FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 144,689 shares; 2024Q4: 137,196 shares; 2025Q1: 25,746 shares; 2025Q2: 24,062 shares; 2025Q3: 23,163 shares 23,163 $908K 0.01% -899 Timeline JD JD.COM INC More: the full row for JD.COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 25,420 shares 25,420 $889K 0.01% new Timeline FALN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,450 shares; 2024Q4: 33,623 shares; 2025Q1: 35,229 shares; 2025Q2: 33,830 shares; 2025Q3: 31,959 shares 31,959 $888K 0.01% -1,871 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,687 shares; 2025Q3: 3,400 shares 3,400 $878K 0.01% -287 Timeline SHAG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,634 shares; 2024Q4: 18,189 shares; 2025Q1: 18,662 shares; 2025Q2: 18,621 shares; 2025Q3: 18,144 shares 18,144 $870K 0.01% -477 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,189 shares; 2024Q4: 24,527 shares; 2025Q1: 32,824 shares; 2025Q2: 28,640 shares; 2025Q3: 28,490 shares 28,490 $863K 0.01% -150 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,790 shares; 2024Q4: 7,380 shares; 2025Q1: 8,200 shares; 2025Q2: 7,213 shares; 2025Q3: 6,904 shares 6,904 $858K 0.01% -309 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,125 shares; 2024Q4: 3,049 shares; 2025Q1: 3,921 shares; 2025Q2: 3,171 shares; 2025Q3: 2,971 shares 2,971 $856K 0.01% -200 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,474 shares; 2024Q4: 44,456 shares; 2025Q1: 178,459 shares; 2025Q2: 36,706 shares; 2025Q3: 36,459 shares 36,459 $856K 0.01% -247 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,485 shares; 2024Q4: 8,448 shares; 2025Q1: 6,642 shares; 2025Q2: 4,866 shares; 2025Q3: 4,506 shares 4,506 $854K 0.01% -360 Timeline DPZ DOMINOS PIZZA INC More: the full row for DOMINOS PIZZA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,151 shares; 2024Q4: 1,095 shares; 2025Q1: 1,120 shares; 2025Q2: 1,089 shares; 2025Q3: 1,975 shares 1,975 $852K 0.01% +886 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,364 shares; 2024Q4: 6,426 shares; 2025Q1: 5,959 shares; 2025Q2: 4,207 shares; 2025Q3: 3,962 shares 3,962 $847K 0.01% -245 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,669 shares; 2024Q4: 13,921 shares; 2025Q1: 15,327 shares; 2025Q2: 14,309 shares; 2025Q3: 14,150 shares 14,150 $845K 0.01% -159 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,685 shares; 2024Q4: 1,709 shares; 2025Q1: 2,065 shares; 2025Q2: 1,887 shares; 2025Q3: 3,004 shares 3,004 $839K 0.01% +1,117 Timeline IFLN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,697 shares; 2024Q4: 46,654 shares; 2025Q1: 46,360 shares; 2025Q2: 46,372 shares; 2025Q3: 44,977 shares 44,977 $836K 0.01% -1,395 Timeline IRT INDEPENDENCE RLTY TR INC More: the full row for INDEPENDENCE RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,676 shares; 2024Q4: 56,030 shares; 2025Q1: 60,745 shares; 2025Q2: 50,877 shares; 2025Q3: 50,906 shares 50,906 $834K 0.01% +29 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,011 shares; 2024Q4: 1,017 shares; 2025Q1: 4,771 shares; 2025Q2: 2,280 shares; 2025Q3: 2,551 shares 2,551 $832K 0.01% +271 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,950 shares; 2024Q4: 3,960 shares; 2025Q1: 4,149 shares; 2025Q2: 4,031 shares; 2025Q3: 4,109 shares 4,109 $824K 0.01% +78 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,212 shares; 2024Q4: 10,941 shares; 2025Q1: 10,388 shares; 2025Q2: 7,364 shares; 2025Q3: 6,522 shares 6,522 $821K 0.01% -842 Timeline PNR PENTAIR PLC More: the full row for PENTAIR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,033 shares; 2024Q4: 7,094 shares; 2025Q1: 7,656 shares; 2025Q2: 7,263 shares; 2025Q3: 7,269 shares 7,269 $805K 0.01% +6 Timeline BBEU J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,509 shares; 2024Q4: 11,375 shares; 2025Q1: 11,375 shares; 2025Q2: 11,375 shares; 2025Q3: 11,555 shares 11,555 $804K 0.01% +180 Timeline CRDO CREDO TECHNOLOGY GROUP HOLDI More: the full row for CREDO TECHNOLOGY GROUP HOLDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,163 shares; 2025Q3: 5,514 shares 5,514 $803K 0.01% +351 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,042 shares; 2024Q4: 11,246 shares; 2025Q1: 15,016 shares; 2025Q2: 11,518 shares; 2025Q3: 11,896 shares 11,896 $802K 0.01% +378 Timeline CAIE CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 29,189 shares 29,189 $802K 0.01% new Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,868 shares; 2024Q4: 7,563 shares; 2025Q1: 5,621 shares; 2025Q2: 6,216 shares; 2025Q3: 6,605 shares 6,605 $802K 0.01% +389 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,261 shares; 2024Q4: 11,439 shares; 2025Q1: 15,114 shares; 2025Q2: 11,861 shares; 2025Q3: 11,833 shares 11,833 $800K 0.01% -28 Timeline SCHK SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,349 shares; 2024Q4: 17,865 shares; 2025Q1: 76,082 shares; 2025Q2: 13,183 shares; 2025Q3: 24,823 shares 24,823 $797K 0.01% +11,640 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,424 shares; 2024Q4: 5,941 shares; 2025Q1: 6,716 shares; 2025Q2: 4,800 shares; 2025Q3: 4,590 shares 4,590 $794K 0.01% -210 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,785 shares; 2024Q4: 7,161 shares; 2025Q1: 14,822 shares; 2025Q2: 7,644 shares; 2025Q3: 9,662 shares 9,662 $793K 0.01% +2,018 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,480 shares; 2024Q4: 14,466 shares; 2025Q1: 16,493 shares; 2025Q2: 15,693 shares; 2025Q3: 15,825 shares 15,825 $790K 0.01% +132 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,505 shares; 2024Q4: 4,207 shares; 2025Q1: 5,484 shares; 2025Q2: 5,998 shares; 2025Q3: 6,386 shares 6,386 $790K 0.01% +388 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,378 shares; 2024Q4: 20,378 shares; 2025Q1: 22,671 shares; 2025Q2: 17,427 shares; 2025Q3: 23,592 shares 23,592 $788K 0.01% +6,165 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,193 shares; 2024Q4: 4,758 shares; 2025Q1: 8,460 shares; 2025Q2: 9,365 shares; 2025Q3: 6,187 shares 6,187 $780K 0.01% -3,178 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 802 shares; 2024Q4: 744 shares; 2025Q1: 919 shares; 2025Q2: 859 shares; 2025Q3: 844 shares 844 $777K 0.01% -15 Timeline ZSC USCF ETF TR More: the full row for USCF ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 30,391 shares 30,391 $774K 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,309 shares; 2024Q4: 17,476 shares; 2025Q1: 20,282 shares; 2025Q2: 9,927 shares; 2025Q3: 5,318 shares 5,318 $768K 0.01% -4,609 Timeline KOMP SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,804 shares; 2024Q4: 15,309 shares; 2025Q1: 129,420 shares; 2025Q2: 13,351 shares; 2025Q3: 12,262 shares 12,262 $763K 0.01% -1,089 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,297 shares; 2024Q4: 7,752 shares; 2025Q1: 9,823 shares; 2025Q2: 8,564 shares; 2025Q3: 9,185 shares 9,185 $757K 0.01% +621 Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,736 shares; 2024Q4: 18,777 shares; 2025Q1: 18,224 shares; 2025Q2: 15,490 shares; 2025Q3: 14,879 shares 14,879 $753K 0.01% -611 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,409 shares; 2024Q4: 9,179 shares; 2025Q1: 10,782 shares; 2025Q2: 7,510 shares; 2025Q3: 7,379 shares 7,379 $752K 0.01% -131 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,105 shares; 2024Q4: 5,783 shares; 2025Q1: 5,174 shares; 2025Q2: 4,174 shares; 2025Q3: 4,412 shares 4,412 $748K 0.01% +238 Timeline BBDC BARINGS BDC INC More: the full row for BARINGS BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,767 shares; 2024Q4: 67,042 shares; 2025Q1: 71,133 shares; 2025Q2: 62,165 shares; 2025Q3: 84,735 shares 84,735 $742K 0.01% +22,570 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,042 shares; 2024Q4: 2,364 shares; 2025Q1: 2,544 shares; 2025Q2: 2,552 shares; 2025Q3: 1,484 shares 1,484 $740K 0.01% -1,068 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,856 shares; 2024Q4: 5,888 shares; 2025Q1: 8,567 shares; 2025Q2: 5,311 shares; 2025Q3: 4,852 shares 4,852 $737K 0.01% -459 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,330 shares; 2024Q4: 5,105 shares; 2025Q1: 5,247 shares; 2025Q2: 4,836 shares; 2025Q3: 5,296 shares 5,296 $729K 0.01% +460 Timeline IIGD INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,532 shares; 2024Q4: 28,721 shares; 2025Q1: 29,009 shares; 2025Q2: 28,908 shares; 2025Q3: 29,204 shares 29,204 $725K 0.01% +296 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,735 shares; 2024Q4: 8,834 shares; 2025Q1: 23,826 shares; 2025Q2: 7,978 shares; 2025Q3: 7,728 shares 7,728 $722K 0.01% -250 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,382 shares; 2024Q4: 17,943 shares; 2025Q1: 12,986 shares; 2025Q2: 8,686 shares; 2025Q3: 8,666 shares 8,666 $719K 0.01% -20 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,976 shares; 2024Q4: 23,901 shares; 2025Q1: 25,079 shares; 2025Q2: 19,161 shares; 2025Q3: 17,041 shares 17,041 $716K 0.01% -2,120 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,840 shares; 2024Q4: 2,408 shares; 2025Q1: 29,387 shares; 2025Q2: 26,386 shares; 2025Q3: 3,979 shares 3,979 $708K 0.01% -22,407 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,928 shares; 2024Q4: 9,664 shares; 2025Q1: 12,435 shares; 2025Q2: 7,538 shares; 2025Q3: 7,155 shares 7,155 $706K 0.01% -383 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,835 shares; 2024Q4: 12,016 shares; 2025Q1: 9,527 shares; 2025Q2: 9,286 shares; 2025Q3: 8,982 shares 8,982 $705K 0.01% -304 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,725 shares; 2024Q4: 3,390 shares; 2025Q1: 4,759 shares; 2025Q2: 3,666 shares; 2025Q3: 3,462 shares 3,462 $698K 0.01% -204 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,381 shares; 2024Q4: 1,397 shares; 2025Q1: 2,563 shares; 2025Q2: 1,693 shares; 2025Q3: 1,629 shares 1,629 $694K 0.01% -64 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,034 shares; 2024Q4: 6,979 shares; 2025Q1: 8,061 shares; 2025Q2: 7,089 shares; 2025Q3: 8,313 shares 8,313 $694K 0.01% +1,224 Timeline KNG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,050 shares; 2024Q4: 7,650 shares; 2025Q1: 6,500 shares; 2025Q2: 13,749 shares; 2025Q3: 13,905 shares 13,905 $686K 0.01% +156 Timeline FXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,599 shares 16,599 $683K 0.01% new Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,919 shares; 2024Q4: 1,918 shares; 2025Q1: 2,438 shares; 2025Q2: 2,064 shares; 2025Q3: 2,119 shares 2,119 $678K 0.01% +55 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,487 shares; 2024Q4: 2,603 shares; 2025Q1: 3,604 shares; 2025Q2: 2,743 shares; 2025Q3: 865 shares 865 $678K 0.01% -1,878 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,087 shares; 2024Q4: 2,699 shares; 2025Q1: 3,664 shares; 2025Q2: 2,157 shares; 2025Q3: 2,133 shares 2,133 $678K 0.01% -24 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,003 shares; 2024Q4: 11,086 shares; 2025Q1: 14,680 shares; 2025Q2: 10,948 shares; 2025Q3: 11,526 shares 11,526 $677K 0.01% +578 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,518 shares; 2024Q4: 5,516 shares; 2025Q1: 6,922 shares; 2025Q2: 5,645 shares; 2025Q3: 5,875 shares 5,875 $673K 0.01% +230 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,138 shares; 2024Q4: 9,507 shares; 2025Q1: 12,406 shares; 2025Q2: 10,182 shares; 2025Q3: 8,842 shares 8,842 $672K 0.01% -1,340 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 662 shares; 2024Q4: 627 shares; 2025Q1: 1,127 shares; 2025Q2: 850 shares; 2025Q3: 961 shares 961 $671K 0.01% +111 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,659 shares; 2024Q4: 2,658 shares; 2025Q1: 8,657 shares; 2025Q2: 2,821 shares; 2025Q3: 2,849 shares 2,849 $669K 0.01% +28 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,108 shares; 2024Q4: 15,657 shares; 2025Q1: 77,648 shares; 2025Q2: 14,985 shares; 2025Q3: 14,323 shares 14,323 $663K 0.01% -662 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,603 shares; 2024Q4: 4,473 shares; 2025Q1: 4,612 shares; 2025Q2: 4,375 shares; 2025Q3: 4,335 shares 4,335 $661K 0.01% -40 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,627 shares; 2024Q4: 6,254 shares; 2025Q1: 7,781 shares; 2025Q2: 4,949 shares; 2025Q3: 4,748 shares 4,748 $659K 0.01% -201 Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,295 shares; 2024Q4: 33,920 shares; 2025Q1: 26,107 shares; 2025Q2: 22,931 shares; 2025Q3: 20,604 shares 20,604 $657K 0.01% -2,327 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,869 shares; 2024Q4: 12,488 shares; 2025Q1: 15,005 shares; 2025Q2: 11,052 shares; 2025Q3: 10,767 shares 10,767 $656K 0.01% -285 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,954 shares; 2024Q4: 2,954 shares; 2025Q1: 3,562 shares; 2025Q2: 2,955 shares; 2025Q3: 2,955 shares 2,955 $656K 0.01% 0 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,591 shares; 2024Q4: 27,684 shares; 2025Q1: 32,261 shares; 2025Q2: 26,124 shares; 2025Q3: 20,926 shares 20,926 $654K 0.01% -5,198 Timeline INDA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,216 shares; 2024Q4: not reported; 2025Q1: 9,310 shares; 2025Q2: 14,116 shares; 2025Q3: 12,549 shares 12,549 $653K 0.01% -1,567 Timeline FDS FACTSET RESH SYS INC More: the full row for FACTSET RESH SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,689 shares; 2024Q4: 2,462 shares; 2025Q1: 2,546 shares; 2025Q2: 2,373 shares; 2025Q3: 2,259 shares 2,259 $647K 0.01% -114 Timeline CFR CULLEN FROST BANKERS INC More: the full row for CULLEN FROST BANKERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,037 shares; 2024Q4: 5,041 shares; 2025Q1: 5,106 shares; 2025Q2: 5,028 shares; 2025Q3: 5,031 shares 5,031 $638K 0.01% +3 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,041 shares; 2024Q4: 4,687 shares; 2025Q1: 6,251 shares; 2025Q2: 4,801 shares; 2025Q3: 4,549 shares 4,549 $634K 0.01% -252 Timeline IONQ IONQ INC More: the full row for IONQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,486 shares; 2025Q1: not reported; 2025Q2: 5,670 shares; 2025Q3: 10,239 shares 10,239 $630K 0.01% +4,569 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,270 shares; 2024Q4: 13,210 shares; 2025Q1: 14,554 shares; 2025Q2: 16,054 shares; 2025Q3: 12,989 shares 12,989 $628K 0.01% -3,065 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 978 shares; 2024Q4: 1,003 shares; 2025Q1: 1,182 shares; 2025Q2: 1,591 shares; 2025Q3: 2,635 shares 2,635 $628K 0.01% +1,044 Timeline RGLD ROYAL GOLD INC More: the full row for ROYAL GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,200 shares; 2024Q4: 3,226 shares; 2025Q1: 3,112 shares; 2025Q2: 3,088 shares; 2025Q3: 3,120 shares 3,120 $626K 0.01% +32 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,364 shares; 2024Q4: 20,405 shares; 2025Q1: 29,421 shares; 2025Q2: 23,748 shares; 2025Q3: 23,670 shares 23,670 $624K 0.01% -78 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,021 shares; 2024Q4: 46,198 shares; 2025Q1: 74,490 shares; 2025Q2: 51,882 shares; 2025Q3: 52,128 shares 52,128 $623K 0.01% +246 Timeline SOXL DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,244 shares; 2024Q4: 10,186 shares; 2025Q1: 13,876 shares; 2025Q2: 20,686 shares; 2025Q3: 17,778 shares 17,778 $619K 0.01% -2,908 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,419 shares; 2024Q4: 7,325 shares; 2025Q1: 9,223 shares; 2025Q2: 6,366 shares; 2025Q3: 6,340 shares 6,340 $612K 0.01% -26 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,921 shares; 2024Q4: 2,990 shares; 2025Q1: 3,917 shares; 2025Q2: 3,304 shares; 2025Q3: 3,250 shares 3,250 $610K 0.01% -54 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,095 shares; 2024Q4: 18,405 shares; 2025Q1: 19,883 shares; 2025Q2: 12,996 shares; 2025Q3: 12,814 shares 12,814 $605K 0.01% -182 Timeline HEDJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,721 shares; 2024Q4: 13,476 shares; 2025Q1: 13,411 shares; 2025Q2: 12,271 shares; 2025Q3: 11,961 shares 11,961 $603K 0.01% -310 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,845 shares; 2024Q4: 8,712 shares; 2025Q1: 9,142 shares; 2025Q2: 8,396 shares; 2025Q3: 8,424 shares 8,424 $599K 0.01% +28 Timeline DKS DICKS SPORTING GOODS INC More: the full row for DICKS SPORTING GOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,711 shares; 2024Q4: 2,717 shares; 2025Q1: 3,322 shares; 2025Q2: 2,667 shares; 2025Q3: 2,675 shares 2,675 $594K 0.01% +8 Timeline BGC BGC GROUP INC More: the full row for BGC GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,148 shares; 2024Q4: 62,093 shares; 2025Q1: 62,088 shares; 2025Q2: 62,143 shares; 2025Q3: 62,218 shares 62,218 $589K 0.01% +75 Timeline IGLD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,500 shares; 2024Q4: 10,575 shares; 2025Q1: 15,588 shares; 2025Q2: 24,494 shares; 2025Q3: 24,565 shares 24,565 $588K 0.01% +71 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,399 shares; 2024Q4: 10,445 shares; 2025Q1: 15,410 shares; 2025Q2: 12,680 shares; 2025Q3: 12,832 shares 12,832 $587K 0.01% +152 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,571 shares; 2025Q3: 11,868 shares 11,868 $586K 0.01% +1,297 Timeline AAXJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,359 shares; 2024Q4: 6,377 shares; 2025Q1: 6,408 shares; 2025Q2: 6,410 shares; 2025Q3: 6,410 shares 6,410 $585K 0.01% 0 Timeline NAC NUVEEN CA DIVI ADV MUN More: the full row for NUVEEN CA DIVI ADV MUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,842 shares; 2024Q4: 79,190 shares; 2025Q1: 73,770 shares; 2025Q2: 65,357 shares; 2025Q3: 50,807 shares 50,807 $584K 0.01% -14,550 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,168 shares; 2024Q4: 1,176 shares; 2025Q1: 1,193 shares; 2025Q2: 1,255 shares; 2025Q3: 1,269 shares 1,269 $580K 0.01% +14 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,453 shares; 2024Q4: 7,344 shares; 2025Q1: 8,335 shares; 2025Q2: 7,312 shares; 2025Q3: 7,404 shares 7,404 $577K 0.01% +92 Timeline XEVTX EATON VANCE TAX ADVT DIV INC More: the full row for EATON VANCE TAX ADVT DIV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,791 shares; 2024Q4: 28,006 shares; 2025Q1: 26,077 shares; 2025Q2: 24,251 shares; 2025Q3: 23,495 shares 23,495 $574K 0.01% -756 Timeline CTA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 130,075 shares; 2025Q2: 20,431 shares; 2025Q3: 20,506 shares 20,506 $574K 0.01% +75 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 631 shares; 2024Q4: 636 shares; 2025Q1: 1,516 shares; 2025Q2: 1,152 shares; 2025Q3: 1,166 shares 1,166 $573K 0.01% +14 Timeline CNP CENTERPOINT ENERGY INC More: the full row for CENTERPOINT ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,205 shares; 2024Q4: 14,258 shares; 2025Q1: 15,097 shares; 2025Q2: 14,506 shares; 2025Q3: 14,747 shares 14,747 $572K 0.01% +241 Timeline FSMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,173 shares; 2024Q4: 25,013 shares; 2025Q1: 27,673 shares; 2025Q2: 28,264 shares; 2025Q3: 28,463 shares 28,463 $572K 0.01% +199 Timeline IYC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,495 shares; 2024Q4: 5,453 shares; 2025Q1: 8,622 shares; 2025Q2: 5,580 shares; 2025Q3: 5,443 shares 5,443 $570K 0.01% -137 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,574 shares; 2024Q4: 1,608 shares; 2025Q1: 1,859 shares; 2025Q2: 1,533 shares; 2025Q3: 1,589 shares 1,589 $567K 0.01% +56 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 372 shares; 2024Q4: 372 shares; 2025Q1: 422 shares; 2025Q2: 296 shares; 2025Q3: 296 shares 296 $566K 0.01% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,542 shares; 2024Q4: 18,356 shares; 2025Q1: 19,279 shares; 2025Q2: 19,280 shares; 2025Q3: 19,385 shares 19,385 $558K 0.01% +105 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,658 shares; 2024Q4: 2,752 shares; 2025Q1: 3,510 shares; 2025Q2: 2,808 shares; 2025Q3: 3,953 shares 3,953 $552K 0.01% +1,145 Timeline ALAB ASTERA LABS INC More: the full row for ASTERA LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,718 shares; 2025Q3: 2,809 shares 2,809 $550K 0.01% -909 Timeline GBIL 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,151 shares; 2025Q2: 5,017 shares; 2025Q3: 5,452 shares 5,452 $546K 0.01% +435 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,680 shares; 2024Q4: 2,716 shares; 2025Q1: 2,938 shares; 2025Q2: 2,728 shares; 2025Q3: 2,862 shares 2,862 $545K 0.01% +134 Timeline VAW VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,913 shares; 2024Q4: 5,248 shares; 2025Q1: 3,737 shares; 2025Q2: 2,998 shares; 2025Q3: 2,656 shares 2,656 $544K 0.01% -342 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76 shares; 2024Q4: 74 shares; 2025Q1: 375 shares; 2025Q2: 108 shares; 2025Q3: 124 shares 124 $532K 0.01% +16 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,593 shares; 2024Q4: 6,545 shares; 2025Q1: 13,488 shares; 2025Q2: 6,546 shares; 2025Q3: 6,587 shares 6,587 $531K 0.01% +41 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,113 shares; 2024Q4: 11,730 shares; 2025Q1: 27,543 shares; 2025Q2: 20,155 shares; 2025Q3: 25,869 shares 25,869 $528K 0.01% +5,714 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,802 shares; 2024Q4: 2,897 shares; 2025Q1: 3,928 shares; 2025Q2: 2,989 shares; 2025Q3: 3,123 shares 3,123 $526K 0.01% +134 Timeline HWC HANCOCK WHITNEY CORPORATION More: the full row for HANCOCK WHITNEY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,304 shares; 2024Q4: 9,060 shares; 2025Q1: 9,113 shares; 2025Q2: 8,990 shares; 2025Q3: 8,403 shares 8,403 $526K 0.01% -587 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,079 shares; 2024Q4: 3,274 shares; 2025Q1: 2,636 shares; 2025Q2: 4,055 shares; 2025Q3: 3,751 shares 3,751 $525K 0.01% -304 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,399 shares; 2024Q4: 5,129 shares; 2025Q1: 5,937 shares; 2025Q2: 5,342 shares; 2025Q3: 5,050 shares 5,050 $524K 0.01% -292 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,292 shares; 2024Q4: 21,463 shares; 2025Q1: 28,946 shares; 2025Q2: 27,522 shares; 2025Q3: 28,012 shares 28,012 $524K 0.01% +490 Timeline FXL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,353 shares; 2024Q4: 3,254 shares; 2025Q1: 3,819 shares; 2025Q2: 3,183 shares; 2025Q3: 3,088 shares 3,088 $519K 0.01% -95 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,662 shares; 2024Q4: 5,183 shares; 2025Q1: 4,902 shares; 2025Q2: 5,315 shares; 2025Q3: 5,010 shares 5,010 $518K 0.01% -305 Timeline AGOX STARBOARD INVT TR More: the full row for STARBOARD INVT TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,961 shares; 2024Q4: 19,676 shares; 2025Q1: 19,111 shares; 2025Q2: 16,898 shares; 2025Q3: 16,851 shares 16,851 $517K 0.01% -47 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,923 shares; 2024Q4: 6,899 shares; 2025Q1: 10,683 shares; 2025Q2: 6,189 shares; 2025Q3: 10,212 shares 10,212 $517K 0.01% +4,023 Timeline SMB VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,909 shares; 2024Q4: 28,034 shares; 2025Q1: 27,265 shares; 2025Q2: 27,444 shares; 2025Q3: 29,658 shares 29,658 $517K 0.01% +2,214 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,430 shares; 2024Q4: 2,552 shares; 2025Q1: 8,101 shares; 2025Q2: 1,907 shares; 2025Q3: 1,749 shares 1,749 $514K 0.01% -158 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 118,614 shares; 2024Q4: 58,642 shares; 2025Q1: 59,406 shares; 2025Q2: 58,917 shares; 2025Q3: 58,911 shares 58,911 $513K 0.01% -6 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,561 shares; 2024Q4: 3,416 shares; 2025Q1: 5,225 shares; 2025Q2: 3,175 shares; 2025Q3: 3,256 shares 3,256 $513K 0.01% +81 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,814 shares; 2024Q4: 6,525 shares; 2025Q1: 6,508 shares; 2025Q2: 5,059 shares; 2025Q3: 5,127 shares 5,127 $512K 0.01% +68 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,376 shares; 2024Q4: 1,430 shares; 2025Q1: 1,907 shares; 2025Q2: 1,203 shares; 2025Q3: 1,222 shares 1,222 $512K 0.01% +19 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,380 shares; 2024Q4: 2,750 shares; 2025Q1: 3,479 shares; 2025Q2: 2,893 shares; 2025Q3: 3,593 shares 3,593 $508K 0.01% +700 Timeline TOTALENERGIES SE -SPON ADR TOTALENERGIES SE -SPON ADR More: the full row for TOTALENERGIES SE -SPON ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,383 shares; 2024Q4: 8,362 shares; 2025Q1: 8,620 shares; 2025Q2: 8,396 shares; 2025Q3: 8,513 shares 8,513 $508K 0.01% +117 NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,500 shares; 2024Q4: not reported; 2025Q1: 6,111 shares; 2025Q2: 5,472 shares; 2025Q3: 5,990 shares 5,990 $505K 0.01% +518 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,382 shares; 2024Q4: 20,844 shares; 2025Q1: 22,012 shares; 2025Q2: 20,834 shares; 2025Q3: 21,310 shares 21,310 $504K 0.01% +476 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,303 shares; 2025Q1: not reported; 2025Q2: 1,837 shares; 2025Q3: 3,511 shares 3,511 $502K 0.01% +1,674 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,577 shares; 2024Q4: 4,083 shares; 2025Q1: 10,818 shares; 2025Q2: 6,802 shares; 2025Q3: 6,951 shares 6,951 $502K 0.01% +149 Timeline IBMR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 21,302 shares; 2025Q2: 21,037 shares; 2025Q3: 19,644 shares 19,644 $502K 0.01% -1,393 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,358 shares; 2024Q4: 6,388 shares; 2025Q1: 8,049 shares; 2025Q2: 6,200 shares; 2025Q3: 6,041 shares 6,041 $501K 0.01% -159 Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,804 shares; 2024Q4: 4,711 shares; 2025Q1: 5,572 shares; 2025Q2: 3,139 shares; 2025Q3: 2,959 shares 2,959 $495K 0.01% -180 Timeline UPST UPSTART HLDGS INC More: the full row for UPSTART HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,374 shares; 2024Q4: 9,563 shares; 2025Q1: 11,494 shares; 2025Q2: 9,592 shares; 2025Q3: 9,744 shares 9,744 $495K 0.01% +152 Timeline SLF SUN LIFE FINANCIAL INC. More: the full row for SUN LIFE FINANCIAL INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,324 shares; 2024Q4: 8,279 shares; 2025Q1: 8,190 shares; 2025Q2: 8,191 shares; 2025Q3: 8,245 shares 8,245 $495K 0.01% +54 Timeline TTD THE TRADE DESK INC More: the full row for THE TRADE DESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,367 shares; 2024Q4: 10,324 shares; 2025Q1: 13,788 shares; 2025Q2: 13,756 shares; 2025Q3: 10,092 shares 10,092 $495K 0.01% -3,664 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,119 shares; 2024Q4: 4,746 shares; 2025Q1: 7,358 shares; 2025Q2: 4,826 shares; 2025Q3: 4,534 shares 4,534 $494K 0.01% -292 Timeline USD PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,344 shares; 2024Q4: 4,688 shares; 2025Q1: not reported; 2025Q2: 4,988 shares; 2025Q3: 4,988 shares 4,988 $494K 0.01% 0 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,292 shares; 2024Q4: 7,306 shares; 2025Q1: 9,817 shares; 2025Q2: 7,321 shares; 2025Q3: 7,320 shares 7,320 $492K 0.01% -1 Timeline AVB AVALONBAY CMNTYS INC More: the full row for AVALONBAY CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,043 shares; 2024Q4: 2,836 shares; 2025Q1: 3,361 shares; 2025Q2: 2,527 shares; 2025Q3: 2,544 shares 2,544 $491K 0.01% +17 Timeline NUEM NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,084 shares; 2024Q4: 13,828 shares; 2025Q1: 13,792 shares; 2025Q2: 13,892 shares; 2025Q3: 13,742 shares 13,742 $490K 0.01% -150 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,352 shares 4,352 $489K 0.01% new Timeline RVNU DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,423 shares; 2024Q4: 16,681 shares; 2025Q1: 16,733 shares; 2025Q2: 19,714 shares; 2025Q3: 19,762 shares 19,762 $488K 0.01% +48 Timeline RSPT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,921 shares; 2024Q4: 10,921 shares; 2025Q1: 10,922 shares; 2025Q2: 10,922 shares; 2025Q3: 10,922 shares 10,922 $487K 0.01% 0 Timeline RHRX STARBOARD INVT TR More: the full row for STARBOARD INVT TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,663 shares; 2024Q4: 32,663 shares; 2025Q1: 29,766 shares; 2025Q2: 26,578 shares; 2025Q3: 26,578 shares 26,578 $484K 0.01% 0 Timeline WAL WESTERN ALLIANCE BANCORP More: the full row for WESTERN ALLIANCE BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,622 shares; 2024Q4: 5,629 shares; 2025Q1: 5,670 shares; 2025Q2: 5,575 shares; 2025Q3: 5,575 shares 5,575 $483K 0.01% 0 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,994 shares; 2024Q4: 8,294 shares; 2025Q1: 51,088 shares; 2025Q2: 6,656 shares; 2025Q3: 6,025 shares 6,025 $482K 0.01% -631 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,101 shares; 2025Q2: 4,624 shares; 2025Q3: 10,699 shares 10,699 $481K 0.01% +6,075 Timeline HST HOST HOTELS & RESORTS INC More: the full row for HOST HOTELS & RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,028 shares; 2024Q4: 23,478 shares; 2025Q1: 23,745 shares; 2025Q2: 26,983 shares; 2025Q3: 28,244 shares 28,244 $481K 0.01% +1,261 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,615 shares; 2024Q4: 3,596 shares; 2025Q1: 5,953 shares; 2025Q2: 5,634 shares; 2025Q3: 4,778 shares 4,778 $480K 0.01% -856 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,125 shares; 2024Q4: 12,125 shares; 2025Q1: 14,607 shares; 2025Q2: 12,125 shares; 2025Q3: 12,125 shares 12,125 $479K 0.01% 0 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,669 shares; 2025Q3: 3,951 shares 3,951 $474K 0.01% +282 Timeline HTGC HERCULES CAPITAL INC More: the full row for HERCULES CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,925 shares; 2024Q4: 12,335 shares; 2025Q1: 31,285 shares; 2025Q2: 23,881 shares; 2025Q3: 25,066 shares 25,066 $474K 0.01% +1,185 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,462 shares; 2024Q4: 2,534 shares; 2025Q1: 2,842 shares; 2025Q2: 2,439 shares; 2025Q3: 2,463 shares 2,463 $471K 0.01% +24 Timeline TECB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,847 shares; 2024Q4: 10,477 shares; 2025Q1: 50,644 shares; 2025Q2: 9,622 shares; 2025Q3: 7,784 shares 7,784 $470K 0.01% -1,838 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,548 shares; 2025Q1: 4,195 shares; 2025Q2: 4,516 shares; 2025Q3: 4,685 shares 4,685 $468K 0.01% +169 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,167 shares; 2024Q4: 4,866 shares; 2025Q1: 5,922 shares; 2025Q2: 4,562 shares; 2025Q3: 4,850 shares 4,850 $462K 0.01% +288 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,353 shares; 2024Q4: 9,318 shares; 2025Q1: 9,887 shares; 2025Q2: 10,811 shares; 2025Q3: 10,679 shares 10,679 $461K 0.01% -132 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,247 shares; 2024Q4: 1,195 shares; 2025Q1: 817 shares; 2025Q2: 851 shares; 2025Q3: 841 shares 841 $460K 0.01% -10 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,680 shares; 2024Q4: 5,753 shares; 2025Q1: 6,173 shares; 2025Q2: 5,908 shares; 2025Q3: 5,994 shares 5,994 $459K 0.01% +86 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,859 shares; 2024Q4: 4,920 shares; 2025Q1: 5,552 shares; 2025Q2: 5,292 shares; 2025Q3: 5,023 shares 5,023 $459K 0.01% -269 Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,055 shares; 2024Q4: 5,826 shares; 2025Q1: 8,402 shares; 2025Q2: 6,057 shares; 2025Q3: 6,254 shares 6,254 $457K 0.01% +197 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,984 shares; 2024Q4: 2,015 shares; 2025Q1: 3,140 shares; 2025Q2: 2,333 shares; 2025Q3: 2,078 shares 2,078 $456K 0.01% -255 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,356 shares; 2024Q4: 3,974 shares; 2025Q1: 2,722 shares; 2025Q2: 2,115 shares; 2025Q3: 2,131 shares 2,131 $456K 0.01% +16 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,116 shares; 2024Q4: 17,249 shares; 2025Q1: 20,528 shares; 2025Q2: 17,222 shares; 2025Q3: 18,401 shares 18,401 $452K 0.01% +1,179 Timeline TRI THOMSON REUTERS CORP More: the full row for THOMSON REUTERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,865 shares; 2024Q4: 3,208 shares; 2025Q1: 3,898 shares; 2025Q2: 2,916 shares; 2025Q3: 2,895 shares 2,895 $450K 0.01% -21 Timeline ZS ZSCALER INC More: the full row for ZSCALER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,306 shares; 2024Q4: 1,307 shares; 2025Q1: 1,740 shares; 2025Q2: 1,344 shares; 2025Q3: 1,500 shares 1,500 $449K 0.01% +156 Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,042 shares; 2025Q2: 2,823 shares; 2025Q3: 4,756 shares 4,756 $449K 0.01% +1,933 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,326 shares; 2024Q4: 6,749 shares; 2025Q1: 10,126 shares; 2025Q2: 6,897 shares; 2025Q3: 6,965 shares 6,965 $447K 0.01% +68 Timeline MUR MURPHY OIL CORP More: the full row for MURPHY OIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,670 shares; 2024Q4: 14,794 shares; 2025Q1: 15,761 shares; 2025Q2: 15,727 shares; 2025Q3: 15,740 shares 15,740 $447K 0.01% +13 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,455 shares; 2024Q4: 14,884 shares; 2025Q1: 25,169 shares; 2025Q2: 14,248 shares; 2025Q3: 14,249 shares 14,249 $447K 0.01% +1 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,857 shares; 2024Q4: 5,867 shares; 2025Q1: 7,159 shares; 2025Q2: 6,251 shares; 2025Q3: 6,282 shares 6,282 $446K 0.01% +31 Timeline SPMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,032 shares; 2024Q4: 48,352 shares; 2025Q1: 593,025 shares; 2025Q2: 35,551 shares; 2025Q3: 19,871 shares 19,871 $446K 0.01% -15,680 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,990 shares; 2024Q4: 3,685 shares; 2025Q1: 5,135 shares; 2025Q2: 3,240 shares; 2025Q3: 3,333 shares 3,333 $445K 0.01% +93 Timeline ACHR ARCHER AVIATION INC More: the full row for ARCHER AVIATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 30,035 shares; 2025Q2: 45,155 shares; 2025Q3: 46,262 shares 46,262 $443K 0.01% +1,107 Timeline XMHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,428 shares; 2024Q4: 3,366 shares; 2025Q1: 3,915 shares; 2025Q2: 4,211 shares; 2025Q3: 4,218 shares 4,218 $443K 0.01% +7 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,997 shares; 2024Q4: 6,675 shares; 2025Q1: 47,328 shares; 2025Q2: 5,814 shares; 2025Q3: 3,685 shares 3,685 $440K 0.01% -2,129 Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,040 shares; 2024Q4: 11,042 shares; 2025Q1: 11,196 shares; 2025Q2: 9,238 shares; 2025Q3: 9,427 shares 9,427 $437K 0.01% +189 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,919 shares; 2024Q4: 8,292 shares; 2025Q1: 10,638 shares; 2025Q2: 9,649 shares; 2025Q3: 9,689 shares 9,689 $436K 0.01% +40 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,877 shares; 2024Q4: 13,173 shares; 2025Q1: 17,512 shares; 2025Q2: 15,546 shares; 2025Q3: 16,677 shares 16,677 $434K 0.01% +1,131 Timeline GIB CGI INC More: the full row for CGI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,343 shares; 2024Q4: 11,016 shares; 2025Q1: 11,129 shares; 2025Q2: 11,443 shares; 2025Q3: 4,825 shares 4,825 $430K 0.01% -6,618 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,546 shares; 2024Q4: 26,047 shares; 2025Q1: 30,413 shares; 2025Q2: 29,789 shares; 2025Q3: 29,117 shares 29,117 $427K 0.01% -672 Timeline CF CF INDUSTRIES HOLD More: the full row for CF INDUSTRIES HOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,892 shares; 2024Q4: 4,610 shares; 2025Q1: 4,615 shares; 2025Q2: 4,583 shares; 2025Q3: 4,752 shares 4,752 $426K 0.01% +169 Timeline IMCV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,304 shares; 2024Q4: 5,304 shares; 2025Q1: 5,304 shares; 2025Q2: 5,304 shares; 2025Q3: 5,304 shares 5,304 $426K 0.01% 0 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,242 shares; 2024Q4: 2,269 shares; 2025Q1: 2,872 shares; 2025Q2: 2,228 shares; 2025Q3: 2,174 shares 2,174 $425K 0.01% -54 Timeline CYBERARK SOFTWARE LTD/ISRAEL CYBERARK SOFTWARE LTD/ISRAEL More: the full row for CYBERARK SOFTWARE LTD/ISRAEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 879 shares 879 $425K 0.01% new TEM TEMPUS AI INC More: the full row for TEMPUS AI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,669 shares; 2025Q2: not reported; 2025Q3: 5,245 shares 5,245 $423K 0.01% new Timeline DFAR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,651 shares 17,651 $421K 0.01% new Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,131 shares; 2024Q4: 2,945 shares; 2025Q1: 3,300 shares; 2025Q2: 2,697 shares; 2025Q3: 2,948 shares 2,948 $420K 0.01% +251 Timeline FMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,574 shares; 2024Q4: 10,389 shares; 2025Q1: 8,716 shares; 2025Q2: 8,715 shares; 2025Q3: 8,272 shares 8,272 $419K 0.01% -443 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 537 shares; 2025Q3: 645 shares 645 $419K 0.01% +108 Timeline DBC INVESCO DB COMMDY INDX TRCK More: the full row for INVESCO DB COMMDY INDX TRCK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,609 shares; 2025Q1: 15,659 shares; 2025Q2: 15,609 shares; 2025Q3: 18,480 shares 18,480 $416K 0.01% +2,871 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,113 shares; 2024Q4: 1,144 shares; 2025Q1: 1,685 shares; 2025Q2: 1,297 shares; 2025Q3: 1,353 shares 1,353 $416K 0.01% +56 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,169 shares; 2024Q4: 15,568 shares; 2025Q1: 21,891 shares; 2025Q2: 15,684 shares; 2025Q3: 15,739 shares 15,739 $414K 0.01% +55 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,496 shares; 2024Q4: 4,541 shares; 2025Q1: 8,515 shares; 2025Q2: 5,909 shares; 2025Q3: 6,114 shares 6,114 $412K 0.01% +205 Timeline HOUS ANYWHERE REAL ESTATE INC More: the full row for ANYWHERE REAL ESTATE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,324 shares; 2024Q4: 77,190 shares; 2025Q1: 77,204 shares; 2025Q2: 77,204 shares; 2025Q3: 38,762 shares 38,762 $410K 0.01% -38,442 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,919 shares; 2024Q4: 6,919 shares; 2025Q1: 9,719 shares; 2025Q2: 5,751 shares; 2025Q3: 5,706 shares 5,706 $407K 0.01% -45 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 862 shares; 2024Q4: 1,157 shares; 2025Q1: 887 shares; 2025Q2: 963 shares; 2025Q3: 1,307 shares 1,307 $402K 0.01% +344 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,976 shares; 2024Q4: 7,679 shares; 2025Q1: 8,157 shares; 2025Q2: 4,649 shares; 2025Q3: 4,880 shares 4,880 $402K 0.01% +231 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,959 shares; 2024Q4: 1,607 shares; 2025Q1: 1,668 shares; 2025Q2: 1,609 shares; 2025Q3: 1,622 shares 1,622 $401K 0.01% +13 Timeline VALE VALE S A More: the full row for VALE S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89,086 shares; 2024Q4: 104,116 shares; 2025Q1: 106,083 shares; 2025Q2: 110,861 shares; 2025Q3: 36,936 shares 36,936 $401K 0.01% -73,925 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,696 shares; 2024Q4: 8,924 shares; 2025Q1: 9,374 shares; 2025Q2: 9,471 shares; 2025Q3: 9,438 shares 9,438 $401K 0.01% -33 Timeline CEF 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,720 shares; 2024Q4: 10,720 shares; 2025Q1: 18,067 shares; 2025Q2: 10,904 shares; 2025Q3: 10,904 shares 10,904 $400K 0.01% 0 Timeline OPP RIVERNORTH DOUBLELINE STRATE More: the full row for RIVERNORTH DOUBLELINE STRATE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,591 shares; 2024Q4: 46,888 shares; 2025Q1: 46,888 shares; 2025Q2: 46,888 shares; 2025Q3: 46,888 shares 46,888 $400K 0.01% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,284 shares; 2024Q4: 3,388 shares; 2025Q1: 9,966 shares; 2025Q2: 3,562 shares; 2025Q3: 3,966 shares 3,966 $399K 0.01% +404 Timeline AVAV AEROVIRONMENT INC More: the full row for AEROVIRONMENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,267 shares 1,267 $399K 0.01% new Timeline AAL AMERICAN AIRLINES GROUP INC More: the full row for AMERICAN AIRLINES GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,069 shares; 2024Q4: 72,261 shares; 2025Q1: 100,691 shares; 2025Q2: 71,535 shares; 2025Q3: 35,270 shares 35,270 $396K <0.01% -36,265 Timeline GCOW PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares 10,000 $396K <0.01% 0 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,895 shares 2,895 $396K <0.01% new Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 504 shares; 2025Q3: 480 shares 480 $396K <0.01% -24 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,957 shares; 2024Q4: 2,995 shares; 2025Q1: 4,386 shares; 2025Q2: 3,415 shares; 2025Q3: 2,764 shares 2,764 $394K <0.01% -651 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,409 shares; 2024Q4: 4,527 shares; 2025Q1: 10,163 shares; 2025Q2: 5,740 shares; 2025Q3: 6,567 shares 6,567 $392K <0.01% +827 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,314 shares; 2024Q4: 1,020 shares; 2025Q1: 1,484 shares; 2025Q2: 1,203 shares; 2025Q3: 1,212 shares 1,212 $392K <0.01% +9 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,471 shares; 2024Q4: 4,205 shares; 2025Q1: 20,846 shares; 2025Q2: 4,552 shares; 2025Q3: 4,483 shares 4,483 $389K <0.01% -69 Timeline LNC LINCOLN NATL CORP IND More: the full row for LINCOLN NATL CORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,427 shares; 2024Q4: 7,202 shares; 2025Q1: 7,177 shares; 2025Q2: 9,516 shares; 2025Q3: 9,608 shares 9,608 $387K <0.01% +92 Timeline HEI HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,218 shares; 2024Q4: 1,220 shares; 2025Q1: 1,214 shares; 2025Q2: 1,196 shares; 2025Q3: 1,196 shares 1,196 $386K <0.01% 0 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,303 shares; 2024Q4: 1,889 shares; 2025Q1: 2,907 shares; 2025Q2: 2,093 shares; 2025Q3: 2,043 shares 2,043 $382K <0.01% -50 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,430 shares; 2024Q4: 7,090 shares; 2025Q1: 15,191 shares; 2025Q2: 8,310 shares; 2025Q3: 7,572 shares 7,572 $382K <0.01% -738 Timeline ROKU ROKU INC More: the full row for ROKU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,372 shares; 2025Q2: 3,794 shares; 2025Q3: 3,809 shares 3,809 $381K <0.01% +15 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 28,942 shares 28,942 $380K <0.01% new Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,238 shares; 2024Q4: 33,036 shares; 2025Q1: 35,024 shares; 2025Q2: 35,469 shares; 2025Q3: 36,200 shares 36,200 $379K <0.01% +731 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,783 shares; 2024Q4: 4,644 shares; 2025Q1: 5,092 shares; 2025Q2: 4,057 shares; 2025Q3: 4,019 shares 4,019 $379K <0.01% -38 Timeline ELF E L F BEAUTY INC More: the full row for E L F BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,488 shares; 2024Q4: 9,904 shares; 2025Q1: 5,471 shares; 2025Q2: 3,307 shares; 2025Q3: 2,846 shares 2,846 $377K <0.01% -461 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,409 shares; 2024Q4: 5,247 shares; 2025Q1: 6,298 shares; 2025Q2: 5,720 shares; 2025Q3: 5,575 shares 5,575 $377K <0.01% -145 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,647 shares; 2024Q4: 20,474 shares; 2025Q1: 5,823 shares; 2025Q2: 6,293 shares; 2025Q3: 5,557 shares 5,557 $374K <0.01% -736 Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,187 shares; 2024Q4: 4,374 shares; 2025Q1: 4,325 shares; 2025Q2: 4,126 shares; 2025Q3: 4,127 shares 4,127 $373K <0.01% +1 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,524 shares; 2024Q4: 4,787 shares; 2025Q1: 6,744 shares; 2025Q2: 4,718 shares; 2025Q3: 4,625 shares 4,625 $373K <0.01% -93 Timeline MAGS LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,145 shares; 2025Q1: 177,322 shares; 2025Q2: 5,780 shares; 2025Q3: 5,742 shares 5,742 $372K <0.01% -38 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,953 shares; 2024Q4: 8,260 shares; 2025Q1: 8,453 shares; 2025Q2: 6,889 shares; 2025Q3: 6,954 shares 6,954 $371K <0.01% +65 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,853 shares; 2024Q4: 4,612 shares; 2025Q1: 6,770 shares; 2025Q2: 4,358 shares; 2025Q3: 3,057 shares 3,057 $371K <0.01% -1,301 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,150 shares; 2024Q4: 5,306 shares; 2025Q1: 6,638 shares; 2025Q2: 4,133 shares; 2025Q3: 4,272 shares 4,272 $369K <0.01% +139 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,223 shares; 2024Q4: 3,640 shares; 2025Q1: 3,611 shares; 2025Q2: 2,253 shares; 2025Q3: 2,237 shares 2,237 $368K <0.01% -16 Timeline DFSU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,234 shares; 2024Q4: 9,171 shares; 2025Q1: 9,148 shares; 2025Q2: 9,148 shares; 2025Q3: 8,647 shares 8,647 $367K <0.01% -501 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,111 shares; 2024Q4: 4,103 shares; 2025Q1: 5,378 shares; 2025Q2: 4,414 shares; 2025Q3: 4,558 shares 4,558 $365K <0.01% +144 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,824 shares; 2024Q4: 2,826 shares; 2025Q1: 6,558 shares; 2025Q2: 2,775 shares; 2025Q3: 2,716 shares 2,716 $365K <0.01% -59 Timeline QQQH NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,544 shares; 2025Q3: 6,699 shares 6,699 $364K <0.01% +155 Timeline USRT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 381,823 shares; 2024Q4: 376,928 shares; 2025Q1: 17,058 shares; 2025Q2: 9,416 shares; 2025Q3: 6,200 shares 6,200 $364K <0.01% -3,216 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,222 shares; 2024Q4: 8,571 shares; 2025Q1: 9,247 shares; 2025Q2: 7,284 shares; 2025Q3: 6,828 shares 6,828 $362K <0.01% -456 Timeline HYDB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,392 shares; 2024Q4: 7,573 shares; 2025Q1: 7,994 shares; 2025Q2: 7,777 shares; 2025Q3: 7,554 shares 7,554 $361K <0.01% -223 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,596 shares; 2024Q4: 2,544 shares; 2025Q1: 2,863 shares; 2025Q2: 2,842 shares; 2025Q3: 3,114 shares 3,114 $361K <0.01% +272 Timeline DUSB DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,845 shares; 2024Q4: 6,418 shares; 2025Q1: 7,069 shares; 2025Q2: 7,069 shares; 2025Q3: 7,069 shares 7,069 $359K <0.01% 0 Timeline ONON ON HLDG AG More: the full row for ON HLDG AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,175 shares; 2024Q4: 8,175 shares; 2025Q1: 10,920 shares; 2025Q2: 7,800 shares; 2025Q3: 8,475 shares 8,475 $359K <0.01% +675 Timeline BMNR BITMINE IMMERSION TECHS INC More: the full row for BITMINE IMMERSION TECHS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,911 shares 6,911 $359K <0.01% new Timeline XSOE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,173 shares; 2024Q4: 9,442 shares; 2025Q1: 17,688 shares; 2025Q2: 8,757 shares; 2025Q3: 9,447 shares 9,447 $358K <0.01% +690 Timeline CHE CHEMED CORP NEW More: the full row for CHEMED CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 797 shares 797 $357K <0.01% new Timeline AGGH SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 829,936 shares; 2025Q2: 17,207 shares; 2025Q3: 17,207 shares 17,207 $356K <0.01% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,370 shares; 2024Q4: 3,299 shares; 2025Q1: 3,277 shares; 2025Q2: 2,824 shares; 2025Q3: 2,564 shares 2,564 $355K <0.01% -260 Timeline XT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,268 shares; 2024Q4: 8,192 shares; 2025Q1: 150,309 shares; 2025Q2: 5,351 shares; 2025Q3: 4,904 shares 4,904 $353K <0.01% -447 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,242 shares; 2024Q4: 3,256 shares; 2025Q1: 3,920 shares; 2025Q2: 3,058 shares; 2025Q3: 3,141 shares 3,141 $352K <0.01% +83 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,655 shares; 2025Q2: 1,192 shares; 2025Q3: 1,292 shares 1,292 $351K <0.01% +100 Timeline BITB BITWISE BITCOIN ETF TR More: the full row for BITWISE BITCOIN ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,342 shares; 2025Q1: 6,302 shares; 2025Q2: 5,435 shares; 2025Q3: 5,605 shares 5,605 $349K <0.01% +170 Timeline VUSB VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,627 shares; 2024Q4: 6,740 shares; 2025Q1: 6,791 shares; 2025Q2: 6,873 shares; 2025Q3: 6,953 shares 6,953 $348K <0.01% +80 Timeline SMFG SUMITOMO MITSUI FIN GRP INC More: the full row for SUMITOMO MITSUI FIN GRP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,016 shares; 2024Q4: 20,738 shares; 2025Q1: 22,429 shares; 2025Q2: 20,626 shares; 2025Q3: 20,634 shares 20,634 $345K <0.01% +8 Timeline MXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,270 shares; 2024Q4: 3,828 shares; 2025Q1: 3,685 shares; 2025Q2: 3,694 shares; 2025Q3: 3,732 shares 3,732 $345K <0.01% +38 Timeline AA ALCOA CORP More: the full row for ALCOA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,750 shares; 2024Q4: 11,755 shares; 2025Q1: 12,183 shares; 2025Q2: 10,437 shares; 2025Q3: 10,478 shares 10,478 $345K <0.01% +41 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,201 shares; 2025Q2: 4,348 shares; 2025Q3: 4,347 shares 4,347 $343K <0.01% -1 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,787 shares; 2024Q4: 3,363 shares; 2025Q1: 3,927 shares; 2025Q2: 3,043 shares; 2025Q3: 3,011 shares 3,011 $343K <0.01% -32 Timeline AFRM AFFIRM HLDGS INC More: the full row for AFFIRM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,233 shares; 2025Q3: 4,691 shares 4,691 $343K <0.01% +1,458 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,725 shares; 2024Q4: 6,023 shares; 2025Q1: 5,339 shares; 2025Q2: 5,523 shares; 2025Q3: 6,147 shares 6,147 $343K <0.01% +624 Timeline SAIC SCIENCE APPLICATIONS INTL CO More: the full row for SCIENCE APPLICATIONS INTL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,238 shares; 2024Q4: 3,654 shares; 2025Q1: 4,006 shares; 2025Q2: 3,427 shares; 2025Q3: 3,414 shares 3,414 $339K <0.01% -13 Timeline JAZZ JAZZ PHARMACEUTICALS PLC More: the full row for JAZZ PHARMACEUTICALS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,619 shares; 2024Q4: 2,625 shares; 2025Q1: 2,652 shares; 2025Q2: 2,580 shares; 2025Q3: 2,559 shares 2,559 $337K <0.01% -21 Timeline P EVERPURE INC More: the full row for EVERPURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,221 shares; 2024Q4: 5,220 shares; 2025Q1: 7,883 shares; 2025Q2: 3,932 shares; 2025Q3: 3,991 shares 3,991 $334K <0.01% +59 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,346 shares; 2024Q4: 1,378 shares; 2025Q1: 1,447 shares; 2025Q2: 1,415 shares; 2025Q3: 1,325 shares 1,325 $333K <0.01% -90 Timeline IBMP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,475 shares; 2024Q4: 12,475 shares; 2025Q1: 14,787 shares; 2025Q2: 13,576 shares; 2025Q3: 13,047 shares 13,047 $332K <0.01% -529 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,146 shares; 2024Q4: 2,188 shares; 2025Q1: 3,171 shares; 2025Q2: 2,334 shares; 2025Q3: 2,350 shares 2,350 $332K <0.01% +16 Timeline CMA COMERICA INC More: the full row for COMERICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,267 shares; 2024Q4: 4,741 shares; 2025Q1: 5,236 shares; 2025Q2: 4,799 shares; 2025Q3: 4,839 shares 4,839 $332K <0.01% +40 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,054 shares; 2024Q4: 14,998 shares; 2025Q1: 17,336 shares; 2025Q2: 10,000 shares; 2025Q3: 9,646 shares 9,646 $332K <0.01% -354 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,651 shares; 2024Q4: 8,214 shares; 2025Q1: 9,702 shares; 2025Q2: 7,227 shares; 2025Q3: 6,105 shares 6,105 $331K <0.01% -1,122 Timeline RGTI RIGETTI COMPUTING INC More: the full row for RIGETTI COMPUTING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 25,030 shares; 2025Q1: 14,382 shares; 2025Q2: not reported; 2025Q3: 11,087 shares 11,087 $330K <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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,261 shares; 2025Q2: 2,753 shares; 2025Q3: 2,753 shares 2,753 $330K <0.01% 0 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,863 shares; 2024Q4: 2,863 shares; 2025Q1: 7,157 shares; 2025Q2: 2,793 shares; 2025Q3: 2,784 shares 2,784 $330K <0.01% -9 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,283 shares; 2024Q4: 17,811 shares; 2025Q1: 24,893 shares; 2025Q2: 16,348 shares; 2025Q3: 16,860 shares 16,860 $329K <0.01% +512 Timeline IFRA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,176 shares; 2025Q3: 6,176 shares 6,176 $326K <0.01% 0 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 424 shares; 2024Q4: 433 shares; 2025Q1: 547 shares; 2025Q2: 494 shares; 2025Q3: 516 shares 516 $325K <0.01% +22 Timeline IDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,851 shares; 2024Q4: 2,927 shares; 2025Q1: 3,807 shares; 2025Q2: 2,900 shares; 2025Q3: 2,914 shares 2,914 $323K <0.01% +14 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,243 shares; 2024Q4: 10,425 shares; 2025Q1: 16,538 shares; 2025Q2: 10,760 shares; 2025Q3: 10,518 shares 10,518 $323K <0.01% -242 Timeline CVNA CARVANA CO More: the full row for CARVANA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,528 shares; 2025Q2: 805 shares; 2025Q3: 841 shares 841 $317K <0.01% +36 Timeline IYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,201 shares; 2024Q4: 3,201 shares; 2025Q1: 3,809 shares; 2025Q2: 3,507 shares; 2025Q3: 3,507 shares 3,507 $314K <0.01% 0 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,568 shares; 2024Q4: 11,816 shares; 2025Q1: 11,241 shares; 2025Q2: 9,896 shares; 2025Q3: 9,061 shares 9,061 $312K <0.01% -835 Timeline LPG DORIAN LPG LTD More: the full row for DORIAN LPG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,608 shares; 2025Q2: 9,547 shares; 2025Q3: 10,435 shares 10,435 $311K <0.01% +888 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 36,966 shares; 2025Q2: 8,255 shares; 2025Q3: 10,410 shares 10,410 $308K <0.01% +2,155 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,836 shares; 2024Q4: 5,837 shares; 2025Q1: 8,125 shares; 2025Q2: 6,640 shares; 2025Q3: 6,874 shares 6,874 $306K <0.01% +234 Timeline MP MP MATERIALS CORP More: the full row for MP MATERIALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,564 shares 4,564 $306K <0.01% new Timeline MFG MIZUHO FINANCIAL GROUP INC More: the full row for MIZUHO FINANCIAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,810 shares; 2024Q4: 44,990 shares; 2025Q1: 45,916 shares; 2025Q2: 45,116 shares; 2025Q3: 45,439 shares 45,439 $304K <0.01% +323 Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,892 shares; 2024Q4: 23,129 shares; 2025Q1: 26,245 shares; 2025Q2: 30,338 shares; 2025Q3: 30,724 shares 30,724 $301K <0.01% +386 Timeline PSBD PALMER SQUARE CAPITAL BDC IN More: the full row for PALMER SQUARE CAPITAL BDC IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 24,500 shares 24,500 $301K <0.01% new 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,049 shares; 2024Q4: 15,786 shares; 2025Q1: 98,107 shares; 2025Q2: 10,558 shares; 2025Q3: 10,400 shares 10,400 $301K <0.01% -158 Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,428 shares; 2025Q1: 10,827 shares; 2025Q2: 9,852 shares; 2025Q3: 10,347 shares 10,347 $299K <0.01% +495 Timeline FXO FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,973 shares; 2024Q4: 4,973 shares; 2025Q1: 5,140 shares; 2025Q2: 5,015 shares; 2025Q3: 5,035 shares 5,035 $299K <0.01% +20 Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,327 shares; 2024Q4: 3,138 shares; 2025Q1: 3,433 shares; 2025Q2: 3,714 shares; 2025Q3: 3,617 shares 3,617 $299K <0.01% -97 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,572 shares; 2024Q4: 1,646 shares; 2025Q1: 2,108 shares; 2025Q2: 1,456 shares; 2025Q3: 1,480 shares 1,480 $299K <0.01% +24 Timeline ONEY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,431 shares; 2024Q4: 2,447 shares; 2025Q1: 2,603 shares; 2025Q2: 2,603 shares; 2025Q3: 2,636 shares 2,636 $298K <0.01% +33 Timeline FIDI FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,766 shares; 2025Q2: not reported; 2025Q3: 12,140 shares 12,140 $297K <0.01% new Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,689 shares; 2025Q2: not reported; 2025Q3: 3,181 shares 3,181 $296K <0.01% new 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 23,940 shares; 2025Q2: not reported; 2025Q3: 11,193 shares 11,193 $296K <0.01% new Timeline AIRR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,026 shares 3,026 $293K <0.01% new Timeline GPIX 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,601 shares 5,601 $293K <0.01% new Timeline OKTA OKTA INC More: the full row for OKTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,083 shares; 2025Q3: 3,173 shares 3,173 $291K <0.01% +90 Timeline CATY CATHAY GEN BANCORP More: the full row for CATHAY GEN BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,105 shares; 2024Q4: 6,070 shares; 2025Q1: 6,070 shares; 2025Q2: 6,060 shares; 2025Q3: 6,060 shares 6,060 $291K <0.01% 0 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,319 shares; 2024Q4: 3,508 shares; 2025Q1: 12,209 shares; 2025Q2: 3,328 shares; 2025Q3: 2,227 shares 2,227 $289K <0.01% -1,101 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,869 shares; 2024Q4: 4,018 shares; 2025Q1: 4,465 shares; 2025Q2: not reported; 2025Q3: 4,258 shares 4,258 $289K <0.01% new Timeline JKHY HENRY JACK & ASSOC INC More: the full row for HENRY JACK & ASSOC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,310 shares; 2024Q4: 1,930 shares; 2025Q1: 2,945 shares; 2025Q2: 1,896 shares; 2025Q3: 1,934 shares 1,934 $288K <0.01% +38 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,188 shares; 2024Q4: 2,198 shares; 2025Q1: 3,979 shares; 2025Q2: 1,578 shares; 2025Q3: 2,089 shares 2,089 $288K <0.01% +511 Timeline REET ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,058 shares; 2024Q4: 13,021 shares; 2025Q1: 13,111 shares; 2025Q2: 11,652 shares; 2025Q3: 11,252 shares 11,252 $288K <0.01% -400 Timeline VMI VALMONT INDS INC More: the full row for VALMONT INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 803 shares; 2025Q2: not reported; 2025Q3: 741 shares 741 $287K <0.01% new Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,702 shares 1,702 $287K <0.01% new Timeline BEPC BROOKFIELD RENEWABLE CORP More: the full row for BROOKFIELD RENEWABLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,391 shares; 2025Q1: 11,854 shares; 2025Q2: 8,875 shares; 2025Q3: 8,325 shares 8,325 $287K <0.01% -550 Timeline HUBS HUBSPOT INC More: the full row for HUBSPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,058 shares; 2024Q4: 913 shares; 2025Q1: 1,173 shares; 2025Q2: 773 shares; 2025Q3: 610 shares 610 $286K <0.01% -163 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,708 shares; 2024Q4: 3,713 shares; 2025Q1: 14,522 shares; 2025Q2: 3,207 shares; 2025Q3: 3,212 shares 3,212 $285K <0.01% +5 Timeline NVG NUVEEN AMT FREE MUN CR INC F More: the full row for NUVEEN AMT FREE MUN CR INC F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,220 shares; 2024Q4: 23,020 shares; 2025Q1: 24,026 shares; 2025Q2: 23,020 shares; 2025Q3: 23,020 shares 23,020 $283K <0.01% 0 Timeline IBTI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,105 shares; 2025Q3: 12,599 shares 12,599 $282K <0.01% +1,494 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,328 shares; 2025Q2: 2,971 shares; 2025Q3: 3,079 shares 3,079 $280K <0.01% +108 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,877 shares; 2025Q2: 8,177 shares; 2025Q3: 8,177 shares 8,177 $279K <0.01% 0 Timeline URTY PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,704 shares; 2024Q4: 28,804 shares; 2025Q1: 28,793 shares; 2025Q2: 67,988 shares; 2025Q3: 5,242 shares 5,242 $278K <0.01% -62,746 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,715 shares; 2024Q4: 2,714 shares; 2025Q1: 2,840 shares; 2025Q2: 2,306 shares; 2025Q3: 2,252 shares 2,252 $278K <0.01% -54 Timeline HYLB DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,535 shares; 2024Q4: 7,731 shares; 2025Q1: 7,685 shares; 2025Q2: 7,503 shares; 2025Q3: 7,465 shares 7,465 $277K <0.01% -38 Timeline LRGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,988 shares; 2024Q4: 4,151 shares; 2025Q1: 4,151 shares; 2025Q2: 4,158 shares; 2025Q3: 4,009 shares 4,009 $277K <0.01% -149 Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,459 shares; 2024Q4: 13,168 shares; 2025Q1: 14,737 shares; 2025Q2: 14,087 shares; 2025Q3: 14,381 shares 14,381 $277K <0.01% +294 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,422 shares; 2024Q4: 4,446 shares; 2025Q1: 4,724 shares; 2025Q2: 3,746 shares; 2025Q3: 3,680 shares 3,680 $276K <0.01% -66 Timeline INFY INFOSYS LTD More: the full row for INFOSYS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,233 shares; 2025Q3: 16,930 shares 16,930 $275K <0.01% -303 Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,734 shares; 2025Q2: 959 shares; 2025Q3: 981 shares 981 $274K <0.01% +22 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,700 shares; 2024Q4: 6,465 shares; 2025Q1: 7,724 shares; 2025Q2: 4,780 shares; 2025Q3: 4,782 shares 4,782 $273K <0.01% +2 Timeline IBDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,606 shares 11,606 $272K <0.01% new Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 872 shares; 2024Q4: 868 shares; 2025Q1: 862 shares; 2025Q2: 953 shares; 2025Q3: 1,046 shares 1,046 $272K <0.01% +93 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,814 shares; 2025Q1: 7,250 shares; 2025Q2: 6,547 shares; 2025Q3: 5,583 shares 5,583 $272K <0.01% -964 Timeline TOST TOAST INC More: the full row for TOAST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,043 shares; 2025Q2: 5,386 shares; 2025Q3: 7,409 shares 7,409 $271K <0.01% +2,023 Timeline HTH HILLTOP HLDGS INC More: the full row for HILLTOP HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,902 shares; 2024Q4: 10,902 shares; 2025Q1: 10,996 shares; 2025Q2: 10,920 shares; 2025Q3: 8,091 shares 8,091 $270K <0.01% -2,829 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,945 shares; 2024Q4: 3,945 shares; 2025Q1: 4,786 shares; 2025Q2: 3,945 shares; 2025Q3: 3,945 shares 3,945 $270K <0.01% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,627 shares; 2024Q4: 63,479 shares; 2025Q1: 73,534 shares; 2025Q2: 56,744 shares; 2025Q3: 11,767 shares 11,767 $270K <0.01% -44,977 Timeline TXT TEXTRON INC More: the full row for TEXTRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,207 shares; 2025Q2: 3,501 shares; 2025Q3: 3,187 shares 3,187 $269K <0.01% -314 Timeline IBDT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,958 shares; 2025Q1: 17,067 shares; 2025Q2: 10,000 shares; 2025Q3: 10,541 shares 10,541 $269K <0.01% +541 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,303 shares; 2024Q4: 4,760 shares; 2025Q1: 4,777 shares; 2025Q2: 4,988 shares; 2025Q3: 4,079 shares 4,079 $269K <0.01% -909 Timeline OMF ONEMAIN HLDGS INC More: the full row for ONEMAIN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,533 shares; 2025Q3: 4,710 shares 4,710 $266K <0.01% +177 Timeline IBTH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,311 shares; 2025Q3: 11,797 shares 11,797 $266K <0.01% +1,486 Timeline NZF NUVEEN MUN CR INCOME FD More: the full row for NUVEEN MUN CR INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,146 shares; 2024Q4: 21,147 shares; 2025Q1: 21,147 shares; 2025Q2: 21,148 shares; 2025Q3: 21,149 shares 21,149 $266K <0.01% +1 Timeline IBTG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,100 shares; 2025Q3: 11,558 shares 11,558 $265K <0.01% +1,458 Timeline GDDY GODADDY INC More: the full row for GODADDY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,885 shares; 2024Q4: 1,884 shares; 2025Q1: 2,008 shares; 2025Q2: 1,996 shares; 2025Q3: 1,935 shares 1,935 $265K <0.01% -61 Timeline ISHARES TR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,823 shares; 2025Q3: 11,256 shares 11,256 $263K <0.01% +1,433 VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,742 shares; 2025Q2: 8,054 shares; 2025Q3: 8,039 shares 8,039 $262K <0.01% -15 Timeline KTOS KRATOS DEFENSE & SEC SOLUTIO More: the full row for KRATOS DEFENSE & SEC SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,869 shares 2,869 $262K <0.01% new Timeline IBOC INTERNATIONAL BANCSHARES COR More: the full row for INTERNATIONAL BANCSHARES COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,812 shares; 2024Q4: 3,812 shares; 2025Q1: 86,079 shares; 2025Q2: 3,786 shares; 2025Q3: 3,786 shares 3,786 $260K <0.01% 0 Timeline NTR NUTRIEN LTD More: the full row for NUTRIEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,561 shares; 2025Q2: 4,623 shares; 2025Q3: 4,416 shares 4,416 $259K <0.01% -207 Timeline IONS IONIS PHARMACEUTICALS INC More: the full row for IONIS PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,934 shares 3,934 $257K <0.01% new Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,023 shares; 2024Q4: 2,115 shares; 2025Q1: 7,577 shares; 2025Q2: 2,334 shares; 2025Q3: 2,095 shares 2,095 $257K <0.01% -239 Timeline BXP BXP INC More: the full row for BXP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,515 shares; 2024Q4: 3,287 shares; 2025Q1: 3,499 shares; 2025Q2: 3,794 shares; 2025Q3: 3,434 shares 3,434 $255K <0.01% -360 Timeline AMCOR PLC AMCOR PLC More: the full row for AMCOR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,961 shares; 2024Q4: 22,405 shares; 2025Q1: 25,726 shares; 2025Q2: 27,483 shares; 2025Q3: 31,076 shares 31,076 $254K <0.01% +3,593 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,315 shares; 2024Q4: 20,188 shares; 2025Q1: 24,738 shares; 2025Q2: 20,938 shares; 2025Q3: 19,809 shares 19,809 $253K <0.01% -1,129 Timeline PODD INSULET CORP More: the full row for INSULET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,137 shares; 2024Q4: 850 shares; 2025Q1: 945 shares; 2025Q2: 849 shares; 2025Q3: 819 shares 819 $253K <0.01% -30 Timeline TFI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,342 shares; 2024Q4: 7,747 shares; 2025Q1: 9,819 shares; 2025Q2: 6,175 shares; 2025Q3: 5,530 shares 5,530 $252K <0.01% -645 Timeline NEU NEWMARKET CORP More: the full row for NEWMARKET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 303 shares; 2025Q3: 303 shares 303 $251K <0.01% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,563 shares; 2024Q4: 16,593 shares; 2025Q1: 16,670 shares; 2025Q2: 14,466 shares; 2025Q3: 13,741 shares 13,741 $251K <0.01% -725 Timeline AOR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,885 shares 3,885 $250K <0.01% new Timeline DMBS DOUBLELINE ETF TRUST More: the full row for DOUBLELINE ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,025 shares 5,025 $250K <0.01% new Timeline BUSE FIRST BUSEY CORP More: the full row for FIRST BUSEY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,763 shares; 2025Q2: 11,157 shares; 2025Q3: 10,767 shares 10,767 $249K <0.01% -390 Timeline VLY VALLEY NATL BANCORP More: the full row for VALLEY NATL BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,389 shares; 2024Q4: 23,383 shares; 2025Q1: 23,421 shares; 2025Q2: 23,435 shares; 2025Q3: 23,435 shares 23,435 $248K <0.01% 0 Timeline NBTB NBT BANCORP INC More: the full row for NBT BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,938 shares; 2025Q3: 5,938 shares 5,938 $248K <0.01% 0 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,869 shares; 2024Q4: 7,219 shares; 2025Q1: 7,986 shares; 2025Q2: 8,010 shares; 2025Q3: 7,958 shares 7,958 $248K <0.01% -52 Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,305 shares; 2024Q4: 12,851 shares; 2025Q1: 14,211 shares; 2025Q2: 11,537 shares; 2025Q3: 12,230 shares 12,230 $247K <0.01% +693 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,013 shares; 2024Q4: 3,455 shares; 2025Q1: 4,442 shares; 2025Q2: 1,569 shares; 2025Q3: 1,675 shares 1,675 $247K <0.01% +106 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,219 shares; 2024Q4: 12,923 shares; 2025Q1: 16,803 shares; 2025Q2: 9,026 shares; 2025Q3: 9,057 shares 9,057 $247K <0.01% +31 Timeline BAB INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,584 shares; 2024Q4: 10,075 shares; 2025Q1: 13,565 shares; 2025Q2: 9,890 shares; 2025Q3: 8,990 shares 8,990 $245K <0.01% -900 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,319 shares; 2025Q1: 2,822 shares; 2025Q2: 2,528 shares; 2025Q3: 2,349 shares 2,349 $245K <0.01% -179 Timeline CORT CORCEPT THERAPEUTICS INC More: the full row for CORCEPT THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,964 shares; 2025Q2: 2,948 shares; 2025Q3: 2,944 shares 2,944 $245K <0.01% -4 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,100 shares; 2025Q2: not reported; 2025Q3: 5,955 shares 5,955 $244K <0.01% new Timeline VITL VITAL FARMS INC More: the full row for VITAL FARMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,566 shares; 2024Q4: 6,586 shares; 2025Q1: 9,677 shares; 2025Q2: 5,946 shares; 2025Q3: 5,926 shares 5,926 $244K <0.01% -20 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,739 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,042 shares; 2025Q3: 3,039 shares 3,039 $243K <0.01% -3 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,681 shares; 2024Q4: 12,615 shares; 2025Q1: 7,751 shares; 2025Q2: 2,018 shares; 2025Q3: 1,802 shares 1,802 $243K <0.01% -216 Timeline PDD PDD HOLDINGS INC More: the full row for PDD HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,810 shares; 2024Q4: not reported; 2025Q1: 1,864 shares; 2025Q2: not reported; 2025Q3: 1,835 shares 1,835 $243K <0.01% new Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,556 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,291 shares 5,291 $242K <0.01% new 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,368 shares; 2024Q4: 3,894 shares; 2025Q1: 4,518 shares; 2025Q2: 3,198 shares; 2025Q3: 2,963 shares 2,963 $242K <0.01% -235 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,523 shares; 2024Q4: 3,493 shares; 2025Q1: 3,034 shares; 2025Q2: 831 shares; 2025Q3: 835 shares 835 $241K <0.01% +4 Timeline EL LAUDER ESTEE COS INC More: the full row for LAUDER ESTEE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,444 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,842 shares; 2025Q3: 2,735 shares 2,735 $241K <0.01% -107 Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,969 shares; 2024Q4: 2,474 shares; 2025Q1: 2,310 shares; 2025Q2: not reported; 2025Q3: 1,817 shares 1,817 $241K <0.01% new Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,830 shares 2,830 $239K <0.01% new Timeline VAC MARRIOTT VACATIONS WORLDWIDE More: the full row for MARRIOTT VACATIONS WORLDWIDE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,771 shares; 2024Q4: 3,805 shares; 2025Q1: 3,806 shares; 2025Q2: 4,075 shares; 2025Q3: 3,592 shares 3,592 $239K <0.01% -483 Timeline GPN GLOBAL PMTS INC More: the full row for GLOBAL PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,871 shares 2,871 $238K <0.01% new Timeline SBR SABINE RTY TR More: the full row for SABINE RTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares 3,000 $238K <0.01% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,270 shares; 2025Q1: 7,164 shares; 2025Q2: 3,238 shares; 2025Q3: 3,238 shares 3,238 $237K <0.01% 0 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,059 shares; 2025Q2: not reported; 2025Q3: 2,092 shares 2,092 $237K <0.01% new Timeline MDYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,249 shares; 2024Q4: 3,473 shares; 2025Q1: 14,214 shares; 2025Q2: 2,813 shares; 2025Q3: 2,573 shares 2,573 $236K <0.01% -240 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,998 shares; 2025Q2: 2,871 shares; 2025Q3: 3,023 shares 3,023 $235K <0.01% +152 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,296 shares; 2024Q4: 2,574 shares; 2025Q1: 3,182 shares; 2025Q2: 2,573 shares; 2025Q3: 2,609 shares 2,609 $234K <0.01% +36 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,276 shares; 2024Q4: 5,215 shares; 2025Q1: 6,219 shares; 2025Q2: 4,950 shares; 2025Q3: 3,485 shares 3,485 $234K <0.01% -1,465 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 569 shares; 2025Q2: 296 shares; 2025Q3: 325 shares 325 $233K <0.01% +29 Timeline MYRG MYR GROUP INC More: the full row for MYR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,120 shares 1,120 $233K <0.01% new 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,767 shares; 2025Q1: 1,830 shares; 2025Q2: 1,773 shares; 2025Q3: 1,785 shares 1,785 $233K <0.01% +12 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,129 shares; 2024Q4: 1,928 shares; 2025Q1: not reported; 2025Q2: 2,059 shares; 2025Q3: 1,962 shares 1,962 $232K <0.01% -97 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,190 shares; 2024Q4: 3,227 shares; 2025Q1: 4,214 shares; 2025Q2: 2,188 shares; 2025Q3: 2,251 shares 2,251 $231K <0.01% +63 Timeline EWL ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,075 shares; 2024Q4: not reported; 2025Q1: 4,075 shares; 2025Q2: 4,153 shares; 2025Q3: 4,177 shares 4,177 $231K <0.01% +24 Timeline FLGT FULGENT GENETICS INC More: the full row for FULGENT GENETICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,239 shares; 2024Q4: 10,220 shares; 2025Q1: 10,287 shares; 2025Q2: 10,192 shares; 2025Q3: 10,185 shares 10,185 $230K <0.01% -7 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,390 shares; 2024Q4: 4,324 shares; 2025Q1: 5,885 shares; 2025Q2: 2,269 shares; 2025Q3: 2,139 shares 2,139 $228K <0.01% -130 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,409 shares; 2024Q4: 4,281 shares; 2025Q1: 4,303 shares; 2025Q2: 4,332 shares; 2025Q3: 4,357 shares 4,357 $228K <0.01% +25 Timeline BLSH BULLISH More: the full row for BULLISH Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,566 shares 3,566 $227K <0.01% new Timeline SCS STEELCASE INC-CLASS A More: the full row for STEELCASE INC-CLASS A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,502 shares; 2024Q4: 14,453 shares; 2025Q1: 20,200 shares; 2025Q2: 13,845 shares; 2025Q3: 13,159 shares 13,159 $226K <0.01% -686 Timeline VFL ABRDN NATL MUN INCOME FD More: the full row for ABRDN NATL MUN INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,670 shares; 2024Q4: 22,057 shares; 2025Q1: 22,057 shares; 2025Q2: 22,057 shares; 2025Q3: 22,057 shares 22,057 $226K <0.01% 0 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,367 shares; 2024Q4: 1,378 shares; 2025Q1: 1,952 shares; 2025Q2: 1,048 shares; 2025Q3: 1,138 shares 1,138 $225K <0.01% +90 Timeline ISTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,491 shares; 2024Q4: 4,491 shares; 2025Q1: 4,391 shares; 2025Q2: 4,590 shares; 2025Q3: 4,590 shares 4,590 $224K <0.01% 0 Timeline AAON AAON INC More: the full row for AAON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,395 shares; 2024Q4: 2,400 shares; 2025Q1: 2,794 shares; 2025Q2: not reported; 2025Q3: 2,388 shares 2,388 $223K <0.01% new Timeline XCHYX CALAMOS CONV & HIGH INCOME F More: the full row for CALAMOS CONV & HIGH INCOME F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,006 shares; 2024Q4: 24,413 shares; 2025Q1: 22,894 shares; 2025Q2: 20,876 shares; 2025Q3: 19,868 shares 19,868 $223K <0.01% -1,008 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,437 shares; 2024Q4: 4,371 shares; 2025Q1: 4,242 shares; 2025Q2: 4,314 shares; 2025Q3: 4,240 shares 4,240 $222K <0.01% -74 Timeline BWX SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,635 shares 9,635 $222K <0.01% new Timeline GCT GIGACLOUD TECHNOLOGY INC More: the full row for GIGACLOUD TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,810 shares; 2025Q2: not reported; 2025Q3: 7,775 shares 7,775 $221K <0.01% new Timeline FXR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,649 shares; 2024Q4: 2,833 shares; 2025Q1: not reported; 2025Q2: 2,796 shares; 2025Q3: 2,801 shares 2,801 $219K <0.01% +5 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,337 shares; 2025Q2: not reported; 2025Q3: 3,117 shares 3,117 $218K <0.01% new Timeline FIG FIGMA INC More: the full row for FIGMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,183 shares 4,183 $217K <0.01% new Timeline APA APA CORPORATION More: the full row for APA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,936 shares 8,936 $217K <0.01% new Timeline ZION ZIONS BANCORPORATION NATL AS More: the full row for ZIONS BANCORPORATION NATL AS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,817 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,825 shares 3,825 $216K <0.01% new Timeline SUI SUN CMNTYS INC More: the full row for SUN CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,195 shares; 2024Q4: 1,912 shares; 2025Q1: 1,952 shares; 2025Q2: 1,834 shares; 2025Q3: 1,677 shares 1,677 $216K <0.01% -157 Timeline EWQ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,912 shares; 2025Q3: 4,912 shares 4,912 $216K <0.01% 0 Timeline CHRD CHORD ENERGY CORPORATION More: the full row for CHORD ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,188 shares; 2025Q3: 2,171 shares 2,171 $216K <0.01% -17 Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,156 shares; 2025Q1: 4,029 shares; 2025Q2: 3,286 shares; 2025Q3: 2,153 shares 2,153 $215K <0.01% -1,133 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,349 shares; 2025Q2: not reported; 2025Q3: 1,248 shares 1,248 $213K <0.01% new Timeline BCS BARCLAYS PLC More: the full row for BARCLAYS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,093 shares; 2025Q2: 10,087 shares; 2025Q3: 10,313 shares 10,313 $213K <0.01% +226 Timeline BFST BUSINESS FIRST BANCSHARES IN More: the full row for BUSINESS FIRST BANCSHARES IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,498 shares; 2024Q4: 9,498 shares; 2025Q1: 9,003 shares; 2025Q2: 9,003 shares; 2025Q3: 9,002 shares 9,002 $213K <0.01% -1 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,707 shares; 2024Q4: 11,782 shares; 2025Q1: 12,568 shares; 2025Q2: not reported; 2025Q3: 4,530 shares 4,530 $212K <0.01% new Timeline TSLL DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,000 shares 10,000 $211K <0.01% new Timeline CAG CONAGRA BRANDS INC More: the full row for CONAGRA BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,524 shares 11,524 $211K <0.01% new Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 615 shares 615 $209K <0.01% new Timeline AN AUTONATION INC More: the full row for AUTONATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,704 shares; 2024Q4: 1,696 shares; 2025Q1: 1,713 shares; 2025Q2: not reported; 2025Q3: 953 shares 953 $208K <0.01% new Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,792 shares; 2025Q2: 697 shares; 2025Q3: 699 shares 699 $208K <0.01% +2 Timeline GCMG GCM GROSVENOR INC More: the full row for GCM GROSVENOR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 108,109 shares; 2024Q4: 96,099 shares; 2025Q1: 97,695 shares; 2025Q2: 81,914 shares; 2025Q3: 17,175 shares 17,175 $207K <0.01% -64,739 Timeline PKST PEAKSTONE REALTY TRUST More: the full row for PEAKSTONE REALTY TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,052 shares; 2024Q4: 20,528 shares; 2025Q1: 20,995 shares; 2025Q2: 16,014 shares; 2025Q3: 15,796 shares 15,796 $207K <0.01% -218 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,309 shares 6,309 $207K <0.01% new Timeline GRNY TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,264 shares 8,264 $207K <0.01% new Timeline AIVC AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,250 shares 3,250 $206K <0.01% new 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,132 shares 2,132 $206K <0.01% new Timeline FPX FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,234 shares 1,234 $205K <0.01% new Timeline SWKS SKYWORKS SOLUTIONS INC More: the full row for SKYWORKS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,016 shares; 2024Q4: 2,961 shares; 2025Q1: 6,354 shares; 2025Q2: 2,796 shares; 2025Q3: 2,663 shares 2,663 $205K <0.01% -133 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,019 shares; 2025Q2: not reported; 2025Q3: 2,258 shares 2,258 $205K <0.01% new Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 711 shares 711 $205K <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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,335 shares; 2024Q4: 11,359 shares; 2025Q1: 11,618 shares; 2025Q2: 11,612 shares; 2025Q3: 11,656 shares 11,656 $204K <0.01% +44 Timeline BTC GRAYSCALE BITCOIN MINI TR ET More: the full row for GRAYSCALE BITCOIN MINI TR ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,017 shares 4,017 $203K <0.01% new 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,654 shares 2,654 $203K <0.01% new 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,361 shares; 2025Q1: 2,666 shares; 2025Q2: 2,446 shares; 2025Q3: 2,166 shares 2,166 $202K <0.01% -280 Timeline NLR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,488 shares 1,488 $202K <0.01% new Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,786 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,651 shares 5,651 $202K <0.01% new Timeline WIX WIX COM LTD More: the full row for WIX COM LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,134 shares 1,134 $201K <0.01% new 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,168 shares; 2025Q1: 4,273 shares; 2025Q2: 2,882 shares; 2025Q3: 2,741 shares 2,741 $201K <0.01% -141 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,398 shares 2,398 $201K <0.01% new Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,552 shares; 2024Q4: 980 shares; 2025Q1: 1,247 shares; 2025Q2: 919 shares; 2025Q3: 882 shares 882 $201K <0.01% -37 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,274 shares; 2024Q4: 7,274 shares; 2025Q1: 7,274 shares; 2025Q2: 7,274 shares; 2025Q3: 7,704 shares 7,704 $201K <0.01% +430 Timeline SURE ADVISORSHARES TR More: the full row for ADVISORSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,611 shares; 2025Q2: not reported; 2025Q3: 1,618 shares 1,618 $200K <0.01% new Timeline JOBY JOBY AVIATION INC More: the full row for JOBY AVIATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,396 shares; 2024Q4: 10,487 shares; 2025Q1: 16,008 shares; 2025Q2: not reported; 2025Q3: 12,387 shares 12,387 $200K <0.01% new Timeline FLO FLOWERS FOODS INC More: the full row for FLOWERS FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,577 shares; 2025Q3: 15,192 shares 15,192 $198K <0.01% +1,615 Timeline LYG LLOYDS BANKING GROUP PLC More: the full row for LLOYDS BANKING GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,426 shares; 2024Q4: 40,168 shares; 2025Q1: 40,459 shares; 2025Q2: 40,204 shares; 2025Q3: 42,739 shares 42,739 $194K <0.01% +2,535 Timeline OWL BLUE OWL CAPITAL INC More: the full row for BLUE OWL CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,451 shares 11,451 $194K <0.01% new Timeline FNB F N B CORP More: the full row for F N B CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,661 shares; 2025Q1: 12,542 shares; 2025Q2: 11,966 shares; 2025Q3: 11,966 shares 11,966 $193K <0.01% 0 Timeline PDT HANCOCK JOHN PREM DIVID FD More: the full row for HANCOCK JOHN PREM DIVID FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,053 shares; 2024Q4: 14,149 shares; 2025Q1: 14,247 shares; 2025Q2: 14,289 shares; 2025Q3: 14,330 shares 14,330 $191K <0.01% +41 Timeline GNL GLOBAL NET LEASE INC More: the full row for GLOBAL NET LEASE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,914 shares; 2024Q4: 30,298 shares; 2025Q1: 40,736 shares; 2025Q2: 23,822 shares; 2025Q3: 23,326 shares 23,326 $190K <0.01% -496 Timeline NUV NUVEEN MUN VALUE FD INC More: the full row for NUVEEN MUN VALUE FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,484 shares; 2024Q4: 17,484 shares; 2025Q1: 24,509 shares; 2025Q2: 19,516 shares; 2025Q3: 17,484 shares 17,484 $157K <0.01% -2,032 Timeline GAIN GLADSTONE INVT CORP More: the full row for GLADSTONE INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,730 shares 10,730 $148K <0.01% new Timeline LEG LEGGETT & PLATT INC More: the full row for LEGGETT & PLATT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,687 shares; 2024Q4: 11,685 shares; 2025Q1: 13,183 shares; 2025Q2: 15,532 shares; 2025Q3: 15,109 shares 15,109 $134K <0.01% -423 Timeline RXRX RECURSION PHARMACEUTICALS IN More: the full row for RECURSION PHARMACEUTICALS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,167 shares; 2024Q4: 11,473 shares; 2025Q1: 18,854 shares; 2025Q2: 30,346 shares; 2025Q3: 27,403 shares 27,403 $134K <0.01% -2,943 Timeline UMC UNITED MICROELECTRONICS CORP More: the full row for UNITED MICROELECTRONICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,731 shares; 2025Q1: 21,199 shares; 2025Q2: 14,249 shares; 2025Q3: 16,990 shares 16,990 $129K <0.01% +2,741 Timeline VTRS VIATRIS INC More: the full row for VIATRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,677 shares; 2024Q4: 10,399 shares; 2025Q1: 10,900 shares; 2025Q2: 12,793 shares; 2025Q3: 12,880 shares 12,880 $128K <0.01% +87 Timeline NOK NOKIA CORP More: the full row for NOKIA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,595 shares; 2024Q4: 24,989 shares; 2025Q1: 25,672 shares; 2025Q2: 24,174 shares; 2025Q3: 26,022 shares 26,022 $125K <0.01% +1,848 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,985 shares; 2024Q4: 66,584 shares; 2025Q1: 103,227 shares; 2025Q2: 51,989 shares; 2025Q3: 58,324 shares 58,324 $123K <0.01% +6,335 Timeline XBFZX BLACKROCK CA MUNI INC TR More: the full row for BLACKROCK CA MUNI INC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares 10,000 $110K <0.01% 0 Timeline EDIT EDITAS MEDICINE INC More: the full row for EDITAS MEDICINE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 49,525 shares; 2025Q1: 47,846 shares; 2025Q2: 32,258 shares; 2025Q3: 29,219 shares 29,219 $101K <0.01% -3,039 Timeline DMA DESTRA MULTI-ALTERNATIVE FD More: the full row for DESTRA MULTI-ALTERNATIVE FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,512 shares; 2024Q4: 11,512 shares; 2025Q1: 11,512 shares; 2025Q2: 11,512 shares; 2025Q3: 11,512 shares 11,512 $99.5K <0.01% 0 Timeline MPT MEDICAL PROPERTIES TRUST INC More: the full row for MEDICAL PROPERTIES TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,763 shares; 2024Q4: 30,121 shares; 2025Q1: 29,888 shares; 2025Q2: 23,735 shares; 2025Q3: 19,358 shares 19,358 $98.1K <0.01% -4,377 Timeline LUMN LUMEN TECHNOLOGIES INC More: the full row for LUMEN TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,308 shares; 2024Q4: 20,571 shares; 2025Q1: 20,194 shares; 2025Q2: 15,467 shares; 2025Q3: 15,541 shares 15,541 $95.1K <0.01% +74 Timeline HUN HUNTSMAN CORP More: the full row for HUNTSMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,208 shares 10,208 $91.7K <0.01% new Timeline CRBU CARIBOU BIOSCIENCES INC More: the full row for CARIBOU BIOSCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,471 shares; 2024Q4: 55,762 shares; 2025Q1: 53,979 shares; 2025Q2: 37,993 shares; 2025Q3: 34,674 shares 34,674 $80.8K <0.01% -3,319 Timeline PRME PRIME MEDICINE INC More: the full row for PRIME MEDICINE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 23,955 shares; 2025Q1: 24,261 shares; 2025Q2: 16,031 shares; 2025Q3: 14,379 shares 14,379 $79.7K <0.01% -1,652 Timeline WIT WIPRO LTD More: the full row for WIPRO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,992 shares; 2024Q4: 33,008 shares; 2025Q1: 33,525 shares; 2025Q2: 26,850 shares; 2025Q3: 29,396 shares 29,396 $77.3K <0.01% +2,546 Timeline HRZN HORIZON TECHNOLOGY FIN CORP More: the full row for HORIZON TECHNOLOGY FIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,600 shares; 2025Q1: 14,638 shares; 2025Q2: 15,770 shares; 2025Q3: 12,185 shares 12,185 $74.3K <0.01% -3,585 Timeline HPP HUDSON PAC PPTYS INC More: the full row for HUDSON PAC PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,830 shares; 2024Q4: 33,228 shares; 2025Q1: 33,396 shares; 2025Q2: 31,158 shares; 2025Q3: 21,336 shares 21,336 $58.9K <0.01% -9,822 Timeline ITRG INTEGRA RES CORP More: the full row for INTEGRA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19,748 shares 19,748 $58.3K <0.01% new Timeline INO INOVIO PHARMACEUTICALS INC More: the full row for INOVIO PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 31,290 shares; 2025Q1: 30,299 shares; 2025Q2: 20,372 shares; 2025Q3: 18,453 shares 18,453 $43.2K <0.01% -1,919 Timeline ZONE ZONE FRONTIER INC More: the full row for ZONE FRONTIER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,000 shares 20,000 $40.4K <0.01% new Timeline NRGV ENERGY VAULT HOLDINGS INC More: the full row for ENERGY VAULT HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 22,223 shares; 2025Q1: 21,491 shares; 2025Q2: 14,227 shares; 2025Q3: 13,032 shares 13,032 $38.7K <0.01% -1,195 Timeline PRTS CARPARTS COM INC More: the full row for CARPARTS COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 50,000 shares; 2025Q1: 50,000 shares; 2025Q2: 50,000 shares; 2025Q3: 50,000 shares 50,000 $35.6K <0.01% 0 Timeline GOTU GAOTU TECHEDU INC More: the full row for GAOTU TECHEDU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares 10,000 $32.6K <0.01% 0 Timeline PLUG PLUG PWR INC More: the full row for PLUG PWR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,748 shares 12,748 $29.7K <0.01% new Timeline SLQT SELECTQUOTE INC More: the full row for SELECTQUOTE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 52,248 shares; 2025Q1: 55,116 shares; 2025Q2: 53,748 shares; 2025Q3: 14,809 shares 14,809 $29K <0.01% -38,939 Timeline PACB PACIFIC BIOSCIENCES CALIF IN More: the full row for PACIFIC BIOSCIENCES CALIF IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 35,337 shares; 2025Q1: 35,707 shares; 2025Q2: 24,124 shares; 2025Q3: 21,807 shares 21,807 $27.9K <0.01% -2,317 Timeline ABEV AMBEV SA More: the full row for AMBEV SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,685 shares; 2024Q4: 17,160 shares; 2025Q1: 11,977 shares; 2025Q2: 11,849 shares; 2025Q3: 10,096 shares 10,096 $22.5K <0.01% -1,753 Timeline MVIS MICROVISION INC DEL More: the full row for MICROVISION INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 28,225 shares; 2025Q2: 17,650 shares; 2025Q3: 17,650 shares 17,650 $21.9K <0.01% 0 Timeline RANI RANI THERAPEUTICS HLDGS INC More: the full row for RANI THERAPEUTICS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,485 shares; 2024Q4: 27,208 shares; 2025Q1: 27,208 shares; 2025Q2: 27,208 shares; 2025Q3: 27,208 shares 27,208 $13.6K <0.01% 0 Timeline