2025Q1: 4,336 shares; 2025Q2: 5,086 shares; 2025Q3: 5,211 shares; 2025Q4: 10,103 shares 10,103 $651K 0.01% +4,892 Timeline FFIV F5 INC More: the full row for F5 INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,296 shares; 2024Q4: 2,332 shares; 2025Q1: 2,680 shares; 2025Q2: 2,568 shares; 2025Q3: 2,595 shares; 2025Q4: 2,540 shares 2,540 $648K 0.01% -55 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,221 shares; 2024Q4: 15,424 shares; 2025Q1: 10,625 shares; 2025Q2: 10,445 shares; 2025Q3: 9,065 shares; 2025Q4: 9,736 shares 9,736 $647K 0.01% +671 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,369 shares; 2024Q4: 1,470 shares; 2025Q1: 1,469 shares; 2025Q2: 1,403 shares; 2025Q3: 1,347 shares; 2025Q4: 1,657 shares 1,657 $645K 0.01% +310 Timeline NXT NEXTPOWER INC More: the full row for NEXTPOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,727 shares; 2024Q4: 5,019 shares; 2025Q1: 5,752 shares; 2025Q2: 6,515 shares; 2025Q3: 7,166 shares; 2025Q4: 7,385 shares 7,385 $643K 0.01% +219 Timeline OKLO OKLO INC More: the full row for OKLO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,332 shares; 2025Q1: 11,862 shares; 2025Q2: 10,622 shares; 2025Q3: 9,609 shares; 2025Q4: 8,953 shares 8,953 $642K 0.01% -656 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,814 shares; 2024Q4: 6,278 shares; 2025Q1: 7,783 shares; 2025Q2: 8,222 shares; 2025Q3: 7,988 shares; 2025Q4: 7,423 shares 7,423 $640K 0.01% -565 Timeline IBMO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,515 shares; 2024Q4: 19,770 shares; 2025Q1: 19,578 shares; 2025Q2: 22,690 shares; 2025Q3: 22,115 shares; 2025Q4: 24,807 shares 24,807 $636K 0.01% +2,692 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,618 shares; 2024Q4: 37,738 shares; 2025Q1: 38,625 shares; 2025Q2: 36,885 shares; 2025Q3: 36,593 shares; 2025Q4: 39,479 shares 39,479 $634K 0.01% +2,886 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 710 shares; 2024Q4: 825 shares; 2025Q1: 721 shares; 2025Q2: 892 shares; 2025Q3: 827 shares; 2025Q4: 827 shares 827 $634K 0.01% 0 Timeline GWRE GUIDEWIRE SOFTWARE INC More: the full row for GUIDEWIRE SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,143 shares; 2024Q4: 4,148 shares; 2025Q1: 4,029 shares; 2025Q2: 4,036 shares; 2025Q3: 3,872 shares; 2025Q4: 3,152 shares 3,152 $634K 0.01% -720 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 894 shares; 2024Q4: 905 shares; 2025Q1: 896 shares; 2025Q2: 898 shares; 2025Q3: 1,006 shares; 2025Q4: 1,034 shares 1,034 $633K 0.01% +28 Timeline DOX AMDOCS LTD More: the full row for AMDOCS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,819 shares; 2024Q4: 8,836 shares; 2025Q1: 10,239 shares; 2025Q2: 11,455 shares; 2025Q3: 9,271 shares; 2025Q4: 7,850 shares 7,850 $632K 0.01% -1,421 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,030 shares; 2024Q4: 4,728 shares; 2025Q1: 5,709 shares; 2025Q2: 9,024 shares; 2025Q3: 10,028 shares; 2025Q4: 9,865 shares 9,865 $629K 0.01% -163 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,440 shares; 2025Q2: 5,560 shares; 2025Q3: 6,769 shares; 2025Q4: 6,769 shares 6,769 $625K 0.01% 0 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,844 shares; 2024Q4: 7,097 shares; 2025Q1: 5,595 shares; 2025Q2: 5,381 shares; 2025Q3: 4,873 shares; 2025Q4: 5,652 shares 5,652 $623K 0.01% +779 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,927 shares; 2024Q4: 2,380 shares; 2025Q1: 2,048 shares; 2025Q2: 1,931 shares; 2025Q3: 2,020 shares; 2025Q4: 2,469 shares 2,469 $620K 0.01% +449 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,324 shares; 2024Q4: 22,083 shares; 2025Q1: 14,654 shares; 2025Q2: 17,263 shares; 2025Q3: 15,454 shares; 2025Q4: 13,308 shares 13,308 $619K 0.01% -2,146 Timeline VNLA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,575 shares 12,575 $618K 0.01% new Timeline P EVERPURE INC More: the full row for EVERPURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,085 shares; 2024Q4: 13,271 shares; 2025Q1: 9,792 shares; 2025Q2: 8,808 shares; 2025Q3: 9,847 shares; 2025Q4: 9,120 shares 9,120 $611K 0.01% -727 Timeline IEUR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,634 shares; 2024Q4: 4,633 shares; 2025Q1: 8,194 shares; 2025Q2: 8,215 shares; 2025Q3: 8,603 shares; 2025Q4: 8,608 shares 8,608 $611K 0.01% +5 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,206 shares; 2024Q4: 7,071 shares; 2025Q1: 6,696 shares; 2025Q2: 5,758 shares; 2025Q3: 5,998 shares; 2025Q4: 7,543 shares 7,543 $609K 0.01% +1,545 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,283 shares; 2024Q4: 9,722 shares; 2025Q1: 9,266 shares; 2025Q2: 8,082 shares; 2025Q3: 7,481 shares; 2025Q4: 6,934 shares 6,934 $606K 0.01% -547 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,332 shares; 2024Q4: 3,239 shares; 2025Q1: 2,963 shares; 2025Q2: 2,713 shares; 2025Q3: 2,766 shares; 2025Q4: 2,948 shares 2,948 $605K 0.01% +182 Timeline HACK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,571 shares; 2024Q4: 7,814 shares; 2025Q1: 8,088 shares; 2025Q2: 6,927 shares; 2025Q3: 7,321 shares; 2025Q4: 7,521 shares 7,521 $605K 0.01% +200 Timeline RGLD ROYAL GOLD INC More: the full row for ROYAL GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,971 shares; 2024Q4: 3,075 shares; 2025Q1: 2,717 shares; 2025Q2: 2,797 shares; 2025Q3: 2,827 shares; 2025Q4: 2,719 shares 2,719 $604K 0.01% -108 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,512 shares; 2024Q4: 8,356 shares; 2025Q1: 11,626 shares; 2025Q2: 12,450 shares; 2025Q3: 12,905 shares; 2025Q4: 13,783 shares 13,783 $601K 0.01% +878 Timeline THG HANOVER INS GROUP INC More: the full row for HANOVER INS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,213 shares; 2024Q4: 3,501 shares; 2025Q1: 3,310 shares; 2025Q2: 3,161 shares; 2025Q3: 3,127 shares; 2025Q4: 3,270 shares 3,270 $598K 0.01% +143 Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,188 shares; 2024Q4: 4,290 shares; 2025Q1: 3,895 shares; 2025Q2: 4,109 shares; 2025Q3: 3,691 shares; 2025Q4: 3,714 shares 3,714 $597K 0.01% +23 Timeline IOO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,957 shares; 2024Q4: 4,958 shares; 2025Q1: 4,958 shares; 2025Q2: 4,959 shares; 2025Q3: 4,959 shares; 2025Q4: 4,709 shares 4,709 $597K 0.01% -250 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,990 shares; 2024Q4: 13,687 shares; 2025Q1: 18,405 shares; 2025Q2: 13,333 shares; 2025Q3: 13,385 shares; 2025Q4: 16,285 shares 16,285 $597K 0.01% +2,900 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,853 shares; 2024Q4: 3,729 shares; 2025Q1: 9,490 shares; 2025Q2: 8,486 shares; 2025Q3: 8,890 shares; 2025Q4: 9,927 shares 9,927 $596K 0.01% +1,037 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,319 shares; 2024Q4: 27,925 shares; 2025Q1: 36,118 shares; 2025Q2: 28,353 shares; 2025Q3: 28,295 shares; 2025Q4: 28,476 shares 28,476 $595K 0.01% +181 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,076 shares; 2024Q4: 7,172 shares; 2025Q1: 7,580 shares; 2025Q2: 6,200 shares; 2025Q3: 6,225 shares; 2025Q4: 5,654 shares 5,654 $594K 0.01% -571 Timeline SPBO SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,513 shares; 2024Q4: 17,057 shares; 2025Q1: 9,886 shares; 2025Q2: 9,506 shares; 2025Q3: 9,506 shares; 2025Q4: 20,236 shares 20,236 $594K 0.01% +10,730 Timeline GFLW VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,062 shares 21,062 $593K 0.01% new Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,328 shares; 2024Q4: 16,594 shares; 2025Q1: 10,215 shares; 2025Q2: 17,726 shares; 2025Q3: 18,919 shares; 2025Q4: 14,364 shares 14,364 $591K 0.01% -4,555 Timeline IBMQ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,045 shares; 2024Q4: 15,300 shares; 2025Q1: 15,119 shares; 2025Q2: 16,279 shares; 2025Q3: 20,199 shares; 2025Q4: 23,095 shares 23,095 $591K 0.01% +2,896 Timeline IBMR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,364 shares; 2024Q4: 19,674 shares; 2025Q1: 19,701 shares; 2025Q2: 20,880 shares; 2025Q3: 20,250 shares; 2025Q4: 23,161 shares 23,161 $589K 0.01% +2,911 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,352 shares; 2024Q4: 3,510 shares; 2025Q1: 3,284 shares; 2025Q2: 3,384 shares; 2025Q3: 3,362 shares; 2025Q4: 3,383 shares 3,383 $587K 0.01% +21 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,721 shares; 2024Q4: 1,776 shares; 2025Q1: 1,410 shares; 2025Q2: 1,770 shares; 2025Q3: 1,790 shares; 2025Q4: 2,057 shares 2,057 $587K 0.01% +267 Timeline IHDG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,846 shares; 2025Q2: 11,615 shares; 2025Q3: 13,633 shares; 2025Q4: 12,059 shares 12,059 $587K 0.01% -1,574 Timeline ING ING GROEP N.V. More: the full row for ING GROEP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,311 shares; 2024Q4: 18,939 shares; 2025Q1: 20,339 shares; 2025Q2: 21,147 shares; 2025Q3: 21,267 shares; 2025Q4: 20,834 shares 20,834 $583K 0.01% -433 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 884 shares; 2024Q4: 962 shares; 2025Q1: 998 shares; 2025Q2: 1,094 shares; 2025Q3: 1,047 shares; 2025Q4: 1,021 shares 1,021 $580K 0.01% -26 Timeline INGR INGREDION INC More: the full row for INGREDION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,260 shares; 2024Q4: 7,068 shares; 2025Q1: 7,056 shares; 2025Q2: 7,847 shares; 2025Q3: 7,859 shares; 2025Q4: 5,257 shares 5,257 $580K 0.01% -2,602 Timeline OMF ONEMAIN HLDGS INC More: the full row for ONEMAIN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,957 shares; 2024Q4: 7,779 shares; 2025Q1: 7,547 shares; 2025Q2: 10,120 shares; 2025Q3: 8,151 shares; 2025Q4: 8,473 shares 8,473 $572K 0.01% +322 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,542 shares; 2024Q4: 9,683 shares; 2025Q1: 10,528 shares; 2025Q2: 7,419 shares; 2025Q3: 7,824 shares; 2025Q4: 6,812 shares 6,812 $571K 0.01% -1,012 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,534 shares; 2024Q4: 7,738 shares; 2025Q1: 7,625 shares; 2025Q2: 7,354 shares; 2025Q3: 6,808 shares; 2025Q4: 7,149 shares 7,149 $568K 0.01% +341 Timeline IGEB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 445,057 shares; 2024Q4: 481,882 shares; 2025Q1: 66,868 shares; 2025Q2: 47,549 shares; 2025Q3: 14,756 shares; 2025Q4: 12,429 shares 12,429 $568K 0.01% -2,327 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,882 shares; 2024Q4: 4,843 shares; 2025Q1: 5,262 shares; 2025Q2: 5,312 shares; 2025Q3: 5,568 shares; 2025Q4: 5,653 shares 5,653 $565K 0.01% +85 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,166 shares; 2024Q4: 1,158 shares; 2025Q1: 1,158 shares; 2025Q2: 1,222 shares; 2025Q3: 1,192 shares; 2025Q4: 1,268 shares 1,268 $564K 0.01% +76 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,451 shares; 2024Q4: 3,809 shares; 2025Q1: 3,745 shares; 2025Q2: 3,498 shares; 2025Q3: 3,267 shares; 2025Q4: 3,091 shares 3,091 $563K 0.01% -176 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,815 shares; 2024Q4: 35,169 shares; 2025Q1: 36,457 shares; 2025Q2: 38,176 shares; 2025Q3: 37,003 shares; 2025Q4: 20,649 shares 20,649 $562K 0.01% -16,354 Timeline IMO IMPERIAL OIL LTD More: the full row for IMPERIAL OIL LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,476 shares; 2024Q4: 6,821 shares; 2025Q1: 6,513 shares; 2025Q2: 6,391 shares; 2025Q3: 6,484 shares; 2025Q4: 6,503 shares 6,503 $561K 0.01% +19 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,262 shares; 2024Q4: 13,025 shares; 2025Q1: 14,881 shares; 2025Q2: 12,842 shares; 2025Q3: 14,955 shares; 2025Q4: 19,451 shares 19,451 $561K 0.01% +4,496 Timeline MTN VAIL RESORTS INC More: the full row for VAIL RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,236 shares; 2024Q4: 11,275 shares; 2025Q1: 10,516 shares; 2025Q2: 9,818 shares; 2025Q3: 4,869 shares; 2025Q4: 4,220 shares 4,220 $560K 0.01% -649 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,162 shares; 2024Q4: 2,303 shares; 2025Q1: 2,511 shares; 2025Q2: 2,732 shares; 2025Q3: 2,758 shares; 2025Q4: 2,724 shares 2,724 $560K 0.01% -34 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,943 shares; 2024Q4: 2,892 shares; 2025Q1: 2,955 shares; 2025Q2: 3,016 shares; 2025Q3: 3,044 shares; 2025Q4: 3,133 shares 3,133 $560K 0.01% +89 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,666 shares; 2024Q4: 1,740 shares; 2025Q1: 1,891 shares; 2025Q2: 2,183 shares; 2025Q3: 2,248 shares; 2025Q4: 2,566 shares 2,566 $557K 0.01% +318 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,962 shares; 2024Q4: 4,058 shares; 2025Q1: 5,796 shares; 2025Q2: 5,631 shares; 2025Q3: 5,691 shares; 2025Q4: 5,884 shares 5,884 $554K 0.01% +193 Timeline NUMV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 853 shares; 2025Q2: 1,018 shares; 2025Q3: 14,136 shares; 2025Q4: 14,136 shares 14,136 $553K 0.01% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,331 shares; 2024Q4: 2,376 shares; 2025Q1: 2,440 shares; 2025Q2: 2,926 shares; 2025Q3: 2,903 shares; 2025Q4: 2,818 shares 2,818 $550K 0.01% -85 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,992 shares; 2024Q4: 27,995 shares; 2025Q1: 27,593 shares; 2025Q2: 27,893 shares; 2025Q3: 17,786 shares; 2025Q4: 13,986 shares 13,986 $544K 0.01% -3,800 Timeline SEB SEABOARD CORP DEL More: the full row for SEABOARD CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 180 shares; 2024Q4: 71 shares; 2025Q1: 98 shares; 2025Q2: 109 shares; 2025Q3: 119 shares; 2025Q4: 122 shares 122 $542K 0.01% +3 Timeline RS RELIANCE INC More: the full row for RELIANCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,242 shares; 2024Q4: 2,076 shares; 2025Q1: 2,106 shares; 2025Q2: 2,093 shares; 2025Q3: 2,023 shares; 2025Q4: 1,877 shares 1,877 $542K 0.01% -146 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,353 shares; 2024Q4: 4,550 shares; 2025Q1: 4,442 shares; 2025Q2: 4,527 shares; 2025Q3: 4,715 shares; 2025Q4: 5,522 shares 5,522 $536K 0.01% +807 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,317 shares; 2024Q4: 3,747 shares; 2025Q1: 3,029 shares; 2025Q2: 5,486 shares; 2025Q3: 4,906 shares; 2025Q4: 5,007 shares 5,007 $536K 0.01% +101 Timeline UIS UNISYS CORP More: the full row for UNISYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 208,786 shares; 2024Q4: 208,786 shares; 2025Q1: 253,427 shares; 2025Q2: 253,427 shares; 2025Q3: 253,427 shares; 2025Q4: 193,427 shares 193,427 $534K 0.01% -60,000 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,747 shares; 2024Q4: 12,594 shares; 2025Q1: 10,943 shares; 2025Q2: 11,176 shares; 2025Q3: 11,668 shares; 2025Q4: 12,034 shares 12,034 $534K 0.01% +366 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,869 shares; 2024Q4: 10,604 shares; 2025Q1: 11,039 shares; 2025Q2: 11,210 shares; 2025Q3: 11,545 shares; 2025Q4: 11,649 shares 11,649 $531K 0.01% +104 Timeline FNV FRANCO NEV CORP More: the full row for FRANCO NEV CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,187 shares; 2024Q4: 2,692 shares; 2025Q1: 2,698 shares; 2025Q2: 2,523 shares; 2025Q3: 2,524 shares; 2025Q4: 2,552 shares 2,552 $529K 0.01% +28 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,021 shares; 2024Q4: 5,687 shares; 2025Q1: 5,256 shares; 2025Q2: 5,142 shares; 2025Q3: 5,156 shares; 2025Q4: 5,155 shares 5,155 $528K 0.01% -1 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,121 shares; 2024Q4: 3,637 shares; 2025Q1: 4,010 shares; 2025Q2: 4,031 shares; 2025Q3: 3,123 shares; 2025Q4: 3,473 shares 3,473 $528K 0.01% +350 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 342 shares; 2024Q4: 394 shares; 2025Q1: 450 shares; 2025Q2: 535 shares; 2025Q3: 542 shares; 2025Q4: 565 shares 565 $527K 0.01% +23 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,439 shares; 2024Q4: 1,562 shares; 2025Q1: 1,535 shares; 2025Q2: 1,700 shares; 2025Q3: 1,714 shares; 2025Q4: 1,860 shares 1,860 $527K 0.01% +146 Timeline VAW VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,732 shares; 2024Q4: 2,758 shares; 2025Q1: 2,668 shares; 2025Q2: 2,488 shares; 2025Q3: 2,510 shares; 2025Q4: 2,536 shares 2,536 $526K 0.01% +26 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,610 shares; 2024Q4: 4,928 shares; 2025Q1: 4,065 shares; 2025Q2: 6,582 shares; 2025Q3: 6,945 shares; 2025Q4: 7,105 shares 7,105 $525K 0.01% +160 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,580 shares; 2024Q4: 3,764 shares; 2025Q1: 4,070 shares; 2025Q2: 4,146 shares; 2025Q3: 4,397 shares; 2025Q4: 4,463 shares 4,463 $525K 0.01% +66 Timeline DECK DECKERS OUTDOOR CORP More: the full row for DECKERS OUTDOOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,694 shares; 2024Q4: 5,422 shares; 2025Q1: 10,220 shares; 2025Q2: 7,102 shares; 2025Q3: 5,263 shares; 2025Q4: 5,059 shares 5,059 $524K 0.01% -204 Timeline QQQE 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,126 shares; 2024Q4: 5,126 shares; 2025Q1: 5,126 shares; 2025Q2: 5,126 shares; 2025Q3: 5,126 shares; 2025Q4: 5,126 shares 5,126 $524K 0.01% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,503 shares; 2024Q4: 6,509 shares; 2025Q1: 4,888 shares; 2025Q2: 4,401 shares; 2025Q3: 5,511 shares; 2025Q4: 6,423 shares 6,423 $514K 0.01% +912 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,282 shares; 2024Q4: 20,171 shares; 2025Q1: 19,936 shares; 2025Q2: 20,187 shares; 2025Q3: 9,572 shares; 2025Q4: 5,942 shares 5,942 $514K 0.01% -3,630 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,062 shares; 2024Q4: 1,963 shares; 2025Q1: 2,041 shares; 2025Q2: 2,255 shares; 2025Q3: 2,373 shares; 2025Q4: 1,977 shares 1,977 $513K 0.01% -396 Timeline GPCR STRUCTURE THERAPEUTICS INC More: the full row for STRUCTURE THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,264 shares; 2025Q3: 8,264 shares; 2025Q4: 7,352 shares 7,352 $511K 0.01% -912 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,456 shares; 2024Q4: 2,382 shares; 2025Q1: 2,682 shares; 2025Q2: 2,647 shares; 2025Q3: 2,981 shares; 2025Q4: 3,134 shares 3,134 $511K 0.01% +153 Timeline JHG JANUS HENDERSON GROUP PLC More: the full row for JANUS HENDERSON GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,126 shares; 2024Q4: 9,339 shares; 2025Q1: 10,308 shares; 2025Q2: 10,672 shares; 2025Q3: 9,166 shares; 2025Q4: 10,696 shares 10,696 $509K 0.01% +1,530 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,569 shares; 2024Q4: 23,245 shares; 2025Q1: 26,768 shares; 2025Q2: 26,604 shares; 2025Q3: 13,673 shares; 2025Q4: 13,744 shares 13,744 $509K 0.01% +71 Timeline TSLX SIXTH STREET SPECIALTY LENDI More: the full row for SIXTH STREET SPECIALTY LENDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,060 shares; 2024Q4: 19,860 shares; 2025Q1: 20,708 shares; 2025Q2: 18,012 shares; 2025Q3: 18,041 shares; 2025Q4: 23,335 shares 23,335 $507K 0.01% +5,294 Timeline SLQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,735 shares; 2024Q4: 4,012 shares; 2025Q1: 2,735 shares; 2025Q2: 4,635 shares; 2025Q3: 9,945 shares; 2025Q4: 9,945 shares 9,945 $504K 0.01% 0 Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,584 shares; 2024Q4: 51,375 shares; 2025Q1: 58,215 shares; 2025Q2: 31,997 shares; 2025Q3: 32,715 shares; 2025Q4: 47,034 shares 47,034 $504K 0.01% +14,319 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,300 shares; 2024Q4: 9,300 shares; 2025Q1: 9,300 shares; 2025Q2: 11,305 shares; 2025Q3: 11,353 shares; 2025Q4: 11,408 shares 11,408 $503K 0.01% +55 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,112 shares; 2024Q4: 2,494 shares; 2025Q1: 2,359 shares; 2025Q2: 3,340 shares; 2025Q3: 3,476 shares; 2025Q4: 3,897 shares 3,897 $503K 0.01% +421 Timeline BCS BARCLAYS PLC More: the full row for BARCLAYS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,060 shares; 2024Q4: 17,624 shares; 2025Q1: 19,216 shares; 2025Q2: 18,620 shares; 2025Q3: 19,183 shares; 2025Q4: 19,703 shares 19,703 $501K 0.01% +520 Timeline ETHA ISHARES ETHEREUM TR More: the full row for ISHARES ETHEREUM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,155 shares; 2025Q1: 9,067 shares; 2025Q2: 14,372 shares; 2025Q3: 20,284 shares; 2025Q4: 22,344 shares 22,344 $501K 0.01% +2,060 Timeline ESLT ELBIT SYS LTD More: the full row for ELBIT SYS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 942 shares; 2024Q4: 1,012 shares; 2025Q1: 812 shares; 2025Q2: 809 shares; 2025Q3: 821 shares; 2025Q4: 866 shares 866 $501K 0.01% +45 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,297 shares; 2024Q4: 14,332 shares; 2025Q1: 14,177 shares; 2025Q2: 13,006 shares; 2025Q3: 12,416 shares; 2025Q4: 12,783 shares 12,783 $500K 0.01% +367 Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,060 shares; 2024Q4: 1,090 shares; 2025Q1: 999 shares; 2025Q2: 1,184 shares; 2025Q3: 1,007 shares; 2025Q4: 1,027 shares 1,027 $500K 0.01% +20 Timeline CFLT CONFLUENT INC-CLASS A More: the full row for CONFLUENT INC-CLASS A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,374 shares; 2024Q4: 16,655 shares; 2025Q1: 17,093 shares; 2025Q2: 16,377 shares; 2025Q3: 16,299 shares; 2025Q4: 16,539 shares 16,539 $500K 0.01% +240 Timeline GGG GRACO INC More: the full row for GRACO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,254 shares; 2024Q4: 3,363 shares; 2025Q1: 3,311 shares; 2025Q2: 3,420 shares; 2025Q3: 3,908 shares; 2025Q4: 6,095 shares 6,095 $500K 0.01% +2,187 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,228 shares; 2024Q4: 6,157 shares; 2025Q1: 4,670 shares; 2025Q2: 4,640 shares; 2025Q3: 4,760 shares; 2025Q4: 4,861 shares 4,861 $499K 0.01% +101 Timeline NYT NEW YORK TIMES CO MTN BE More: the full row for NEW YORK TIMES CO MTN BE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,920 shares; 2024Q4: 6,396 shares; 2025Q1: 5,055 shares; 2025Q2: 3,359 shares; 2025Q3: 5,621 shares; 2025Q4: 7,181 shares 7,181 $499K 0.01% +1,560 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,345 shares; 2024Q4: 5,502 shares; 2025Q1: 5,915 shares; 2025Q2: 3,885 shares; 2025Q3: 3,846 shares; 2025Q4: 3,893 shares 3,893 $498K 0.01% +47 Timeline ADVISORS INNER CIRCLE FD III ADVISORS INNER CIRCLE FD III More: the full row for ADVISORS INNER CIRCLE FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,439 shares; 2024Q4: 17,446 shares; 2025Q1: 17,476 shares; 2025Q2: 17,486 shares; 2025Q3: 16,002 shares; 2025Q4: 16,009 shares 16,009 $496K 0.01% +7 FEOE RBB FUND TRUST More: the full row for RBB FUND TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,260 shares 10,260 $496K 0.01% new Timeline INCY INCYTE CORP More: the full row for INCYTE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,391 shares; 2024Q4: 5,129 shares; 2025Q1: 4,439 shares; 2025Q2: 4,832 shares; 2025Q3: 4,757 shares; 2025Q4: 5,020 shares 5,020 $496K 0.01% +263 Timeline RHI ROBERT HALF INC. More: the full row for ROBERT HALF INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 781 shares; 2024Q4: 894 shares; 2025Q1: 1,546 shares; 2025Q2: 2,013 shares; 2025Q3: 6,610 shares; 2025Q4: 18,147 shares 18,147 $493K 0.01% +11,537 Timeline IDGT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,666 shares; 2025Q3: 5,726 shares; 2025Q4: 5,766 shares 5,766 $490K 0.01% +40 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,480 shares 7,480 $489K 0.01% new Timeline ONON ON HLDG AG More: the full row for ON HLDG AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 842 shares; 2024Q4: 842 shares; 2025Q1: 1,292 shares; 2025Q2: 3,101 shares; 2025Q3: 10,170 shares; 2025Q4: 10,455 shares 10,455 $486K 0.01% +285 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,592 shares; 2024Q4: 7,919 shares; 2025Q1: 8,388 shares; 2025Q2: 8,061 shares; 2025Q3: 8,399 shares; 2025Q4: 8,516 shares 8,516 $482K 0.01% +117 Timeline BKLN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,352 shares; 2024Q4: 19,223 shares; 2025Q1: 19,180 shares; 2025Q2: 21,384 shares; 2025Q3: 24,311 shares; 2025Q4: 22,921 shares 22,921 $481K 0.01% -1,390 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,007 shares; 2024Q4: 977 shares; 2025Q1: 1,046 shares; 2025Q2: 995 shares; 2025Q3: 982 shares; 2025Q4: 998 shares 998 $480K 0.01% +16 Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,288 shares; 2024Q4: 1,248 shares; 2025Q1: 1,635 shares; 2025Q2: 1,688 shares; 2025Q3: 1,691 shares; 2025Q4: 1,621 shares 1,621 $479K 0.01% -70 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 696 shares; 2024Q4: 1,394 shares; 2025Q1: 1,230 shares; 2025Q2: 19,013 shares; 2025Q3: 19,991 shares; 2025Q4: 20,470 shares 20,470 $478K 0.01% +479 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,976 shares; 2024Q4: 4,107 shares; 2025Q1: 3,848 shares; 2025Q2: 4,944 shares; 2025Q3: 5,289 shares; 2025Q4: 7,340 shares 7,340 $478K 0.01% +2,051 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,915 shares; 2024Q4: 11,163 shares; 2025Q1: 10,355 shares; 2025Q2: 9,548 shares; 2025Q3: 7,366 shares; 2025Q4: 6,499 shares 6,499 $478K 0.01% -867 Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,170 shares; 2024Q4: 7,170 shares; 2025Q1: 7,141 shares; 2025Q2: 7,141 shares; 2025Q3: 7,141 shares; 2025Q4: 10,161 shares 10,161 $477K 0.01% +3,020 Timeline EELV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,337 shares; 2024Q4: 20,909 shares; 2025Q1: 18,137 shares; 2025Q2: 18,123 shares; 2025Q3: 18,194 shares; 2025Q4: 17,354 shares 17,354 $476K 0.01% -840 Timeline IBCA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 89 shares; 2025Q4: 18,238 shares 18,238 $473K 0.01% +18,149 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,071 shares; 2024Q4: 4,817 shares; 2025Q1: 4,512 shares; 2025Q2: 4,302 shares; 2025Q3: 4,355 shares; 2025Q4: 4,189 shares 4,189 $473K 0.01% -166 Timeline DFCA DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,428 shares; 2025Q4: 9,428 shares 9,428 $472K 0.01% 0 Timeline STK COLUMBIA SELIGM PREM TECH GR More: the full row for COLUMBIA SELIGM PREM TECH GR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,346 shares; 2024Q4: 6,725 shares; 2025Q1: 7,455 shares; 2025Q2: 10,980 shares; 2025Q3: 11,715 shares; 2025Q4: 12,782 shares 12,782 $470K 0.01% +1,067 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,700 shares; 2024Q4: 2,730 shares; 2025Q1: 2,649 shares; 2025Q2: 2,664 shares; 2025Q3: 2,688 shares; 2025Q4: 2,876 shares 2,876 $470K 0.01% +188 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,701 shares; 2024Q4: 57,857 shares; 2025Q1: 57,784 shares; 2025Q2: 59,328 shares; 2025Q3: 60,380 shares; 2025Q4: 64,122 shares 64,122 $469K 0.01% +3,742 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,554 shares; 2024Q4: 8,534 shares; 2025Q1: 3,686 shares; 2025Q2: 5,235 shares; 2025Q3: 5,165 shares; 2025Q4: 4,586 shares 4,586 $468K 0.01% -579 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,731 shares; 2024Q4: 5,210 shares; 2025Q1: 5,008 shares; 2025Q2: 5,320 shares; 2025Q3: 4,739 shares; 2025Q4: 4,434 shares 4,434 $468K 0.01% -305 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,444 shares; 2024Q4: 9,444 shares; 2025Q1: 9,537 shares; 2025Q2: 9,537 shares; 2025Q3: 11,431 shares; 2025Q4: 11,331 shares 11,331 $465K 0.01% -100 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 410 shares; 2024Q4: 294 shares; 2025Q1: 448 shares; 2025Q2: 493 shares; 2025Q3: 489 shares; 2025Q4: 511 shares 511 $464K 0.01% +22 Timeline MDB MONGODB INC More: the full row for MONGODB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,338 shares; 2024Q4: 1,290 shares; 2025Q1: 1,245 shares; 2025Q2: 1,494 shares; 2025Q3: 1,208 shares; 2025Q4: 1,098 shares 1,098 $461K 0.01% -110 Timeline MTD METTLER TOLEDO INTERNATIONAL More: the full row for METTLER TOLEDO INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 189 shares; 2024Q4: 233 shares; 2025Q1: 207 shares; 2025Q2: 284 shares; 2025Q3: 300 shares; 2025Q4: 330 shares 330 $460K 0.01% +30 Timeline SCHY SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,000 shares; 2024Q4: 15,000 shares; 2025Q1: 15,000 shares; 2025Q2: 15,428 shares; 2025Q3: 15,431 shares; 2025Q4: 15,435 shares 15,435 $460K 0.01% +4 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,081 shares; 2024Q4: 9,849 shares; 2025Q1: 12,316 shares; 2025Q2: 9,805 shares; 2025Q3: 12,632 shares; 2025Q4: 16,269 shares 16,269 $460K 0.01% +3,637 Timeline FLO FLOWERS FOODS INC More: the full row for FLOWERS FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,656 shares; 2024Q4: 28,564 shares; 2025Q1: 17,063 shares; 2025Q2: 13,960 shares; 2025Q3: 8,310 shares; 2025Q4: 41,971 shares 41,971 $457K 0.01% +33,661 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,377 shares 9,377 $456K 0.01% new Timeline AMPL AMPLITUDE INC More: the full row for AMPLITUDE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,764 shares; 2024Q4: 31,764 shares; 2025Q1: 34,569 shares; 2025Q2: 39,097 shares; 2025Q3: 39,097 shares; 2025Q4: 39,114 shares 39,114 $453K 0.01% +17 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,467 shares; 2024Q4: 2,418 shares; 2025Q1: 2,294 shares; 2025Q2: 2,474 shares; 2025Q3: 2,569 shares; 2025Q4: 3,143 shares 3,143 $453K 0.01% +574 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,908 shares; 2024Q4: 1,968 shares; 2025Q1: 2,032 shares; 2025Q2: 2,147 shares; 2025Q3: 2,088 shares; 2025Q4: 2,095 shares 2,095 $447K 0.01% +7 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,039 shares; 2024Q4: 2,067 shares; 2025Q1: 2,033 shares; 2025Q2: 1,953 shares; 2025Q3: 2,050 shares; 2025Q4: 2,139 shares 2,139 $447K 0.01% +89 Timeline DRSK ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,914 shares; 2024Q4: 9,317 shares; 2025Q1: 865 shares; 2025Q2: 865 shares; 2025Q3: 15,134 shares; 2025Q4: 15,699 shares 15,699 $447K 0.01% +565 Timeline UHS UNIVERSAL HLTH SVCS INC More: the full row for UNIVERSAL HLTH SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,700 shares; 2024Q4: 1,523 shares; 2025Q1: 1,911 shares; 2025Q2: 1,626 shares; 2025Q3: 1,800 shares; 2025Q4: 2,048 shares 2,048 $447K 0.01% +248 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,354 shares; 2024Q4: 5,173 shares; 2025Q1: 5,701 shares; 2025Q2: 5,741 shares; 2025Q3: 6,316 shares; 2025Q4: 6,531 shares 6,531 $446K 0.01% +215 Timeline ARGX ARGENX SE More: the full row for ARGENX SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 600 shares; 2024Q4: 676 shares; 2025Q1: 627 shares; 2025Q2: 613 shares; 2025Q3: 594 shares; 2025Q4: 530 shares 530 $446K 0.01% -64 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,944 shares; 2024Q4: 3,271 shares; 2025Q1: 3,348 shares; 2025Q2: 4,166 shares; 2025Q3: 4,431 shares; 2025Q4: 4,636 shares 4,636 $446K 0.01% +205 Timeline DPZ DOMINOS PIZZA INC More: the full row for DOMINOS PIZZA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 318 shares; 2024Q4: 359 shares; 2025Q1: 525 shares; 2025Q2: 938 shares; 2025Q3: 965 shares; 2025Q4: 1,067 shares 1,067 $445K 0.01% +102 Timeline PK PARK HOTELS & RESORTS INC More: the full row for PARK HOTELS & RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,125 shares; 2024Q4: 5,737 shares; 2025Q1: 6,285 shares; 2025Q2: 29,843 shares; 2025Q3: 33,748 shares; 2025Q4: 42,476 shares 42,476 $444K 0.01% +8,728 Timeline APAM ARTISAN PARTNERS ASSET MGMT More: the full row for ARTISAN PARTNERS ASSET MGMT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,811 shares; 2024Q4: 8,741 shares; 2025Q1: 8,743 shares; 2025Q2: 8,711 shares; 2025Q3: 8,839 shares; 2025Q4: 10,872 shares 10,872 $443K 0.01% +2,033 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,165 shares; 2024Q4: 1,261 shares; 2025Q1: 1,767 shares; 2025Q2: 2,267 shares; 2025Q3: 2,277 shares; 2025Q4: 3,329 shares 3,329 $442K 0.01% +1,052 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,087 shares; 2024Q4: 2,087 shares; 2025Q1: 2,097 shares; 2025Q2: 2,105 shares; 2025Q3: 2,097 shares; 2025Q4: 3,355 shares 3,355 $441K 0.01% +1,258 Timeline DB DEUTSCHE BK AG More: the full row for DEUTSCHE BK AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,798 shares; 2024Q4: 10,534 shares; 2025Q1: 10,594 shares; 2025Q2: 11,286 shares; 2025Q3: 11,645 shares; 2025Q4: 11,338 shares 11,338 $437K 0.01% -307 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,716 shares; 2024Q4: 2,716 shares; 2025Q1: 7,274 shares; 2025Q2: 12,665 shares; 2025Q3: 8,493 shares; 2025Q4: 7,377 shares 7,377 $433K 0.01% -1,116 Timeline IBN ICICI BK LTD More: the full row for ICICI BK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,493 shares; 2024Q4: 16,035 shares; 2025Q1: 15,407 shares; 2025Q2: 14,587 shares; 2025Q3: 14,422 shares; 2025Q4: 14,415 shares 14,415 $430K 0.01% -7 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 339 shares; 2024Q4: 311 shares; 2025Q1: 438 shares; 2025Q2: 596 shares; 2025Q3: 630 shares; 2025Q4: 707 shares 707 $428K 0.01% +77 Timeline EL LAUDER ESTEE COS INC More: the full row for LAUDER ESTEE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,485 shares; 2024Q4: 4,130 shares; 2025Q1: 4,139 shares; 2025Q2: 3,603 shares; 2025Q3: 3,527 shares; 2025Q4: 4,084 shares 4,084 $428K 0.01% +557 Timeline PCOR PROCORE TECHNOLOGIES INC More: the full row for PROCORE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,086 shares; 2024Q4: 6,098 shares; 2025Q1: 6,203 shares; 2025Q2: 6,643 shares; 2025Q3: 6,260 shares; 2025Q4: 5,880 shares 5,880 $428K 0.01% -380 Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,595 shares; 2024Q4: 1,697 shares; 2025Q1: 1,718 shares; 2025Q2: 1,812 shares; 2025Q3: 1,925 shares; 2025Q4: 1,768 shares 1,768 $426K 0.01% -157 Timeline TXNM TXNM ENERGY INC More: the full row for TXNM ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 818 shares; 2024Q4: 1,497 shares; 2025Q1: 1,148 shares; 2025Q2: 1,331 shares; 2025Q3: 1,433 shares; 2025Q4: 7,160 shares 7,160 $422K 0.01% +5,727 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,188 shares; 2024Q4: 2,317 shares; 2025Q1: 2,887 shares; 2025Q2: 3,116 shares; 2025Q3: 3,140 shares; 2025Q4: 3,946 shares 3,946 $421K 0.01% +806 Timeline ASX ASE TECHNOLOGY HLDG CO LTD More: the full row for ASE TECHNOLOGY HLDG CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,078 shares; 2024Q4: 14,774 shares; 2025Q1: 24,439 shares; 2025Q2: 16,529 shares; 2025Q3: 25,493 shares; 2025Q4: 25,975 shares 25,975 $418K 0.01% +482 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 717 shares; 2024Q4: 791 shares; 2025Q1: 778 shares; 2025Q2: 772 shares; 2025Q3: 736 shares; 2025Q4: 728 shares 728 $418K 0.01% -8 Timeline USRT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,927 shares; 2024Q4: 7,178 shares; 2025Q1: 8,941 shares; 2025Q2: 7,993 shares; 2025Q3: 7,327 shares; 2025Q4: 7,330 shares 7,330 $418K 0.01% +3 Timeline KDP KEURIG DR PEPPER INC More: the full row for KEURIG DR PEPPER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,655 shares; 2024Q4: 14,214 shares; 2025Q1: 15,559 shares; 2025Q2: 17,130 shares; 2025Q3: 9,031 shares; 2025Q4: 14,855 shares 14,855 $416K 0.01% +5,824 Timeline PKX POSCO HOLDINGS INC More: the full row for POSCO HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,187 shares; 2024Q4: 3,699 shares; 2025Q1: 7,347 shares; 2025Q2: 4,652 shares; 2025Q3: 4,863 shares; 2025Q4: 7,802 shares 7,802 $415K 0.01% +2,939 Timeline TCOM TRIP COM GROUP LTD More: the full row for TRIP COM GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,618 shares; 2024Q4: 4,481 shares; 2025Q1: 4,342 shares; 2025Q2: 4,366 shares; 2025Q3: 4,331 shares; 2025Q4: 5,762 shares 5,762 $414K 0.01% +1,431 Timeline KRYS KRYSTAL BIOTECH INC More: the full row for KRYSTAL BIOTECH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,237 shares; 2024Q4: 3,237 shares; 2025Q1: 1,731 shares; 2025Q2: 1,863 shares; 2025Q3: 1,863 shares; 2025Q4: 1,680 shares 1,680 $414K 0.01% -183 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,990 shares; 2024Q4: 2,635 shares; 2025Q1: 2,496 shares; 2025Q2: 2,382 shares; 2025Q3: 2,155 shares; 2025Q4: 2,219 shares 2,219 $411K 0.01% +64 Timeline IBMS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,157 shares; 2024Q4: 2,467 shares; 2025Q1: 2,305 shares; 2025Q2: 3,500 shares; 2025Q3: 12,870 shares; 2025Q4: 15,710 shares 15,710 $409K 0.01% +2,840 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,498 shares; 2024Q4: 3,343 shares; 2025Q1: 3,660 shares; 2025Q2: 3,684 shares; 2025Q3: 3,835 shares; 2025Q4: 4,097 shares 4,097 $409K 0.01% +262 Timeline CGW INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,368 shares; 2024Q4: 5,823 shares; 2025Q1: 5,823 shares; 2025Q2: 6,323 shares; 2025Q3: 6,443 shares; 2025Q4: 6,483 shares 6,483 $409K 0.01% +40 Timeline ALAB ASTERA LABS INC More: the full row for ASTERA LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 376 shares; 2024Q4: 738 shares; 2025Q1: 693 shares; 2025Q2: 1,142 shares; 2025Q3: 1,601 shares; 2025Q4: 2,451 shares 2,451 $408K 0.01% +850 Timeline UI UBIQUITI INC More: the full row for UBIQUITI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 669 shares; 2024Q4: 686 shares; 2025Q1: 727 shares; 2025Q2: 743 shares; 2025Q3: 735 shares; 2025Q4: 735 shares 735 $407K 0.01% 0 Timeline BXSL BLACKSTONE SECD LENDING FD More: the full row for BLACKSTONE SECD LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,749 shares; 2024Q4: 8,524 shares; 2025Q1: 8,524 shares; 2025Q2: 8,524 shares; 2025Q3: 8,524 shares; 2025Q4: 15,441 shares 15,441 $407K 0.01% +6,917 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 332 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,702 shares; 2025Q3: 3,267 shares; 2025Q4: 6,274 shares 6,274 $407K 0.01% +3,007 Timeline TAP MOLSON COORS BEVERAGE CO More: the full row for MOLSON COORS BEVERAGE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,491 shares; 2024Q4: 7,029 shares; 2025Q1: 6,640 shares; 2025Q2: 6,697 shares; 2025Q3: 7,351 shares; 2025Q4: 8,705 shares 8,705 $406K 0.01% +1,354 Timeline IBMT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,600 shares 15,600 $405K 0.01% new Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,021 shares; 2024Q4: 5,640 shares; 2025Q1: 4,569 shares; 2025Q2: 4,940 shares; 2025Q3: 5,968 shares; 2025Q4: 5,492 shares 5,492 $405K 0.01% -476 Timeline ASAN ASANA INC More: the full row for ASANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,159 shares; 2024Q4: 29,231 shares; 2025Q1: 29,334 shares; 2025Q2: 29,370 shares; 2025Q3: 29,492 shares; 2025Q4: 29,492 shares 29,492 $404K 0.01% 0 Timeline OKTA OKTA INC More: the full row for OKTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,395 shares; 2024Q4: 4,670 shares; 2025Q1: 4,730 shares; 2025Q2: 5,133 shares; 2025Q3: 4,133 shares; 2025Q4: 4,666 shares 4,666 $403K 0.01% +533 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,890 shares; 2024Q4: 3,911 shares; 2025Q1: 4,475 shares; 2025Q2: 3,709 shares; 2025Q3: 4,074 shares; 2025Q4: 2,474 shares 2,474 $403K 0.01% -1,600 Timeline SF STIFEL FINL CORP More: the full row for STIFEL FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,874 shares; 2024Q4: 2,886 shares; 2025Q1: 3,170 shares; 2025Q2: 2,917 shares; 2025Q3: 2,990 shares; 2025Q4: 3,209 shares 3,209 $402K 0.01% +219 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,250 shares; 2024Q4: 2,347 shares; 2025Q1: 2,372 shares; 2025Q2: 2,565 shares; 2025Q3: 2,221 shares; 2025Q4: 1,796 shares 1,796 $402K 0.01% -425 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,395 shares; 2024Q4: 1,395 shares; 2025Q1: 3,465 shares; 2025Q2: 3,340 shares; 2025Q3: 3,265 shares; 2025Q4: 3,065 shares 3,065 $400K 0.01% -200 Timeline BITW BITWISE 10 CRYPTO INDEX ETF More: the full row for BITWISE 10 CRYPTO INDEX ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,793 shares 6,793 $399K 0.01% new Timeline OGE OGE ENERGY CORP More: the full row for OGE ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,985 shares; 2024Q4: 10,539 shares; 2025Q1: 9,015 shares; 2025Q2: 9,304 shares; 2025Q3: 9,493 shares; 2025Q4: 9,341 shares 9,341 $399K 0.01% -152 Timeline ESPR ESPERION THERAPEUTICS INC NE More: the full row for ESPERION THERAPEUTICS INC NE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 244,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 127,424 shares; 2025Q3: 117,424 shares; 2025Q4: 106,684 shares 106,684 $395K 0.01% -10,740 Timeline NVR NVR INC More: the full row for NVR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41 shares; 2024Q4: 41 shares; 2025Q1: 40 shares; 2025Q2: 54 shares; 2025Q3: 62 shares; 2025Q4: 54 shares 54 $394K 0.01% -8 Timeline EPR EPR PPTYS More: the full row for EPR PPTYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,704 shares; 2024Q4: 6,407 shares; 2025Q1: 7,548 shares; 2025Q2: 7,484 shares; 2025Q3: 7,438 shares; 2025Q4: 7,890 shares 7,890 $394K 0.01% +452 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,150 shares; 2024Q4: 9,840 shares; 2025Q1: 7,377 shares; 2025Q2: 9,095 shares; 2025Q3: 7,949 shares; 2025Q4: 8,019 shares 8,019 $393K 0.01% +70 Timeline APEI AMERICAN PUB ED INC More: the full row for AMERICAN PUB ED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,000 shares; 2025Q2: 6,800 shares; 2025Q3: 9,400 shares; 2025Q4: 10,400 shares 10,400 $393K 0.01% +1,000 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,953 shares; 2024Q4: 2,251 shares; 2025Q1: 2,362 shares; 2025Q2: 2,395 shares; 2025Q3: 2,391 shares; 2025Q4: 2,449 shares 2,449 $390K 0.01% +58 Timeline IMCV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 169 shares; 2024Q4: not reported; 2025Q1: 3,550 shares; 2025Q2: 4,850 shares; 2025Q3: 4,768 shares; 2025Q4: 4,703 shares 4,703 $387K 0.01% -65 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,569 shares; 2024Q4: 3,500 shares; 2025Q1: 3,358 shares; 2025Q2: 3,006 shares; 2025Q3: 3,016 shares; 2025Q4: 3,301 shares 3,301 $387K 0.01% +285 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,495 shares; 2024Q4: 8,634 shares; 2025Q1: 8,463 shares; 2025Q2: 7,708 shares; 2025Q3: 7,805 shares; 2025Q4: 7,699 shares 7,699 $385K 0.01% -106 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,451 shares; 2024Q4: 4,901 shares; 2025Q1: 5,409 shares; 2025Q2: 5,562 shares; 2025Q3: 5,393 shares; 2025Q4: 4,493 shares 4,493 $384K 0.01% -900 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,506 shares; 2024Q4: 5,006 shares; 2025Q1: 4,329 shares; 2025Q2: 3,895 shares; 2025Q3: 4,373 shares; 2025Q4: 3,795 shares 3,795 $383K 0.01% -578 Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,675 shares; 2024Q4: 6,298 shares; 2025Q1: 5,208 shares; 2025Q2: 8,616 shares; 2025Q3: 8,504 shares; 2025Q4: 8,622 shares 8,622 $382K 0.01% +118 Timeline ESTC ELASTIC N V More: the full row for ELASTIC N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,119 shares; 2024Q4: 3,251 shares; 2025Q1: 3,396 shares; 2025Q2: 3,114 shares; 2025Q3: 2,722 shares; 2025Q4: 5,064 shares 5,064 $382K 0.01% +2,342 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,664 shares; 2024Q4: 14,986 shares; 2025Q1: 15,334 shares; 2025Q2: 19,113 shares; 2025Q3: 13,777 shares; 2025Q4: 16,238 shares 16,238 $380K 0.01% +2,461 Timeline CACI CACI INTL INC More: the full row for CACI INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 786 shares; 2024Q4: 740 shares; 2025Q1: 699 shares; 2025Q2: 702 shares; 2025Q3: 705 shares; 2025Q4: 712 shares 712 $379K 0.01% +7 Timeline TRI THOMSON REUTERS CORP More: the full row for THOMSON REUTERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,674 shares; 2024Q4: 2,514 shares; 2025Q1: 2,887 shares; 2025Q2: 2,811 shares; 2025Q3: 2,785 shares; 2025Q4: 2,873 shares 2,873 $379K 0.01% +88 Timeline BUD ANHEUSER BUSCH INBEV SA NV More: the full row for ANHEUSER BUSCH INBEV SA NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,810 shares; 2024Q4: 3,436 shares; 2025Q1: 5,684 shares; 2025Q2: 6,073 shares; 2025Q3: 5,527 shares; 2025Q4: 5,918 shares 5,918 $379K 0.01% +391 Timeline EXEL EXELIXIS INC More: the full row for EXELIXIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,195 shares; 2024Q4: 11,664 shares; 2025Q1: 10,619 shares; 2025Q2: 10,661 shares; 2025Q3: 9,684 shares; 2025Q4: 8,620 shares 8,620 $378K 0.01% -1,064 Timeline WFRD WEATHERFORD INTL PLC More: the full row for WEATHERFORD INTL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 657 shares; 2024Q4: 273 shares; 2025Q1: 1,503 shares; 2025Q2: 3,672 shares; 2025Q3: 4,551 shares; 2025Q4: 4,808 shares 4,808 $376K 0.01% +257 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,537 shares; 2024Q4: 12,024 shares; 2025Q1: 11,470 shares; 2025Q2: 12,895 shares; 2025Q3: 10,864 shares; 2025Q4: 8,309 shares 8,309 $376K 0.01% -2,555 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,910 shares; 2024Q4: 2,844 shares; 2025Q1: 1,171 shares; 2025Q2: 1,206 shares; 2025Q3: 1,043 shares; 2025Q4: 4,288 shares 4,288 $374K 0.01% +3,245 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,206 shares; 2024Q4: 3,179 shares; 2025Q1: 3,017 shares; 2025Q2: 3,125 shares; 2025Q3: 2,477 shares; 2025Q4: 2,375 shares 2,375 $373K 0.01% -102 Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,377 shares; 2024Q4: 2,216 shares; 2025Q1: 2,121 shares; 2025Q2: 2,055 shares; 2025Q3: 1,922 shares; 2025Q4: 2,006 shares 2,006 $372K 0.01% +84 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,159 shares; 2024Q4: 6,706 shares; 2025Q1: 6,631 shares; 2025Q2: 5,795 shares; 2025Q3: 5,752 shares; 2025Q4: 5,339 shares 5,339 $372K 0.01% -413 Timeline VKTX VIKING THERAPEUTICS INC More: the full row for VIKING THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,043 shares; 2024Q4: 827 shares; 2025Q1: 1,363 shares; 2025Q2: 1,818 shares; 2025Q3: 4,854 shares; 2025Q4: 10,573 shares 10,573 $372K 0.01% +5,719 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,886 shares; 2024Q4: 18,878 shares; 2025Q1: 19,855 shares; 2025Q2: 19,065 shares; 2025Q3: 18,379 shares; 2025Q4: 16,646 shares 16,646 $371K 0.01% -1,733 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,893 shares; 2024Q4: 2,235 shares; 2025Q1: 7,626 shares; 2025Q2: 3,269 shares; 2025Q3: 4,647 shares; 2025Q4: 4,239 shares 4,239 $368K 0.01% -408 Timeline VNQI VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,601 shares; 2024Q4: 8,134 shares; 2025Q1: 8,165 shares; 2025Q2: 8,133 shares; 2025Q3: 8,450 shares; 2025Q4: 8,022 shares 8,022 $368K 0.01% -428 Timeline SRAD SPORTRADAR GROUP AG More: the full row for SPORTRADAR GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,725 shares; 2024Q4: 9,325 shares; 2025Q1: 9,385 shares; 2025Q2: 13,425 shares; 2025Q3: 13,406 shares; 2025Q4: 15,451 shares 15,451 $367K 0.01% +2,045 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,338 shares; 2024Q4: 4,284 shares; 2025Q1: 4,655 shares; 2025Q2: 4,784 shares; 2025Q3: 5,814 shares; 2025Q4: 4,585 shares 4,585 $367K 0.01% -1,229 Timeline TRMB TRIMBLE INC More: the full row for TRIMBLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,419 shares; 2024Q4: 1,587 shares; 2025Q1: 1,904 shares; 2025Q2: 3,363 shares; 2025Q3: 3,220 shares; 2025Q4: 4,683 shares 4,683 $367K 0.01% +1,463 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,008 shares; 2024Q4: 7,633 shares; 2025Q1: 8,673 shares; 2025Q2: 8,984 shares; 2025Q3: 9,325 shares; 2025Q4: 10,464 shares 10,464 $366K 0.01% +1,139 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,157 shares; 2024Q4: 3,809 shares; 2025Q1: 3,016 shares; 2025Q2: 3,185 shares; 2025Q3: 3,578 shares; 2025Q4: 4,544 shares 4,544 $365K 0.01% +966 Timeline MZTI MARZETTI COMPANY More: the full row for MARZETTI COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,276 shares; 2024Q4: 1,774 shares; 2025Q1: 1,728 shares; 2025Q2: 1,377 shares; 2025Q3: 2,181 shares; 2025Q4: 2,212 shares 2,212 $364K 0.01% +31 Timeline LVS LAS VEGAS SANDS CORP More: the full row for LAS VEGAS SANDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,524 shares; 2024Q4: 1,915 shares; 2025Q1: 1,784 shares; 2025Q2: 2,272 shares; 2025Q3: 2,449 shares; 2025Q4: 5,585 shares 5,585 $364K 0.01% +3,136 Timeline RBC RBC BEARINGS INC More: the full row for RBC BEARINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,509 shares; 2024Q4: 1,498 shares; 2025Q1: 1,414 shares; 2025Q2: 1,414 shares; 2025Q3: 1,352 shares; 2025Q4: 807 shares 807 $362K 0.01% -545 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,370 shares; 2024Q4: 9,326 shares; 2025Q1: 3,357 shares; 2025Q2: 3,016 shares; 2025Q3: 2,450 shares; 2025Q4: 2,587 shares 2,587 $360K 0.01% +137 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83 shares; 2024Q4: 88 shares; 2025Q1: 931 shares; 2025Q2: 970 shares; 2025Q3: 960 shares; 2025Q4: 1,297 shares 1,297 $359K 0.01% +337 Timeline TFSL TFS FINL CORP More: the full row for TFS FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,225 shares; 2024Q4: 25,251 shares; 2025Q1: 24,474 shares; 2025Q2: 25,793 shares; 2025Q3: 25,654 shares; 2025Q4: 26,837 shares 26,837 $359K 0.01% +1,183 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 996 shares; 2024Q4: 1,001 shares; 2025Q1: 1,077 shares; 2025Q2: 1,771 shares; 2025Q3: 1,657 shares; 2025Q4: 1,945 shares 1,945 $359K 0.01% +288 Timeline ALLE ALLEGION PLC More: the full row for ALLEGION PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,599 shares; 2024Q4: 2,641 shares; 2025Q1: 2,746 shares; 2025Q2: 2,682 shares; 2025Q3: 2,691 shares; 2025Q4: 2,254 shares 2,254 $359K 0.01% -437 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,091 shares; 2024Q4: 16,353 shares; 2025Q1: 16,331 shares; 2025Q2: 17,477 shares; 2025Q3: 17,210 shares; 2025Q4: 18,940 shares 18,940 $359K 0.01% +1,730 Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,594 shares; 2024Q4: 2,802 shares; 2025Q1: 2,877 shares; 2025Q2: 2,507 shares; 2025Q3: 2,758 shares; 2025Q4: 2,759 shares 2,759 $358K 0.01% +1 Timeline 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,966 shares; 2025Q3: 7,960 shares; 2025Q4: 7,020 shares 7,020 $357K 0.01% -940 Timeline PXF INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,674 shares; 2024Q4: 5,674 shares; 2025Q1: 5,674 shares; 2025Q2: 5,674 shares; 2025Q3: 5,674 shares; 2025Q4: 5,445 shares 5,445 $357K 0.01% -229 Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,338 shares; 2024Q4: 29,207 shares; 2025Q1: 9,799 shares; 2025Q2: 9,484 shares; 2025Q3: 7,498 shares; 2025Q4: 6,971 shares 6,971 $356K 0.01% -527 Timeline CAG CONAGRA BRANDS INC More: the full row for CONAGRA BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,533 shares; 2024Q4: 8,793 shares; 2025Q1: 8,967 shares; 2025Q2: 11,289 shares; 2025Q3: 28,120 shares; 2025Q4: 20,576 shares 20,576 $356K 0.01% -7,544 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,344 shares; 2024Q4: 4,922 shares; 2025Q1: 4,404 shares; 2025Q2: 5,589 shares; 2025Q3: 5,906 shares; 2025Q4: 6,078 shares 6,078 $355K 0.01% +172 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,825 shares; 2024Q4: 2,778 shares; 2025Q1: 2,352 shares; 2025Q2: 3,160 shares; 2025Q3: 3,027 shares; 2025Q4: 3,700 shares 3,700 $355K 0.01% +673 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 565 shares; 2024Q4: 615 shares; 2025Q1: 781 shares; 2025Q2: 635 shares; 2025Q3: 600 shares; 2025Q4: 585 shares 585 $353K 0.01% -15 Timeline PDD PDD HOLDINGS INC More: the full row for PDD HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,778 shares; 2024Q4: 2,534 shares; 2025Q1: 3,815 shares; 2025Q2: 2,588 shares; 2025Q3: 3,130 shares; 2025Q4: 3,110 shares 3,110 $353K 0.01% -20 Timeline INSM INSMED INC More: the full row for INSMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,914 shares; 2024Q4: 1,990 shares; 2025Q1: 1,937 shares; 2025Q2: 1,964 shares; 2025Q3: 1,981 shares; 2025Q4: 2,025 shares 2,025 $352K 0.01% +44 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 910 shares; 2024Q4: 899 shares; 2025Q1: 1,930 shares; 2025Q2: 4,530 shares; 2025Q3: 7,764 shares; 2025Q4: 8,182 shares 8,182 $351K 0.01% +418 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,124 shares; 2024Q4: 2,619 shares; 2025Q1: 2,619 shares; 2025Q2: 2,619 shares; 2025Q3: 2,484 shares; 2025Q4: 2,484 shares 2,484 $351K 0.01% 0 Timeline FDS FACTSET RESH SYS INC More: the full row for FACTSET RESH SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 264 shares; 2024Q4: 272 shares; 2025Q1: 253 shares; 2025Q2: 315 shares; 2025Q3: 286 shares; 2025Q4: 1,207 shares 1,207 $350K 0.01% +921 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,202 shares; 2024Q4: 2,691 shares; 2025Q1: 1,759 shares; 2025Q2: 1,891 shares; 2025Q3: 2,612 shares; 2025Q4: 4,853 shares 4,853 $350K 0.01% +2,241 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,357 shares; 2024Q4: 3,315 shares; 2025Q1: 3,865 shares; 2025Q2: 3,795 shares; 2025Q3: 3,970 shares; 2025Q4: 4,514 shares 4,514 $349K 0.01% +544 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,067 shares; 2024Q4: 3,236 shares; 2025Q1: 2,229 shares; 2025Q2: 2,279 shares; 2025Q3: 2,408 shares; 2025Q4: 2,468 shares 2,468 $349K 0.01% +60 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,571 shares; 2024Q4: 7,334 shares; 2025Q1: 8,754 shares; 2025Q2: 14,229 shares; 2025Q3: 9,352 shares; 2025Q4: 13,334 shares 13,334 $349K 0.01% +3,982 Timeline TAK TAKEDA PHARMACEUTICAL CO LTD More: the full row for TAKEDA PHARMACEUTICAL CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,397 shares; 2024Q4: 16,374 shares; 2025Q1: 19,853 shares; 2025Q2: 24,338 shares; 2025Q3: 23,837 shares; 2025Q4: 22,308 shares 22,308 $348K 0.01% -1,529 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,141 shares; 2024Q4: 45,766 shares; 2025Q1: 32,692 shares; 2025Q2: 7,856 shares; 2025Q3: 7,815 shares; 2025Q4: 6,910 shares 6,910 $348K 0.01% -905 Timeline HMC HONDA MOTOR CO LTD More: the full row for HONDA MOTOR CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,868 shares; 2024Q4: 12,338 shares; 2025Q1: 12,099 shares; 2025Q2: 12,065 shares; 2025Q3: 12,245 shares; 2025Q4: 11,766 shares 11,766 $347K 0.01% -479 Timeline BWA BORGWARNER INC More: the full row for BORGWARNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,375 shares; 2024Q4: 2,727 shares; 2025Q1: 2,277 shares; 2025Q2: 3,812 shares; 2025Q3: 3,863 shares; 2025Q4: 7,695 shares 7,695 $347K 0.01% +3,832 Timeline MUR MURPHY OIL CORP More: the full row for MURPHY OIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,250 shares; 2024Q4: 3,957 shares; 2025Q1: 2,877 shares; 2025Q2: 11,134 shares; 2025Q3: 10,691 shares; 2025Q4: 11,091 shares 11,091 $347K 0.01% +400 Timeline ORA ORMAT TECHNOLOGIES INC More: the full row for ORMAT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,184 shares; 2024Q4: 3,360 shares; 2025Q1: 2,752 shares; 2025Q2: 2,613 shares; 2025Q3: 3,216 shares; 2025Q4: 3,132 shares 3,132 $346K 0.01% -84 Timeline CRDO CREDO TECHNOLOGY GROUP HOLDI More: the full row for CREDO TECHNOLOGY GROUP HOLDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 177 shares; 2025Q1: 158 shares; 2025Q2: 185 shares; 2025Q3: 1,231 shares; 2025Q4: 2,400 shares 2,400 $345K 0.01% +1,169 Timeline GSL GLOBAL SHIP LEASE INC More: the full row for GLOBAL SHIP LEASE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,479 shares; 2024Q4: 9,513 shares; 2025Q1: 8,758 shares; 2025Q2: 9,342 shares; 2025Q3: 9,827 shares; 2025Q4: 9,850 shares 9,850 $345K 0.01% +23 Timeline BTC GRAYSCALE BITCOIN MINI TR ET More: the full row for GRAYSCALE BITCOIN MINI TR ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,034 shares; 2025Q1: 2,411 shares; 2025Q2: 8,625 shares; 2025Q3: 8,933 shares; 2025Q4: 8,861 shares 8,861 $343K 0.01% -72 Timeline XSVM INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,576 shares; 2024Q4: 6,001 shares; 2025Q1: 6,001 shares; 2025Q2: 6,001 shares; 2025Q3: 6,001 shares; 2025Q4: 6,001 shares 6,001 $343K 0.01% 0 Timeline IYJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,307 shares 2,307 $342K 0.01% +307 Timeline DJP BARCLAYS BANK PLC More: the full row for BARCLAYS BANK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,417 shares; 2024Q4: 440 shares; 2025Q1: 340 shares; 2025Q2: 340 shares; 2025Q3: 340 shares; 2025Q4: 9,015 shares 9,015 $339K 0.01% +8,675 Timeline CM CANADIAN IMPERIAL BANK OF CO More: the full row for CANADIAN IMPERIAL BANK OF CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,299 shares; 2024Q4: 3,430 shares; 2025Q1: 3,128 shares; 2025Q2: 3,288 shares; 2025Q3: 3,404 shares; 2025Q4: 3,733 shares 3,733 $338K 0.01% +329 Timeline PNW PINNACLE WEST CAP CORP More: the full row for PINNACLE WEST CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,215 shares; 2024Q4: 3,387 shares; 2025Q1: 3,476 shares; 2025Q2: 3,553 shares; 2025Q3: 3,491 shares; 2025Q4: 3,806 shares 3,806 $338K 0.01% +315 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,565 shares; 2024Q4: 1,579 shares; 2025Q1: 1,455 shares; 2025Q2: 2,706 shares; 2025Q3: 2,834 shares; 2025Q4: 2,570 shares 2,570 $337K 0.01% -264 Timeline AFG AMERICAN FINANCIAL GROUP INC More: the full row for AMERICAN FINANCIAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 527 shares; 2024Q4: 468 shares; 2025Q1: 1,666 shares; 2025Q2: 2,198 shares; 2025Q3: 2,512 shares; 2025Q4: 2,465 shares 2,465 $337K 0.01% -47 Timeline MLPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,626 shares; 2024Q4: 2,632 shares; 2025Q1: 2,639 shares; 2025Q2: 19,360 shares; 2025Q3: 3,452 shares; 2025Q4: 5,558 shares 5,558 $336K 0.01% +2,106 Timeline AL AIR LEASE CORP More: the full row for AIR LEASE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,140 shares; 2024Q4: 3,223 shares; 2025Q1: 3,185 shares; 2025Q2: 3,694 shares; 2025Q3: 3,693 shares; 2025Q4: 5,234 shares 5,234 $336K 0.01% +1,541 Timeline CCB COASTAL FINL CORP WA More: the full row for COASTAL FINL CORP WA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,005 shares; 2024Q4: 7,975 shares; 2025Q1: 5,978 shares; 2025Q2: 5,978 shares; 2025Q3: 4,633 shares; 2025Q4: 2,924 shares 2,924 $335K 0.01% -1,709 Timeline SUSL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,763 shares; 2024Q4: 2,763 shares; 2025Q1: 2,763 shares; 2025Q2: 2,763 shares; 2025Q3: 2,763 shares; 2025Q4: 2,763 shares 2,763 $335K 0.01% 0 Timeline KBR KBR INC More: the full row for KBR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,345 shares; 2024Q4: 15,562 shares; 2025Q1: 17,175 shares; 2025Q2: 13,735 shares; 2025Q3: 8,710 shares; 2025Q4: 8,312 shares 8,312 $334K 0.01% -398 Timeline ACIO ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,602 shares; 2024Q4: 8,940 shares; 2025Q1: 833 shares; 2025Q2: 833 shares; 2025Q3: 6,416 shares; 2025Q4: 7,631 shares 7,631 $333K 0.01% +1,215 Timeline NUBD NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,450 shares; 2025Q3: 14,850 shares; 2025Q4: 14,850 shares 14,850 $332K 0.01% 0 Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,610 shares; 2024Q4: 1,633 shares; 2025Q1: 1,114 shares; 2025Q2: 1,395 shares; 2025Q3: 1,390 shares; 2025Q4: 1,487 shares 1,487 $331K 0.01% +97 Timeline RWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,760 shares 11,760 $329K 0.01% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 539 shares; 2024Q4: 831 shares; 2025Q1: 862 shares; 2025Q2: 817 shares; 2025Q3: 796 shares; 2025Q4: 826 shares 826 $329K 0.01% +30 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,398 shares; 2024Q4: 1,375 shares; 2025Q1: 1,374 shares; 2025Q2: 1,321 shares; 2025Q3: 1,282 shares; 2025Q4: 974 shares 974 $328K 0.01% -308 Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,586 shares; 2024Q4: 4,017 shares; 2025Q1: 3,724 shares; 2025Q2: 3,535 shares; 2025Q3: 3,734 shares; 2025Q4: 3,355 shares 3,355 $328K 0.01% -379 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,235 shares; 2024Q4: 14,391 shares; 2025Q1: 7,488 shares; 2025Q2: 4,778 shares; 2025Q3: 4,334 shares; 2025Q4: 4,256 shares 4,256 $327K 0.01% -78 Timeline WCN WASTE CONNECTIONS INC More: the full row for WASTE CONNECTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,515 shares; 2024Q4: 1,590 shares; 2025Q1: 1,489 shares; 2025Q2: 1,494 shares; 2025Q3: 1,373 shares; 2025Q4: 1,865 shares 1,865 $327K 0.01% +492 Timeline VIV TELEFONICA BRASIL SA More: the full row for TELEFONICA BRASIL SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,192 shares; 2024Q4: 20,302 shares; 2025Q1: 14,866 shares; 2025Q2: 21,088 shares; 2025Q3: 26,300 shares; 2025Q4: 27,508 shares 27,508 $326K 0.01% +1,208 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,261 shares; 2024Q4: 1,734 shares; 2025Q1: 1,729 shares; 2025Q2: 1,871 shares; 2025Q3: 1,882 shares; 2025Q4: 1,921 shares 1,921 $326K 0.01% +39 Timeline MGM MGM RESORTS INTERNATIONAL More: the full row for MGM RESORTS INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,265 shares; 2024Q4: 6,138 shares; 2025Q1: 6,266 shares; 2025Q2: 6,748 shares; 2025Q3: 6,681 shares; 2025Q4: 8,867 shares 8,867 $324K 0.01% +2,186 Timeline VPLS VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,488 shares; 2025Q4: 4,137 shares 4,137 $323K 0.01% +2,649 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 148 shares; 2024Q4: 148 shares; 2025Q1: 163 shares; 2025Q2: 356 shares; 2025Q3: 1,026 shares; 2025Q4: 4,435 shares 4,435 $322K 0.01% +3,409 Timeline EVR EVERCORE INC More: the full row for EVERCORE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,423 shares; 2024Q4: 1,428 shares; 2025Q1: 1,347 shares; 2025Q2: 1,328 shares; 2025Q3: 1,317 shares; 2025Q4: 945 shares 945 $322K 0.01% -372 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,799 shares; 2024Q4: 30,037 shares; 2025Q1: 30,237 shares; 2025Q2: 34,038 shares; 2025Q3: 31,372 shares; 2025Q4: 18,644 shares 18,644 $322K 0.01% -12,728 Timeline INDA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 973 shares; 2024Q4: 1,657 shares; 2025Q1: 4,882 shares; 2025Q2: 4,870 shares; 2025Q3: 5,970 shares; 2025Q4: 5,925 shares 5,925 $320K 0.01% -45 Timeline SHM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,791 shares; 2024Q4: 19,973 shares; 2025Q1: 19,973 shares; 2025Q2: 6,923 shares; 2025Q3: 6,923 shares; 2025Q4: 6,673 shares 6,673 $320K 0.01% -250 Timeline LYG LLOYDS BANKING GROUP PLC More: the full row for LLOYDS BANKING GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,901 shares; 2024Q4: 42,215 shares; 2025Q1: 56,101 shares; 2025Q2: 58,307 shares; 2025Q3: 59,939 shares; 2025Q4: 60,157 shares 60,157 $319K 0.01% +218 Timeline NTES NETEASE COM INC More: the full row for NETEASE COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,407 shares; 2024Q4: 1,783 shares; 2025Q1: 1,826 shares; 2025Q2: 2,218 shares; 2025Q3: 2,252 shares; 2025Q4: 2,314 shares 2,314 $318K 0.01% +62 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,797 shares; 2024Q4: 8,628 shares; 2025Q1: 8,859 shares; 2025Q2: 7,002 shares; 2025Q3: 7,029 shares; 2025Q4: 6,786 shares 6,786 $318K 0.01% -243 Timeline CVNA CARVANA CO More: the full row for CARVANA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 813 shares; 2024Q4: 799 shares; 2025Q1: 837 shares; 2025Q2: 718 shares; 2025Q3: 734 shares; 2025Q4: 752 shares 752 $317K 0.01% +18 Timeline ON ON SEMICONDUCTOR CORP More: the full row for ON SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,048 shares; 2024Q4: 3,548 shares; 2025Q1: 3,486 shares; 2025Q2: 5,795 shares; 2025Q3: 5,658 shares; 2025Q4: 5,847 shares 5,847 $317K 0.01% +189 Timeline DAX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,940 shares 6,940 $317K 0.01% new Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 601 shares; 2024Q4: 578 shares; 2025Q1: 776 shares; 2025Q2: 762 shares; 2025Q3: 1,267 shares; 2025Q4: 1,250 shares 1,250 $316K 0.01% -17 Timeline CIB GRUPO CIBEST SA More: the full row for GRUPO CIBEST SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,924 shares; 2025Q3: 4,845 shares; 2025Q4: 4,967 shares 4,967 $316K 0.01% +122 Timeline GFI GOLD FIELDS LTD More: the full row for GOLD FIELDS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,051 shares; 2024Q4: 5,397 shares; 2025Q1: 6,695 shares; 2025Q2: 7,031 shares; 2025Q3: 7,452 shares; 2025Q4: 7,220 shares 7,220 $315K 0.01% -232 Timeline GNTX GENTEX CORP More: the full row for GENTEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,377 shares; 2024Q4: 14,452 shares; 2025Q1: 8,807 shares; 2025Q2: 20,065 shares; 2025Q3: 19,753 shares; 2025Q4: 13,534 shares 13,534 $315K 0.01% -6,219 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 481 shares; 2024Q4: 516 shares; 2025Q1: 487 shares; 2025Q2: 667 shares; 2025Q3: 699 shares; 2025Q4: 709 shares 709 $315K 0.01% +10 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17 shares; 2024Q4: 375 shares; 2025Q1: 8 shares; 2025Q2: 894 shares; 2025Q3: 6,294 shares; 2025Q4: 6,286 shares 6,286 $314K 0.01% -8 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 885 shares; 2024Q4: 885 shares; 2025Q1: 1,062 shares; 2025Q2: 1,350 shares; 2025Q3: 1,468 shares; 2025Q4: 3,491 shares 3,491 $314K 0.01% +2,023 Timeline VTRS VIATRIS INC More: the full row for VIATRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,663 shares; 2024Q4: 28,727 shares; 2025Q1: 21,818 shares; 2025Q2: 21,604 shares; 2025Q3: 22,118 shares; 2025Q4: 25,136 shares 25,136 $313K 0.01% +3,018 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,692 shares; 2024Q4: 3,957 shares; 2025Q1: 3,692 shares; 2025Q2: 3,970 shares; 2025Q3: 8,380 shares; 2025Q4: 8,204 shares 8,204 $313K 0.01% -176 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,505 shares; 2024Q4: 1,632 shares; 2025Q1: 1,734 shares; 2025Q2: 1,676 shares; 2025Q3: 1,705 shares; 2025Q4: 1,838 shares 1,838 $312K 0.01% +133 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,730 shares; 2025Q2: 4,323 shares; 2025Q3: 4,361 shares; 2025Q4: 6,219 shares 6,219 $311K 0.01% +1,858 Timeline MORN MORNINGSTAR INC More: the full row for MORNINGSTAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,275 shares; 2024Q4: 1,237 shares; 2025Q1: 1,181 shares; 2025Q2: 1,327 shares; 2025Q3: 1,050 shares; 2025Q4: 1,427 shares 1,427 $310K 0.01% +377 Timeline XOP SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,358 shares; 2024Q4: 2,358 shares; 2025Q1: 2,369 shares; 2025Q2: 2,369 shares; 2025Q3: 2,441 shares; 2025Q4: 2,441 shares 2,441 $308K 0.01% 0 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,693 shares; 2024Q4: 1,504 shares; 2025Q1: 1,783 shares; 2025Q2: 1,243 shares; 2025Q3: 1,312 shares; 2025Q4: 1,572 shares 1,572 $304K 0.01% +260 Timeline RIVN RIVIAN AUTOMOTIVE INC More: the full row for RIVIAN AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,468 shares; 2024Q4: 9,821 shares; 2025Q1: 10,445 shares; 2025Q2: 16,662 shares; 2025Q3: 15,717 shares; 2025Q4: 15,443 shares 15,443 $304K 0.01% -274 Timeline VNO VORNADO RLTY TR More: the full row for VORNADO RLTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,179 shares; 2024Q4: 9,142 shares; 2025Q1: 8,839 shares; 2025Q2: 9,396 shares; 2025Q3: 9,227 shares; 2025Q4: 9,142 shares 9,142 $304K 0.01% -85 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,874 shares; 2025Q2: 3,974 shares; 2025Q3: 3,992 shares; 2025Q4: 3,233 shares 3,233 $304K 0.01% -759 Timeline MTG MGIC INVT CORP WIS More: the full row for MGIC INVT CORP WIS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,060 shares; 2024Q4: 8,131 shares; 2025Q1: 7,791 shares; 2025Q2: 10,515 shares; 2025Q3: 9,467 shares; 2025Q4: 10,397 shares 10,397 $304K 0.01% +930 Timeline HST HOST HOTELS & RESORTS INC More: the full row for HOST HOTELS & RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,597 shares; 2024Q4: 9,998 shares; 2025Q1: 10,281 shares; 2025Q2: 14,432 shares; 2025Q3: 15,648 shares; 2025Q4: 17,125 shares 17,125 $304K 0.01% +1,477 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,086 shares; 2024Q4: 2,673 shares; 2025Q1: 3,397 shares; 2025Q2: 3,499 shares; 2025Q3: 3,596 shares; 2025Q4: 3,923 shares 3,923 $303K 0.01% +327 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,868 shares; 2024Q4: 6,940 shares; 2025Q1: 7,943 shares; 2025Q2: 5,492 shares; 2025Q3: 5,632 shares; 2025Q4: 5,679 shares 5,679 $303K 0.01% +47 Timeline FNDE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,611 shares; 2024Q4: 5,519 shares; 2025Q1: 5,975 shares; 2025Q2: 8,982 shares; 2025Q3: 8,367 shares; 2025Q4: 8,403 shares 8,403 $303K 0.01% +36 Timeline EHC ENCOMPASS HEALTH CORP More: the full row for ENCOMPASS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,711 shares; 2024Q4: 1,855 shares; 2025Q1: 2,319 shares; 2025Q2: 2,603 shares; 2025Q3: 3,135 shares; 2025Q4: 2,853 shares 2,853 $303K 0.01% -282 Timeline APA APA CORPORATION More: the full row for APA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,150 shares; 2024Q4: 11,161 shares; 2025Q1: 8,097 shares; 2025Q2: 11,403 shares; 2025Q3: 11,571 shares; 2025Q4: 12,344 shares 12,344 $302K 0.01% +773 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,987 shares; 2024Q4: 5,817 shares; 2025Q1: 6,853 shares; 2025Q2: 6,466 shares; 2025Q3: 5,103 shares; 2025Q4: 2,991 shares 2,991 $302K 0.01% -2,112 Timeline CNA CNA FINL CORP More: the full row for CNA FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,588 shares; 2024Q4: 5,909 shares; 2025Q1: 5,492 shares; 2025Q2: 6,362 shares; 2025Q3: 4,511 shares; 2025Q4: 6,306 shares 6,306 $301K 0.01% +1,795 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,271 shares; 2024Q4: 7,645 shares; 2025Q1: 10,769 shares; 2025Q2: 15,684 shares; 2025Q3: 14,722 shares; 2025Q4: 10,694 shares 10,694 $301K 0.01% -4,028 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,346 shares; 2024Q4: 2,210 shares; 2025Q1: 2,388 shares; 2025Q2: 2,712 shares; 2025Q3: 3,152 shares; 2025Q4: 2,909 shares 2,909 $299K 0.01% -243 Timeline AFRM AFFIRM HLDGS INC More: the full row for AFFIRM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,603 shares; 2024Q4: 4,201 shares; 2025Q1: 4,971 shares; 2025Q2: 4,045 shares; 2025Q3: 4,062 shares; 2025Q4: 4,017 shares 4,017 $299K 0.01% -45 Timeline FTV FORTIVE CORP More: the full row for FORTIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,132 shares; 2024Q4: 5,363 shares; 2025Q1: 5,451 shares; 2025Q2: 5,002 shares; 2025Q3: 4,487 shares; 2025Q4: 5,395 shares 5,395 $298K 0.01% +908 Timeline ZM ZOOM COMMUNICATIONS INC More: the full row for ZOOM COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,034 shares; 2024Q4: 1,778 shares; 2025Q1: 2,332 shares; 2025Q2: 2,970 shares; 2025Q3: 2,731 shares; 2025Q4: 3,425 shares 3,425 $296K 0.01% +694 Timeline IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,312 shares; 2024Q4: 3,132 shares; 2025Q1: 3,132 shares; 2025Q2: 3,287 shares; 2025Q3: 3,287 shares; 2025Q4: 3,130 shares 3,130 $294K 0.01% -157 Timeline HDB HDFC BANK LTD More: the full row for HDFC BANK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,321 shares; 2024Q4: 11,579 shares; 2025Q1: 4,816 shares; 2025Q2: 4,574 shares; 2025Q3: 8,967 shares; 2025Q4: 8,037 shares 8,037 $294K 0.01% -930 Timeline BLV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 727 shares; 2024Q4: 430 shares; 2025Q1: 638 shares; 2025Q2: 5,385 shares; 2025Q3: 4,215 shares; 2025Q4: 4,215 shares 4,215 $293K 0.01% 0 Timeline CCEP COCA-COLA EUROPACIFIC PARTNE More: the full row for COCA-COLA EUROPACIFIC PARTNE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,154 shares; 2024Q4: 2,992 shares; 2025Q1: 2,912 shares; 2025Q2: 3,004 shares; 2025Q3: 3,088 shares; 2025Q4: 3,222 shares 3,222 $292K 0.01% +134 Timeline CWEN CLEARWAY ENERGY INC More: the full row for CLEARWAY ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,008 shares; 2024Q4: 6,672 shares; 2025Q1: 10,221 shares; 2025Q2: 9,544 shares; 2025Q3: 9,333 shares; 2025Q4: 8,706 shares 8,706 $290K 0.01% -627 Timeline CVE CENOVUS ENERGY INC More: the full row for CENOVUS ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,382 shares; 2024Q4: 3,084 shares; 2025Q1: 2,154 shares; 2025Q2: 16,272 shares; 2025Q3: 16,243 shares; 2025Q4: 17,006 shares 17,006 $288K 0.01% +763 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,365 shares; 2024Q4: 1,472 shares; 2025Q1: 1,702 shares; 2025Q2: 2,093 shares; 2025Q3: 2,144 shares; 2025Q4: 2,817 shares 2,817 $287K 0.01% +673 Timeline GSBD GOLDMAN SACHS BDC INC More: the full row for GOLDMAN SACHS BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,002 shares; 2024Q4: 57,002 shares; 2025Q1: 45,200 shares; 2025Q2: 45,200 shares; 2025Q3: 45,200 shares; 2025Q4: 30,926 shares 30,926 $287K 0.01% -14,274 Timeline FXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50 shares; 2024Q4: not reported; 2025Q1: 6,677 shares; 2025Q2: 7,548 shares; 2025Q3: 7,658 shares; 2025Q4: 7,474 shares 7,474 $286K 0.01% -184 Timeline RITM RITHM CAPITAL CORP More: the full row for RITHM CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,713 shares; 2024Q4: 45,333 shares; 2025Q1: 44,407 shares; 2025Q2: 35,393 shares; 2025Q3: 28,780 shares; 2025Q4: 26,229 shares 26,229 $286K 0.01% -2,551 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,668 shares; 2024Q4: 1,507 shares; 2025Q1: 1,606 shares; 2025Q2: 1,580 shares; 2025Q3: 1,615 shares; 2025Q4: 1,551 shares 1,551 $286K 0.01% -64 Timeline FETH FIDELITY ETHEREUM FD More: the full row for FIDELITY ETHEREUM FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 960 shares; 2024Q4: 10,563 shares; 2025Q1: 10,369 shares; 2025Q2: 10,369 shares; 2025Q3: 10,569 shares; 2025Q4: 9,632 shares 9,632 $285K 0.01% -937 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,989 shares; 2024Q4: 5,989 shares; 2025Q1: 5,317 shares; 2025Q2: 5,317 shares; 2025Q3: 5,554 shares; 2025Q4: 5,557 shares 5,557 $285K 0.01% +3 Timeline FLXR TCW ETF TRUST More: the full row for TCW ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,186 shares; 2025Q3: 7,186 shares; 2025Q4: 7,186 shares 7,186 $285K 0.01% 0 Timeline AKAM AKAMAI TECHNOLOGIES INC More: the full row for AKAMAI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,370 shares; 2024Q4: 3,063 shares; 2025Q1: 2,727 shares; 2025Q2: 2,337 shares; 2025Q3: 2,661 shares; 2025Q4: 3,238 shares 3,238 $283K 0.01% +577 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,208 shares; 2024Q4: 2,674 shares; 2025Q1: 2,074 shares; 2025Q2: 2,089 shares; 2025Q3: 2,095 shares; 2025Q4: 2,189 shares 2,189 $282K 0.01% +94 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,966 shares; 2024Q4: 2,252 shares; 2025Q1: 2,383 shares; 2025Q2: 1,651 shares; 2025Q3: 1,722 shares; 2025Q4: 1,756 shares 1,756 $282K 0.01% +34 Timeline NU NU HLDGS LTD More: the full row for NU HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,196 shares; 2024Q4: 12,131 shares; 2025Q1: 13,701 shares; 2025Q2: 15,794 shares; 2025Q3: 16,219 shares; 2025Q4: 16,820 shares 16,820 $282K 0.01% +601 Timeline SNAP SNAP INC More: the full row for SNAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,125 shares; 2024Q4: 31,937 shares; 2025Q1: 31,697 shares; 2025Q2: 34,290 shares; 2025Q3: 31,649 shares; 2025Q4: 34,847 shares 34,847 $281K 0.01% +3,198 Timeline AMG AFFILIATED MANAGERS GROUP More: the full row for AFFILIATED MANAGERS GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,063 shares; 2024Q4: 1,095 shares; 2025Q1: 1,170 shares; 2025Q2: 998 shares; 2025Q3: 988 shares; 2025Q4: 974 shares 974 $281K 0.01% -14 Timeline IWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 4,398 shares; 2025Q2: 4,398 shares; 2025Q3: 4,398 shares; 2025Q4: 3,031 shares 3,031 $278K 0.01% -1,367 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,058 shares; 2024Q4: 1,182 shares; 2025Q1: 1,180 shares; 2025Q2: 1,236 shares; 2025Q3: 1,297 shares; 2025Q4: 1,238 shares 1,238 $277K 0.01% -59 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 215 shares; 2024Q4: 269 shares; 2025Q1: 377 shares; 2025Q2: 453 shares; 2025Q3: 545 shares; 2025Q4: 540 shares 540 $276K 0.01% -5 Timeline SUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 174 shares; 2024Q4: 177 shares; 2025Q1: 20,828 shares; 2025Q2: 16,328 shares; 2025Q3: 8,925 shares; 2025Q4: 10,944 shares 10,944 $276K 0.01% +2,019 Timeline RWK INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,237 shares; 2024Q4: 2,245 shares; 2025Q1: 2,220 shares; 2025Q2: 2,223 shares; 2025Q3: 2,119 shares; 2025Q4: 2,167 shares 2,167 $274K 0.01% +48 Timeline FALN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,914 shares; 2024Q4: 9,914 shares; 2025Q1: 9,914 shares; 2025Q2: 9,914 shares; 2025Q3: 9,914 shares; 2025Q4: 9,914 shares 9,914 $271K <0.01% 0 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,412 shares; 2024Q4: 3,071 shares; 2025Q1: 4,680 shares; 2025Q2: 4,670 shares; 2025Q3: 4,933 shares; 2025Q4: 4,699 shares 4,699 $270K <0.01% -234 Timeline IX ORIX CORP More: the full row for ORIX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,841 shares; 2024Q4: 1,847 shares; 2025Q1: 9,235 shares; 2025Q2: 9,215 shares; 2025Q3: 9,252 shares; 2025Q4: 9,232 shares 9,232 $270K <0.01% -20 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,795 shares; 2024Q4: 4,789 shares; 2025Q1: 5,908 shares; 2025Q2: 6,509 shares; 2025Q3: 5,355 shares; 2025Q4: 6,226 shares 6,226 $270K <0.01% +871 Timeline HOLX HOLOGIC INC More: the full row for HOLOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,550 shares; 2024Q4: 2,807 shares; 2025Q1: 977 shares; 2025Q2: 2,708 shares; 2025Q3: 2,950 shares; 2025Q4: 3,612 shares 3,612 $269K <0.01% +662 Timeline PJT PJT PARTNERS INC More: the full row for PJT PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,843 shares; 2024Q4: 3,852 shares; 2025Q1: 3,127 shares; 2025Q2: 3,114 shares; 2025Q3: 2,355 shares; 2025Q4: 1,605 shares 1,605 $268K <0.01% -750 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,214 shares; 2024Q4: 3,015 shares; 2025Q1: 4,154 shares; 2025Q2: 3,705 shares; 2025Q3: 3,950 shares; 2025Q4: 4,166 shares 4,166 $268K <0.01% +216 Timeline SBAC SBA COMMUNICATIONS CORP More: the full row for SBA COMMUNICATIONS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 760 shares; 2024Q4: 667 shares; 2025Q1: 940 shares; 2025Q2: 1,022 shares; 2025Q3: 673 shares; 2025Q4: 1,385 shares 1,385 $268K <0.01% +712 Timeline KWEB KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,044 shares; 2024Q4: 2,082 shares; 2025Q1: 2,151 shares; 2025Q2: 1,743 shares; 2025Q3: 6,176 shares; 2025Q4: 7,855 shares 7,855 $267K <0.01% +1,679 Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 795 shares; 2024Q4: 835 shares; 2025Q1: 926 shares; 2025Q2: 1,046 shares; 2025Q3: 1,866 shares; 2025Q4: 1,977 shares 1,977 $267K <0.01% +111 Timeline KRE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,189 shares; 2024Q4: 4,057 shares; 2025Q1: 4,057 shares; 2025Q2: 4,057 shares; 2025Q3: 4,057 shares; 2025Q4: 4,117 shares 4,117 $267K <0.01% +60 Timeline BITB BITWISE BITCOIN ETF TR More: the full row for BITWISE BITCOIN ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 721 shares; 2024Q4: 1,194 shares; 2025Q1: 1,194 shares; 2025Q2: 1,194 shares; 2025Q3: 5,454 shares; 2025Q4: 5,602 shares 5,602 $266K <0.01% +148 Timeline NNN NNN REIT INC More: the full row for NNN REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,929 shares; 2024Q4: 5,938 shares; 2025Q1: 6,566 shares; 2025Q2: 5,146 shares; 2025Q3: 5,713 shares; 2025Q4: 6,710 shares 6,710 $266K <0.01% +997 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 971 shares; 2024Q4: 908 shares; 2025Q1: 1,041 shares; 2025Q2: 1,077 shares; 2025Q3: 1,066 shares; 2025Q4: 1,047 shares 1,047 $266K <0.01% -19 Timeline SFIX STITCH FIX INC More: the full row for STITCH FIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,497 shares; 2024Q4: 50,497 shares; 2025Q1: 50,497 shares; 2025Q2: 50,497 shares; 2025Q3: 50,497 shares; 2025Q4: 50,497 shares 50,497 $265K <0.01% 0 Timeline E ENI SPA More: the full row for ENI SPA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,756 shares; 2024Q4: 14,048 shares; 2025Q1: 8,763 shares; 2025Q2: 7,061 shares; 2025Q3: 6,947 shares; 2025Q4: 6,948 shares 6,948 $264K <0.01% +1 Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,643 shares; 2024Q4: 979 shares; 2025Q1: 833 shares; 2025Q2: 840 shares; 2025Q3: 1,274 shares; 2025Q4: 1,024 shares 1,024 $262K <0.01% -250 Timeline HTGC HERCULES CAPITAL INC More: the full row for HERCULES CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,567 shares; 2024Q4: 15,403 shares; 2025Q1: 14,759 shares; 2025Q2: 14,730 shares; 2025Q3: 14,694 shares; 2025Q4: 13,944 shares 13,944 $262K <0.01% -750 Timeline PBR PETROLEO BRASILEIRO S A More: the full row for PETROLEO BRASILEIRO S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,954 shares; 2024Q4: 18,226 shares; 2025Q1: 32,584 shares; 2025Q2: 31,510 shares; 2025Q3: 23,437 shares; 2025Q4: 22,125 shares 22,125 $262K <0.01% -1,312 Timeline KGC KINROSS GOLD CORP More: the full row for KINROSS GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,809 shares; 2024Q4: 11,357 shares; 2025Q1: 11,389 shares; 2025Q2: 8,431 shares; 2025Q3: 9,018 shares; 2025Q4: 9,310 shares 9,310 $262K <0.01% +292 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,957 shares; 2024Q4: 1,606 shares; 2025Q1: 2,490 shares; 2025Q2: 15,955 shares; 2025Q3: 19,558 shares; 2025Q4: 12,713 shares 12,713 $261K <0.01% -6,845 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,422 shares; 2024Q4: 4,922 shares; 2025Q1: 4,863 shares; 2025Q2: 3,467 shares; 2025Q3: 3,636 shares; 2025Q4: 3,870 shares 3,870 $261K <0.01% +234 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,028 shares; 2024Q4: 3,306 shares; 2025Q1: 3,455 shares; 2025Q2: 3,616 shares; 2025Q3: 4,002 shares; 2025Q4: 3,714 shares 3,714 $260K <0.01% -288 Timeline EWN ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 701 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,560 shares 4,560 $260K <0.01% new Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,705 shares; 2024Q4: 3,765 shares; 2025Q1: 3,752 shares; 2025Q2: 3,397 shares; 2025Q3: 3,391 shares; 2025Q4: 3,130 shares 3,130 $260K <0.01% -261 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,731 shares; 2024Q4: 936 shares; 2025Q1: 1,143 shares; 2025Q2: 3,407 shares; 2025Q3: 3,588 shares; 2025Q4: 4,293 shares 4,293 $259K <0.01% +705 Timeline SCI SERVICE CORP INTL More: the full row for SERVICE CORP INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,708 shares; 2024Q4: 4,798 shares; 2025Q1: 4,594 shares; 2025Q2: 4,081 shares; 2025Q3: 4,062 shares; 2025Q4: 3,316 shares 3,316 $259K <0.01% -746 Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,341 shares; 2024Q4: 8,149 shares; 2025Q1: 8,616 shares; 2025Q2: 7,757 shares; 2025Q3: 7,902 shares; 2025Q4: 8,462 shares 8,462 $258K <0.01% +560 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,880 shares; 2024Q4: 5,079 shares; 2025Q1: 5,388 shares; 2025Q2: 8,296 shares; 2025Q3: 8,545 shares; 2025Q4: 9,511 shares 9,511 $258K <0.01% +966 Timeline TOST TOAST INC More: the full row for TOAST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 698 shares; 2024Q4: 1,408 shares; 2025Q1: 2,692 shares; 2025Q2: 5,658 shares; 2025Q3: 7,917 shares; 2025Q4: 7,257 shares 7,257 $258K <0.01% -660 Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,090 shares; 2024Q4: 2,955 shares; 2025Q1: 3,552 shares; 2025Q2: 3,571 shares; 2025Q3: 3,607 shares; 2025Q4: 3,677 shares 3,677 $257K <0.01% +70 Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,010 shares; 2024Q4: 3,271 shares; 2025Q1: 3,849 shares; 2025Q2: 3,449 shares; 2025Q3: 3,629 shares; 2025Q4: 3,242 shares 3,242 $257K <0.01% -387 Timeline TME TENCENT MUSIC ENTMT GROUP More: the full row for TENCENT MUSIC ENTMT GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,448 shares; 2024Q4: 14,259 shares; 2025Q1: 14,648 shares; 2025Q2: 14,460 shares; 2025Q3: 14,603 shares; 2025Q4: 14,503 shares 14,503 $254K <0.01% -100 Timeline CUK CARNIVAL PLC More: the full row for CARNIVAL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,102 shares; 2024Q4: 1,222 shares; 2025Q1: 1,204 shares; 2025Q2: 1,819 shares; 2025Q3: 1,623 shares; 2025Q4: 8,381 shares 8,381 $254K <0.01% +6,758 Timeline HLN HALEON PLC More: the full row for HALEON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,455 shares; 2024Q4: 20,370 shares; 2025Q1: 17,904 shares; 2025Q2: 26,252 shares; 2025Q3: 22,370 shares; 2025Q4: 25,138 shares 25,138 $254K <0.01% +2,768 Timeline R RYDER SYS INC More: the full row for RYDER SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,557 shares; 2024Q4: 1,560 shares; 2025Q1: 1,551 shares; 2025Q2: 1,511 shares; 2025Q3: 1,513 shares; 2025Q4: 1,317 shares 1,317 $252K <0.01% -196 Timeline SFM SPROUTS FMRS MKT INC More: the full row for SPROUTS FMRS MKT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,815 shares; 2024Q4: 3,270 shares; 2025Q1: 3,325 shares; 2025Q2: 3,475 shares; 2025Q3: 3,034 shares; 2025Q4: 3,161 shares 3,161 $252K <0.01% +127 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,875 shares; 2024Q4: 3,575 shares; 2025Q1: 3,792 shares; 2025Q2: 3,819 shares; 2025Q3: 2,807 shares; 2025Q4: 2,994 shares 2,994 $252K <0.01% +187 Timeline BJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,557 shares 4,557 $251K <0.01% new Timeline CVLT COMMVAULT SYS INC More: the full row for COMMVAULT SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,784 shares; 2024Q4: 2,583 shares; 2025Q1: 2,560 shares; 2025Q2: 2,594 shares; 2025Q3: 2,603 shares; 2025Q4: 2,000 shares 2,000 $251K <0.01% -603 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,927 shares; 2024Q4: 7,412 shares; 2025Q1: 7,488 shares; 2025Q2: 6,610 shares; 2025Q3: 6,758 shares; 2025Q4: 6,887 shares 6,887 $250K <0.01% +129 Timeline RGA REINSURANCE GROUP AMER INC More: the full row for REINSURANCE GROUP AMER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,231 shares; 2024Q4: 1,249 shares; 2025Q1: 1,231 shares; 2025Q2: 1,376 shares; 2025Q3: 1,260 shares; 2025Q4: 1,227 shares 1,227 $250K <0.01% -33 Timeline IFF INTERNATIONAL FLAVORS&FRAGRA More: the full row for INTERNATIONAL FLAVORS&FRAGRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,341 shares; 2024Q4: 1,840 shares; 2025Q1: 1,486 shares; 2025Q2: 2,163 shares; 2025Q3: 1,185 shares; 2025Q4: 3,664 shares 3,664 $247K <0.01% +2,479 Timeline VMRK VIVMARK RESIDENTIAL More: the full row for VIVMARK RESIDENTIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,062 shares; 2024Q4: 4,221 shares; 2025Q1: 4,455 shares; 2025Q2: 3,899 shares; 2025Q3: 4,351 shares; 2025Q4: 3,917 shares 3,917 $247K <0.01% -434 Timeline REXR REXFORD INDL RLTY INC More: the full row for REXFORD INDL RLTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,943 shares; 2024Q4: 3,959 shares; 2025Q1: 5,686 shares; 2025Q2: 5,275 shares; 2025Q3: 5,735 shares; 2025Q4: 6,374 shares 6,374 $247K <0.01% +639 Timeline G GENPACT LIMITED More: the full row for GENPACT LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,558 shares; 2024Q4: 4,428 shares; 2025Q1: 4,312 shares; 2025Q2: 4,794 shares; 2025Q3: 3,908 shares; 2025Q4: 5,264 shares 5,264 $246K <0.01% +1,356 Timeline EQWL INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,672 shares; 2025Q3: 1,757 shares; 2025Q4: 2,082 shares 2,082 $246K <0.01% +325 Timeline CNX CNX RES CORP More: the full row for CNX RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,578 shares; 2024Q4: 6,771 shares; 2025Q1: 6,554 shares; 2025Q2: 6,836 shares; 2025Q3: 6,497 shares; 2025Q4: 6,656 shares 6,656 $245K <0.01% +159 Timeline AVY AVERY DENNISON CORP More: the full row for AVERY DENNISON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,048 shares; 2024Q4: 920 shares; 2025Q1: 1,110 shares; 2025Q2: 1,307 shares; 2025Q3: 1,310 shares; 2025Q4: 1,342 shares 1,342 $244K <0.01% +32 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 951 shares; 2024Q4: 1,141 shares; 2025Q1: 1,047 shares; 2025Q2: 1,036 shares; 2025Q3: 1,067 shares; 2025Q4: 1,091 shares 1,091 $244K <0.01% +24 Timeline EVCM EVERCOMMERCE INC More: the full row for EVERCOMMERCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,028 shares; 2024Q4: 20,000 shares; 2025Q1: 20,000 shares; 2025Q2: 20,000 shares; 2025Q3: 20,000 shares; 2025Q4: 20,000 shares 20,000 $242K <0.01% 0 Timeline FOXA FOX CORP More: the full row for FOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,622 shares; 2024Q4: 1,958 shares; 2025Q1: 2,584 shares; 2025Q2: 2,318 shares; 2025Q3: 2,532 shares; 2025Q4: 3,301 shares 3,301 $241K <0.01% +769 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,288 shares; 2024Q4: 1,525 shares; 2025Q1: 1,408 shares; 2025Q2: 1,463 shares; 2025Q3: 1,370 shares; 2025Q4: 1,395 shares 1,395 $241K <0.01% +25 Timeline LINC LINCOLN EDL SVCS CORP More: the full row for LINCOLN EDL SVCS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,378 shares; 2024Q4: 7,378 shares; 2025Q1: 8,878 shares; 2025Q2: 8,878 shares; 2025Q3: 8,878 shares; 2025Q4: 9,978 shares 9,978 $241K <0.01% +1,100 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,647 shares; 2024Q4: 5,504 shares; 2025Q1: 2,619 shares; 2025Q2: 2,849 shares; 2025Q3: 5,168 shares; 2025Q4: 5,381 shares 5,381 $241K <0.01% +213 Timeline GDS GDS HLDGS LTD More: the full row for GDS HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,874 shares; 2024Q4: 6,874 shares; 2025Q1: 6,745 shares; 2025Q2: 6,659 shares; 2025Q3: 6,665 shares; 2025Q4: 6,901 shares 6,901 $241K <0.01% +236 Timeline TKR TIMKEN CO More: the full row for TIMKEN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,455 shares; 2024Q4: 3,251 shares; 2025Q1: 3,616 shares; 2025Q2: 3,299 shares; 2025Q3: 3,093 shares; 2025Q4: 2,854 shares 2,854 $240K <0.01% -239 Timeline PTC PTC INC More: the full row for PTC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 990 shares; 2024Q4: 1,066 shares; 2025Q1: 1,091 shares; 2025Q2: 1,118 shares; 2025Q3: 1,408 shares; 2025Q4: 1,377 shares 1,377 $240K <0.01% -31 Timeline EZU ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,382 shares; 2024Q4: 3,383 shares; 2025Q1: 3,992 shares; 2025Q2: 3,594 shares; 2025Q3: 3,594 shares; 2025Q4: 3,736 shares 3,736 $240K <0.01% +142 Timeline PODD INSULET CORP More: the full row for INSULET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 829 shares; 2024Q4: 890 shares; 2025Q1: 986 shares; 2025Q2: 790 shares; 2025Q3: 805 shares; 2025Q4: 842 shares 842 $240K <0.01% +37 Timeline BAP CREDICORP LTD More: the full row for CREDICORP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 851 shares; 2024Q4: 928 shares; 2025Q1: 893 shares; 2025Q2: 860 shares; 2025Q3: 860 shares; 2025Q4: 832 shares 832 $239K <0.01% -28 Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,017 shares; 2025Q1: 3,890 shares; 2025Q2: 3,770 shares; 2025Q3: 3,331 shares; 2025Q4: 4,723 shares 4,723 $239K <0.01% +1,392 Timeline JNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,124 shares; 2024Q4: 1,887 shares; 2025Q1: 1,884 shares; 2025Q2: 2,536 shares; 2025Q3: 2,656 shares; 2025Q4: 2,451 shares 2,451 $238K <0.01% -205 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,929 shares; 2024Q4: 8,945 shares; 2025Q1: 8,370 shares; 2025Q2: 7,318 shares; 2025Q3: 7,440 shares; 2025Q4: 7,022 shares 7,022 $238K <0.01% -418 Timeline BNS BANK NOVA SCOTIA B C More: the full row for BANK NOVA SCOTIA B C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,688 shares; 2024Q4: 3,093 shares; 2025Q1: 1,943 shares; 2025Q2: 3,065 shares; 2025Q3: 3,326 shares; 2025Q4: 3,222 shares 3,222 $237K <0.01% -104 Timeline GEN GEN DIGITAL INC More: the full row for GEN DIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,879 shares; 2024Q4: 9,081 shares; 2025Q1: 8,926 shares; 2025Q2: 8,489 shares; 2025Q3: 8,314 shares; 2025Q4: 8,732 shares 8,732 $237K <0.01% +418 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,235 shares; 2024Q4: 2,419 shares; 2025Q1: 3,774 shares; 2025Q2: 2,895 shares; 2025Q3: 3,501 shares; 2025Q4: 4,943 shares 4,943 $237K <0.01% +1,442 Timeline AU ANGLOGOLD ASHANTI PLC More: the full row for ANGLOGOLD ASHANTI PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,788 shares; 2024Q4: 2,753 shares; 2025Q1: 2,753 shares; 2025Q2: 2,753 shares; 2025Q3: 2,681 shares; 2025Q4: 2,777 shares 2,777 $237K <0.01% +96 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,549 shares; 2024Q4: 1,591 shares; 2025Q1: 1,773 shares; 2025Q2: 1,572 shares; 2025Q3: 1,701 shares; 2025Q4: 1,731 shares 1,731 $237K <0.01% +30 Timeline AMKR AMKOR TECHNOLOGY INC More: the full row for AMKOR TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,164 shares; 2024Q4: 4,044 shares; 2025Q1: 3,509 shares; 2025Q2: 5,372 shares; 2025Q3: 5,375 shares; 2025Q4: 5,938 shares 5,938 $234K <0.01% +563 Timeline MPT MEDICAL PROPERTIES TRUST INC More: the full row for MEDICAL PROPERTIES TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,749 shares; 2024Q4: 34,866 shares; 2025Q1: 41,359 shares; 2025Q2: 45,477 shares; 2025Q3: 49,457 shares; 2025Q4: 46,774 shares 46,774 $234K <0.01% -2,683 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,476 shares; 2024Q4: 2,622 shares; 2025Q1: 2,773 shares; 2025Q2: 3,303 shares; 2025Q3: 2,956 shares; 2025Q4: 2,997 shares 2,997 $233K <0.01% +41 Timeline