IT GARTNER INC More: the full row for GARTNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,174 shares; 2024Q4: 3,094 shares; 2025Q1: 2,977 shares; 2025Q2: 2,995 shares; 2025Q3: 3,517 shares; 2025Q4: 4,465 shares 4,465 $1.13M 0.02% +948 Timeline EFAV 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: 15,259 shares; 2024Q4: 14,654 shares; 2025Q1: 12,626 shares; 2025Q2: 12,597 shares; 2025Q3: 11,378 shares; 2025Q4: 13,050 shares 13,050 $1.13M 0.02% +1,672 Timeline SEIX VIRTUS ETF TR II More: the full row for VIRTUS ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 42,550 shares; 2025Q3: 51,050 shares; 2025Q4: 48,050 shares 48,050 $1.12M 0.02% -3,000 Timeline GSST GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,881 shares; 2024Q4: 25,184 shares; 2025Q1: 23,489 shares; 2025Q2: 22,256 shares; 2025Q3: 21,938 shares; 2025Q4: 22,110 shares 22,110 $1.12M 0.02% +172 Timeline BOH BANK OF HI CORP More: the full row for BANK OF HI CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,320 shares; 2024Q4: 16,474 shares; 2025Q1: 16,484 shares; 2025Q2: 15,576 shares; 2025Q3: 16,114 shares; 2025Q4: 16,320 shares 16,320 $1.12M 0.02% +206 Timeline EXP EAGLE MATLS INC More: the full row for EAGLE MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,480 shares; 2024Q4: 5,567 shares; 2025Q1: 5,335 shares; 2025Q2: 4,740 shares; 2025Q3: 4,753 shares; 2025Q4: 5,373 shares 5,373 $1.11M 0.02% +620 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,052 shares; 2024Q4: 14,992 shares; 2025Q1: 14,307 shares; 2025Q2: 14,115 shares; 2025Q3: 19,856 shares; 2025Q4: 19,671 shares 19,671 $1.11M 0.02% -185 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,636 shares; 2024Q4: 3,326 shares; 2025Q1: not reported; 2025Q2: 4,177 shares; 2025Q3: 4,938 shares; 2025Q4: 6,413 shares 6,413 $1.1M 0.02% +1,475 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 621 shares; 2025Q4: 1,178 shares 1,178 $1.1M 0.02% +557 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,244 shares; 2024Q4: 6,942 shares; 2025Q1: 6,848 shares; 2025Q2: 8,318 shares; 2025Q3: 10,214 shares; 2025Q4: 11,561 shares 11,561 $1.1M 0.02% +1,347 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,025 shares; 2024Q4: 4,503 shares; 2025Q1: 4,696 shares; 2025Q2: 4,979 shares; 2025Q3: 4,864 shares; 2025Q4: 4,826 shares 4,826 $1.1M 0.02% -38 Timeline FDMT 4D MOLECULAR THERAPEUTICS IN More: the full row for 4D MOLECULAR THERAPEUTICS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 146,170 shares; 2024Q4: 146,133 shares; 2025Q1: 146,133 shares; 2025Q2: 146,133 shares; 2025Q3: 146,133 shares; 2025Q4: 146,133 shares 146,133 $1.1M 0.02% 0 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,438 shares; 2024Q4: 9,052 shares; 2025Q1: 9,250 shares; 2025Q2: 42,221 shares; 2025Q3: 43,106 shares; 2025Q4: 15,323 shares 15,323 $1.09M 0.02% -27,783 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,679 shares; 2024Q4: 1,922 shares; 2025Q1: 2,045 shares; 2025Q2: 2,502 shares; 2025Q3: 2,395 shares; 2025Q4: 2,808 shares 2,808 $1.09M 0.02% +413 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,599 shares; 2025Q2: 8,062 shares; 2025Q3: 10,074 shares; 2025Q4: 9,621 shares 9,621 $1.09M 0.02% -453 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,990 shares; 2024Q4: 29,586 shares; 2025Q1: 30,767 shares; 2025Q2: 29,078 shares; 2025Q3: 28,230 shares; 2025Q4: 35,084 shares 35,084 $1.09M 0.02% +6,854 Timeline SPFF 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: 111,620 shares; 2024Q4: 113,503 shares; 2025Q1: 114,774 shares; 2025Q2: 113,546 shares; 2025Q3: 118,027 shares; 2025Q4: 116,351 shares 116,351 $1.08M 0.02% -1,676 Timeline DFIC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,139 shares; 2024Q4: 38,137 shares; 2025Q1: 38,692 shares; 2025Q2: 26,977 shares; 2025Q3: 26,977 shares; 2025Q4: 31,392 shares 31,392 $1.08M 0.02% +4,415 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,448 shares; 2024Q4: 1,474 shares; 2025Q1: 1,413 shares; 2025Q2: 1,458 shares; 2025Q3: 1,529 shares; 2025Q4: 1,596 shares 1,596 $1.08M 0.02% +67 Timeline SPTS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 18,959 shares; 2025Q2: 25,850 shares; 2025Q3: 37,349 shares; 2025Q4: 36,876 shares 36,876 $1.08M 0.02% -473 Timeline BRX BRIXMOR PPTY GROUP INC More: the full row for BRIXMOR PPTY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,313 shares; 2024Q4: 34,037 shares; 2025Q1: 34,301 shares; 2025Q2: 38,700 shares; 2025Q3: 41,653 shares; 2025Q4: 40,364 shares 40,364 $1.06M 0.02% -1,289 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: not reported; 2024Q4: 7,250 shares; 2025Q1: 6,823 shares; 2025Q2: 7,001 shares; 2025Q3: 9,559 shares; 2025Q4: 7,953 shares 7,953 $1.06M 0.02% -1,606 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,238 shares; 2024Q4: 1,198 shares; 2025Q1: 1,178 shares; 2025Q2: 1,129 shares; 2025Q3: 1,310 shares; 2025Q4: 1,284 shares 1,284 $1.05M 0.02% -26 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: not reported; 2024Q4: 1,331 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,396 shares; 2025Q4: 3,709 shares 3,709 $1.05M 0.02% +313 Timeline ICSH 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: 19,433 shares; 2024Q4: 19,518 shares; 2025Q1: 20,808 shares; 2025Q2: 20,827 shares; 2025Q3: 20,628 shares; 2025Q4: 20,776 shares 20,776 $1.05M 0.02% +148 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,486 shares; 2024Q4: 8,073 shares; 2025Q1: 3,709 shares; 2025Q2: 4,012 shares; 2025Q3: 4,057 shares; 2025Q4: 4,346 shares 4,346 $1.05M 0.02% +289 Timeline EMLC VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,137 shares; 2024Q4: 37,725 shares; 2025Q1: 37,354 shares; 2025Q2: 37,772 shares; 2025Q3: 39,224 shares; 2025Q4: 40,456 shares 40,456 $1.04M 0.02% +1,232 Timeline BNL BROADSTONE NET LEASE INC More: the full row for BROADSTONE NET LEASE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,751 shares; 2024Q4: 78,871 shares; 2025Q1: 78,882 shares; 2025Q2: 78,647 shares; 2025Q3: 68,188 shares; 2025Q4: 59,903 shares 59,903 $1.04M 0.02% -8,285 Timeline MATX MATSON INC More: the full row for MATSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,035 shares; 2024Q4: 10,045 shares; 2025Q1: 10,054 shares; 2025Q2: 8,031 shares; 2025Q3: 8,177 shares; 2025Q4: 8,416 shares 8,416 $1.04M 0.02% +239 Timeline SEIS SEI EXCHANGE TRADED FUNDS More: the full row for SEI EXCHANGE TRADED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 43,282 shares; 2025Q1: 35,348 shares; 2025Q2: 35,554 shares; 2025Q3: 35,937 shares; 2025Q4: 37,161 shares 37,161 $1.04M 0.02% +1,224 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 740 shares; 2024Q4: 805 shares; 2025Q1: 797 shares; 2025Q2: 1,047 shares; 2025Q3: 1,148 shares; 2025Q4: 1,179 shares 1,179 $1.04M 0.02% +31 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,720 shares; 2024Q4: 1,772 shares; 2025Q1: 1,848 shares; 2025Q2: 1,783 shares; 2025Q3: 2,399 shares; 2025Q4: 2,937 shares 2,937 $1.04M 0.02% +538 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: not reported; 2024Q4: not reported; 2025Q1: 3,967 shares; 2025Q2: not reported; 2025Q3: 10,988 shares; 2025Q4: 25,101 shares 25,101 $1.03M 0.02% +14,113 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,938 shares; 2024Q4: 6,369 shares; 2025Q1: 6,741 shares; 2025Q2: 7,234 shares; 2025Q3: 8,508 shares; 2025Q4: 8,846 shares 8,846 $1.03M 0.02% +338 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: 28,203 shares; 2024Q4: 28,545 shares; 2025Q1: 29,032 shares; 2025Q2: 28,278 shares; 2025Q3: 34,870 shares; 2025Q4: 36,645 shares 36,645 $1.03M 0.02% +1,775 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: 38,704 shares; 2024Q4: 25,716 shares; 2025Q1: 25,955 shares; 2025Q2: 32,227 shares; 2025Q3: 33,693 shares; 2025Q4: 23,619 shares 23,619 $1.02M 0.02% -10,074 Timeline EWP 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,928 shares; 2025Q3: 18,928 shares; 2025Q4: 18,959 shares 18,959 $1.02M 0.02% +31 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,716 shares; 2024Q4: 21,306 shares; 2025Q1: 19,706 shares; 2025Q2: 17,459 shares; 2025Q3: 14,298 shares; 2025Q4: 17,438 shares 17,438 $1.02M 0.02% +3,140 Timeline SBS COMPANHIA DE SANEAMENTO BASI More: the full row for COMPANHIA DE SANEAMENTO BASI 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: 42,606 shares 42,606 $1.02M 0.02% new 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: 39,910 shares; 2024Q4: 40,093 shares; 2025Q1: 40,273 shares; 2025Q2: 42,054 shares; 2025Q3: 42,243 shares; 2025Q4: 38,481 shares 38,481 $1.01M 0.02% -3,762 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,438 shares; 2024Q4: 27,856 shares; 2025Q1: 91,819 shares; 2025Q2: 26,634 shares; 2025Q3: 24,508 shares; 2025Q4: 24,441 shares 24,441 $1.01M 0.02% -67 Timeline ARKG 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: 46,341 shares; 2024Q4: 38,036 shares; 2025Q1: 33,324 shares; 2025Q2: 37,795 shares; 2025Q3: 36,744 shares; 2025Q4: 34,790 shares 34,790 $1.01M 0.02% -1,954 Timeline IGSB 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: 26,289 shares; 2024Q4: 21,349 shares; 2025Q1: 19,910 shares; 2025Q2: 18,795 shares; 2025Q3: 18,572 shares; 2025Q4: 19,012 shares 19,012 $1.01M 0.02% +440 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: 69,967 shares; 2024Q4: 31,730 shares; 2025Q1: 54,108 shares; 2025Q2: 24,464 shares; 2025Q3: 24,864 shares; 2025Q4: 24,464 shares 24,464 $1M 0.02% -400 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: 15,974 shares; 2024Q4: 14,953 shares; 2025Q1: 13,692 shares; 2025Q2: 18,951 shares; 2025Q3: 13,134 shares; 2025Q4: 12,487 shares 12,487 $1M 0.02% -647 Timeline HYLS 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: 12,656 shares; 2024Q4: 21,289 shares; 2025Q1: 26,124 shares; 2025Q2: 23,167 shares; 2025Q3: 20,852 shares; 2025Q4: 23,964 shares 23,964 $1M 0.02% +3,112 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 357 shares; 2024Q4: 245 shares; 2025Q1: 229 shares; 2025Q2: 248 shares; 2025Q3: 748 shares; 2025Q4: 754 shares 754 $1M 0.02% +6 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,759 shares; 2024Q4: 6,950 shares; 2025Q1: 9,579 shares; 2025Q2: 13,619 shares; 2025Q3: 13,619 shares; 2025Q4: 13,479 shares 13,479 $1000K 0.02% -140 Timeline CRSP CRISPR THERAPEUTICS AG More: the full row for CRISPR THERAPEUTICS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,040 shares; 2024Q4: 16,757 shares; 2025Q1: 16,774 shares; 2025Q2: 18,312 shares; 2025Q3: 18,692 shares; 2025Q4: 19,059 shares 19,059 $999K 0.02% +367 Timeline PNR PENTAIR PLC More: the full row for PENTAIR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,396 shares; 2025Q4: 9,582 shares 9,582 $998K 0.02% +7,186 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: 16,924 shares 16,924 $994K 0.02% new Timeline AHR AMERICAN HEALTHCARE REIT INC More: the full row for AMERICAN HEALTHCARE REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,018 shares; 2024Q4: 23,114 shares; 2025Q1: 32,563 shares; 2025Q2: 21,480 shares; 2025Q3: 21,426 shares; 2025Q4: 21,126 shares 21,126 $994K 0.02% -300 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: 10,359 shares; 2024Q4: 14,782 shares; 2025Q1: 15,253 shares; 2025Q2: 15,837 shares; 2025Q3: 16,679 shares; 2025Q4: 22,687 shares 22,687 $989K 0.02% +6,008 Timeline TTEK TETRA TECH INC NEW More: the full row for TETRA TECH INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 29,400 shares 29,400 $986K 0.02% new Timeline FGDL FRANKLIN TEMPLETON HOLDINGS More: the full row for FRANKLIN TEMPLETON HOLDINGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,617 shares; 2025Q4: 17,115 shares 17,115 $986K 0.02% +3,498 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: 15,050 shares 15,050 $985K 0.02% new 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: 8,858 shares; 2024Q4: 8,822 shares; 2025Q1: 9,618 shares; 2025Q2: 9,707 shares; 2025Q3: 10,721 shares; 2025Q4: 10,054 shares 10,054 $983K 0.02% -667 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: 18,929 shares; 2024Q4: 18,340 shares; 2025Q1: 19,309 shares; 2025Q2: 19,561 shares; 2025Q3: 20,300 shares; 2025Q4: 20,385 shares 20,385 $978K 0.02% +85 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: 12,710 shares; 2024Q4: 12,239 shares; 2025Q1: 10,922 shares; 2025Q2: 10,715 shares; 2025Q3: 10,741 shares; 2025Q4: 10,046 shares 10,046 $977K 0.02% -695 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: 38,260 shares; 2024Q4: 40,307 shares; 2025Q1: 39,347 shares; 2025Q2: 39,290 shares; 2025Q3: 36,772 shares; 2025Q4: 37,140 shares 37,140 $972K 0.02% +368 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: 35,786 shares; 2024Q4: 35,168 shares; 2025Q1: 24,653 shares; 2025Q2: 24,660 shares; 2025Q3: 25,552 shares; 2025Q4: 26,791 shares 26,791 $971K 0.02% +1,239 Timeline LQDH ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,817 shares; 2025Q1: 5,061 shares; 2025Q2: 7,897 shares; 2025Q3: 10,404 shares; 2025Q4: 10,370 shares 10,370 $968K 0.02% -34 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,302 shares; 2024Q4: 14,062 shares; 2025Q1: 14,034 shares; 2025Q2: 13,974 shares; 2025Q3: 15,160 shares; 2025Q4: 14,384 shares 14,384 $964K 0.02% -776 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: 11,120 shares; 2024Q4: 11,515 shares; 2025Q1: 11,526 shares; 2025Q2: 11,897 shares; 2025Q3: 11,847 shares; 2025Q4: 13,108 shares 13,108 $963K 0.02% +1,261 Timeline HASI HA SUSTAINABLE INFRA CAP INC More: the full row for HA SUSTAINABLE INFRA CAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,748 shares; 2024Q4: 30,361 shares; 2025Q1: 28,282 shares; 2025Q2: 28,367 shares; 2025Q3: 29,172 shares; 2025Q4: 30,648 shares 30,648 $963K 0.02% +1,476 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,294 shares; 2024Q4: 7,812 shares; 2025Q1: 8,018 shares; 2025Q2: 5,511 shares; 2025Q3: 5,768 shares; 2025Q4: 7,524 shares 7,524 $961K 0.02% +1,756 Timeline WTRG ESSENTIAL UTILS INC More: the full row for ESSENTIAL UTILS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 24,987 shares 24,987 $958K 0.02% new Timeline CPER UNITED STS COMMODITY INDEX F More: the full row for UNITED STS COMMODITY INDEX F 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: 27,361 shares 27,361 $957K 0.02% new Timeline SPHQ 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: 6,027 shares; 2024Q4: 6,076 shares; 2025Q1: 13,031 shares; 2025Q2: 13,376 shares; 2025Q3: 13,161 shares; 2025Q4: 12,738 shares 12,738 $956K 0.02% -423 Timeline TMFC RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,085 shares; 2024Q4: 11,895 shares; 2025Q1: 12,413 shares; 2025Q2: 12,663 shares; 2025Q3: 12,646 shares; 2025Q4: 13,301 shares 13,301 $955K 0.02% +655 Timeline XSOE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,608 shares; 2024Q4: 22,728 shares; 2025Q1: 25,188 shares; 2025Q2: 26,969 shares; 2025Q3: 25,489 shares; 2025Q4: 24,445 shares 24,445 $954K 0.02% -1,044 Timeline SEEM SEI EXCHANGE TRADED FUNDS More: the full row for SEI EXCHANGE TRADED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 37,914 shares; 2025Q1: 31,167 shares; 2025Q2: 31,043 shares; 2025Q3: 30,768 shares; 2025Q4: 30,447 shares 30,447 $948K 0.02% -321 Timeline URNM SPROTT FDS TR More: the full row for SPROTT FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,264 shares 17,264 $948K 0.02% new Timeline EWA 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 36,310 shares; 2025Q4: 36,135 shares 36,135 $946K 0.02% -175 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,834 shares; 2024Q4: 3,391 shares; 2025Q1: 3,252 shares; 2025Q2: 3,723 shares; 2025Q3: 5,994 shares; 2025Q4: 7,327 shares 7,327 $945K 0.02% +1,333 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,923 shares; 2025Q3: 2,089 shares; 2025Q4: 7,216 shares 7,216 $942K 0.02% +5,127 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: 7,710 shares; 2024Q4: 7,634 shares; 2025Q1: 7,465 shares; 2025Q2: 7,683 shares; 2025Q3: 7,854 shares; 2025Q4: 11,713 shares 11,713 $941K 0.02% +3,859 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,246 shares; 2024Q4: 8,989 shares; 2025Q1: 8,989 shares; 2025Q2: 7,742 shares; 2025Q3: 9,357 shares; 2025Q4: 9,220 shares 9,220 $925K 0.02% -137 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,148 shares; 2024Q4: 8,530 shares; 2025Q1: 8,351 shares; 2025Q2: 8,291 shares; 2025Q3: 8,505 shares; 2025Q4: 13,321 shares 13,321 $924K 0.02% +4,816 Timeline CALF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,023 shares; 2025Q1: not reported; 2025Q2: 9,663 shares; 2025Q3: 13,293 shares; 2025Q4: 20,700 shares 20,700 $918K 0.02% +7,407 Timeline NUHY 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: 16,378 shares; 2025Q1: 16,003 shares; 2025Q2: 48,155 shares; 2025Q3: 42,046 shares; 2025Q4: 42,312 shares 42,312 $914K 0.02% +266 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,323 shares; 2024Q4: 11,118 shares; 2025Q1: 6,978 shares; 2025Q2: 7,864 shares; 2025Q3: 7,889 shares; 2025Q4: 8,237 shares 8,237 $908K 0.02% +348 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,860 shares; 2025Q2: 4,590 shares; 2025Q3: 5,922 shares; 2025Q4: 11,899 shares 11,899 $907K 0.02% +5,977 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,414 shares; 2024Q4: 2,767 shares; 2025Q1: 2,595 shares; 2025Q2: 2,482 shares; 2025Q3: 2,842 shares; 2025Q4: 2,891 shares 2,891 $897K 0.02% +49 Timeline ARW ARROW ELECTRS INC More: the full row for ARROW ELECTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,959 shares; 2024Q4: 3,690 shares; 2025Q1: 3,592 shares; 2025Q2: not reported; 2025Q3: 9,559 shares; 2025Q4: 8,118 shares 8,118 $894K 0.02% -1,441 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 449 shares; 2024Q4: 461 shares; 2025Q1: 436 shares; 2025Q2: 419 shares; 2025Q3: 418 shares; 2025Q4: 416 shares 416 $894K 0.02% -2 Timeline ERTH 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: 22,242 shares; 2024Q4: 21,042 shares; 2025Q1: 18,621 shares; 2025Q2: 18,331 shares; 2025Q3: 17,835 shares; 2025Q4: 18,613 shares 18,613 $878K 0.02% +778 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,995 shares; 2024Q4: 5,542 shares; 2025Q1: 5,599 shares; 2025Q2: 5,993 shares; 2025Q3: 5,944 shares; 2025Q4: 6,604 shares 6,604 $874K 0.02% +660 Timeline DFNL DAVIS FUNDAMENTAL ETF TR More: the full row for DAVIS FUNDAMENTAL ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,044 shares 18,044 $872K 0.02% new 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: 24,406 shares; 2024Q4: 23,546 shares; 2025Q1: 21,760 shares; 2025Q2: 25,543 shares; 2025Q3: 22,227 shares; 2025Q4: 23,340 shares 23,340 $864K 0.02% +1,113 Timeline TDVG T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,748 shares; 2024Q4: 19,176 shares; 2025Q1: 19,228 shares; 2025Q2: 19,064 shares; 2025Q3: 19,090 shares; 2025Q4: 19,112 shares 19,112 $859K 0.02% +22 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,789 shares; 2024Q4: 2,904 shares; 2025Q1: 3,086 shares; 2025Q2: 3,735 shares; 2025Q3: 3,950 shares; 2025Q4: 4,190 shares 4,190 $859K 0.02% +240 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,750 shares; 2024Q4: 3,717 shares; 2025Q1: 3,676 shares; 2025Q2: 4,322 shares; 2025Q3: 4,137 shares; 2025Q4: 4,566 shares 4,566 $859K 0.02% +429 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,914 shares; 2024Q4: 2,201 shares; 2025Q1: 1,368 shares; 2025Q2: 1,937 shares; 2025Q3: 3,411 shares; 2025Q4: 3,981 shares 3,981 $855K 0.02% +570 Timeline OSCR OSCAR HEALTH INC More: the full row for OSCAR HEALTH 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: 27,270 shares; 2025Q2: 57,460 shares; 2025Q3: 56,570 shares; 2025Q4: 59,250 shares 59,250 $851K 0.02% +2,680 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: 13,402 shares; 2024Q4: 9,244 shares; 2025Q1: 6,041 shares; 2025Q2: 7,143 shares; 2025Q3: 7,663 shares; 2025Q4: 8,364 shares 8,364 $850K 0.02% +701 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: 2,959 shares; 2024Q4: 4,879 shares; 2025Q1: 4,872 shares; 2025Q2: 4,868 shares; 2025Q3: 5,060 shares; 2025Q4: 5,196 shares 5,196 $846K 0.02% +136 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 47,459 shares; 2025Q4: 52,493 shares 52,493 $844K 0.02% +5,034 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,102 shares; 2024Q4: 2,427 shares; 2025Q1: 2,257 shares; 2025Q2: 2,320 shares; 2025Q3: 2,391 shares; 2025Q4: 2,491 shares 2,491 $841K 0.02% +100 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: 8,647 shares; 2024Q4: 9,029 shares; 2025Q1: 8,871 shares; 2025Q2: 7,947 shares; 2025Q3: 9,468 shares; 2025Q4: 10,207 shares 10,207 $837K 0.01% +739 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: 15,320 shares; 2024Q4: 16,940 shares; 2025Q1: 19,505 shares; 2025Q2: 16,585 shares; 2025Q3: 16,317 shares; 2025Q4: 18,002 shares 18,002 $837K 0.01% +1,685 Timeline IWO 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: 3,091 shares; 2024Q4: 3,132 shares; 2025Q1: 2,744 shares; 2025Q2: 2,665 shares; 2025Q3: 2,574 shares; 2025Q4: 2,581 shares 2,581 $834K 0.01% +7 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,393 shares; 2025Q4: 13,813 shares 13,813 $829K 0.01% +5,420 Timeline DMXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,349 shares; 2024Q4: 21,968 shares; 2025Q1: 20,609 shares; 2025Q2: 20,363 shares; 2025Q3: 12,142 shares; 2025Q4: 10,979 shares 10,979 $825K 0.01% -1,163 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: 13,928 shares; 2024Q4: 13,026 shares; 2025Q1: 13,063 shares; 2025Q2: 12,134 shares; 2025Q3: 13,022 shares; 2025Q4: 12,723 shares 12,723 $819K 0.01% -299 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,873 shares; 2024Q4: 6,948 shares; 2025Q1: 7,017 shares; 2025Q2: 7,017 shares; 2025Q3: 7,069 shares; 2025Q4: 6,894 shares 6,894 $812K 0.01% -175 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: 9,691 shares; 2024Q4: 10,375 shares; 2025Q1: 12,552 shares; 2025Q2: 13,112 shares; 2025Q3: 12,631 shares; 2025Q4: 6,348 shares 6,348 $810K 0.01% -6,283 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,175 shares; 2024Q4: 10,836 shares; 2025Q1: 10,691 shares; 2025Q2: 10,314 shares; 2025Q3: 11,394 shares; 2025Q4: 16,397 shares 16,397 $807K 0.01% +5,003 Timeline DCOR 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: 29,945 shares; 2025Q2: 7,805 shares; 2025Q3: 9,985 shares; 2025Q4: 10,950 shares 10,950 $806K 0.01% +965 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,360 shares; 2024Q4: 3,011 shares; 2025Q1: 2,986 shares; 2025Q2: 2,984 shares; 2025Q3: 3,009 shares; 2025Q4: 2,994 shares 2,994 $806K 0.01% -15 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,794 shares; 2025Q1: 4,689 shares; 2025Q2: 4,222 shares; 2025Q3: 4,482 shares; 2025Q4: 10,141 shares 10,141 $798K 0.01% +5,659 Timeline FLTR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,913 shares; 2024Q4: 73,758 shares; 2025Q1: 49,037 shares; 2025Q2: 44,753 shares; 2025Q3: 39,308 shares; 2025Q4: 31,268 shares 31,268 $797K 0.01% -8,040 Timeline NN NEXTNAV INC More: the full row for NEXTNAV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,000 shares; 2024Q4: 36,000 shares; 2025Q1: 38,000 shares; 2025Q2: 38,000 shares; 2025Q3: 43,335 shares; 2025Q4: 47,835 shares 47,835 $796K 0.01% +4,500 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,792 shares; 2024Q4: 2,921 shares; 2025Q1: 2,998 shares; 2025Q2: 2,733 shares; 2025Q3: 2,671 shares; 2025Q4: 2,651 shares 2,651 $785K 0.01% -20 Timeline JBHT HUNT J B TRANS SVCS INC More: the full row for HUNT J B TRANS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,392 shares; 2025Q4: 4,030 shares 4,030 $783K 0.01% +638 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: 5,206 shares; 2024Q4: 5,455 shares; 2025Q1: 41,797 shares; 2025Q2: 6,427 shares; 2025Q3: 6,727 shares; 2025Q4: 6,915 shares 6,915 $781K 0.01% +188 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,371 shares; 2024Q4: 8,130 shares; 2025Q1: 8,137 shares; 2025Q2: 7,994 shares; 2025Q3: 8,401 shares; 2025Q4: 9,888 shares 9,888 $781K 0.01% +1,487 Timeline CHTR CHARTER COMMUNICATIONS INC More: the full row for CHARTER COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,800 shares; 2024Q4: 3,712 shares; 2025Q1: 3,891 shares; 2025Q2: 3,924 shares; 2025Q3: 4,012 shares; 2025Q4: 3,739 shares 3,739 $781K 0.01% -273 Timeline GSIE GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,321 shares; 2024Q4: 16,560 shares; 2025Q1: 14,184 shares; 2025Q2: 18,354 shares; 2025Q3: 16,149 shares; 2025Q4: 18,151 shares 18,151 $779K 0.01% +2,002 Timeline JEPQ 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: 14,963 shares; 2024Q4: 16,126 shares; 2025Q1: 19,882 shares; 2025Q2: 10,796 shares; 2025Q3: 12,315 shares; 2025Q4: 13,339 shares 13,339 $775K 0.01% +1,024 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,106 shares; 2025Q4: 16,946 shares 16,946 $773K 0.01% +6,840 Timeline PTBD PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,476 shares; 2024Q4: 42,089 shares; 2025Q1: 42,038 shares; 2025Q2: 44,164 shares; 2025Q3: 44,408 shares; 2025Q4: 39,863 shares 39,863 $773K 0.01% -4,545 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: 1,990 shares; 2024Q4: 2,171 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,311 shares; 2025Q4: 7,198 shares 7,198 $771K 0.01% -113 Timeline USSG DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,648 shares; 2025Q1: 9,072 shares; 2025Q2: 9,044 shares; 2025Q3: 7,713 shares; 2025Q4: 12,091 shares 12,091 $768K 0.01% +4,378 Timeline FIXD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,092 shares; 2024Q4: 19,562 shares; 2025Q1: 14,933 shares; 2025Q2: 14,923 shares; 2025Q3: 15,725 shares; 2025Q4: 17,295 shares 17,295 $767K 0.01% +1,570 Timeline ITM VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,334 shares; 2025Q3: 20,463 shares; 2025Q4: 16,121 shares 16,121 $760K 0.01% -4,342 Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS 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: 4,869 shares; 2025Q3: 14,775 shares; 2025Q4: 12,966 shares 12,966 $760K 0.01% -1,809 Timeline ONC BEONE MEDICINES LTD More: the full row for BEONE MEDICINES 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: 2,379 shares; 2025Q2: 2,400 shares; 2025Q3: 2,371 shares; 2025Q4: 2,498 shares 2,498 $759K 0.01% +127 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,670 shares; 2025Q4: 3,920 shares 3,920 $759K 0.01% +1,250 Timeline EEMS 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: 11,541 shares; 2024Q4: 11,039 shares; 2025Q1: 11,039 shares; 2025Q2: 11,078 shares; 2025Q3: 11,078 shares; 2025Q4: 11,227 shares 11,227 $758K 0.01% +149 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: not reported; 2024Q4: 833 shares; 2025Q1: 900 shares; 2025Q2: 1,063 shares; 2025Q3: 1,117 shares; 2025Q4: 1,331 shares 1,331 $756K 0.01% +214 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: not reported; 2024Q4: not reported; 2025Q1: 5,947 shares; 2025Q2: 5,622 shares; 2025Q3: 5,603 shares; 2025Q4: 6,198 shares 6,198 $752K 0.01% +595 Timeline CNM CORE & MAIN INC More: the full row for CORE & MAIN 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: 14,447 shares 14,447 $751K 0.01% new Timeline AAON AAON INC More: the full row for AAON 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: 9,781 shares 9,781 $746K 0.01% new Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,302 shares; 2024Q4: 13,727 shares; 2025Q1: 12,731 shares; 2025Q2: 13,124 shares; 2025Q3: 15,091 shares; 2025Q4: 13,854 shares 13,854 $746K 0.01% -1,237 Timeline FNDB 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: 5,086 shares; 2024Q4: 15,258 shares; 2025Q1: 15,258 shares; 2025Q2: 15,258 shares; 2025Q3: 15,258 shares; 2025Q4: 28,047 shares 28,047 $745K 0.01% +12,789 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,928 shares; 2024Q4: 2,990 shares; 2025Q1: 2,833 shares; 2025Q2: 3,098 shares; 2025Q3: 3,282 shares; 2025Q4: 3,557 shares 3,557 $740K 0.01% +275 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,498 shares; 2024Q4: 14,455 shares; 2025Q1: 18,351 shares; 2025Q2: 17,344 shares; 2025Q3: 17,417 shares; 2025Q4: 15,351 shares 15,351 $739K 0.01% -2,066 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,537 shares; 2024Q4: 1,520 shares; 2025Q1: 1,605 shares; 2025Q2: 2,132 shares; 2025Q3: 2,438 shares; 2025Q4: 1,569 shares 1,569 $737K 0.01% -869 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,534 shares; 2024Q4: 36,927 shares; 2025Q1: 36,429 shares; 2025Q2: 38,941 shares; 2025Q3: 39,585 shares; 2025Q4: 44,635 shares 44,635 $736K 0.01% +5,050 Timeline IJK 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: 11,217 shares; 2024Q4: 11,075 shares; 2025Q1: 10,837 shares; 2025Q2: 10,208 shares; 2025Q3: 8,085 shares; 2025Q4: 7,584 shares 7,584 $735K 0.01% -501 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,845 shares; 2024Q4: 14,978 shares; 2025Q1: 11,218 shares; 2025Q2: 13,205 shares; 2025Q3: 14,380 shares; 2025Q4: 14,404 shares 14,404 $733K 0.01% +24 Timeline HYG 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: 10,070 shares; 2024Q4: 9,844 shares; 2025Q1: 9,854 shares; 2025Q2: 8,677 shares; 2025Q3: 9,127 shares; 2025Q4: 9,054 shares 9,054 $730K 0.01% -73 Timeline VERA VERA THERAPEUTICS INC More: the full row for VERA 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: 10,406 shares; 2025Q3: 12,898 shares; 2025Q4: 14,396 shares 14,396 $729K 0.01% +1,498 Timeline RING 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: 9,500 shares; 2024Q4: 9,517 shares; 2025Q1: 9,500 shares; 2025Q2: 9,875 shares; 2025Q3: 9,875 shares; 2025Q4: 9,875 shares 9,875 $727K 0.01% 0 Timeline SEIQ SEI EXCHANGE TRADED FUNDS More: the full row for SEI EXCHANGE TRADED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,786 shares; 2024Q4: 14,604 shares; 2025Q1: 13,343 shares; 2025Q2: 13,623 shares; 2025Q3: 16,570 shares; 2025Q4: 18,628 shares 18,628 $725K 0.01% +2,058 Timeline DFUV 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: 34,190 shares; 2024Q4: 34,280 shares; 2025Q1: 13,177 shares; 2025Q2: 13,607 shares; 2025Q3: 14,991 shares; 2025Q4: 15,525 shares 15,525 $723K 0.01% +534 Timeline SPLV 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: 23,420 shares; 2024Q4: 26,045 shares; 2025Q1: 26,939 shares; 2025Q2: 25,397 shares; 2025Q3: 23,475 shares; 2025Q4: 10,114 shares 10,114 $722K 0.01% -13,361 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,208 shares; 2024Q4: 5,292 shares; 2025Q1: 4,973 shares; 2025Q2: 2,155 shares; 2025Q3: 2,119 shares; 2025Q4: 2,310 shares 2,310 $722K 0.01% +191 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,838 shares; 2024Q4: 15,839 shares; 2025Q1: 12,103 shares; 2025Q2: 12,103 shares; 2025Q3: 12,104 shares; 2025Q4: 12,104 shares 12,104 $721K 0.01% 0 Timeline IWV 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: 1,728 shares; 2024Q4: 1,889 shares; 2025Q1: 1,890 shares; 2025Q2: 1,891 shares; 2025Q3: 1,892 shares; 2025Q4: 1,863 shares 1,863 $721K 0.01% -29 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,900 shares; 2024Q4: 1,782 shares; 2025Q1: 1,301 shares; 2025Q2: 1,342 shares; 2025Q3: 1,666 shares; 2025Q4: 1,690 shares 1,690 $713K 0.01% +24 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,565 shares; 2024Q4: 1,163 shares; 2025Q1: 1,056 shares; 2025Q2: 1,129 shares; 2025Q3: 1,251 shares; 2025Q4: 1,226 shares 1,226 $712K 0.01% -25 Timeline WMS ADVANCED DRAIN SYS INC DEL More: the full row for ADVANCED DRAIN SYS INC DEL 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: 4,905 shares 4,905 $710K 0.01% new Timeline DFLV 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: 16,619 shares; 2025Q2: 21,275 shares; 2025Q3: 20,521 shares; 2025Q4: 20,678 shares 20,678 $707K 0.01% +157 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK 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: 8,200 shares; 2025Q3: 18,476 shares; 2025Q4: 21,179 shares 21,179 $705K 0.01% +2,703 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,994 shares; 2025Q3: 16,766 shares; 2025Q4: 13,424 shares 13,424 $704K 0.01% -3,342 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,389 shares; 2024Q4: 33,908 shares; 2025Q1: 36,116 shares; 2025Q2: 34,532 shares; 2025Q3: 34,153 shares; 2025Q4: 34,700 shares 34,700 $702K 0.01% +547 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: not reported; 2024Q4: 4,897 shares; 2025Q1: 5,725 shares; 2025Q2: 5,650 shares; 2025Q3: 8,568 shares; 2025Q4: 9,283 shares 9,283 $700K 0.01% +715 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,227 shares; 2024Q4: 18,836 shares; 2025Q1: 14,628 shares; 2025Q2: 9,428 shares; 2025Q3: 9,747 shares; 2025Q4: 8,151 shares 8,151 $699K 0.01% -1,596 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,610 shares; 2025Q4: 8,998 shares 8,998 $696K 0.01% +2,388 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 451 shares; 2024Q4: 578 shares; 2025Q1: 477 shares; 2025Q2: 8,204 shares; 2025Q3: 7,545 shares; 2025Q4: 7,602 shares 7,602 $693K 0.01% +57 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: 13,893 shares; 2024Q4: 13,622 shares; 2025Q1: 16,089 shares; 2025Q2: 15,395 shares; 2025Q3: 14,917 shares; 2025Q4: 35,145 shares 35,145 $693K 0.01% +20,228 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,147 shares; 2024Q4: 5,031 shares; 2025Q1: 4,412 shares; 2025Q2: 4,018 shares; 2025Q3: 3,875 shares; 2025Q4: 3,795 shares 3,795 $688K 0.01% -80 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,013 shares; 2025Q4: 2,883 shares 2,883 $684K 0.01% -130 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: not reported; 2024Q4: 4,253 shares; 2025Q1: 4,186 shares; 2025Q2: 3,870 shares; 2025Q3: 4,717 shares; 2025Q4: 8,459 shares 8,459 $683K 0.01% +3,742 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,164 shares; 2024Q4: 8,192 shares; 2025Q1: 7,893 shares; 2025Q2: 6,835 shares; 2025Q3: 7,598 shares; 2025Q4: 7,182 shares 7,182 $672K 0.01% -416 Timeline VRIG INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 38,700 shares; 2025Q3: 26,700 shares; 2025Q4: 26,700 shares 26,700 $670K 0.01% 0 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: 5,010 shares; 2024Q4: 4,758 shares; 2025Q1: 4,300 shares; 2025Q2: not reported; 2025Q3: 3,655 shares; 2025Q4: 5,109 shares 5,109 $670K 0.01% +1,454 Timeline WGS GENEDX HOLDINGS CORP More: the full row for GENEDX HOLDINGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,185 shares; 2025Q3: 5,077 shares; 2025Q4: 5,125 shares 5,125 $667K 0.01% +48 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: 2,769 shares; 2024Q4: 1,547 shares; 2025Q1: 1,684 shares; 2025Q2: 2,328 shares; 2025Q3: 2,715 shares; 2025Q4: 3,112 shares 3,112 $664K 0.01% +397 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,177 shares 5,177 $660K 0.01% new 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: 11,987 shares; 2024Q4: 14,170 shares; 2025Q1: 14,717 shares; 2025Q2: 13,687 shares; 2025Q3: 31,869 shares; 2025Q4: 23,925 shares 23,925 $658K 0.01% -7,944 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,039 shares 10,039 $657K 0.01% new Timeline NTRA NATERA INC More: the full row for NATERA 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: 2,895 shares; 2025Q4: 2,862 shares 2,862 $656K 0.01% -33 Timeline SCHO 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: 14,649 shares; 2024Q4: 29,180 shares; 2025Q1: 28,917 shares; 2025Q2: 34,103 shares; 2025Q3: 28,634 shares; 2025Q4: 26,896 shares 26,896 $655K 0.01% -1,738 Timeline TKO TKO GROUP HOLDINGS INC More: the full row for TKO GROUP HOLDINGS 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: 3,111 shares 3,111 $650K 0.01% new 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: 11,705 shares; 2024Q4: 7,899 shares; 2025Q1: 5,740 shares; 2025Q2: 6,044 shares; 2025Q3: 9,049 shares; 2025Q4: 9,360 shares 9,360 $650K 0.01% +311 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: 7,843 shares; 2024Q4: 15,158 shares; 2025Q1: 15,949 shares; 2025Q2: 18,387 shares; 2025Q3: 16,193 shares; 2025Q4: 14,852 shares 14,852 $649K 0.01% -1,341 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,421 shares; 2024Q4: 3,636 shares; 2025Q1: 3,892 shares; 2025Q2: 3,830 shares; 2025Q3: 3,578 shares; 2025Q4: 3,195 shares 3,195 $649K 0.01% -383 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: not reported; 2024Q4: 8,493 shares; 2025Q1: 8,497 shares; 2025Q2: 8,652 shares; 2025Q3: 8,657 shares; 2025Q4: 9,300 shares 9,300 $648K 0.01% +643 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: 2,715 shares; 2024Q4: 2,827 shares; 2025Q1: 2,872 shares; 2025Q2: 2,872 shares; 2025Q3: 5,091 shares; 2025Q4: 5,118 shares 5,118 $648K 0.01% +27 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,580 shares; 2024Q4: 9,833 shares; 2025Q1: 9,911 shares; 2025Q2: 9,695 shares; 2025Q3: 9,869 shares; 2025Q4: 10,338 shares 10,338 $646K 0.01% +469 Timeline IOT SAMSARA INC More: the full row for SAMSARA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,307 shares; 2024Q4: 15,158 shares; 2025Q1: 15,425 shares; 2025Q2: 15,428 shares; 2025Q3: 16,547 shares; 2025Q4: 18,008 shares 18,008 $638K 0.01% +1,461 Timeline FIIG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,375 shares; 2024Q4: 20,352 shares; 2025Q1: 27,552 shares; 2025Q2: 27,540 shares; 2025Q3: 27,210 shares; 2025Q4: 30,043 shares 30,043 $637K 0.01% +2,833 Timeline AIVL 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: 4,157 shares; 2024Q4: 5,943 shares; 2025Q1: 5,943 shares; 2025Q2: 5,880 shares; 2025Q3: 5,533 shares; 2025Q4: 5,536 shares 5,536 $636K 0.01% +3 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: 2,866 shares; 2024Q4: 3,007 shares; 2025Q1: 2,921 shares; 2025Q2: 2,709 shares; 2025Q3: 2,700 shares; 2025Q4: 2,807 shares 2,807 $633K 0.01% +107 Timeline DBA INVESCO DB MULTI-SECTOR COMM More: the full row for INVESCO DB MULTI-SECTOR COMM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 107,648 shares; 2024Q4: 36,640 shares; 2025Q1: 33,652 shares; 2025Q2: 171,255 shares; 2025Q3: 24,869 shares; 2025Q4: 24,747 shares 24,747 $632K 0.01% -122 Timeline HYD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,110 shares; 2024Q4: 11,001 shares; 2025Q1: 10,103 shares; 2025Q2: 12,602 shares; 2025Q3: 12,376 shares; 2025Q4: 12,157 shares 12,157 $621K 0.01% -219 Timeline CORZZ CORE SCIENTIFIC INC NEW More: the full row for CORE SCIENTIFIC INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 367,735 shares; 2024Q4: 258,157 shares; 2025Q1: 258,157 shares; 2025Q2: 258,157 shares; 2025Q3: 189,677 shares; 2025Q4: 42,689 shares 42,689 $621K 0.01% -146,988 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 870 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,550 shares; 2025Q4: 2,374 shares 2,374 $620K 0.01% +824 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: 2,716 shares; 2024Q4: 3,162 shares; 2025Q1: 3,440 shares; 2025Q2: 3,771 shares; 2025Q3: 3,558 shares; 2025Q4: 5,606 shares 5,606 $619K 0.01% +2,048 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: 3,378 shares; 2024Q4: 3,531 shares; 2025Q1: 3,536 shares; 2025Q2: 3,503 shares; 2025Q3: 4,222 shares; 2025Q4: 4,943 shares 4,943 $619K 0.01% +721 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: 2,370 shares; 2024Q4: 2,271 shares; 2025Q1: 2,272 shares; 2025Q2: 2,314 shares; 2025Q3: 2,583 shares; 2025Q4: 2,957 shares 2,957 $618K 0.01% +374 Timeline HNNA HENNESSY ADVISORS INC More: the full row for HENNESSY ADVISORS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,916 shares; 2024Q4: 63,798 shares; 2025Q1: 63,798 shares; 2025Q2: 63,798 shares; 2025Q3: 63,798 shares; 2025Q4: 63,798 shares 63,798 $612K 0.01% 0 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: not reported; 2024Q4: 10,914 shares; 2025Q1: 3,512 shares; 2025Q2: 3,740 shares; 2025Q3: 4,557 shares; 2025Q4: 5,475 shares 5,475 $612K 0.01% +918 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,640 shares; 2024Q4: 489 shares; 2025Q1: 459 shares; 2025Q2: 510 shares; 2025Q3: 572 shares; 2025Q4: 675 shares 675 $612K 0.01% +103 Timeline NUVB NUVATION BIO INC More: the full row for NUVATION BIO 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: 68,147 shares 68,147 $611K 0.01% new Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,762 shares; 2025Q4: 13,700 shares 13,700 $610K 0.01% -62 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: 748 shares; 2024Q4: 803 shares; 2025Q1: 828 shares; 2025Q2: 1,485 shares; 2025Q3: 1,747 shares; 2025Q4: 2,716 shares 2,716 $607K 0.01% +969 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: 11,565 shares; 2024Q4: 11,986 shares; 2025Q1: 11,420 shares; 2025Q2: 11,208 shares; 2025Q3: 7,947 shares; 2025Q4: 7,889 shares 7,889 $607K 0.01% -58 Timeline SFYF TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,741 shares; 2024Q4: 11,221 shares; 2025Q1: 11,221 shares; 2025Q2: 11,221 shares; 2025Q3: 10,915 shares; 2025Q4: 10,826 shares 10,826 $605K 0.01% -89 Timeline HYGH ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,850 shares; 2025Q3: 5,600 shares; 2025Q4: 7,000 shares 7,000 $603K 0.01% +1,400 Timeline LCTD BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,950 shares; 2024Q4: 8,790 shares; 2025Q1: 11,880 shares; 2025Q2: 9,601 shares; 2025Q3: 10,493 shares; 2025Q4: 11,017 shares 11,017 $602K 0.01% +524 Timeline POOL POOL CORP More: the full row for POOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,618 shares 2,618 $599K 0.01% new Timeline MXI 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: 3,601 shares; 2024Q4: 3,751 shares; 2025Q1: 3,751 shares; 2025Q2: 3,751 shares; 2025Q3: 3,751 shares; 2025Q4: 6,190 shares 6,190 $598K 0.01% +2,439 Timeline STN STANTEC INC More: the full row for STANTEC 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: 6,340 shares 6,340 $598K 0.01% new 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: 22,807 shares; 2024Q4: 18,907 shares; 2025Q1: 16,007 shares; 2025Q2: 16,007 shares; 2025Q3: 14,665 shares; 2025Q4: 17,559 shares 17,559 $598K 0.01% +2,894 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: 10,205 shares; 2024Q4: 10,205 shares; 2025Q1: 10,305 shares; 2025Q2: 10,355 shares; 2025Q3: 15,675 shares; 2025Q4: 15,595 shares 15,595 $598K 0.01% -80 Timeline RPG 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: 19,892 shares; 2025Q2: 15,255 shares; 2025Q3: 13,166 shares; 2025Q4: 12,794 shares 12,794 $597K 0.01% -372 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: 2,133 shares; 2024Q4: 2,085 shares; 2025Q1: 2,188 shares; 2025Q2: 2,013 shares; 2025Q3: 3,794 shares; 2025Q4: 2,670 shares 2,670 $596K 0.01% -1,124 Timeline PFFD 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: 26,714 shares; 2024Q4: 25,642 shares; 2025Q1: 25,639 shares; 2025Q2: 25,469 shares; 2025Q3: 31,576 shares; 2025Q4: 31,430 shares 31,430 $594K 0.01% -146 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: 3,539 shares; 2024Q4: 3,572 shares; 2025Q1: 3,194 shares; 2025Q2: 3,256 shares; 2025Q3: 4,211 shares; 2025Q4: 4,119 shares 4,119 $593K 0.01% -92 Timeline PALL ABRDN PALLADIUM ETF TRUST More: the full row for ABRDN PALLADIUM 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: 3,951 shares; 2025Q4: 4,071 shares 4,071 $592K 0.01% +120 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,631 shares; 2024Q4: 10,115 shares; 2025Q1: 10,282 shares; 2025Q2: 9,579 shares; 2025Q3: 8,957 shares; 2025Q4: 12,054 shares 12,054 $591K 0.01% +3,097 Timeline GTO INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,157 shares; 2024Q4: 11,708 shares; 2025Q1: 11,764 shares; 2025Q2: 12,175 shares; 2025Q3: 12,108 shares; 2025Q4: 12,424 shares 12,424 $589K 0.01% +316 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,252 shares; 2025Q1: 8,476 shares; 2025Q2: 9,374 shares; 2025Q3: 11,164 shares; 2025Q4: 14,538 shares 14,538 $585K 0.01% +3,374 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: 7,914 shares; 2024Q4: 9,939 shares; 2025Q1: 7,330 shares; 2025Q2: 5,194 shares; 2025Q3: 6,048 shares; 2025Q4: 4,970 shares 4,970 $584K 0.01% -1,078 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,755 shares; 2024Q4: 3,558 shares; 2025Q1: 3,252 shares; 2025Q2: 3,002 shares; 2025Q3: 3,821 shares; 2025Q4: 4,289 shares 4,289 $584K 0.01% +468 Timeline EWX 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: 3,546 shares; 2024Q4: 6,609 shares; 2025Q1: 7,947 shares; 2025Q2: 8,321 shares; 2025Q3: 8,319 shares; 2025Q4: 8,875 shares 8,875 $583K 0.01% +556 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,468 shares; 2025Q4: 8,949 shares 8,949 $582K 0.01% +3,481 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,658 shares; 2024Q4: 5,513 shares; 2025Q1: 5,513 shares; 2025Q2: 5,409 shares; 2025Q3: 4,251 shares; 2025Q4: 4,250 shares 4,250 $582K 0.01% -1 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,139 shares; 2024Q4: 7,183 shares; 2025Q1: 6,746 shares; 2025Q2: 6,515 shares; 2025Q3: 4,543 shares; 2025Q4: 8,384 shares 8,384 $582K 0.01% +3,841 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: 8,476 shares; 2024Q4: 12,610 shares; 2025Q1: 5,473 shares; 2025Q2: 4,966 shares; 2025Q3: 5,173 shares; 2025Q4: 4,606 shares 4,606 $580K 0.01% -567 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,018 shares; 2025Q1: 18,143 shares; 2025Q2: 17,718 shares; 2025Q3: 18,178 shares; 2025Q4: 17,553 shares 17,553 $580K 0.01% -625 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,768 shares; 2024Q4: 4,883 shares; 2025Q1: 4,719 shares; 2025Q2: not reported; 2025Q3: 13,474 shares; 2025Q4: 10,742 shares 10,742 $579K 0.01% -2,732 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,122 shares; 2024Q4: 4,047 shares; 2025Q1: 4,325 shares; 2025Q2: 4,799 shares; 2025Q3: 6,542 shares; 2025Q4: 6,783 shares 6,783 $578K 0.01% +241 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: 15,310 shares; 2024Q4: 18,541 shares; 2025Q1: 17,582 shares; 2025Q2: 17,971 shares; 2025Q3: 19,335 shares; 2025Q4: 19,939 shares 19,939 $575K 0.01% +604 Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 938 shares; 2025Q4: 1,023 shares 1,023 $575K 0.01% +85 Timeline CF CF INDUSTRIES HOLD More: the full row for CF INDUSTRIES HOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,256 shares; 2024Q4: 7,036 shares; 2025Q1: 6,972 shares; 2025Q2: 7,420 shares; 2025Q3: 7,450 shares; 2025Q4: 7,409 shares 7,409 $573K 0.01% -41 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: 2,723 shares; 2024Q4: 6,167 shares; 2025Q1: 4,204 shares; 2025Q2: 4,364 shares; 2025Q3: 4,748 shares; 2025Q4: 5,562 shares 5,562 $572K 0.01% +814 Timeline VIOO 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: 4,970 shares; 2024Q4: 5,179 shares; 2025Q1: 5,179 shares; 2025Q2: 5,179 shares; 2025Q3: 5,179 shares; 2025Q4: 5,153 shares 5,153 $572K 0.01% -26 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: 3,130 shares; 2024Q4: 3,124 shares; 2025Q1: 3,194 shares; 2025Q2: 3,490 shares; 2025Q3: 4,270 shares; 2025Q4: 4,387 shares 4,387 $566K 0.01% +117 Timeline COMT ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,981 shares; 2024Q4: 14,892 shares; 2025Q1: 22,781 shares; 2025Q2: 22,781 shares; 2025Q3: 22,707 shares; 2025Q4: 22,693 shares 22,693 $565K 0.01% -14 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: 6,104 shares; 2024Q4: 5,494 shares; 2025Q1: 5,370 shares; 2025Q2: 6,210 shares; 2025Q3: 5,278 shares; 2025Q4: 5,590 shares 5,590 $564K 0.01% +312 Timeline DLN 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: 4,644 shares; 2024Q4: 6,580 shares; 2025Q1: 6,518 shares; 2025Q2: 6,388 shares; 2025Q3: 6,388 shares; 2025Q4: 6,388 shares 6,388 $563K 0.01% 0 Timeline SMMD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,140 shares; 2024Q4: 4,146 shares; 2025Q1: 4,481 shares; 2025Q2: 7,028 shares; 2025Q3: 7,265 shares; 2025Q4: 7,483 shares 7,483 $561K 0.01% +218 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: 544 shares; 2024Q4: 496 shares; 2025Q1: not reported; 2025Q2: 571 shares; 2025Q3: 610 shares; 2025Q4: 925 shares 925 $560K 0.01% +315 Timeline WST WEST PHARMACEUTICAL SVSC INC More: the full row for WEST PHARMACEUTICAL SVSC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,750 shares; 2024Q4: 1,708 shares; 2025Q1: 1,683 shares; 2025Q2: 1,186 shares; 2025Q3: 1,608 shares; 2025Q4: 2,031 shares 2,031 $559K 0.01% +423 Timeline QWLD 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: 4,187 shares; 2024Q4: 4,155 shares; 2025Q1: 4,028 shares; 2025Q2: 4,004 shares; 2025Q3: 4,023 shares; 2025Q4: 3,896 shares 3,896 $558K 0.01% -127 Timeline BNTX BIONTECH SE More: the full row for BIONTECH SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,678 shares; 2024Q4: 5,902 shares; 2025Q1: 5,966 shares; 2025Q2: 5,954 shares; 2025Q3: 5,927 shares; 2025Q4: 5,856 shares 5,856 $558K 0.01% -71 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 676 shares; 2025Q4: 1,946 shares 1,946 $555K 0.01% +1,270 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: 5,706 shares; 2024Q4: 5,937 shares; 2025Q1: 6,134 shares; 2025Q2: 6,689 shares; 2025Q3: 7,463 shares; 2025Q4: 7,513 shares 7,513 $555K 0.01% +50 Timeline OUNZ VANECK MERK GOLD ETF More: the full row for VANECK MERK GOLD 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: 7,029 shares; 2025Q2: 13,370 shares; 2025Q3: 13,370 shares; 2025Q4: 13,370 shares 13,370 $555K 0.01% 0 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,281 shares; 2024Q4: 6,260 shares; 2025Q1: 17,159 shares; 2025Q2: 6,885 shares; 2025Q3: 7,052 shares; 2025Q4: 6,838 shares 6,838 $552K 0.01% -214 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,721 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,334 shares; 2025Q4: 2,003 shares 2,003 $552K 0.01% +669 Timeline MGA MAGNA INTL INC More: the full row for MAGNA INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,956 shares; 2024Q4: 11,062 shares; 2025Q1: 9,957 shares; 2025Q2: 9,899 shares; 2025Q3: 10,556 shares; 2025Q4: 10,332 shares 10,332 $551K 0.01% -224 Timeline EWBC EAST WEST BANCORP INC More: the full row for EAST WEST BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,237 shares; 2025Q1: 2,247 shares; 2025Q2: 2,728 shares; 2025Q3: 4,728 shares; 2025Q4: 4,869 shares 4,869 $547K 0.01% +141 Timeline SSO 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: 5,170 shares; 2024Q4: 5,070 shares; 2025Q1: 5,020 shares; 2025Q2: 4,720 shares; 2025Q3: 4,720 shares; 2025Q4: 9,440 shares 9,440 $547K 0.01% +4,720 Timeline VOD VODAFONE GROUP PLC More: the full row for VODAFONE GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,581 shares; 2024Q4: 33,867 shares; 2025Q1: 40,946 shares; 2025Q2: 40,884 shares; 2025Q3: 43,370 shares; 2025Q4: 41,293 shares 41,293 $545K 0.01% -2,077 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,134 shares; 2024Q4: 1,138 shares; 2025Q1: 1,168 shares; 2025Q2: 1,254 shares; 2025Q3: 793 shares; 2025Q4: 1,220 shares 1,220 $543K 0.01% +427 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 579 shares; 2024Q4: 606 shares; 2025Q1: 584 shares; 2025Q2: 559 shares; 2025Q3: 671 shares; 2025Q4: 669 shares 669 $542K 0.01% -2 Timeline IONQ IONQ INC More: the full row for IONQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,674 shares; 2025Q1: 10,667 shares; 2025Q2: 12,581 shares; 2025Q3: 12,730 shares; 2025Q4: 12,037 shares 12,037 $540K 0.01% -693 Timeline RSPU INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,014 shares; 2025Q4: 7,216 shares 7,216 $540K 0.01% +4,202 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: 5,552 shares; 2024Q4: 6,571 shares; 2025Q1: 6,218 shares; 2025Q2: 6,468 shares; 2025Q3: 6,578 shares; 2025Q4: 6,288 shares 6,288 $538K 0.01% -290 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,365 shares; 2025Q4: 5,443 shares 5,443 $538K 0.01% +78 Timeline INCM FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,890 shares; 2024Q4: 16,025 shares; 2025Q1: 16,025 shares; 2025Q2: 16,025 shares; 2025Q3: 17,460 shares; 2025Q4: 19,165 shares 19,165 $537K 0.01% +1,705 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,116 shares; 2025Q4: 2,286 shares 2,286 $535K 0.01% +170 Timeline INFL LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,000 shares; 2025Q1: 12,000 shares; 2025Q2: 12,000 shares; 2025Q3: 12,000 shares; 2025Q4: 12,000 shares 12,000 $534K 0.01% 0 Timeline RDDT REDDIT INC More: the full row for REDDIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,297 shares; 2025Q4: 2,318 shares 2,318 $533K 0.01% +1,021 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: 6,079 shares; 2024Q4: 6,071 shares; 2025Q1: 3,478 shares; 2025Q2: 3,790 shares; 2025Q3: 4,119 shares; 2025Q4: 5,656 shares 5,656 $531K 0.01% +1,537 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: 16,062 shares; 2024Q4: 19,249 shares; 2025Q1: 15,937 shares; 2025Q2: 16,131 shares; 2025Q3: 18,316 shares; 2025Q4: 30,750 shares 30,750 $530K 0.01% +12,434 Timeline DT DYNATRACE INC More: the full row for DYNATRACE 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: 9,209 shares; 2025Q3: 9,945 shares; 2025Q4: 12,237 shares 12,237 $530K 0.01% +2,292 Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT 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: 8,516 shares; 2025Q3: 12,811 shares; 2025Q4: 17,859 shares 17,859 $528K 0.01% +5,048 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,656 shares; 2025Q3: 13,018 shares; 2025Q4: 11,054 shares 11,054 $528K 0.01% -1,964 Timeline ECHO ECHOSTAR CORP More: the full row for ECHOSTAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,923 shares; 2025Q4: 4,851 shares 4,851 $527K 0.01% -72 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,454 shares; 2024Q4: 7,471 shares; 2025Q1: 7,671 shares; 2025Q2: 8,418 shares; 2025Q3: 9,130 shares; 2025Q4: 13,065 shares 13,065 $527K 0.01% +3,935 Timeline HROW HARROW INC More: the full row for HARROW 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: 8,630 shares; 2025Q4: 10,715 shares 10,715 $525K 0.01% +2,085 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: 1,905 shares; 2024Q4: 2,152 shares; 2025Q1: 2,242 shares; 2025Q2: 2,314 shares; 2025Q3: 2,492 shares; 2025Q4: 2,553 shares 2,553 $525K 0.01% +61 Timeline VIGI 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: 6,130 shares; 2024Q4: 7,939 shares; 2025Q1: 6,681 shares; 2025Q2: 5,995 shares; 2025Q3: 5,911 shares; 2025Q4: 5,728 shares 5,728 $524K 0.01% -183 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: 10,358 shares; 2024Q4: 11,023 shares; 2025Q1: 10,811 shares; 2025Q2: 11,225 shares; 2025Q3: 12,349 shares; 2025Q4: 3,443 shares 3,443 $523K 0.01% -8,906 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: 14,613 shares; 2024Q4: 12,424 shares; 2025Q1: 10,456 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 30,221 shares 30,221 $523K 0.01% new Timeline IYK 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: 7,812 shares; 2024Q4: 7,812 shares; 2025Q1: 7,812 shares; 2025Q2: 7,813 shares; 2025Q3: 7,815 shares; 2025Q4: 7,816 shares 7,816 $523K 0.01% +1 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,682 shares; 2025Q3: 10,869 shares; 2025Q4: 15,071 shares 15,071 $522K 0.01% +4,202 Timeline ACWI 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: 2,722 shares; 2024Q4: 2,697 shares; 2025Q1: 2,597 shares; 2025Q2: 2,522 shares; 2025Q3: 2,512 shares; 2025Q4: 3,690 shares 3,690 $522K 0.01% +1,178 Timeline BLDR BUILDERS FIRSTSOURCE INC More: the full row for BUILDERS FIRSTSOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,978 shares; 2024Q4: 5,208 shares; 2025Q1: 5,761 shares; 2025Q2: 7,041 shares; 2025Q3: 5,075 shares; 2025Q4: 5,061 shares 5,061 $521K 0.01% -14 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,343 shares; 2024Q4: 3,547 shares; 2025Q1: 3,464 shares; 2025Q2: 3,477 shares; 2025Q3: 4,116 shares; 2025Q4: 8,204 shares 8,204 $521K 0.01% +4,088 Timeline WBS WEBSTER FINL CORP More: the full row for WEBSTER FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,116 shares; 2025Q1: 4,159 shares; 2025Q2: 4,348 shares; 2025Q3: 9,174 shares; 2025Q4: 8,250 shares 8,250 $519K 0.01% -924 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: 9,483 shares; 2024Q4: 10,912 shares; 2025Q1: 3,927 shares; 2025Q2: 3,935 shares; 2025Q3: 4,298 shares; 2025Q4: 4,012 shares 4,012 $518K 0.01% -286 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,098 shares; 2025Q4: 11,792 shares 11,792 $517K 0.01% +5,694 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,462 shares; 2025Q4: 2,126 shares 2,126 $517K 0.01% -336 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: 10,501 shares 10,501 $516K 0.01% new Timeline MAIN MAIN STR CAP CORP More: the full row for MAIN STR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,772 shares; 2024Q4: 8,909 shares; 2025Q1: 8,910 shares; 2025Q2: 8,612 shares; 2025Q3: 8,684 shares; 2025Q4: 8,544 shares 8,544 $516K 0.01% -140 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: 727 shares; 2024Q4: 601 shares; 2025Q1: 619 shares; 2025Q2: 668 shares; 2025Q3: not reported; 2025Q4: 1,774 shares 1,774 $515K 0.01% new Timeline WABC WESTAMERICA BANCORPORATION More: the full row for WESTAMERICA BANCORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,837 shares; 2024Q4: 10,863 shares; 2025Q1: 9,857 shares; 2025Q2: 9,848 shares; 2025Q3: 10,932 shares; 2025Q4: 10,756 shares 10,756 $514K 0.01% -176 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,611 shares; 2024Q4: 11,390 shares; 2025Q1: 11,584 shares; 2025Q2: 11,009 shares; 2025Q3: 12,911 shares; 2025Q4: 12,796 shares 12,796 $514K 0.01% -115 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: 1,366 shares; 2024Q4: 1,139 shares; 2025Q1: not reported; 2025Q2: 2,491 shares; 2025Q3: 2,597 shares; 2025Q4: 4,956 shares 4,956 $514K 0.01% +2,359 Timeline DDWM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,629 shares; 2024Q4: 8,273 shares; 2025Q1: 8,193 shares; 2025Q2: 6,823 shares; 2025Q3: 7,375 shares; 2025Q4: 11,785 shares 11,785 $513K 0.01% +4,410 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,424 shares; 2025Q3: 4,845 shares; 2025Q4: 5,279 shares 5,279 $513K 0.01% +434 Timeline AWR AMER STATES WTR CO More: the full row for AMER STATES WTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,063 shares 7,063 $512K 0.01% new Timeline MLI MUELLER INDS INC More: the full row for MUELLER INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,902 shares; 2025Q4: 4,452 shares 4,452 $511K 0.01% +550 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,513 shares; 2025Q3: 1,789 shares; 2025Q4: 2,239 shares 2,239 $509K 0.01% +450 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,997 shares; 2024Q4: 7,185 shares; 2025Q1: 4,412 shares; 2025Q2: 4,585 shares; 2025Q3: 3,750 shares; 2025Q4: 3,670 shares 3,670 $506K 0.01% -80 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: 18,262 shares; 2024Q4: 9,390 shares; 2025Q1: 9,113 shares; 2025Q2: 8,482 shares; 2025Q3: 8,064 shares; 2025Q4: 6,502 shares 6,502 $505K 0.01% -1,562 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,258 shares; 2024Q4: 8,114 shares; 2025Q1: 8,084 shares; 2025Q2: 8,078 shares; 2025Q3: 7,979 shares; 2025Q4: 10,534 shares 10,534 $504K 0.01% +2,555 Timeline GPIQ GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,010 shares; 2025Q3: 9,881 shares; 2025Q4: 9,525 shares 9,525 $504K 0.01% -356 Timeline ETHW BITWISE ETHEREUM ETF More: the full row for BITWISE ETHEREUM ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,950 shares; 2025Q1: 16,116 shares; 2025Q2: 16,116 shares; 2025Q3: 23,656 shares; 2025Q4: 23,656 shares 23,656 $503K 0.01% 0 Timeline BBY BEST BUY INC More: the full row for BEST BUY 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: 6,078 shares; 2025Q4: 7,504 shares 7,504 $502K 0.01% +1,426 Timeline LYFT LYFT INC More: the full row for LYFT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 25,881 shares; 2025Q4: 25,900 shares 25,900 $502K 0.01% +19 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: 10,169 shares; 2024Q4: 16,948 shares; 2025Q1: 16,204 shares; 2025Q2: 9,064 shares; 2025Q3: 7,494 shares; 2025Q4: 7,696 shares 7,696 $501K 0.01% +202 Timeline SHYL DBX ETF TR More: the full row for DBX 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: 9,557 shares; 2025Q2: 11,471 shares; 2025Q3: 11,092 shares; 2025Q4: 11,114 shares 11,114 $500K 0.01% +22 Timeline SDG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,588 shares; 2024Q4: 7,207 shares; 2025Q1: 6,924 shares; 2025Q2: 6,682 shares; 2025Q3: 6,302 shares; 2025Q4: 5,931 shares 5,931 $500K 0.01% -371 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,088 shares; 2024Q4: 1,138 shares; 2025Q1: 1,138 shares; 2025Q2: 1,170 shares; 2025Q3: 1,346 shares; 2025Q4: 1,207 shares 1,207 $498K 0.01% -139 Timeline ISCF 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: 42,105 shares; 2024Q4: 40,752 shares; 2025Q1: 39,207 shares; 2025Q2: 36,792 shares; 2025Q3: 16,703 shares; 2025Q4: 11,979 shares 11,979 $497K 0.01% -4,724 Timeline ROL ROLLINS INC More: the full row for ROLLINS 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: 3,782 shares; 2025Q4: 8,277 shares 8,277 $497K 0.01% +4,495 Timeline OMFL INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,867 shares; 2024Q4: 8,202 shares; 2025Q1: 7,966 shares; 2025Q2: 7,969 shares; 2025Q3: 8,575 shares; 2025Q4: 8,083 shares 8,083 $494K 0.01% -492 Timeline TEX TEREX CORP NEW More: the full row for TEREX CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,236 shares; 2024Q4: 9,670 shares; 2025Q1: 10,277 shares; 2025Q2: 9,001 shares; 2025Q3: 9,018 shares; 2025Q4: 9,246 shares 9,246 $494K 0.01% +228 Timeline MSML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,427 shares; 2024Q4: 24,450 shares; 2025Q1: 7,668 shares; 2025Q2: 7,574 shares; 2025Q3: 7,581 shares; 2025Q4: 7,590 shares 7,590 $493K 0.01% +9 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,720 shares; 2024Q4: 1,682 shares; 2025Q1: 1,663 shares; 2025Q2: 2,037 shares; 2025Q3: 2,469 shares; 2025Q4: 2,724 shares 2,724 $491K 0.01% +255 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,585 shares; 2025Q4: 2,685 shares 2,685 $491K 0.01% +1,100 Timeline FXH FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,403 shares; 2024Q4: 5,203 shares; 2025Q1: 5,204 shares; 2025Q2: 5,204 shares; 2025Q3: 4,310 shares; 2025Q4: 4,311 shares 4,311 $491K 0.01% +1 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,873 shares 2,873 $490K 0.01% new 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: 1,057 shares; 2024Q4: 1,161 shares; 2025Q1: 1,187 shares; 2025Q2: 968 shares; 2025Q3: 983 shares; 2025Q4: 2,636 shares 2,636 $489K 0.01% +1,653 Timeline USIG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,950 shares; 2024Q4: 8,521 shares; 2025Q1: 7,403 shares; 2025Q2: 8,116 shares; 2025Q3: 9,524 shares; 2025Q4: 9,345 shares 9,345 $484K 0.01% -179 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: 2,170 shares; 2024Q4: 1,826 shares; 2025Q1: 2,911 shares; 2025Q2: 1,369 shares; 2025Q3: 2,397 shares; 2025Q4: 2,492 shares 2,492 $484K 0.01% +95 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: 2,229 shares; 2024Q4: 4,095 shares; 2025Q1: 4,063 shares; 2025Q2: 1,493 shares; 2025Q3: 1,342 shares; 2025Q4: 1,371 shares 1,371 $481K 0.01% +29 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: 4,039 shares; 2024Q4: 4,027 shares; 2025Q1: 4,022 shares; 2025Q2: 3,391 shares; 2025Q3: 5,387 shares; 2025Q4: 5,502 shares 5,502 $480K 0.01% +115 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,257 shares; 2024Q4: 51,448 shares; 2025Q1: 63,963 shares; 2025Q2: 60,423 shares; 2025Q3: 9,627 shares; 2025Q4: 7,363 shares 7,363 $479K 0.01% -2,264 Timeline WCC WESCO INTL INC More: the full row for WESCO INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,899 shares; 2025Q4: 1,957 shares 1,957 $479K 0.01% +58 Timeline URTH ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,556 shares; 2024Q4: 2,559 shares; 2025Q1: 2,559 shares; 2025Q2: 2,561 shares; 2025Q3: 2,561 shares; 2025Q4: 2,563 shares 2,563 $476K 0.01% +2 Timeline BCI ABRDN ETFS More: the full row for ABRDN ETFS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,637 shares; 2024Q4: 31,963 shares; 2025Q1: 29,706 shares; 2025Q2: 24,492 shares; 2025Q3: 25,001 shares; 2025Q4: 24,349 shares 24,349 $476K 0.01% -652 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: 19,992 shares; 2024Q4: 21,632 shares; 2025Q1: 21,326 shares; 2025Q2: 22,649 shares; 2025Q3: 19,748 shares; 2025Q4: 20,369 shares 20,369 $475K 0.01% +621 Timeline HIMS HIMS & HERS HEALTH INC More: the full row for HIMS & HERS HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,928 shares; 2025Q1: 16,449 shares; 2025Q2: 14,430 shares; 2025Q3: 13,638 shares; 2025Q4: 14,620 shares 14,620 $475K 0.01% +982 Timeline 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: 2,819 shares; 2024Q4: 6,782 shares; 2025Q1: 6,681 shares; 2025Q2: 6,104 shares; 2025Q3: 6,191 shares; 2025Q4: 4,331 shares 4,331 $474K 0.01% -1,860 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: 38,765 shares; 2024Q4: 36,258 shares; 2025Q1: 39,090 shares; 2025Q2: 34,835 shares; 2025Q3: 35,686 shares; 2025Q4: 36,112 shares 36,112 $474K 0.01% +426 Timeline ARKB ARK 21SHARES BITCOIN ETF More: the full row for ARK 21SHARES BITCOIN ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,532 shares; 2024Q4: 3,532 shares; 2025Q1: 4,626 shares; 2025Q2: 16,047 shares; 2025Q3: 16,047 shares; 2025Q4: 16,227 shares 16,227 $471K 0.01% +180 Timeline THO THOR INDS INC More: the full row for THOR INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,013 shares; 2024Q4: 3,266 shares; 2025Q1: 3,874 shares; 2025Q2: 4,818 shares; 2025Q3: 4,889 shares; 2025Q4: 4,570 shares 4,570 $469K 0.01% -319 Timeline BBSC 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: 5,189 shares; 2024Q4: 11,652 shares; 2025Q1: 7,154 shares; 2025Q2: 6,609 shares; 2025Q3: 6,542 shares; 2025Q4: 6,295 shares 6,295 $468K 0.01% -247 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: 1,214 shares; 2024Q4: 1,451 shares; 2025Q1: 1,498 shares; 2025Q2: 1,619 shares; 2025Q3: 2,668 shares; 2025Q4: 2,395 shares 2,395 $467K 0.01% -273 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,333 shares; 2025Q4: 1,840 shares 1,840 $466K 0.01% +507 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: 555 shares; 2024Q4: 575 shares; 2025Q1: 589 shares; 2025Q2: 675 shares; 2025Q3: 961 shares; 2025Q4: 813 shares 813 $466K 0.01% -148 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: 3,498 shares; 2024Q4: 4,602 shares; 2025Q1: 4,676 shares; 2025Q2: 4,353 shares; 2025Q3: 5,841 shares; 2025Q4: 6,920 shares 6,920 $466K 0.01% +1,079 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: 8,375 shares; 2024Q4: 8,285 shares; 2025Q1: 8,385 shares; 2025Q2: 8,331 shares; 2025Q3: 8,831 shares; 2025Q4: 8,721 shares 8,721 $465K 0.01% -110 Timeline GFS GLOBALFOUNDRIES INC More: the full row for GLOBALFOUNDRIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,308 shares 13,308 $465K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 878 shares; 2025Q4: 1,571 shares 1,571 $464K 0.01% +693 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,996 shares 5,996 $464K 0.01% new Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,615 shares; 2024Q4: 2,684 shares; 2025Q1: 2,640 shares; 2025Q2: 2,640 shares; 2025Q3: 2,401 shares; 2025Q4: 2,734 shares 2,734 $461K 0.01% +333 Timeline IWS 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: 2,636 shares; 2024Q4: 3,343 shares; 2025Q1: 2,755 shares; 2025Q2: 2,763 shares; 2025Q3: 3,268 shares; 2025Q4: 3,271 shares 3,271 $461K 0.01% +3 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,528 shares; 2025Q4: 10,152 shares 10,152 $457K 0.01% -376 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,287 shares; 2024Q4: 9,857 shares; 2025Q1: 5,539 shares; 2025Q2: 5,174 shares; 2025Q3: 9,848 shares; 2025Q4: 4,171 shares 4,171 $456K 0.01% -5,677 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,722 shares; 2024Q4: 3,008 shares; 2025Q1: 3,008 shares; 2025Q2: 3,035 shares; 2025Q3: 2,909 shares; 2025Q4: 2,803 shares 2,803 $456K 0.01% -106 Timeline CTRA COTERRA ENERGY INC More: the full row for COTERRA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,730 shares; 2024Q4: 9,479 shares; 2025Q1: 9,213 shares; 2025Q2: 10,356 shares; 2025Q3: 19,068 shares; 2025Q4: 17,229 shares 17,229 $453K 0.01% -1,839 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: 1,802 shares; 2024Q4: 1,632 shares; 2025Q1: 7,293 shares; 2025Q2: 1,946 shares; 2025Q3: 2,615 shares; 2025Q4: 2,487 shares 2,487 $453K 0.01% -128 Timeline GL GLOBE LIFE INC More: the full row for GLOBE LIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,063 shares; 2024Q4: 2,945 shares; 2025Q1: 2,936 shares; 2025Q2: 2,831 shares; 2025Q3: 3,323 shares; 2025Q4: 3,226 shares 3,226 $451K 0.01% -97 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,465 shares; 2025Q4: 7,722 shares 7,722 $451K 0.01% +1,257 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 708 shares; 2025Q4: 1,324 shares 1,324 $450K 0.01% +616 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,038 shares; 2024Q4: 4,275 shares; 2025Q1: 4,275 shares; 2025Q2: 4,275 shares; 2025Q3: 4,275 shares; 2025Q4: 6,701 shares 6,701 $450K 0.01% +2,426 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: 2,195 shares; 2024Q4: 2,559 shares; 2025Q1: 2,409 shares; 2025Q2: 2,700 shares; 2025Q3: 2,747 shares; 2025Q4: 2,760 shares 2,760 $444K 0.01% +13 Timeline DKS DICKS SPORTING GOODS INC More: the full row for DICKS SPORTING GOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,304 shares; 2024Q4: 2,298 shares; 2025Q1: 2,323 shares; 2025Q2: 2,284 shares; 2025Q3: 2,444 shares; 2025Q4: 2,241 shares 2,241 $444K 0.01% -203 Timeline WTTR SELECT WATER SOLUTIONS INC More: the full row for SELECT WATER SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 42,067 shares 42,067 $443K 0.01% new Timeline CWT CALIFORNIA WTR SVC GROUP More: the full row for CALIFORNIA WTR SVC GROUP 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: 10,206 shares 10,206 $442K 0.01% new Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,143 shares; 2024Q4: 3,954 shares; 2025Q1: 4,125 shares; 2025Q2: 3,933 shares; 2025Q3: 3,569 shares; 2025Q4: 3,562 shares 3,562 $438K 0.01% -7 Timeline FNDA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,260 shares; 2024Q4: 15,344 shares; 2025Q1: 15,476 shares; 2025Q2: 15,478 shares; 2025Q3: 16,301 shares; 2025Q4: 13,896 shares 13,896 $438K 0.01% -2,405 Timeline ETHE GRAYSCALE ETHEREUM STAKING E More: the full row for GRAYSCALE ETHEREUM STAKING E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,596 shares; 2024Q4: 20,654 shares; 2025Q1: 17,176 shares; 2025Q2: 18,275 shares; 2025Q3: 18,020 shares; 2025Q4: 17,935 shares 17,935 $437K 0.01% -85 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,593 shares; 2024Q4: 1,621 shares; 2025Q1: 1,823 shares; 2025Q2: 1,845 shares; 2025Q3: 1,779 shares; 2025Q4: 2,033 shares 2,033 $437K 0.01% +254 Timeline DKNG DRAFTKINGS INC NEW More: the full row for DRAFTKINGS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,229 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,958 shares; 2025Q4: 12,625 shares 12,625 $435K 0.01% +1,667 Timeline VFC V F CORP More: the full row for V F CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,161 shares; 2025Q1: 17,143 shares; 2025Q2: 16,959 shares; 2025Q3: 20,378 shares; 2025Q4: 23,927 shares 23,927 $433K 0.01% +3,549 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 888 shares 888 $432K 0.01% new 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: 5,905 shares; 2024Q4: 6,356 shares; 2025Q1: 6,255 shares; 2025Q2: 6,937 shares; 2025Q3: 14,040 shares; 2025Q4: 11,792 shares 11,792 $432K 0.01% -2,248 Timeline NNAVW NEXTNAV INC More: the full row for NEXTNAV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,500 shares; 2024Q4: 44,500 shares; 2025Q1: 44,500 shares; 2025Q2: 55,400 shares; 2025Q3: 60,400 shares; 2025Q4: 60,400 shares 60,400 $432K 0.01% 0 Timeline FFLC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,250 shares; 2025Q2: 7,250 shares; 2025Q3: 8,084 shares; 2025Q4: 8,084 shares 8,084 $431K 0.01% 0 Timeline NAK NORTHERN DYNASTY MINERALS LT More: the full row for NORTHERN DYNASTY MINERALS LT 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: 190,000 shares; 2025Q4: 216,100 shares 216,100 $426K 0.01% +26,100 Timeline SKYY 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: 3,705 shares; 2024Q4: 3,705 shares; 2025Q1: 3,705 shares; 2025Q2: 3,648 shares; 2025Q3: 3,263 shares; 2025Q4: 3,263 shares 3,263 $424K 0.01% 0 Timeline SIXA EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,600 shares; 2025Q4: 8,450 shares 8,450 $422K 0.01% -150 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: 759 shares; 2024Q4: 778 shares; 2025Q1: 1,097 shares; 2025Q2: 794 shares; 2025Q3: 900 shares; 2025Q4: 689 shares 689 $422K 0.01% -211 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: 6,648 shares; 2024Q4: 7,320 shares; 2025Q1: 6,405 shares; 2025Q2: 5,380 shares; 2025Q3: 5,254 shares; 2025Q4: 5,706 shares 5,706 $420K 0.01% +452 Timeline TENB TENABLE HLDGS INC More: the full row for TENABLE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,962 shares; 2024Q4: 16,962 shares; 2025Q1: 16,962 shares; 2025Q2: 16,962 shares; 2025Q3: 16,971 shares; 2025Q4: 17,843 shares 17,843 $420K 0.01% +872 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: not reported; 2024Q4: 4,105 shares; 2025Q1: 4,228 shares; 2025Q2: 3,964 shares; 2025Q3: 3,998 shares; 2025Q4: 4,754 shares 4,754 $414K 0.01% +756 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,439 shares; 2024Q4: 6,593 shares; 2025Q1: 6,771 shares; 2025Q2: 6,897 shares; 2025Q3: 7,758 shares; 2025Q4: 9,309 shares 9,309 $414K 0.01% +1,551 Timeline DUHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,077 shares; 2024Q4: 10,761 shares; 2025Q1: 10,852 shares; 2025Q2: 10,852 shares; 2025Q3: 10,852 shares; 2025Q4: 10,852 shares 10,852 $413K 0.01% 0 Timeline SPDW 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: 12,734 shares; 2024Q4: 14,527 shares; 2025Q1: 11,960 shares; 2025Q2: 9,805 shares; 2025Q3: 10,272 shares; 2025Q4: 9,285 shares 9,285 $412K 0.01% -987 Timeline MTZ MASTEC INC More: the full row for MASTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,441 shares; 2025Q4: 1,890 shares 1,890 $411K 0.01% +449 Timeline NJR NEW JERSEY RES CORP More: the full row for NEW JERSEY RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,536 shares; 2024Q4: 8,125 shares; 2025Q1: 7,969 shares; 2025Q2: 7,890 shares; 2025Q3: 7,892 shares; 2025Q4: 8,904 shares 8,904 $411K 0.01% +1,012 Timeline RBRK RUBRIK INC. More: the full row for RUBRIK 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: 5,564 shares; 2025Q4: 5,351 shares 5,351 $409K 0.01% -213 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,785 shares; 2024Q4: 4,760 shares; 2025Q1: 4,818 shares; 2025Q2: 4,172 shares; 2025Q3: 3,837 shares; 2025Q4: 3,642 shares 3,642 $409K 0.01% -195 Timeline GLPI GAMING & LEISURE P More: the full row for GAMING & LEISURE P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,265 shares; 2025Q2: not reported; 2025Q3: 4,836 shares; 2025Q4: 9,127 shares 9,127 $408K 0.01% +4,291 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: 7,314 shares; 2024Q4: 7,073 shares; 2025Q1: 5,673 shares; 2025Q2: 9,002 shares; 2025Q3: 8,061 shares; 2025Q4: 8,155 shares 8,155 $408K 0.01% +94 Timeline IHG INTERCONTINENTAL HOTELS GROU More: the full row for INTERCONTINENTAL HOTELS GROU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,892 shares 2,892 $407K 0.01% new Timeline THC TENET HEALTHCARE CORP More: the full row for TENET HEALTHCARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,068 shares; 2025Q4: 2,049 shares 2,049 $407K 0.01% -19 Timeline WCLD 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: 24,842 shares; 2024Q4: 25,040 shares; 2025Q1: 20,974 shares; 2025Q2: 12,160 shares; 2025Q3: 11,468 shares; 2025Q4: 11,600 shares 11,600 $406K 0.01% +132 Timeline CGCB CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,752 shares; 2025Q4: 15,242 shares 15,242 $404K 0.01% +4,490 Timeline BOXX EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,511 shares 3,511 $404K 0.01% new Timeline EDIV 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: 5,615 shares; 2025Q4: 10,319 shares 10,319 $404K 0.01% +4,704 Timeline EWZ 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: not reported; 2024Q4: 9,216 shares; 2025Q1: 8,669 shares; 2025Q2: 9,472 shares; 2025Q3: 11,800 shares; 2025Q4: 12,665 shares 12,665 $402K 0.01% +865 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,975 shares; 2024Q4: 15,488 shares; 2025Q1: 14,376 shares; 2025Q2: 14,511 shares; 2025Q3: 14,799 shares; 2025Q4: 15,708 shares 15,708 $402K 0.01% +909 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: 2,311 shares; 2024Q4: 2,231 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,573 shares; 2025Q4: 5,041 shares 5,041 $399K 0.01% +2,468 Timeline PNQI INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,850 shares; 2024Q4: 7,850 shares; 2025Q1: 7,760 shares; 2025Q2: 7,602 shares; 2025Q3: 7,602 shares; 2025Q4: 7,398 shares 7,398 $399K 0.01% -204 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: 1,905 shares; 2024Q4: 1,793 shares; 2025Q1: 1,764 shares; 2025Q2: 2,461 shares; 2025Q3: 2,461 shares; 2025Q4: 2,446 shares 2,446 $399K 0.01% -15 Timeline LPLA LPL FINL HLDGS INC More: the full row for LPL FINL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 801 shares; 2025Q1: 796 shares; 2025Q2: 979 shares; 2025Q3: 976 shares; 2025Q4: 1,114 shares 1,114 $398K 0.01% +138 Timeline RACE FERRARI N V More: the full row for FERRARI N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,126 shares; 2024Q4: 1,108 shares; 2025Q1: 1,042 shares; 2025Q2: 1,059 shares; 2025Q3: 1,078 shares; 2025Q4: 1,075 shares 1,075 $397K 0.01% -3 Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,272 shares; 2024Q4: 3,246 shares; 2025Q1: 3,209 shares; 2025Q2: 2,707 shares; 2025Q3: 3,007 shares; 2025Q4: 2,791 shares 2,791 $397K 0.01% -216 Timeline MSIF MSC INCOME FUND INC More: the full row for MSC INCOME FUND 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: 16,376 shares; 2025Q4: 30,205 shares 30,205 $397K 0.01% +13,829 Timeline SMCI SUPER MICRO COMPUTER INC More: the full row for SUPER MICRO COMPUTER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 33,041 shares; 2025Q1: 35,171 shares; 2025Q2: 34,892 shares; 2025Q3: 33,667 shares; 2025Q4: 13,508 shares 13,508 $395K 0.01% -20,159 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: 7,167 shares; 2024Q4: 7,326 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,818 shares; 2025Q4: 13,966 shares 13,966 $395K 0.01% +4,148 Timeline LSTR LANDSTAR SYS INC More: the full row for LANDSTAR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,567 shares; 2025Q3: 2,535 shares; 2025Q4: 2,744 shares 2,744 $394K 0.01% +209 Timeline MLRG 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: 4,141 shares; 2024Q4: 4,148 shares; 2025Q1: 4,146 shares; 2025Q2: 4,153 shares; 2025Q3: 4,160 shares; 2025Q4: 4,168 shares 4,168 $393K 0.01% +8 Timeline JVAL J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,369 shares; 2024Q4: 6,239 shares; 2025Q1: 7,152 shares; 2025Q2: 7,262 shares; 2025Q3: 7,832 shares; 2025Q4: 7,998 shares 7,998 $393K 0.01% +166 Timeline AR ANTERO RESOURCES CORP More: the full row for ANTERO RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,287 shares; 2025Q4: 11,376 shares 11,376 $392K 0.01% +3,089 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,444 shares 4,444 $392K 0.01% new Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,162 shares; 2024Q4: 4,273 shares; 2025Q1: 4,273 shares; 2025Q2: 7,781 shares; 2025Q3: 5,737 shares; 2025Q4: 4,577 shares 4,577 $391K 0.01% -1,160 Timeline GAP GAP INC More: the full row for GAP 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: 10,490 shares; 2025Q3: 15,874 shares; 2025Q4: 15,245 shares 15,245 $390K 0.01% -629 Timeline UITB 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: 5,360 shares; 2025Q1: 6,153 shares; 2025Q2: 7,922 shares; 2025Q3: 7,925 shares; 2025Q4: 8,232 shares 8,232 $390K 0.01% +307 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,185 shares; 2024Q4: 4,061 shares; 2025Q1: 4,009 shares; 2025Q2: 4,293 shares; 2025Q3: 12,249 shares; 2025Q4: 8,573 shares 8,573 $389K 0.01% -3,676 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,313 shares; 2024Q4: 1,091 shares; 2025Q1: 1,256 shares; 2025Q2: 2,251 shares; 2025Q3: 1,123 shares; 2025Q4: 1,516 shares 1,516 $388K 0.01% +393 Timeline EQNR EQUINOR ASA More: the full row for EQUINOR ASA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,161 shares; 2025Q2: 11,367 shares; 2025Q3: 12,641 shares; 2025Q4: 16,416 shares 16,416 $388K 0.01% +3,775 Timeline OBDC BLUE OWL CAPITAL CORPORATION More: the full row for BLUE OWL CAPITAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,463 shares; 2024Q4: 29,082 shares; 2025Q1: 30,435 shares; 2025Q2: 29,160 shares; 2025Q3: 30,036 shares; 2025Q4: 31,135 shares 31,135 $387K 0.01% +1,099 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: 3,692 shares; 2024Q4: 3,574 shares; 2025Q1: 3,575 shares; 2025Q2: 3,575 shares; 2025Q3: 2,868 shares; 2025Q4: 2,939 shares 2,939 $387K 0.01% +71 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,399 shares; 2025Q3: 3,660 shares; 2025Q4: 4,152 shares 4,152 $386K 0.01% +492 Timeline BBAG 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: 14,930 shares; 2025Q1: 6,522 shares; 2025Q2: 9,735 shares; 2025Q3: 9,124 shares; 2025Q4: 8,296 shares 8,296 $385K 0.01% -828 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: 1,740 shares; 2024Q4: 1,564 shares; 2025Q1: 1,574 shares; 2025Q2: 1,531 shares; 2025Q3: 2,589 shares; 2025Q4: 3,478 shares 3,478 $383K 0.01% +889 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,644 shares; 2025Q3: 1,909 shares; 2025Q4: 2,804 shares 2,804 $383K 0.01% +895 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,364 shares; 2025Q1: 13,273 shares; 2025Q2: 15,798 shares; 2025Q3: 14,728 shares; 2025Q4: 20,991 shares 20,991 $382K 0.01% +6,263 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,320 shares; 2024Q4: 1,290 shares; 2025Q1: 1,152 shares; 2025Q2: 1,188 shares; 2025Q3: 1,199 shares; 2025Q4: 997 shares 997 $382K 0.01% -202 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: 2,947 shares; 2024Q4: 3,108 shares; 2025Q1: 3,147 shares; 2025Q2: 3,516 shares; 2025Q3: 3,768 shares; 2025Q4: 3,623 shares 3,623 $382K 0.01% -145 Timeline MKTX MARKETAXESS HLDGS INC More: the full row for MARKETAXESS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,100 shares 2,100 $381K 0.01% new Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,666 shares; 2024Q4: 2,829 shares; 2025Q1: 2,819 shares; 2025Q2: 3,108 shares; 2025Q3: 3,123 shares; 2025Q4: 2,759 shares 2,759 $380K 0.01% -364 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: 2,222 shares; 2024Q4: 4,575 shares; 2025Q1: 4,591 shares; 2025Q2: 3,839 shares; 2025Q3: 4,021 shares; 2025Q4: 4,112 shares 4,112 $380K 0.01% +91 Timeline DEM 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: 11,006 shares; 2024Q4: 9,393 shares; 2025Q1: 9,363 shares; 2025Q2: 8,457 shares; 2025Q3: 8,152 shares; 2025Q4: 8,132 shares 8,132 $380K 0.01% -20 Timeline HSIC SCHEIN HENRY INC More: the full row for SCHEIN HENRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,012 shares; 2024Q4: 6,060 shares; 2025Q1: 6,012 shares; 2025Q2: 5,857 shares; 2025Q3: 5,831 shares; 2025Q4: 5,023 shares 5,023 $380K 0.01% -808 Timeline GNMA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,872 shares; 2024Q4: 8,542 shares; 2025Q1: 8,703 shares; 2025Q2: 8,239 shares; 2025Q3: 8,606 shares; 2025Q4: 8,517 shares 8,517 $379K 0.01% -89 Timeline HTO H2O AMERICA More: the full row for H2O AMERICA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,743 shares 7,743 $379K 0.01% new Timeline EMB 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: 10,485 shares; 2024Q4: 2,263 shares; 2025Q1: 2,664 shares; 2025Q2: 2,937 shares; 2025Q3: 3,367 shares; 2025Q4: 3,933 shares 3,933 $379K 0.01% +566 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: 1,376 shares; 2024Q4: 1,379 shares; 2025Q1: 1,389 shares; 2025Q2: 1,406 shares; 2025Q3: 1,485 shares; 2025Q4: 1,507 shares 1,507 $378K 0.01% +22 Timeline NUSC NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,487 shares; 2024Q4: 7,238 shares; 2025Q1: 6,348 shares; 2025Q2: 9,792 shares; 2025Q3: 8,517 shares; 2025Q4: 8,452 shares 8,452 $377K 0.01% -65 Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,789 shares; 2025Q2: 2,987 shares; 2025Q3: 4,535 shares; 2025Q4: 4,858 shares 4,858 $377K 0.01% +323 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: 5,004 shares; 2024Q4: 5,159 shares; 2025Q1: 5,513 shares; 2025Q2: 4,395 shares; 2025Q3: 2,099 shares; 2025Q4: 2,598 shares 2,598 $376K 0.01% +499 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,205 shares; 2025Q4: 8,000 shares 8,000 $374K 0.01% +1,795 Timeline AGM FEDERAL AGRIC MTG CORP More: the full row for FEDERAL AGRIC MTG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,130 shares 2,130 $374K 0.01% new Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 629 shares; 2025Q4: 676 shares 676 $373K 0.01% +47 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,922 shares 1,922 $372K 0.01% new Timeline FEX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,420 shares; 2024Q4: 3,125 shares; 2025Q1: 3,125 shares; 2025Q2: 3,125 shares; 2025Q3: 3,125 shares; 2025Q4: 3,125 shares 3,125 $371K 0.01% 0 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,322 shares; 2024Q4: 4,322 shares; 2025Q1: 4,323 shares; 2025Q2: 4,413 shares; 2025Q3: 4,447 shares; 2025Q4: 1,230 shares 1,230 $370K 0.01% -3,217 Timeline SDGR SCHRODINGER INC More: the full row for SCHRODINGER 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: 14,636 shares; 2025Q3: 14,902 shares; 2025Q4: 20,705 shares 20,705 $370K 0.01% +5,803 Timeline AAEQ 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,502 shares 7,502 $370K 0.01% new Timeline GLTR ABRDN PRECIOUS METALS BASKET More: the full row for ABRDN PRECIOUS METALS BASKET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,824 shares; 2024Q4: 1,797 shares; 2025Q1: 1,797 shares; 2025Q2: 1,797 shares; 2025Q3: 1,797 shares; 2025Q4: 1,797 shares 1,797 $369K 0.01% 0 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,174 shares; 2024Q4: 6,321 shares; 2025Q1: 2,587 shares; 2025Q2: 2,504 shares; 2025Q3: 2,499 shares; 2025Q4: 1,801 shares 1,801 $368K 0.01% -698 Timeline NBIX NEUROCRINE BIOSCIENCES INC More: the full row for NEUROCRINE BIOSCIENCES 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: 2,512 shares; 2025Q4: 2,590 shares 2,590 $367K 0.01% +78 Timeline CAM AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,487 shares 14,487 $364K 0.01% new Timeline CSGP COSTAR GROUP INC More: the full row for COSTAR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,305 shares; 2025Q1: 5,681 shares; 2025Q2: 6,020 shares; 2025Q3: 6,058 shares; 2025Q4: 5,400 shares 5,400 $363K 0.01% -658 Timeline FNF FIDELITY NATL FINL INC More: the full row for FIDELITY NATL FINL 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: 7,202 shares; 2025Q4: 6,651 shares 6,651 $363K 0.01% -551 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: 12,289 shares; 2024Q4: 13,505 shares; 2025Q1: 14,641 shares; 2025Q2: 19,996 shares; 2025Q3: 20,269 shares; 2025Q4: 21,659 shares 21,659 $363K 0.01% +1,390 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: 4,435 shares 4,435 $362K 0.01% new Timeline IDV 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: 11,772 shares; 2024Q4: 10,792 shares; 2025Q1: 10,654 shares; 2025Q2: 12,975 shares; 2025Q3: 9,243 shares; 2025Q4: 9,145 shares 9,145 $361K 0.01% -98 Timeline EXE EXPAND ENERGY CORPORATION More: the full row for EXPAND ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,135 shares; 2025Q4: 3,232 shares 3,232 $357K 0.01% +97 Timeline BSOL BITWISE SOLANA STAKING ETF More: the full row for BITWISE SOLANA STAKING 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: 21,743 shares 21,743 $357K 0.01% new Timeline PNFP PINNACLE FINANCIAL PARTNERS More: the full row for PINNACLE FINANCIAL PARTNERS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,196 shares; 2025Q4: 3,711 shares 3,711 $354K 0.01% +515 Timeline GIGB GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,162 shares; 2024Q4: 5,255 shares; 2025Q1: 6,981 shares; 2025Q2: 5,627 shares; 2025Q3: 5,627 shares; 2025Q4: 7,653 shares 7,653 $354K 0.01% +2,026 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,190 shares; 2024Q4: 1,421 shares; 2025Q1: 1,416 shares; 2025Q2: 1,625 shares; 2025Q3: 1,649 shares; 2025Q4: 1,365 shares 1,365 $353K 0.01% -284 Timeline EG EVEREST GROUP LTD More: the full row for EVEREST GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,904 shares; 2024Q4: 1,889 shares; 2025Q1: 2,054 shares; 2025Q2: 1,235 shares; 2025Q3: 1,756 shares; 2025Q4: 1,039 shares 1,039 $353K 0.01% -717 Timeline ADT ADT INC DEL More: the full row for ADT INC DEL 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: 45,961 shares; 2025Q4: 43,550 shares 43,550 $351K 0.01% -2,411 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: 2,158 shares; 2024Q4: 1,773 shares; 2025Q1: 1,956 shares; 2025Q2: 1,434 shares; 2025Q3: 1,551 shares; 2025Q4: 1,729 shares 1,729 $351K 0.01% +178 Timeline GSG ISHARES S&P GSCI COMMODITY- More: the full row for ISHARES S&P GSCI COMMODITY- Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,788 shares; 2024Q4: 16,586 shares; 2025Q1: 16,586 shares; 2025Q2: 16,586 shares; 2025Q3: 16,586 shares; 2025Q4: 15,199 shares 15,199 $350K 0.01% -1,387 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: 11,153 shares; 2024Q4: 11,907 shares; 2025Q1: 12,509 shares; 2025Q2: 7,831 shares; 2025Q3: 7,267 shares; 2025Q4: 7,551 shares 7,551 $350K 0.01% +284 Timeline PFXF VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,669 shares; 2024Q4: 16,187 shares; 2025Q1: 16,290 shares; 2025Q2: 16,605 shares; 2025Q3: 16,890 shares; 2025Q4: 19,770 shares 19,770 $349K 0.01% +2,880 Timeline KRBN 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: 13,840 shares; 2024Q4: 13,868 shares; 2025Q1: 13,927 shares; 2025Q2: 13,312 shares; 2025Q3: 12,719 shares; 2025Q4: 9,845 shares 9,845 $349K 0.01% -2,874 Timeline AOS SMITH A O CORP More: the full row for SMITH A O CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,203 shares 5,203 $348K 0.01% new Timeline PSI 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: 4,700 shares; 2024Q4: 4,690 shares; 2025Q1: 4,405 shares; 2025Q2: 4,405 shares; 2025Q3: 4,405 shares; 2025Q4: 4,405 shares 4,405 $347K 0.01% 0 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,690 shares; 2024Q4: 1,856 shares; 2025Q1: 2,323 shares; 2025Q2: 1,992 shares; 2025Q3: 2,857 shares; 2025Q4: 1,711 shares 1,711 $347K 0.01% -1,146 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,403 shares 3,403 $347K 0.01% new Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,935 shares; 2025Q4: 2,779 shares 2,779 $347K 0.01% -156 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,778 shares; 2024Q4: 2,294 shares; 2025Q1: 2,215 shares; 2025Q2: 2,083 shares; 2025Q3: 2,338 shares; 2025Q4: 2,534 shares 2,534 $345K 0.01% +196 Timeline YUMC YUM CHINA HLDGS INC More: the full row for YUM CHINA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,733 shares; 2024Q4: 7,882 shares; 2025Q1: 7,316 shares; 2025Q2: 7,115 shares; 2025Q3: 8,565 shares; 2025Q4: 7,199 shares 7,199 $344K 0.01% -1,366 Timeline KB KB FINL GROUP INC More: the full row for KB FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,947 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,981 shares 3,981 $343K 0.01% new Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 793 shares; 2024Q4: 868 shares; 2025Q1: 933 shares; 2025Q2: 1,013 shares; 2025Q3: 916 shares; 2025Q4: 994 shares 994 $343K 0.01% +78 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 955 shares; 2024Q4: 1,055 shares; 2025Q1: 1,137 shares; 2025Q2: 1,332 shares; 2025Q3: 1,338 shares; 2025Q4: 1,190 shares 1,190 $342K 0.01% -148 Timeline SPTI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,499 shares; 2025Q3: 12,592 shares; 2025Q4: 11,751 shares 11,751 $339K 0.01% -841 Timeline SWIM LATHAM GROUP INC More: the full row for LATHAM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 53,187 shares 53,187 $338K 0.01% new 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: 15,734 shares; 2024Q4: 25,762 shares; 2025Q1: 25,202 shares; 2025Q2: 23,166 shares; 2025Q3: 14,406 shares; 2025Q4: 14,432 shares 14,432 $337K 0.01% +26 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: 1,396 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,654 shares; 2025Q4: 1,511 shares 1,511 $336K 0.01% -143 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,913 shares; 2025Q4: 7,023 shares 7,023 $334K 0.01% +110 Timeline SKYD PARAMOUNT SKYDANCE CORP More: the full row for PARAMOUNT SKYDANCE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 23,626 shares; 2025Q4: 24,853 shares 24,853 $333K 0.01% +1,227 Timeline CCK CROWN HLDGS INC More: the full row for CROWN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,717 shares; 2025Q4: 3,177 shares 3,177 $327K 0.01% -540 Timeline WWD WOODWARD INC More: the full row for WOODWARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,082 shares 1,082 $327K 0.01% new Timeline JMHI 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,500 shares 6,500 $327K 0.01% new Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,242 shares; 2025Q1: not reported; 2025Q2: 1,139 shares; 2025Q3: 1,175 shares; 2025Q4: 1,430 shares 1,430 $326K 0.01% +255 Timeline MUSA MURPHY USA INC More: the full row for MURPHY USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 565 shares; 2025Q4: 803 shares 803 $324K 0.01% +238 Timeline VCEB 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,107 shares; 2025Q4: 5,083 shares 5,083 $323K 0.01% -24 Timeline FOUR SHIFT4 PMTS INC More: the full row for SHIFT4 PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,776 shares; 2024Q4: 3,909 shares; 2025Q1: 4,122 shares; 2025Q2: 4,312 shares; 2025Q3: 5,142 shares; 2025Q4: 5,135 shares 5,135 $323K 0.01% -7 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,122 shares; 2024Q4: 40,793 shares; 2025Q1: 40,902 shares; 2025Q2: 36,821 shares; 2025Q3: 13,328 shares; 2025Q4: 13,453 shares 13,453 $323K 0.01% +125 Timeline CGDG CAPITAL GROUP DIVIDEND GROWE More: the full row for CAPITAL GROUP DIVIDEND GROWE 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: 9,047 shares 9,047 $322K 0.01% new 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: 11,361 shares; 2024Q4: 11,452 shares; 2025Q1: 11,335 shares; 2025Q2: 9,909 shares; 2025Q3: 10,775 shares; 2025Q4: 10,617 shares 10,617 $321K 0.01% -158 Timeline FHN FIRST HORIZON CORPORATION More: the full row for FIRST HORIZON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,549 shares; 2024Q4: 12,698 shares; 2025Q1: 12,914 shares; 2025Q2: 13,008 shares; 2025Q3: 13,334 shares; 2025Q4: 13,373 shares 13,373 $320K 0.01% +39 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: 3,258 shares; 2024Q4: 3,342 shares; 2025Q1: 3,227 shares; 2025Q2: 2,811 shares; 2025Q3: 3,427 shares; 2025Q4: 3,042 shares 3,042 $319K 0.01% -385 Timeline HYDB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,459 shares; 2025Q3: 6,574 shares; 2025Q4: 6,727 shares 6,727 $319K 0.01% +153 Timeline CIG CIA ENERGETICA DE MINAS GERA More: the full row for CIA ENERGETICA DE MINAS GERA 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: 159,131 shares 159,131 $318K 0.01% new Timeline MINO PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,006 shares 7,006 $318K 0.01% new Timeline PRM PERIMETER SOLUTIONS INC More: the full row for PERIMETER SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,480 shares 11,480 $316K 0.01% new Timeline ACI ALBERTSONS COMPANIES INC More: the full row for ALBERTSONS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,921 shares; 2024Q4: 23,014 shares; 2025Q1: 25,680 shares; 2025Q2: 28,581 shares; 2025Q3: 13,672 shares; 2025Q4: 18,392 shares 18,392 $316K 0.01% +4,720 Timeline IYY 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: 1,900 shares; 2024Q4: 1,900 shares; 2025Q1: 1,900 shares; 2025Q2: 1,900 shares; 2025Q3: 1,900 shares; 2025Q4: 1,900 shares 1,900 $315K 0.01% 0 Timeline IXUS 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: 3,539 shares; 2024Q4: 3,563 shares; 2025Q1: 3,563 shares; 2025Q2: 3,585 shares; 2025Q3: 3,585 shares; 2025Q4: 3,704 shares 3,704 $313K 0.01% +119 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: 3,385 shares; 2024Q4: 3,129 shares; 2025Q1: 2,722 shares; 2025Q2: 2,596 shares; 2025Q3: 2,580 shares; 2025Q4: 2,672 shares 2,672 $313K 0.01% +92 Timeline IQLT 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: 8,618 shares; 2025Q2: 8,422 shares; 2025Q3: 8,422 shares; 2025Q4: 6,849 shares 6,849 $311K 0.01% -1,573 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: 1,211 shares; 2024Q4: 1,383 shares; 2025Q1: 1,130 shares; 2025Q2: 1,127 shares; 2025Q3: not reported; 2025Q4: 1,530 shares 1,530 $311K 0.01% new Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,197 shares; 2024Q4: 8,516 shares; 2025Q1: 8,676 shares; 2025Q2: 8,031 shares; 2025Q3: 8,401 shares; 2025Q4: 8,961 shares 8,961 $311K 0.01% +560 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,032 shares; 2024Q4: 2,008 shares; 2025Q1: 1,847 shares; 2025Q2: 2,054 shares; 2025Q3: 2,129 shares; 2025Q4: 3,023 shares 3,023 $310K 0.01% +894 Timeline IVT INVENTRUST PPTYS CORP More: the full row for INVENTRUST PPTYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,774 shares; 2024Q4: 11,810 shares; 2025Q1: 11,621 shares; 2025Q2: 11,579 shares; 2025Q3: 11,396 shares; 2025Q4: 10,976 shares 10,976 $310K 0.01% -420 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 931 shares; 2025Q4: 907 shares 907 $309K 0.01% -24 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,183 shares; 2025Q4: 776 shares 776 $309K 0.01% -407 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,757 shares 1,757 $308K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,809 shares; 2025Q4: 10,061 shares 10,061 $307K 0.01% -2,748 Timeline