MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,289 shares; 2024Q4: 11,261 shares; 2025Q1: 13,714 shares; 2025Q2: 10,701 shares; 2025Q3: 10,706 shares; 2025Q4: 10,181 shares 10,181 $978K 0.01% -525 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,405 shares; 2024Q4: 4,314 shares; 2025Q1: 4,715 shares; 2025Q2: 4,465 shares; 2025Q3: 4,582 shares; 2025Q4: 4,674 shares 4,674 $973K 0.01% +92 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,042 shares; 2024Q4: 11,738 shares; 2025Q1: 25,361 shares; 2025Q2: 10,888 shares; 2025Q3: 10,934 shares; 2025Q4: 10,015 shares 10,015 $970K 0.01% -919 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 802 shares; 2024Q4: 744 shares; 2025Q1: 919 shares; 2025Q2: 859 shares; 2025Q3: 844 shares; 2025Q4: 1,062 shares 1,062 $963K 0.01% +218 Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,295 shares; 2024Q4: 33,920 shares; 2025Q1: 26,107 shares; 2025Q2: 22,931 shares; 2025Q3: 20,604 shares; 2025Q4: 22,404 shares 22,404 $926K 0.01% +1,800 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,290 shares; 2024Q4: 19,010 shares; 2025Q1: 20,776 shares; 2025Q2: 17,324 shares; 2025Q3: 16,497 shares; 2025Q4: 15,768 shares 15,768 $921K 0.01% -729 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,869 shares; 2024Q4: 12,488 shares; 2025Q1: 15,005 shares; 2025Q2: 11,052 shares; 2025Q3: 10,767 shares; 2025Q4: 11,205 shares 11,205 $911K 0.01% +438 Timeline JBHT HUNT J B TRANS SVCS INC More: the full row for HUNT J B TRANS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,274 shares; 2024Q4: 1,275 shares; 2025Q1: not reported; 2025Q2: 11,012 shares; 2025Q3: 10,018 shares; 2025Q4: 4,626 shares 4,626 $899K 0.01% -5,392 Timeline SMMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,062 shares; 2024Q4: 25,248 shares; 2025Q1: 24,977 shares; 2025Q2: 24,686 shares; 2025Q3: 21,326 shares; 2025Q4: 20,688 shares 20,688 $896K 0.01% -638 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,230 shares; 2024Q4: 5,235 shares; 2025Q1: 7,234 shares; 2025Q2: 3,736 shares; 2025Q3: 3,705 shares; 2025Q4: 4,395 shares 4,395 $892K 0.01% +690 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,676 shares; 2024Q4: 56,030 shares; 2025Q1: 60,745 shares; 2025Q2: 50,877 shares; 2025Q3: 50,906 shares; 2025Q4: 50,769 shares 50,769 $887K 0.01% -137 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,727 shares; 2024Q4: 22,778 shares; 2025Q1: 31,155 shares; 2025Q2: 23,839 shares; 2025Q3: 22,099 shares; 2025Q4: 16,433 shares 16,433 $885K 0.01% -5,666 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,999 shares; 2024Q4: 12,874 shares; 2025Q1: 16,423 shares; 2025Q2: 12,841 shares; 2025Q3: 16,782 shares; 2025Q4: 12,863 shares 12,863 $879K 0.01% -3,919 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,381 shares; 2024Q4: 1,397 shares; 2025Q1: 2,563 shares; 2025Q2: 1,693 shares; 2025Q3: 1,629 shares; 2025Q4: 1,873 shares 1,873 $874K 0.01% +244 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,480 shares; 2024Q4: 14,466 shares; 2025Q1: 16,493 shares; 2025Q2: 15,693 shares; 2025Q3: 15,825 shares; 2025Q4: 16,369 shares 16,369 $874K 0.01% +544 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,950 shares; 2024Q4: 3,960 shares; 2025Q1: 4,149 shares; 2025Q2: 4,031 shares; 2025Q3: 4,109 shares; 2025Q4: 4,092 shares 4,092 $873K 0.01% -17 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,042 shares; 2025Q2: 2,823 shares; 2025Q3: 4,756 shares; 2025Q4: 9,223 shares 9,223 $869K 0.01% +4,467 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,151 shares; 2025Q2: 5,017 shares; 2025Q3: 5,452 shares; 2025Q4: 8,685 shares 8,685 $868K 0.01% +3,233 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,270 shares; 2024Q4: 12,747 shares; 2025Q1: 14,287 shares; 2025Q2: 10,698 shares; 2025Q3: 10,091 shares; 2025Q4: 4,874 shares 4,874 $864K 0.01% -5,217 Timeline INDA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,216 shares; 2024Q4: not reported; 2025Q1: 9,310 shares; 2025Q2: 14,116 shares; 2025Q3: 12,549 shares; 2025Q4: 15,884 shares 15,884 $859K 0.01% +3,335 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,685 shares; 2024Q4: 1,709 shares; 2025Q1: 2,065 shares; 2025Q2: 1,887 shares; 2025Q3: 3,004 shares; 2025Q4: 2,956 shares 2,956 $858K 0.01% -48 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,189 shares; 2024Q4: 24,527 shares; 2025Q1: 32,824 shares; 2025Q2: 28,640 shares; 2025Q3: 28,490 shares; 2025Q4: 28,340 shares 28,340 $856K 0.01% -150 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,381 shares; 2024Q4: 3,365 shares; 2025Q1: 4,413 shares; 2025Q2: 3,336 shares; 2025Q3: 3,406 shares; 2025Q4: 3,234 shares 3,234 $849K 0.01% -172 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,509 shares; 2024Q4: 11,375 shares; 2025Q1: 11,375 shares; 2025Q2: 11,375 shares; 2025Q3: 11,555 shares; 2025Q4: 11,555 shares 11,555 $847K 0.01% 0 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,785 shares; 2024Q4: 7,161 shares; 2025Q1: 14,822 shares; 2025Q2: 7,644 shares; 2025Q3: 9,662 shares; 2025Q4: 9,669 shares 9,669 $847K 0.01% +7 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,474 shares; 2024Q4: 44,456 shares; 2025Q1: 178,459 shares; 2025Q2: 36,706 shares; 2025Q3: 36,459 shares; 2025Q4: 35,636 shares 35,636 $833K 0.01% -823 Timeline DPZ DOMINOS PIZZA INC More: the full row for DOMINOS PIZZA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,151 shares; 2024Q4: 1,095 shares; 2025Q1: 1,120 shares; 2025Q2: 1,089 shares; 2025Q3: 1,975 shares; 2025Q4: 1,977 shares 1,977 $824K 0.01% +2 Timeline FALN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,450 shares; 2024Q4: 33,623 shares; 2025Q1: 35,229 shares; 2025Q2: 33,830 shares; 2025Q3: 31,959 shares; 2025Q4: 30,025 shares 30,025 $820K 0.01% -1,934 Timeline SHAG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,634 shares; 2024Q4: 18,189 shares; 2025Q1: 18,662 shares; 2025Q2: 18,621 shares; 2025Q3: 18,144 shares; 2025Q4: 17,027 shares 17,027 $818K 0.01% -1,117 Timeline SCHK SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,349 shares; 2024Q4: 17,865 shares; 2025Q1: 76,082 shares; 2025Q2: 13,183 shares; 2025Q3: 24,823 shares; 2025Q4: 24,827 shares 24,827 $814K 0.01% +4 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,897 shares; 2024Q4: 17,594 shares; 2025Q1: 17,871 shares; 2025Q2: 17,712 shares; 2025Q3: 18,033 shares; 2025Q4: 11,160 shares 11,160 $811K 0.01% -6,873 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,485 shares; 2024Q4: 8,448 shares; 2025Q1: 6,642 shares; 2025Q2: 4,866 shares; 2025Q3: 4,506 shares; 2025Q4: 4,376 shares 4,376 $810K 0.01% -130 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,835 shares; 2024Q4: 12,016 shares; 2025Q1: 9,527 shares; 2025Q2: 9,286 shares; 2025Q3: 8,982 shares; 2025Q4: 9,448 shares 9,448 $808K 0.01% +466 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,042 shares; 2024Q4: 11,246 shares; 2025Q1: 15,016 shares; 2025Q2: 11,518 shares; 2025Q3: 11,896 shares; 2025Q4: 12,891 shares 12,891 $805K 0.01% +995 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,829 shares; 2024Q4: 12,212 shares; 2025Q1: 41,026 shares; 2025Q2: 13,195 shares; 2025Q3: 14,410 shares; 2025Q4: 13,382 shares 13,382 $804K 0.01% -1,028 Timeline AHR AMERICAN HEALTHCARE REIT INC More: the full row for AMERICAN HEALTHCARE REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,976 shares; 2024Q4: 23,901 shares; 2025Q1: 25,079 shares; 2025Q2: 19,161 shares; 2025Q3: 17,041 shares; 2025Q4: 17,046 shares 17,046 $802K 0.01% +5 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,603 shares; 2024Q4: 4,473 shares; 2025Q1: 4,612 shares; 2025Q2: 4,375 shares; 2025Q3: 4,335 shares; 2025Q4: 4,436 shares 4,436 $799K 0.01% +101 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,697 shares; 2024Q4: 46,654 shares; 2025Q1: 46,360 shares; 2025Q2: 46,372 shares; 2025Q3: 44,977 shares; 2025Q4: 42,906 shares 42,906 $798K 0.01% -2,071 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,657 shares; 2024Q4: 26,376 shares; 2025Q1: 25,786 shares; 2025Q2: 26,843 shares; 2025Q3: 27,311 shares; 2025Q4: 9,970 shares 9,970 $798K 0.01% -17,341 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,939 shares; 2024Q4: 2,716 shares; 2025Q1: 3,193 shares; 2025Q2: 2,547 shares; 2025Q3: 2,812 shares; 2025Q4: 2,537 shares 2,537 $793K 0.01% -275 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,212 shares; 2024Q4: 10,941 shares; 2025Q1: 10,388 shares; 2025Q2: 7,364 shares; 2025Q3: 6,522 shares; 2025Q4: 6,232 shares 6,232 $785K 0.01% -290 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,261 shares; 2024Q4: 11,439 shares; 2025Q1: 15,114 shares; 2025Q2: 11,861 shares; 2025Q3: 11,833 shares; 2025Q4: 11,689 shares 11,689 $784K 0.01% -144 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,399 shares; 2024Q4: 10,445 shares; 2025Q1: 15,410 shares; 2025Q2: 12,680 shares; 2025Q3: 12,832 shares; 2025Q4: 15,833 shares 15,833 $779K 0.01% +3,001 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,309 shares; 2024Q4: 17,476 shares; 2025Q1: 20,282 shares; 2025Q2: 9,927 shares; 2025Q3: 5,318 shares; 2025Q4: 4,588 shares 4,588 $774K 0.01% -730 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,994 shares; 2024Q4: 8,294 shares; 2025Q1: 51,088 shares; 2025Q2: 6,656 shares; 2025Q3: 6,025 shares; 2025Q4: 9,666 shares 9,666 $771K 0.01% +3,641 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,058 shares; 2024Q4: 9,427 shares; 2025Q1: 15,282 shares; 2025Q2: 9,148 shares; 2025Q3: 8,486 shares; 2025Q4: 5,877 shares 5,877 $767K 0.01% -2,609 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,125 shares; 2024Q4: 3,049 shares; 2025Q1: 3,921 shares; 2025Q2: 3,171 shares; 2025Q3: 2,971 shares; 2025Q4: 2,770 shares 2,770 $762K 0.01% -201 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,041 shares; 2024Q4: 4,687 shares; 2025Q1: 6,251 shares; 2025Q2: 4,801 shares; 2025Q3: 4,549 shares; 2025Q4: 4,487 shares 4,487 $760K 0.01% -62 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,297 shares; 2024Q4: 7,752 shares; 2025Q1: 9,823 shares; 2025Q2: 8,564 shares; 2025Q3: 9,185 shares; 2025Q4: 9,602 shares 9,602 $758K 0.01% +417 Timeline PNR PENTAIR PLC More: the full row for PENTAIR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,033 shares; 2024Q4: 7,094 shares; 2025Q1: 7,656 shares; 2025Q2: 7,263 shares; 2025Q3: 7,269 shares; 2025Q4: 7,265 shares 7,265 $757K 0.01% -4 Timeline MSIF MSC INCOME FUND INC More: the full row for MSC INCOME FUND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 28,942 shares; 2025Q4: 57,548 shares 57,548 $756K 0.01% +28,606 Timeline IPAY AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,396 shares; 2024Q4: 18,442 shares; 2025Q1: 19,972 shares; 2025Q2: 16,654 shares; 2025Q3: 16,552 shares; 2025Q4: 14,512 shares 14,512 $755K 0.01% -2,040 Timeline RGLD ROYAL GOLD INC More: the full row for ROYAL GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,200 shares; 2024Q4: 3,226 shares; 2025Q1: 3,112 shares; 2025Q2: 3,088 shares; 2025Q3: 3,120 shares; 2025Q4: 3,396 shares 3,396 $755K 0.01% +276 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,856 shares; 2024Q4: 5,888 shares; 2025Q1: 8,567 shares; 2025Q2: 5,311 shares; 2025Q3: 4,852 shares; 2025Q4: 4,970 shares 4,970 $752K 0.01% +118 Timeline BUFZ FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 28,316 shares 28,316 $751K 0.01% new Timeline CRDO CREDO TECHNOLOGY GROUP HOLDI More: the full row for CREDO TECHNOLOGY GROUP HOLDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,163 shares; 2025Q3: 5,514 shares; 2025Q4: 5,213 shares 5,213 $750K 0.01% -301 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,804 shares; 2024Q4: 15,309 shares; 2025Q1: 129,420 shares; 2025Q2: 13,351 shares; 2025Q3: 12,262 shares; 2025Q4: 12,483 shares 12,483 $746K 0.01% +221 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 978 shares; 2024Q4: 1,003 shares; 2025Q1: 1,182 shares; 2025Q2: 1,591 shares; 2025Q3: 2,635 shares; 2025Q4: 3,317 shares 3,317 $740K 0.01% +682 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,669 shares; 2025Q3: 3,951 shares; 2025Q4: 4,243 shares 4,243 $731K 0.01% +292 Timeline RDDT REDDIT INC More: the full row for REDDIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,212 shares; 2025Q3: 4,278 shares; 2025Q4: 3,175 shares 3,175 $730K 0.01% -1,103 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,928 shares; 2024Q4: 9,664 shares; 2025Q1: 12,435 shares; 2025Q2: 7,538 shares; 2025Q3: 7,155 shares; 2025Q4: 7,148 shares 7,148 $729K 0.01% -7 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,669 shares; 2024Q4: 13,921 shares; 2025Q1: 15,327 shares; 2025Q2: 14,309 shares; 2025Q3: 14,150 shares; 2025Q4: 13,698 shares 13,698 $724K 0.01% -452 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,308 shares; 2024Q4: 48,098 shares; 2025Q1: 54,511 shares; 2025Q2: 41,200 shares; 2025Q3: 35,038 shares; 2025Q4: 23,978 shares 23,978 $717K 0.01% -11,060 Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,736 shares; 2024Q4: 18,777 shares; 2025Q1: 18,224 shares; 2025Q2: 15,490 shares; 2025Q3: 14,879 shares; 2025Q4: 14,201 shares 14,201 $717K 0.01% -678 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,790 shares; 2024Q4: 7,380 shares; 2025Q1: 8,200 shares; 2025Q2: 7,213 shares; 2025Q3: 6,904 shares; 2025Q4: 7,089 shares 7,089 $715K 0.01% +185 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,591 shares; 2024Q4: 27,684 shares; 2025Q1: 32,261 shares; 2025Q2: 26,124 shares; 2025Q3: 20,926 shares; 2025Q4: 21,783 shares 21,783 $698K 0.01% +857 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,895 shares; 2025Q4: 9,703 shares 9,703 $695K 0.01% +6,808 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,767 shares; 2024Q4: 67,042 shares; 2025Q1: 71,133 shares; 2025Q2: 62,165 shares; 2025Q3: 84,735 shares; 2025Q4: 75,379 shares 75,379 $692K 0.01% -9,356 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,532 shares; 2024Q4: 28,721 shares; 2025Q1: 29,009 shares; 2025Q2: 28,908 shares; 2025Q3: 29,204 shares; 2025Q4: 27,823 shares 27,823 $691K 0.01% -1,381 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,050 shares; 2024Q4: 7,650 shares; 2025Q1: 6,500 shares; 2025Q2: 13,749 shares; 2025Q3: 13,905 shares; 2025Q4: 14,062 shares 14,062 $691K 0.01% +157 Timeline WMS ADVANCED DRAIN SYS INC DEL More: the full row for ADVANCED DRAIN SYS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,627 shares; 2024Q4: 6,254 shares; 2025Q1: 7,781 shares; 2025Q2: 4,949 shares; 2025Q3: 4,748 shares; 2025Q4: 4,748 shares 4,748 $688K 0.01% 0 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,270 shares; 2024Q4: 13,210 shares; 2025Q1: 14,554 shares; 2025Q2: 16,054 shares; 2025Q3: 12,989 shares; 2025Q4: 12,757 shares 12,757 $681K 0.01% -232 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,698 shares; 2024Q4: 27,931 shares; 2025Q1: 39,552 shares; 2025Q2: 27,878 shares; 2025Q3: 26,330 shares; 2025Q4: 10,128 shares 10,128 $680K 0.01% -16,202 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,659 shares; 2024Q4: 2,658 shares; 2025Q1: 8,657 shares; 2025Q2: 2,821 shares; 2025Q3: 2,849 shares; 2025Q4: 2,819 shares 2,819 $680K 0.01% -30 Timeline SOXL DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,244 shares; 2024Q4: 10,186 shares; 2025Q1: 13,876 shares; 2025Q2: 20,686 shares; 2025Q3: 17,778 shares; 2025Q4: 16,178 shares 16,178 $680K 0.01% -1,600 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,954 shares; 2024Q4: 2,954 shares; 2025Q1: 3,562 shares; 2025Q2: 2,955 shares; 2025Q3: 2,955 shares; 2025Q4: 2,955 shares 2,955 $664K 0.01% 0 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,399 shares; 2024Q4: 5,129 shares; 2025Q1: 5,937 shares; 2025Q2: 5,342 shares; 2025Q3: 5,050 shares; 2025Q4: 5,772 shares 5,772 $652K 0.01% +722 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 372 shares; 2024Q4: 372 shares; 2025Q1: 422 shares; 2025Q2: 296 shares; 2025Q3: 296 shares; 2025Q4: 303 shares 303 $651K 0.01% +7 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 631 shares; 2024Q4: 636 shares; 2025Q1: 1,516 shares; 2025Q2: 1,152 shares; 2025Q3: 1,166 shares; 2025Q4: 1,312 shares 1,312 $644K 0.01% +146 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,481 shares 3,481 $642K 0.01% new Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,984 shares; 2024Q4: 2,015 shares; 2025Q1: 3,140 shares; 2025Q2: 2,333 shares; 2025Q3: 2,078 shares; 2025Q4: 2,823 shares 2,823 $642K 0.01% +745 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,108 shares; 2024Q4: 15,657 shares; 2025Q1: 77,648 shares; 2025Q2: 14,985 shares; 2025Q3: 14,323 shares; 2025Q4: 13,698 shares 13,698 $642K 0.01% -625 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,138 shares; 2024Q4: 9,507 shares; 2025Q1: 12,406 shares; 2025Q2: 10,182 shares; 2025Q3: 8,842 shares; 2025Q4: 8,846 shares 8,846 $641K 0.01% +4 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,919 shares; 2024Q4: 1,918 shares; 2025Q1: 2,438 shares; 2025Q2: 2,064 shares; 2025Q3: 2,119 shares; 2025Q4: 1,984 shares 1,984 $641K 0.01% -135 Timeline FXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,599 shares; 2025Q4: 16,724 shares 16,724 $640K 0.01% +125 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,356 shares; 2024Q4: 3,974 shares; 2025Q1: 2,722 shares; 2025Q2: 2,115 shares; 2025Q3: 2,131 shares; 2025Q4: 2,253 shares 2,253 $638K 0.01% +122 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,500 shares; 2024Q4: 10,575 shares; 2025Q1: 15,588 shares; 2025Q2: 24,494 shares; 2025Q3: 24,565 shares; 2025Q4: 25,523 shares 25,523 $638K 0.01% +958 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,037 shares; 2024Q4: 5,041 shares; 2025Q1: 5,106 shares; 2025Q2: 5,028 shares; 2025Q3: 5,031 shares; 2025Q4: 5,012 shares 5,012 $635K 0.01% -19 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,087 shares; 2024Q4: 2,699 shares; 2025Q1: 3,664 shares; 2025Q2: 2,157 shares; 2025Q3: 2,133 shares; 2025Q4: 2,142 shares 2,142 $634K 0.01% +9 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,487 shares; 2024Q4: 2,603 shares; 2025Q1: 3,604 shares; 2025Q2: 2,743 shares; 2025Q3: 865 shares; 2025Q4: 827 shares 827 $634K 0.01% -38 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 25,420 shares; 2025Q4: 22,034 shares 22,034 $632K 0.01% -3,386 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,105 shares; 2024Q4: 5,783 shares; 2025Q1: 5,174 shares; 2025Q2: 4,174 shares; 2025Q3: 4,412 shares; 2025Q4: 4,388 shares 4,388 $632K 0.01% -24 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,364 shares; 2024Q4: 20,405 shares; 2025Q1: 29,421 shares; 2025Q2: 23,748 shares; 2025Q3: 23,670 shares; 2025Q4: 23,084 shares 23,084 $626K 0.01% -586 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,662 shares; 2024Q4: 5,183 shares; 2025Q1: 4,902 shares; 2025Q2: 5,315 shares; 2025Q3: 5,010 shares; 2025Q4: 4,701 shares 4,701 $624K 0.01% -309 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,003 shares; 2024Q4: 11,086 shares; 2025Q1: 14,680 shares; 2025Q2: 10,948 shares; 2025Q3: 11,526 shares; 2025Q4: 9,578 shares 9,578 $624K 0.01% -1,948 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,919 shares; 2024Q4: 6,919 shares; 2025Q1: 9,719 shares; 2025Q2: 5,751 shares; 2025Q3: 5,706 shares; 2025Q4: 8,461 shares 8,461 $622K 0.01% +2,755 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,303 shares; 2025Q1: not reported; 2025Q2: 1,837 shares; 2025Q3: 3,511 shares; 2025Q4: 4,135 shares 4,135 $622K 0.01% +624 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,571 shares; 2025Q3: 11,868 shares; 2025Q4: 12,047 shares 12,047 $613K 0.01% +179 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,921 shares; 2024Q4: 2,990 shares; 2025Q1: 3,917 shares; 2025Q2: 3,304 shares; 2025Q3: 3,250 shares; 2025Q4: 3,304 shares 3,304 $612K 0.01% +54 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,518 shares; 2024Q4: 5,516 shares; 2025Q1: 6,922 shares; 2025Q2: 5,645 shares; 2025Q3: 5,875 shares; 2025Q4: 5,760 shares 5,760 $607K 0.01% -115 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,283 shares; 2024Q4: 17,811 shares; 2025Q1: 24,893 shares; 2025Q2: 16,348 shares; 2025Q3: 16,860 shares; 2025Q4: 20,942 shares 20,942 $604K 0.01% +4,082 Timeline AAXJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,359 shares; 2024Q4: 6,377 shares; 2025Q1: 6,408 shares; 2025Q2: 6,410 shares; 2025Q3: 6,410 shares; 2025Q4: 6,413 shares 6,413 $597K 0.01% +3 Timeline DUHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,691 shares 15,691 $597K 0.01% new Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,500 shares; 2024Q4: not reported; 2025Q1: 6,111 shares; 2025Q2: 5,472 shares; 2025Q3: 5,990 shares; 2025Q4: 5,940 shares 5,940 $593K 0.01% -50 Timeline HEDJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,721 shares; 2024Q4: 13,476 shares; 2025Q1: 13,411 shares; 2025Q2: 12,271 shares; 2025Q3: 11,961 shares; 2025Q4: 11,127 shares 11,127 $590K 0.01% -834 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,101 shares; 2025Q2: 4,624 shares; 2025Q3: 10,699 shares; 2025Q4: 15,072 shares 15,072 $590K 0.01% +4,373 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,292 shares; 2024Q4: 21,463 shares; 2025Q1: 28,946 shares; 2025Q2: 27,522 shares; 2025Q3: 28,012 shares; 2025Q4: 28,498 shares 28,498 $588K 0.01% +486 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,658 shares; 2024Q4: 2,752 shares; 2025Q1: 3,510 shares; 2025Q2: 2,808 shares; 2025Q3: 3,953 shares; 2025Q4: 4,169 shares 4,169 $588K 0.01% +216 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,802 shares; 2024Q4: 2,897 shares; 2025Q1: 3,928 shares; 2025Q2: 2,989 shares; 2025Q3: 3,123 shares; 2025Q4: 3,628 shares 3,628 $588K 0.01% +505 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,292 shares; 2024Q4: 7,306 shares; 2025Q1: 9,817 shares; 2025Q2: 7,321 shares; 2025Q3: 7,320 shares; 2025Q4: 8,387 shares 8,387 $583K 0.01% +1,067 Timeline IBDT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,958 shares; 2025Q1: 17,067 shares; 2025Q2: 10,000 shares; 2025Q3: 10,541 shares; 2025Q4: 22,316 shares 22,316 $568K 0.01% +11,775 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,079 shares; 2024Q4: 3,274 shares; 2025Q1: 2,636 shares; 2025Q2: 4,055 shares; 2025Q3: 3,751 shares; 2025Q4: 3,226 shares 3,226 $568K 0.01% -525 Timeline AA ALCOA CORP More: the full row for ALCOA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,750 shares; 2024Q4: 11,755 shares; 2025Q1: 12,183 shares; 2025Q2: 10,437 shares; 2025Q3: 10,478 shares; 2025Q4: 10,682 shares 10,682 $568K 0.01% +204 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,205 shares; 2024Q4: 14,258 shares; 2025Q1: 15,097 shares; 2025Q2: 14,506 shares; 2025Q3: 14,747 shares; 2025Q4: 14,778 shares 14,778 $567K 0.01% +31 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,034 shares; 2024Q4: 6,979 shares; 2025Q1: 8,061 shares; 2025Q2: 7,089 shares; 2025Q3: 8,313 shares; 2025Q4: 7,049 shares 7,049 $566K 0.01% -1,264 Timeline IYC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,495 shares; 2024Q4: 5,453 shares; 2025Q1: 8,622 shares; 2025Q2: 5,580 shares; 2025Q3: 5,443 shares; 2025Q4: 5,446 shares 5,446 $562K 0.01% +3 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,148 shares; 2024Q4: 62,093 shares; 2025Q1: 62,088 shares; 2025Q2: 62,143 shares; 2025Q3: 62,218 shares; 2025Q4: 62,143 shares 62,143 $555K 0.01% -75 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,021 shares; 2024Q4: 46,198 shares; 2025Q1: 74,490 shares; 2025Q2: 51,882 shares; 2025Q3: 52,128 shares; 2025Q4: 42,272 shares 42,272 $555K 0.01% -9,856 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,424 shares; 2024Q4: 5,941 shares; 2025Q1: 6,716 shares; 2025Q2: 4,800 shares; 2025Q3: 4,590 shares; 2025Q4: 3,575 shares 3,575 $553K 0.01% -1,015 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,431 shares 8,431 $552K 0.01% new Timeline USD PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,344 shares; 2024Q4: 4,688 shares; 2025Q1: not reported; 2025Q2: 4,988 shares; 2025Q3: 4,988 shares; 2025Q4: 10,476 shares 10,476 $550K 0.01% +5,488 Timeline AAL AMERICAN AIRLINES GROUP INC More: the full row for AMERICAN AIRLINES GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,069 shares; 2024Q4: 72,261 shares; 2025Q1: 100,691 shares; 2025Q2: 71,535 shares; 2025Q3: 35,270 shares; 2025Q4: 35,854 shares 35,854 $550K 0.01% +584 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,814 shares; 2024Q4: 6,525 shares; 2025Q1: 6,508 shares; 2025Q2: 5,059 shares; 2025Q3: 5,127 shares; 2025Q4: 5,357 shares 5,357 $549K 0.01% +230 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,791 shares; 2024Q4: 28,006 shares; 2025Q1: 26,077 shares; 2025Q2: 24,251 shares; 2025Q3: 23,495 shares; 2025Q4: 21,716 shares 21,716 $547K 0.01% -1,779 Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,376 shares; 2024Q4: 1,430 shares; 2025Q1: 1,907 shares; 2025Q2: 1,203 shares; 2025Q3: 1,222 shares; 2025Q4: 1,119 shares 1,119 $545K 0.01% -103 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,593 shares; 2024Q4: 6,545 shares; 2025Q1: 13,488 shares; 2025Q2: 6,546 shares; 2025Q3: 6,587 shares; 2025Q4: 6,587 shares 6,587 $543K 0.01% 0 Timeline VAW VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,913 shares; 2024Q4: 5,248 shares; 2025Q1: 3,737 shares; 2025Q2: 2,998 shares; 2025Q3: 2,656 shares; 2025Q4: 2,614 shares 2,614 $543K 0.01% -42 Timeline CTRA COTERRA ENERGY INC More: the full row for COTERRA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,382 shares; 2024Q4: 20,844 shares; 2025Q1: 22,012 shares; 2025Q2: 20,834 shares; 2025Q3: 21,310 shares; 2025Q4: 20,611 shares 20,611 $542K 0.01% -699 Timeline CVNA CARVANA CO More: the full row for CARVANA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,528 shares; 2025Q2: 805 shares; 2025Q3: 841 shares; 2025Q4: 1,283 shares 1,283 $541K 0.01% +442 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,032 shares; 2024Q4: 48,352 shares; 2025Q1: 593,025 shares; 2025Q2: 35,551 shares; 2025Q3: 19,871 shares; 2025Q4: 24,143 shares 24,143 $541K 0.01% +4,272 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,409 shares; 2024Q4: 9,179 shares; 2025Q1: 10,782 shares; 2025Q2: 7,510 shares; 2025Q3: 7,379 shares; 2025Q4: 6,516 shares 6,516 $540K 0.01% -863 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,997 shares; 2024Q4: 6,675 shares; 2025Q1: 47,328 shares; 2025Q2: 5,814 shares; 2025Q3: 3,685 shares; 2025Q4: 4,504 shares 4,504 $538K 0.01% +819 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,304 shares; 2024Q4: 9,060 shares; 2025Q1: 9,113 shares; 2025Q2: 8,990 shares; 2025Q3: 8,403 shares; 2025Q4: 8,434 shares 8,434 $537K 0.01% +31 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,095 shares; 2024Q4: 18,405 shares; 2025Q1: 19,883 shares; 2025Q2: 12,996 shares; 2025Q3: 12,814 shares; 2025Q4: 12,899 shares 12,899 $530K 0.01% +85 Timeline DKS DICKS SPORTING GOODS INC More: the full row for DICKS SPORTING GOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,711 shares; 2024Q4: 2,717 shares; 2025Q1: 3,322 shares; 2025Q2: 2,667 shares; 2025Q3: 2,675 shares; 2025Q4: 2,673 shares 2,673 $529K 0.01% -2 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,119 shares; 2024Q4: 4,746 shares; 2025Q1: 7,358 shares; 2025Q2: 4,826 shares; 2025Q3: 4,534 shares; 2025Q4: 4,548 shares 4,548 $528K 0.01% +14 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 130,075 shares; 2025Q2: 20,431 shares; 2025Q3: 20,506 shares; 2025Q4: 19,296 shares 19,296 $526K 0.01% -1,210 Timeline IONQ IONQ INC More: the full row for IONQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,486 shares; 2025Q1: not reported; 2025Q2: 5,670 shares; 2025Q3: 10,239 shares; 2025Q4: 11,675 shares 11,675 $524K 0.01% +1,436 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,382 shares; 2024Q4: 17,943 shares; 2025Q1: 12,986 shares; 2025Q2: 8,686 shares; 2025Q3: 8,666 shares; 2025Q4: 6,305 shares 6,305 $522K 0.01% -2,361 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,358 shares; 2024Q4: 6,388 shares; 2025Q1: 8,049 shares; 2025Q2: 6,200 shares; 2025Q3: 6,041 shares; 2025Q4: 5,919 shares 5,919 $522K 0.01% -122 Timeline IBMR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 21,302 shares; 2025Q2: 21,037 shares; 2025Q3: 19,644 shares; 2025Q4: 20,497 shares 20,497 $521K 0.01% +853 Timeline BPRE BLUEROCK PVT REAL ESTATE FD More: the full row for BLUEROCK PVT REAL ESTATE FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 34,685 shares 34,685 $520K 0.01% new Timeline SMOM SYMMETRY PANORAMIC TR More: the full row for SYMMETRY PANORAMIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,153 shares 20,153 $520K 0.01% new Timeline SLF SUN LIFE FINANCIAL INC. More: the full row for SUN LIFE FINANCIAL INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,324 shares; 2024Q4: 8,279 shares; 2025Q1: 8,190 shares; 2025Q2: 8,191 shares; 2025Q3: 8,245 shares; 2025Q4: 8,319 shares 8,319 $519K 0.01% +74 Timeline FXL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,353 shares; 2024Q4: 3,254 shares; 2025Q1: 3,819 shares; 2025Q2: 3,183 shares; 2025Q3: 3,088 shares; 2025Q4: 3,073 shares 3,073 $517K 0.01% -15 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,168 shares; 2024Q4: 1,176 shares; 2025Q1: 1,193 shares; 2025Q2: 1,255 shares; 2025Q3: 1,269 shares; 2025Q4: 1,345 shares 1,345 $516K 0.01% +76 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,845 shares; 2024Q4: 8,712 shares; 2025Q1: 9,142 shares; 2025Q2: 8,396 shares; 2025Q3: 8,424 shares; 2025Q4: 7,656 shares 7,656 $515K 0.01% -768 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,247 shares; 2024Q4: 1,195 shares; 2025Q1: 817 shares; 2025Q2: 851 shares; 2025Q3: 841 shares; 2025Q4: 851 shares 851 $515K 0.01% +10 Timeline JAZZ JAZZ PHARMACEUTICALS PLC More: the full row for JAZZ PHARMACEUTICALS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,619 shares; 2024Q4: 2,625 shares; 2025Q1: 2,652 shares; 2025Q2: 2,580 shares; 2025Q3: 2,559 shares; 2025Q4: 3,014 shares 3,014 $512K 0.01% +455 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 797 shares; 2025Q4: 1,190 shares 1,190 $509K 0.01% +393 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,193 shares; 2024Q4: 4,758 shares; 2025Q1: 8,460 shares; 2025Q2: 9,365 shares; 2025Q3: 6,187 shares; 2025Q4: 4,924 shares 4,924 $506K 0.01% -1,263 Timeline HST HOST HOTELS & RESORTS INC More: the full row for HOST HOTELS & RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,028 shares; 2024Q4: 23,478 shares; 2025Q1: 23,745 shares; 2025Q2: 26,983 shares; 2025Q3: 28,244 shares; 2025Q4: 28,541 shares 28,541 $506K 0.01% +297 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,574 shares; 2024Q4: 1,608 shares; 2025Q1: 1,859 shares; 2025Q2: 1,533 shares; 2025Q3: 1,589 shares; 2025Q4: 1,430 shares 1,430 $505K 0.01% -159 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,680 shares; 2024Q4: 2,716 shares; 2025Q1: 2,938 shares; 2025Q2: 2,728 shares; 2025Q3: 2,862 shares; 2025Q4: 2,722 shares 2,722 $501K 0.01% -140 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,113 shares; 2024Q4: 11,730 shares; 2025Q1: 27,543 shares; 2025Q2: 20,155 shares; 2025Q3: 25,869 shares; 2025Q4: 24,745 shares 24,745 $501K 0.01% -1,124 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,430 shares; 2024Q4: 2,552 shares; 2025Q1: 8,101 shares; 2025Q2: 1,907 shares; 2025Q3: 1,749 shares; 2025Q4: 1,787 shares 1,787 $499K 0.01% +38 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,857 shares; 2024Q4: 5,867 shares; 2025Q1: 7,159 shares; 2025Q2: 6,251 shares; 2025Q3: 6,282 shares; 2025Q4: 5,962 shares 5,962 $497K 0.01% -320 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,725 shares; 2024Q4: 3,390 shares; 2025Q1: 4,759 shares; 2025Q2: 3,666 shares; 2025Q3: 3,462 shares; 2025Q4: 2,664 shares 2,664 $494K 0.01% -798 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,542 shares; 2024Q4: 18,356 shares; 2025Q1: 19,279 shares; 2025Q2: 19,280 shares; 2025Q3: 19,385 shares; 2025Q4: 19,303 shares 19,303 $494K 0.01% -82 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,708 shares; 2024Q4: 6,006 shares; 2025Q1: 6,462 shares; 2025Q2: 5,391 shares; 2025Q3: 4,758 shares; 2025Q4: 2,498 shares 2,498 $492K 0.01% -2,260 Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,804 shares; 2024Q4: 4,711 shares; 2025Q1: 5,572 shares; 2025Q2: 3,139 shares; 2025Q3: 2,959 shares; 2025Q4: 3,609 shares 3,609 $492K 0.01% +650 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,423 shares; 2024Q4: 16,681 shares; 2025Q1: 16,733 shares; 2025Q2: 19,714 shares; 2025Q3: 19,762 shares; 2025Q4: 20,033 shares 20,033 $492K 0.01% +271 Timeline MUR MURPHY OIL CORP More: the full row for MURPHY OIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,670 shares; 2024Q4: 14,794 shares; 2025Q1: 15,761 shares; 2025Q2: 15,727 shares; 2025Q3: 15,740 shares; 2025Q4: 15,726 shares 15,726 $491K 0.01% -14 Timeline CGNG CAPITAL GROUP NEW GEOGRAPHY More: the full row for CAPITAL GROUP NEW GEOGRAPHY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,350 shares 15,350 $490K 0.01% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,663 shares; 2024Q4: 32,663 shares; 2025Q1: 29,766 shares; 2025Q2: 26,578 shares; 2025Q3: 26,578 shares; 2025Q4: 26,578 shares 26,578 $489K 0.01% 0 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,125 shares; 2024Q4: 12,125 shares; 2025Q1: 14,607 shares; 2025Q2: 12,125 shares; 2025Q3: 12,125 shares; 2025Q4: 12,125 shares 12,125 $488K 0.01% 0 Timeline CGGG CAPITAL GROUP EQUITY ETF TR More: the full row for CAPITAL GROUP EQUITY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,000 shares 17,000 $486K 0.01% new Timeline RSPT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,921 shares; 2024Q4: 10,921 shares; 2025Q1: 10,922 shares; 2025Q2: 10,922 shares; 2025Q3: 10,922 shares; 2025Q4: 10,670 shares 10,670 $486K 0.01% -252 Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,055 shares; 2024Q4: 5,826 shares; 2025Q1: 8,402 shares; 2025Q2: 6,057 shares; 2025Q3: 6,254 shares; 2025Q4: 6,127 shares 6,127 $486K 0.01% -127 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 537 shares; 2025Q3: 645 shares; 2025Q4: 791 shares 791 $484K 0.01% +146 Timeline TECB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,847 shares; 2024Q4: 10,477 shares; 2025Q1: 50,644 shares; 2025Q2: 9,622 shares; 2025Q3: 7,784 shares; 2025Q4: 7,921 shares 7,921 $482K 0.01% +137 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,609 shares; 2025Q1: 15,659 shares; 2025Q2: 15,609 shares; 2025Q3: 18,480 shares; 2025Q4: 21,480 shares 21,480 $480K 0.01% +3,000 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,961 shares; 2024Q4: 19,676 shares; 2025Q1: 19,111 shares; 2025Q2: 16,898 shares; 2025Q3: 16,851 shares; 2025Q4: 16,721 shares 16,721 $478K 0.01% -130 Timeline ADT ADT INC DEL More: the full row for ADT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 118,614 shares; 2024Q4: 58,642 shares; 2025Q1: 59,406 shares; 2025Q2: 58,917 shares; 2025Q3: 58,911 shares; 2025Q4: 58,952 shares 58,952 $476K 0.01% +41 Timeline HTGC HERCULES CAPITAL INC More: the full row for HERCULES CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,925 shares; 2024Q4: 12,335 shares; 2025Q1: 31,285 shares; 2025Q2: 23,881 shares; 2025Q3: 25,066 shares; 2025Q4: 25,259 shares 25,259 $475K 0.01% +193 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,312 shares; 2025Q1: 4,138 shares; 2025Q2: 3,921 shares; 2025Q3: 4,764 shares; 2025Q4: 3,127 shares 3,127 $475K 0.01% -1,637 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,113 shares; 2024Q4: 1,144 shares; 2025Q1: 1,685 shares; 2025Q2: 1,297 shares; 2025Q3: 1,353 shares; 2025Q4: 1,662 shares 1,662 $474K 0.01% +309 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,720 shares; 2024Q4: 10,720 shares; 2025Q1: 18,067 shares; 2025Q2: 10,904 shares; 2025Q3: 10,904 shares; 2025Q4: 10,319 shares 10,319 $473K 0.01% -585 Timeline ALAB ASTERA LABS INC More: the full row for ASTERA LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,718 shares; 2025Q3: 2,809 shares; 2025Q4: 2,820 shares 2,820 $469K 0.01% +11 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,622 shares; 2024Q4: 5,629 shares; 2025Q1: 5,670 shares; 2025Q2: 5,575 shares; 2025Q3: 5,575 shares; 2025Q4: 5,577 shares 5,577 $469K 0.01% +2 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,615 shares; 2024Q4: 3,596 shares; 2025Q1: 5,953 shares; 2025Q2: 5,634 shares; 2025Q3: 4,778 shares; 2025Q4: 4,633 shares 4,633 $460K 0.01% -145 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 662 shares; 2024Q4: 627 shares; 2025Q1: 1,127 shares; 2025Q2: 850 shares; 2025Q3: 961 shares; 2025Q4: 790 shares 790 $459K 0.01% -171 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,518 shares; 2024Q4: 9,881 shares; 2025Q1: 84,390 shares; 2025Q2: 50,205 shares; 2025Q3: 53,033 shares; 2025Q4: 3,622 shares 3,622 $456K 0.01% -49,411 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,314 shares; 2024Q4: 1,020 shares; 2025Q1: 1,484 shares; 2025Q2: 1,203 shares; 2025Q3: 1,212 shares; 2025Q4: 1,300 shares 1,300 $456K 0.01% +88 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,324 shares 9,324 $453K 0.01% new Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,618 shares; 2024Q4: 2,849 shares; 2025Q1: 14,547 shares; 2025Q2: 11,001 shares; 2025Q3: 10,674 shares; 2025Q4: 2,750 shares 2,750 $449K 0.01% -7,924 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,116 shares; 2024Q4: 17,249 shares; 2025Q1: 20,528 shares; 2025Q2: 17,222 shares; 2025Q3: 18,401 shares; 2025Q4: 18,611 shares 18,611 $447K 0.01% +210 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,842 shares; 2024Q4: 79,190 shares; 2025Q1: 73,770 shares; 2025Q2: 65,357 shares; 2025Q3: 50,807 shares; 2025Q4: 37,780 shares 37,780 $446K 0.01% -13,027 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,919 shares; 2024Q4: 8,292 shares; 2025Q1: 10,638 shares; 2025Q2: 9,649 shares; 2025Q3: 9,689 shares; 2025Q4: 10,174 shares 10,174 $443K 0.01% +485 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,990 shares; 2024Q4: 3,685 shares; 2025Q1: 5,135 shares; 2025Q2: 3,240 shares; 2025Q3: 3,333 shares; 2025Q4: 3,192 shares 3,192 $440K 0.01% -141 Timeline RIVN RIVIAN AUTOMOTIVE INC More: the full row for RIVIAN AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,546 shares; 2024Q4: 26,047 shares; 2025Q1: 30,413 shares; 2025Q2: 29,789 shares; 2025Q3: 29,117 shares; 2025Q4: 22,293 shares 22,293 $439K 0.01% -6,824 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,428 shares; 2024Q4: 3,366 shares; 2025Q1: 3,915 shares; 2025Q2: 4,211 shares; 2025Q3: 4,218 shares; 2025Q4: 4,274 shares 4,274 $438K 0.01% +56 Timeline IMCV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,304 shares; 2024Q4: 5,304 shares; 2025Q1: 5,304 shares; 2025Q2: 5,304 shares; 2025Q3: 5,304 shares; 2025Q4: 5,304 shares 5,304 $437K 0.01% 0 Timeline ORI OLD REP INTL CORP More: the full row for OLD REP INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,696 shares; 2024Q4: 8,924 shares; 2025Q1: 9,374 shares; 2025Q2: 9,471 shares; 2025Q3: 9,438 shares; 2025Q4: 9,518 shares 9,518 $434K 0.01% +80 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,326 shares; 2024Q4: 6,749 shares; 2025Q1: 10,126 shares; 2025Q2: 6,897 shares; 2025Q3: 6,965 shares; 2025Q4: 6,800 shares 6,800 $433K 0.01% -165 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,374 shares; 2024Q4: 9,563 shares; 2025Q1: 11,494 shares; 2025Q2: 9,592 shares; 2025Q3: 9,744 shares; 2025Q4: 9,870 shares 9,870 $432K 0.01% +126 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,238 shares; 2024Q4: 33,036 shares; 2025Q1: 35,024 shares; 2025Q2: 35,469 shares; 2025Q3: 36,200 shares; 2025Q4: 36,507 shares 36,507 $428K 0.01% +307 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,167 shares; 2024Q4: 4,866 shares; 2025Q1: 5,922 shares; 2025Q2: 4,562 shares; 2025Q3: 4,850 shares; 2025Q4: 4,445 shares 4,445 $428K 0.01% -405 Timeline LNC LINCOLN NATL CORP IND More: the full row for LINCOLN NATL CORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,427 shares; 2024Q4: 7,202 shares; 2025Q1: 7,177 shares; 2025Q2: 9,516 shares; 2025Q3: 9,608 shares; 2025Q4: 9,586 shares 9,586 $427K 0.01% -22 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,877 shares; 2024Q4: 13,173 shares; 2025Q1: 17,512 shares; 2025Q2: 15,546 shares; 2025Q3: 16,677 shares; 2025Q4: 17,469 shares 17,469 $424K 0.01% +792 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,596 shares; 2024Q4: 2,544 shares; 2025Q1: 2,863 shares; 2025Q2: 2,842 shares; 2025Q3: 3,114 shares; 2025Q4: 3,268 shares 3,268 $422K 0.01% +154 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,647 shares; 2024Q4: 20,474 shares; 2025Q1: 5,823 shares; 2025Q2: 6,293 shares; 2025Q3: 5,557 shares; 2025Q4: 5,483 shares 5,483 $420K 0.01% -74 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,959 shares; 2024Q4: 1,607 shares; 2025Q1: 1,668 shares; 2025Q2: 1,609 shares; 2025Q3: 1,622 shares; 2025Q4: 1,643 shares 1,643 $416K 0.01% +21 Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,892 shares; 2024Q4: 23,129 shares; 2025Q1: 26,245 shares; 2025Q2: 30,338 shares; 2025Q3: 30,724 shares; 2025Q4: 38,813 shares 38,813 $416K 0.01% +8,089 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares 10,000 $412K 0.01% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 862 shares; 2024Q4: 1,157 shares; 2025Q1: 887 shares; 2025Q2: 963 shares; 2025Q3: 1,307 shares; 2025Q4: 1,307 shares 1,307 $411K 0.01% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,084 shares; 2024Q4: 13,828 shares; 2025Q1: 13,792 shares; 2025Q2: 13,892 shares; 2025Q3: 13,742 shares; 2025Q4: 11,560 shares 11,560 $411K 0.01% -2,182 Timeline ROKU ROKU INC More: the full row for ROKU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,372 shares; 2025Q2: 3,794 shares; 2025Q3: 3,809 shares; 2025Q4: 3,781 shares 3,781 $410K <0.01% -28 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,953 shares; 2024Q4: 8,260 shares; 2025Q1: 8,453 shares; 2025Q2: 6,889 shares; 2025Q3: 6,954 shares; 2025Q4: 7,491 shares 7,491 $410K <0.01% +537 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,680 shares; 2024Q4: 5,753 shares; 2025Q1: 6,173 shares; 2025Q2: 5,908 shares; 2025Q3: 5,994 shares; 2025Q4: 5,814 shares 5,814 $408K <0.01% -180 Timeline IMTM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,494 shares 8,494 $407K <0.01% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,016 shares; 2024Q4: 20,738 shares; 2025Q1: 22,429 shares; 2025Q2: 20,626 shares; 2025Q3: 20,634 shares; 2025Q4: 20,913 shares 20,913 $404K <0.01% +279 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,651 shares; 2025Q4: 17,651 shares 17,651 $404K <0.01% 0 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,783 shares; 2024Q4: 4,644 shares; 2025Q1: 5,092 shares; 2025Q2: 4,057 shares; 2025Q3: 4,019 shares; 2025Q4: 4,084 shares 4,084 $404K <0.01% +65 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,169 shares; 2024Q4: 15,568 shares; 2025Q1: 21,891 shares; 2025Q2: 15,684 shares; 2025Q3: 15,739 shares; 2025Q4: 14,804 shares 14,804 $403K <0.01% -935 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,840 shares; 2024Q4: 2,408 shares; 2025Q1: 29,387 shares; 2025Q2: 26,386 shares; 2025Q3: 3,979 shares; 2025Q4: 1,937 shares 1,937 $402K <0.01% -2,042 Timeline DFEM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,129 shares 12,129 $401K <0.01% new Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,859 shares; 2024Q4: 4,920 shares; 2025Q1: 5,552 shares; 2025Q2: 5,292 shares; 2025Q3: 5,023 shares; 2025Q4: 4,585 shares 4,585 $401K <0.01% -438 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,380 shares; 2024Q4: 2,750 shares; 2025Q1: 3,479 shares; 2025Q2: 2,893 shares; 2025Q3: 3,593 shares; 2025Q4: 3,635 shares 3,635 $397K <0.01% +42 Timeline CMA COMERICA INC More: the full row for COMERICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,267 shares; 2024Q4: 4,741 shares; 2025Q1: 5,236 shares; 2025Q2: 4,799 shares; 2025Q3: 4,839 shares; 2025Q4: 4,556 shares 4,556 $396K <0.01% -283 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,131 shares; 2024Q4: 2,945 shares; 2025Q1: 3,300 shares; 2025Q2: 2,697 shares; 2025Q3: 2,948 shares; 2025Q4: 2,757 shares 2,757 $395K <0.01% -191 Timeline ONON ON HLDG AG More: the full row for ON HLDG AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,175 shares; 2024Q4: 8,175 shares; 2025Q1: 10,920 shares; 2025Q2: 7,800 shares; 2025Q3: 8,475 shares; 2025Q4: 8,493 shares 8,493 $395K <0.01% +18 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,111 shares; 2024Q4: 4,103 shares; 2025Q1: 5,378 shares; 2025Q2: 4,414 shares; 2025Q3: 4,558 shares; 2025Q4: 4,779 shares 4,779 $394K <0.01% +221 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,284 shares; 2024Q4: 3,388 shares; 2025Q1: 9,966 shares; 2025Q2: 3,562 shares; 2025Q3: 3,966 shares; 2025Q4: 3,922 shares 3,922 $394K <0.01% -44 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,496 shares; 2024Q4: 4,541 shares; 2025Q1: 8,515 shares; 2025Q2: 5,909 shares; 2025Q3: 6,114 shares; 2025Q4: 6,053 shares 6,053 $394K <0.01% -61 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 504 shares; 2025Q3: 480 shares; 2025Q4: 421 shares 421 $393K <0.01% -59 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 879 shares; 2025Q4: 877 shares 877 $391K <0.01% -2 HEI HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,218 shares; 2024Q4: 1,220 shares; 2025Q1: 1,214 shares; 2025Q2: 1,196 shares; 2025Q3: 1,196 shares; 2025Q4: 1,203 shares 1,203 $389K <0.01% +7 Timeline QQQI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,209 shares 7,209 $388K <0.01% new Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,223 shares; 2024Q4: 3,640 shares; 2025Q1: 3,611 shares; 2025Q2: 2,253 shares; 2025Q3: 2,237 shares; 2025Q4: 2,295 shares 2,295 $385K <0.01% +58 Timeline DOCT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,486 shares 8,486 $376K <0.01% new Timeline BUFD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,299 shares 13,299 $376K <0.01% new Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,561 shares; 2024Q4: 3,416 shares; 2025Q1: 5,225 shares; 2025Q2: 3,175 shares; 2025Q3: 3,256 shares; 2025Q4: 2,329 shares 2,329 $375K <0.01% -927 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,054 shares; 2024Q4: 14,998 shares; 2025Q1: 17,336 shares; 2025Q2: 10,000 shares; 2025Q3: 9,646 shares; 2025Q4: 9,748 shares 9,748 $374K <0.01% +102 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,591 shares; 2024Q4: 46,888 shares; 2025Q1: 46,888 shares; 2025Q2: 46,888 shares; 2025Q3: 46,888 shares; 2025Q4: 46,888 shares 46,888 $373K <0.01% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,544 shares; 2025Q3: 6,699 shares; 2025Q4: 6,851 shares 6,851 $372K <0.01% +152 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,725 shares; 2024Q4: 6,023 shares; 2025Q1: 5,339 shares; 2025Q2: 5,523 shares; 2025Q3: 6,147 shares; 2025Q4: 6,160 shares 6,160 $372K <0.01% +13 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,409 shares; 2024Q4: 4,527 shares; 2025Q1: 10,163 shares; 2025Q2: 5,740 shares; 2025Q3: 6,567 shares; 2025Q4: 6,439 shares 6,439 $370K <0.01% -128 Timeline AIRR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,026 shares; 2025Q4: 3,763 shares 3,763 $370K <0.01% +737 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,455 shares; 2024Q4: 14,884 shares; 2025Q1: 25,169 shares; 2025Q2: 14,248 shares; 2025Q3: 14,249 shares; 2025Q4: 11,262 shares 11,262 $369K <0.01% -2,987 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,187 shares; 2024Q4: 4,374 shares; 2025Q1: 4,325 shares; 2025Q2: 4,126 shares; 2025Q3: 4,127 shares; 2025Q4: 4,128 shares 4,128 $368K <0.01% +1 Timeline JKHY HENRY JACK & ASSOC INC More: the full row for HENRY JACK & ASSOC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,310 shares; 2024Q4: 1,930 shares; 2025Q1: 2,945 shares; 2025Q2: 1,896 shares; 2025Q3: 1,934 shares; 2025Q4: 2,012 shares 2,012 $367K <0.01% +78 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 424 shares; 2024Q4: 433 shares; 2025Q1: 547 shares; 2025Q2: 494 shares; 2025Q3: 516 shares; 2025Q4: 585 shares 585 $364K <0.01% +69 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,766 shares; 2025Q2: not reported; 2025Q3: 12,140 shares; 2025Q4: 14,036 shares 14,036 $364K <0.01% +1,896 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,303 shares; 2024Q4: 1,889 shares; 2025Q1: 2,907 shares; 2025Q2: 2,093 shares; 2025Q3: 2,043 shares; 2025Q4: 1,996 shares 1,996 $363K <0.01% -47 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,430 shares; 2024Q4: 7,090 shares; 2025Q1: 15,191 shares; 2025Q2: 8,310 shares; 2025Q3: 7,572 shares; 2025Q4: 7,591 shares 7,591 $363K <0.01% +19 Timeline DMBS DOUBLELINE ETF TRUST More: the full row for DOUBLELINE ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,025 shares; 2025Q4: 7,294 shares 7,294 $362K <0.01% +2,269 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,419 shares; 2024Q4: 7,325 shares; 2025Q1: 9,223 shares; 2025Q2: 6,366 shares; 2025Q3: 6,340 shares; 2025Q4: 4,071 shares 4,071 $362K <0.01% -2,269 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,238 shares; 2024Q4: 3,654 shares; 2025Q1: 4,006 shares; 2025Q2: 3,427 shares; 2025Q3: 3,414 shares; 2025Q4: 3,574 shares 3,574 $360K <0.01% +160 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,845 shares; 2024Q4: 6,418 shares; 2025Q1: 7,069 shares; 2025Q2: 7,069 shares; 2025Q3: 7,069 shares; 2025Q4: 7,069 shares 7,069 $358K <0.01% 0 Timeline IBTJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,278 shares 16,278 $357K <0.01% new Timeline IBTI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,105 shares; 2025Q3: 12,599 shares; 2025Q4: 15,971 shares 15,971 $357K <0.01% +3,372 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,869 shares; 2024Q4: 4,018 shares; 2025Q1: 4,465 shares; 2025Q2: not reported; 2025Q3: 4,258 shares; 2025Q4: 4,993 shares 4,993 $357K <0.01% +735 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 829,936 shares; 2025Q2: 17,207 shares; 2025Q3: 17,207 shares; 2025Q4: 17,200 shares 17,200 $356K <0.01% -7 Timeline MXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,270 shares; 2024Q4: 3,828 shares; 2025Q1: 3,685 shares; 2025Q2: 3,694 shares; 2025Q3: 3,732 shares; 2025Q4: 3,684 shares 3,684 $356K <0.01% -48 Timeline IBTH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,311 shares; 2025Q3: 11,797 shares; 2025Q4: 15,784 shares 15,784 $355K <0.01% +3,987 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,261 shares; 2025Q2: 2,753 shares; 2025Q3: 2,753 shares; 2025Q4: 2,823 shares 2,823 $352K <0.01% +70 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,201 shares; 2025Q2: 4,348 shares; 2025Q3: 4,347 shares; 2025Q4: 4,275 shares 4,275 $352K <0.01% -72 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,627 shares; 2024Q4: 6,740 shares; 2025Q1: 6,791 shares; 2025Q2: 6,873 shares; 2025Q3: 6,953 shares; 2025Q4: 7,056 shares 7,056 $352K <0.01% +103 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,976 shares; 2024Q4: 7,679 shares; 2025Q1: 8,157 shares; 2025Q2: 4,649 shares; 2025Q3: 4,880 shares; 2025Q4: 4,768 shares 4,768 $351K <0.01% -112 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,145 shares; 2025Q1: 177,322 shares; 2025Q2: 5,780 shares; 2025Q3: 5,742 shares; 2025Q4: 5,315 shares 5,315 $351K <0.01% -427 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,409 shares; 2024Q4: 5,247 shares; 2025Q1: 6,298 shares; 2025Q2: 5,720 shares; 2025Q3: 5,575 shares; 2025Q4: 5,446 shares 5,446 $350K <0.01% -129 Timeline CF CF INDUSTRIES HOLD More: the full row for CF INDUSTRIES HOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,892 shares; 2024Q4: 4,610 shares; 2025Q1: 4,615 shares; 2025Q2: 4,583 shares; 2025Q3: 4,752 shares; 2025Q4: 4,529 shares 4,529 $350K <0.01% -223 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,234 shares; 2024Q4: 9,171 shares; 2025Q1: 9,148 shares; 2025Q2: 9,148 shares; 2025Q3: 8,647 shares; 2025Q4: 8,049 shares 8,049 $350K <0.01% -598 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76 shares; 2024Q4: 74 shares; 2025Q1: 375 shares; 2025Q2: 108 shares; 2025Q3: 124 shares; 2025Q4: 103 shares 103 $349K <0.01% -21 Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,651 shares; 2024Q4: 8,214 shares; 2025Q1: 9,702 shares; 2025Q2: 7,227 shares; 2025Q3: 6,105 shares; 2025Q4: 5,932 shares 5,932 $348K <0.01% -173 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 23,940 shares; 2025Q2: not reported; 2025Q3: 11,193 shares; 2025Q4: 13,237 shares 13,237 $347K <0.01% +2,044 Timeline USRT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 381,823 shares; 2024Q4: 376,928 shares; 2025Q1: 17,058 shares; 2025Q2: 9,416 shares; 2025Q3: 6,200 shares; 2025Q4: 6,080 shares 6,080 $346K <0.01% -120 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,146 shares; 2024Q4: 2,188 shares; 2025Q1: 3,171 shares; 2025Q2: 2,334 shares; 2025Q3: 2,350 shares; 2025Q4: 2,682 shares 2,682 $346K <0.01% +332 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,524 shares; 2024Q4: 4,787 shares; 2025Q1: 6,744 shares; 2025Q2: 4,718 shares; 2025Q3: 4,625 shares; 2025Q4: 4,666 shares 4,666 $345K <0.01% +41 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 36,966 shares; 2025Q2: 8,255 shares; 2025Q3: 10,410 shares; 2025Q4: 10,410 shares 10,410 $344K <0.01% 0 Timeline HYDB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,392 shares; 2024Q4: 7,573 shares; 2025Q1: 7,994 shares; 2025Q2: 7,777 shares; 2025Q3: 7,554 shares; 2025Q4: 7,256 shares 7,256 $344K <0.01% -298 Timeline XT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,268 shares; 2024Q4: 8,192 shares; 2025Q1: 150,309 shares; 2025Q2: 5,351 shares; 2025Q3: 4,904 shares; 2025Q4: 4,911 shares 4,911 $343K <0.01% +7 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,040 shares; 2024Q4: 11,042 shares; 2025Q1: 11,196 shares; 2025Q2: 9,238 shares; 2025Q3: 9,427 shares; 2025Q4: 8,678 shares 8,678 $342K <0.01% -749 Timeline IBTG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,100 shares; 2025Q3: 11,558 shares; 2025Q4: 14,898 shares 14,898 $341K <0.01% +3,340 Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,459 shares; 2024Q4: 13,168 shares; 2025Q1: 14,737 shares; 2025Q2: 14,087 shares; 2025Q3: 14,381 shares; 2025Q4: 14,562 shares 14,562 $339K <0.01% +181 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,361 shares; 2025Q1: 2,666 shares; 2025Q2: 2,446 shares; 2025Q3: 2,166 shares; 2025Q4: 3,641 shares 3,641 $339K <0.01% +1,475 Timeline MFG MIZUHO FINANCIAL GROUP INC More: the full row for MIZUHO FINANCIAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,810 shares; 2024Q4: 44,990 shares; 2025Q1: 45,916 shares; 2025Q2: 45,116 shares; 2025Q3: 45,439 shares; 2025Q4: 45,800 shares 45,800 $335K <0.01% +361 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,422 shares; 2024Q4: 4,446 shares; 2025Q1: 4,724 shares; 2025Q2: 3,746 shares; 2025Q3: 3,680 shares; 2025Q4: 4,083 shares 4,083 $335K <0.01% +403 Timeline IBMP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,475 shares; 2024Q4: 12,475 shares; 2025Q1: 14,787 shares; 2025Q2: 13,576 shares; 2025Q3: 13,047 shares; 2025Q4: 13,178 shares 13,178 $335K <0.01% +131 Timeline SKYY FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,824 shares; 2024Q4: 2,826 shares; 2025Q1: 6,558 shares; 2025Q2: 2,775 shares; 2025Q3: 2,716 shares; 2025Q4: 2,572 shares 2,572 $335K <0.01% -144 Timeline IBDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,606 shares; 2025Q4: 13,979 shares 13,979 $327K <0.01% +2,373 Timeline AVB AVALONBAY CMNTYS INC More: the full row for AVALONBAY CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,043 shares; 2024Q4: 2,836 shares; 2025Q1: 3,361 shares; 2025Q2: 2,527 shares; 2025Q3: 2,544 shares; 2025Q4: 1,803 shares 1,803 $327K <0.01% -741 Timeline IYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,201 shares; 2024Q4: 3,201 shares; 2025Q1: 3,809 shares; 2025Q2: 3,507 shares; 2025Q3: 3,507 shares; 2025Q4: 3,507 shares 3,507 $324K <0.01% 0 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,254 shares 5,254 $320K <0.01% new Timeline AEG AEGON LTD More: the full row for AEGON LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,325 shares; 2024Q4: 23,546 shares; 2025Q1: 23,349 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 41,323 shares 41,323 $319K <0.01% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,120 shares; 2025Q4: 1,457 shares 1,457 $318K <0.01% +337 Timeline IDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,851 shares; 2024Q4: 2,927 shares; 2025Q1: 3,807 shares; 2025Q2: 2,900 shares; 2025Q3: 2,914 shares; 2025Q4: 2,929 shares 2,929 $317K <0.01% +15 Timeline OMF ONEMAIN HLDGS INC More: the full row for ONEMAIN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,533 shares; 2025Q3: 4,710 shares; 2025Q4: 4,696 shares 4,696 $317K <0.01% -14 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 24,500 shares; 2025Q4: 26,000 shares 26,000 $317K <0.01% +1,500 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,346 shares; 2024Q4: 1,378 shares; 2025Q1: 1,447 shares; 2025Q2: 1,415 shares; 2025Q3: 1,325 shares; 2025Q4: 1,416 shares 1,416 $317K <0.01% +91 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,957 shares; 2024Q4: 2,995 shares; 2025Q1: 4,386 shares; 2025Q2: 3,415 shares; 2025Q3: 2,764 shares; 2025Q4: 2,328 shares 2,328 $317K <0.01% -436 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,572 shares; 2024Q4: 1,646 shares; 2025Q1: 2,108 shares; 2025Q2: 1,456 shares; 2025Q3: 1,480 shares; 2025Q4: 1,549 shares 1,549 $316K <0.01% +69 Timeline FG F&G ANNUITIES & LIFE INC More: the full row for F&G ANNUITIES & LIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,480 shares; 2024Q4: 9,480 shares; 2025Q1: 9,888 shares; 2025Q2: 9,475 shares; 2025Q3: not reported; 2025Q4: 10,245 shares 10,245 $316K <0.01% new Timeline IONS IONIS PHARMACEUTICALS INC More: the full row for IONIS PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,934 shares; 2025Q4: 3,981 shares 3,981 $315K <0.01% +47 Timeline HASI HA SUSTAINABLE INFRA CAP INC More: the full row for HA SUSTAINABLE INFRA CAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,243 shares; 2024Q4: 10,425 shares; 2025Q1: 16,538 shares; 2025Q2: 10,760 shares; 2025Q3: 10,518 shares; 2025Q4: 9,897 shares 9,897 $311K <0.01% -621 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,370 shares; 2024Q4: 3,299 shares; 2025Q1: 3,277 shares; 2025Q2: 2,824 shares; 2025Q3: 2,564 shares; 2025Q4: 2,517 shares 2,517 $309K <0.01% -47 Timeline SMR NUSCALE PWR CORP More: the full row for NUSCALE PWR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,211 shares; 2025Q3: not reported; 2025Q4: 21,770 shares 21,770 $308K <0.01% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,188 shares; 2024Q4: 2,198 shares; 2025Q1: 3,979 shares; 2025Q2: 1,578 shares; 2025Q3: 2,089 shares; 2025Q4: 2,170 shares 2,170 $306K <0.01% +81 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,973 shares; 2024Q4: 4,973 shares; 2025Q1: 5,140 shares; 2025Q2: 5,015 shares; 2025Q3: 5,035 shares; 2025Q4: 5,063 shares 5,063 $306K <0.01% +28 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,431 shares; 2024Q4: 2,447 shares; 2025Q1: 2,603 shares; 2025Q2: 2,603 shares; 2025Q3: 2,636 shares; 2025Q4: 2,690 shares 2,690 $305K <0.01% +54 Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,156 shares; 2025Q1: 4,029 shares; 2025Q2: 3,286 shares; 2025Q3: 2,153 shares; 2025Q4: 2,129 shares 2,129 $303K <0.01% -24 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,560 shares; 2024Q4: 2,489 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,136 shares 2,136 $302K <0.01% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,869 shares; 2025Q4: 3,964 shares 3,964 $301K <0.01% +1,095 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,601 shares; 2025Q4: 5,680 shares 5,680 $300K <0.01% +79 Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,428 shares; 2025Q1: 10,827 shares; 2025Q2: 9,852 shares; 2025Q3: 10,347 shares; 2025Q4: 9,811 shares 9,811 $300K <0.01% -536 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 803 shares; 2025Q2: not reported; 2025Q3: 741 shares; 2025Q4: 744 shares 744 $299K <0.01% +3 Timeline BEPC BROOKFIELD RENEWABLE CORP More: the full row for BROOKFIELD RENEWABLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,391 shares; 2025Q1: 11,854 shares; 2025Q2: 8,875 shares; 2025Q3: 8,325 shares; 2025Q4: 7,800 shares 7,800 $299K <0.01% -525 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,319 shares; 2024Q4: 3,508 shares; 2025Q1: 12,209 shares; 2025Q2: 3,328 shares; 2025Q3: 2,227 shares; 2025Q4: 2,253 shares 2,253 $296K <0.01% +26 Timeline EL LAUDER ESTEE COS INC More: the full row for LAUDER ESTEE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,444 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,842 shares; 2025Q3: 2,735 shares; 2025Q4: 2,823 shares 2,823 $296K <0.01% +88 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,453 shares; 2024Q4: 7,344 shares; 2025Q1: 8,335 shares; 2025Q2: 7,312 shares; 2025Q3: 7,404 shares; 2025Q4: 7,355 shares 7,355 $296K <0.01% -49 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,568 shares; 2024Q4: 11,816 shares; 2025Q1: 11,241 shares; 2025Q2: 9,896 shares; 2025Q3: 9,061 shares; 2025Q4: 8,491 shares 8,491 $295K <0.01% -570 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,627 shares; 2024Q4: 63,479 shares; 2025Q1: 73,534 shares; 2025Q2: 56,744 shares; 2025Q3: 11,767 shares; 2025Q4: 12,610 shares 12,610 $295K <0.01% +843 Timeline SPTI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,049 shares; 2024Q4: 15,786 shares; 2025Q1: 98,107 shares; 2025Q2: 10,558 shares; 2025Q3: 10,400 shares; 2025Q4: 10,211 shares 10,211 $294K <0.01% -189 Timeline HAS HASBRO INC More: the full row for HASBRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,578 shares 3,578 $293K <0.01% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,105 shares; 2024Q4: 6,070 shares; 2025Q1: 6,070 shares; 2025Q2: 6,060 shares; 2025Q3: 6,060 shares; 2025Q4: 6,060 shares 6,060 $293K <0.01% 0 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,150 shares; 2024Q4: 5,306 shares; 2025Q1: 6,638 shares; 2025Q2: 4,133 shares; 2025Q3: 4,272 shares; 2025Q4: 3,807 shares 3,807 $293K <0.01% -465 Timeline NMRK NEWMARK GROUP INC More: the full row for NEWMARK GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,887 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,883 shares 16,883 $293K <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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,702 shares; 2025Q4: 1,721 shares 1,721 $292K <0.01% +19 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,367 shares; 2024Q4: 10,324 shares; 2025Q1: 13,788 shares; 2025Q2: 13,756 shares; 2025Q3: 10,092 shares; 2025Q4: 7,687 shares 7,687 $292K <0.01% -2,405 Timeline AMCOR PLC AMCOR PLC More: the full row for AMCOR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,961 shares; 2024Q4: 22,405 shares; 2025Q1: 25,726 shares; 2025Q2: 27,483 shares; 2025Q3: 31,076 shares; 2025Q4: 34,963 shares 34,963 $292K <0.01% +3,887 CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,969 shares; 2024Q4: 2,474 shares; 2025Q1: 2,310 shares; 2025Q2: not reported; 2025Q3: 1,817 shares; 2025Q4: 1,813 shares 1,813 $291K <0.01% -4 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,352 shares; 2025Q4: 3,466 shares 3,466 $290K <0.01% -886 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,708 shares; 2024Q4: 3,713 shares; 2025Q1: 14,522 shares; 2025Q2: 3,207 shares; 2025Q3: 3,212 shares; 2025Q4: 3,187 shares 3,187 $290K <0.01% -25 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,657 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,178 shares 2,178 $288K <0.01% new Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,877 shares; 2025Q2: 8,177 shares; 2025Q3: 8,177 shares; 2025Q4: 8,309 shares 8,309 $288K <0.01% +132 Timeline ZS ZSCALER INC More: the full row for ZSCALER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,306 shares; 2024Q4: 1,307 shares; 2025Q1: 1,740 shares; 2025Q2: 1,344 shares; 2025Q3: 1,500 shares; 2025Q4: 1,280 shares 1,280 $288K <0.01% -220 Timeline XSOE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,173 shares; 2024Q4: 9,442 shares; 2025Q1: 17,688 shares; 2025Q2: 8,757 shares; 2025Q3: 9,447 shares; 2025Q4: 7,375 shares 7,375 $288K <0.01% -2,072 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,276 shares; 2024Q4: 5,215 shares; 2025Q1: 6,219 shares; 2025Q2: 4,950 shares; 2025Q3: 3,485 shares; 2025Q4: 3,464 shares 3,464 $288K <0.01% -21 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,368 shares; 2024Q4: 3,894 shares; 2025Q1: 4,518 shares; 2025Q2: 3,198 shares; 2025Q3: 2,963 shares; 2025Q4: 3,556 shares 3,556 $287K <0.01% +593 Timeline 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,669 shares; 2025Q2: not reported; 2025Q3: 5,245 shares; 2025Q4: 4,849 shares 4,849 $286K <0.01% -396 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,787 shares; 2024Q4: 3,363 shares; 2025Q1: 3,927 shares; 2025Q2: 3,043 shares; 2025Q3: 3,011 shares; 2025Q4: 2,506 shares 2,506 $286K <0.01% -505 Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,327 shares; 2024Q4: 3,138 shares; 2025Q1: 3,433 shares; 2025Q2: 3,714 shares; 2025Q3: 3,617 shares; 2025Q4: 3,602 shares 3,602 $285K <0.01% -15 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 711 shares; 2025Q4: 831 shares 831 $283K <0.01% +120 Timeline CGBL CAPITAL GROUP CORE BALANCED More: the full row for CAPITAL GROUP CORE BALANCED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,998 shares 7,998 $283K <0.01% new Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,869 shares; 2024Q4: 7,219 shares; 2025Q1: 7,986 shares; 2025Q2: 8,010 shares; 2025Q3: 7,958 shares; 2025Q4: 7,752 shares 7,752 $281K <0.01% -206 Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,305 shares; 2024Q4: 12,851 shares; 2025Q1: 14,211 shares; 2025Q2: 11,537 shares; 2025Q3: 12,230 shares; 2025Q4: 12,576 shares 12,576 $281K <0.01% +346 Timeline TXT TEXTRON INC More: the full row for TEXTRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,207 shares; 2025Q2: 3,501 shares; 2025Q3: 3,187 shares; 2025Q4: 3,216 shares 3,216 $280K <0.01% +29 Timeline URTY PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,704 shares; 2024Q4: 28,804 shares; 2025Q1: 28,793 shares; 2025Q2: 67,988 shares; 2025Q3: 5,242 shares; 2025Q4: 5,260 shares 5,260 $280K <0.01% +18 Timeline REET ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,058 shares; 2024Q4: 13,021 shares; 2025Q1: 13,111 shares; 2025Q2: 11,652 shares; 2025Q3: 11,252 shares; 2025Q4: 11,183 shares 11,183 $279K <0.01% -69 Timeline FPWR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,435 shares 8,435 $279K <0.01% new Timeline LRGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,988 shares; 2024Q4: 4,151 shares; 2025Q1: 4,151 shares; 2025Q2: 4,158 shares; 2025Q3: 4,009 shares; 2025Q4: 4,010 shares 4,010 $278K <0.01% +1 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,242 shares; 2024Q4: 2,269 shares; 2025Q1: 2,872 shares; 2025Q2: 2,228 shares; 2025Q3: 2,174 shares; 2025Q4: 1,551 shares 1,551 $277K <0.01% -623 Timeline BTC GRAYSCALE BITCOIN MINI TR ET More: the full row for GRAYSCALE BITCOIN MINI TR ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,017 shares; 2025Q4: 7,147 shares 7,147 $277K <0.01% +3,130 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,655 shares; 2025Q2: 1,192 shares; 2025Q3: 1,292 shares; 2025Q4: 1,221 shares 1,221 $277K <0.01% -71 Timeline NWG NATWEST GROUP PLC More: the full row for NATWEST GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,805 shares 15,805 $277K <0.01% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,863 shares; 2024Q4: 2,863 shares; 2025Q1: 7,157 shares; 2025Q2: 2,793 shares; 2025Q3: 2,784 shares; 2025Q4: 2,281 shares 2,281 $276K <0.01% -503 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,945 shares; 2024Q4: 3,945 shares; 2025Q1: 4,786 shares; 2025Q2: 3,945 shares; 2025Q3: 3,945 shares; 2025Q4: 3,945 shares 3,945 $275K <0.01% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,902 shares; 2024Q4: 10,902 shares; 2025Q1: 10,996 shares; 2025Q2: 10,920 shares; 2025Q3: 8,091 shares; 2025Q4: 8,091 shares 8,091 $275K <0.01% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,608 shares; 2025Q2: 9,547 shares; 2025Q3: 10,435 shares; 2025Q4: 11,269 shares 11,269 $274K <0.01% +834 Timeline FLO FLOWERS FOODS INC More: the full row for FLOWERS FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,577 shares; 2025Q3: 15,192 shares; 2025Q4: 25,205 shares 25,205 $274K <0.01% +10,013 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,389 shares; 2024Q4: 23,383 shares; 2025Q1: 23,421 shares; 2025Q2: 23,435 shares; 2025Q3: 23,435 shares; 2025Q4: 23,435 shares 23,435 $274K <0.01% 0 Timeline CAG CONAGRA BRANDS INC More: the full row for CONAGRA BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,524 shares; 2025Q4: 15,810 shares 15,810 $274K <0.01% +4,286 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,059 shares; 2025Q2: not reported; 2025Q3: 2,092 shares; 2025Q4: 2,139 shares 2,139 $273K <0.01% +47 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,535 shares; 2024Q4: 7,731 shares; 2025Q1: 7,685 shares; 2025Q2: 7,503 shares; 2025Q3: 7,465 shares; 2025Q4: 7,397 shares 7,397 $272K <0.01% -68 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,100 shares; 2025Q2: not reported; 2025Q3: 5,955 shares; 2025Q4: 5,876 shares 5,876 $272K <0.01% -79 Timeline HACK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,471 shares; 2024Q4: 4,205 shares; 2025Q1: 20,846 shares; 2025Q2: 4,552 shares; 2025Q3: 4,483 shares; 2025Q4: 3,384 shares 3,384 $272K <0.01% -1,099 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,810 shares; 2025Q2: not reported; 2025Q3: 7,775 shares; 2025Q4: 6,911 shares 6,911 $271K <0.01% -864 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,309 shares; 2025Q4: 6,228 shares 6,228 $271K <0.01% -81 Timeline BAH BOOZ ALLEN HAMILTON HLDG COR More: the full row for BOOZ ALLEN HAMILTON HLDG COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,213 shares 3,213 $271K <0.01% new Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,303 shares; 2024Q4: 4,760 shares; 2025Q1: 4,777 shares; 2025Q2: 4,988 shares; 2025Q3: 4,079 shares; 2025Q4: 4,054 shares 4,054 $269K <0.01% -25 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,242 shares; 2024Q4: 3,256 shares; 2025Q1: 3,920 shares; 2025Q2: 3,058 shares; 2025Q3: 3,141 shares; 2025Q4: 2,561 shares 2,561 $269K <0.01% -580 Timeline KOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,965 shares 7,965 $268K <0.01% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,239 shares; 2024Q4: 10,220 shares; 2025Q1: 10,287 shares; 2025Q2: 10,192 shares; 2025Q3: 10,185 shares; 2025Q4: 10,185 shares 10,185 $268K <0.01% 0 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,654 shares; 2025Q4: 3,100 shares 3,100 $266K <0.01% +446 Timeline BCS BARCLAYS PLC More: the full row for BARCLAYS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,093 shares; 2025Q2: 10,087 shares; 2025Q3: 10,313 shares; 2025Q4: 10,402 shares 10,402 $265K <0.01% +89 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,337 shares; 2025Q2: not reported; 2025Q3: 3,117 shares; 2025Q4: 3,413 shares 3,413 $264K <0.01% +296 Timeline TOST TOAST INC More: the full row for TOAST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,043 shares; 2025Q2: 5,386 shares; 2025Q3: 7,409 shares; 2025Q4: 7,423 shares 7,423 $264K <0.01% +14 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,023 shares; 2024Q4: 2,115 shares; 2025Q1: 7,577 shares; 2025Q2: 2,334 shares; 2025Q3: 2,095 shares; 2025Q4: 2,167 shares 2,167 $263K <0.01% +72 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,185 shares 3,185 $260K <0.01% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,342 shares; 2024Q4: 7,747 shares; 2025Q1: 9,819 shares; 2025Q2: 6,175 shares; 2025Q3: 5,530 shares; 2025Q4: 5,688 shares 5,688 $260K <0.01% +158 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,998 shares; 2025Q2: 2,871 shares; 2025Q3: 3,023 shares; 2025Q4: 3,047 shares 3,047 $260K <0.01% +24 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,328 shares; 2025Q2: 2,971 shares; 2025Q3: 3,079 shares; 2025Q4: 2,970 shares 2,970 $259K <0.01% -109 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,564 shares; 2025Q4: 5,101 shares 5,101 $258K <0.01% +537 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,132 shares; 2025Q4: 2,293 shares 2,293 $256K <0.01% +161 Timeline PODD INSULET CORP More: the full row for INSULET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,137 shares; 2024Q4: 850 shares; 2025Q1: 945 shares; 2025Q2: 849 shares; 2025Q3: 819 shares; 2025Q4: 902 shares 902 $256K <0.01% +83 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,763 shares; 2025Q2: 11,157 shares; 2025Q3: 10,767 shares; 2025Q4: 10,767 shares 10,767 $256K <0.01% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,923 shares; 2024Q4: 6,899 shares; 2025Q1: 10,683 shares; 2025Q2: 6,189 shares; 2025Q3: 10,212 shares; 2025Q4: 5,148 shares 5,148 $255K <0.01% -5,064 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,173 shares; 2024Q4: 25,013 shares; 2025Q1: 27,673 shares; 2025Q2: 28,264 shares; 2025Q3: 28,463 shares; 2025Q4: 12,696 shares 12,696 $254K <0.01% -15,767 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,830 shares; 2025Q4: 2,928 shares 2,928 $254K <0.01% +98 Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,611 shares; 2025Q2: 2,333 shares; 2025Q3: 10,873 shares; 2025Q4: 3,119 shares 3,119 $253K <0.01% -7,754 Timeline AOR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,885 shares; 2025Q4: 3,885 shares 3,885 $253K <0.01% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,812 shares; 2024Q4: 3,812 shares; 2025Q1: 86,079 shares; 2025Q2: 3,786 shares; 2025Q3: 3,786 shares; 2025Q4: 3,784 shares 3,784 $251K <0.01% -2 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,584 shares; 2024Q4: 10,075 shares; 2025Q1: 13,565 shares; 2025Q2: 9,890 shares; 2025Q3: 8,990 shares; 2025Q4: 9,225 shares 9,225 $251K <0.01% +235 Timeline EWL ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,075 shares; 2024Q4: not reported; 2025Q1: 4,075 shares; 2025Q2: 4,153 shares; 2025Q3: 4,177 shares; 2025Q4: 4,177 shares 4,177 $250K <0.01% 0 Timeline BROS DUTCH BROS INC More: the full row for DUTCH BROS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,877 shares; 2025Q2: 3,440 shares; 2025Q3: not reported; 2025Q4: 4,073 shares 4,073 $249K <0.01% new Timeline BITB BITWISE BITCOIN ETF TR More: the full row for BITWISE BITCOIN ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,342 shares; 2025Q1: 6,302 shares; 2025Q2: 5,435 shares; 2025Q3: 5,605 shares; 2025Q4: 5,237 shares 5,237 $249K <0.01% -368 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,563 shares; 2024Q4: 16,593 shares; 2025Q1: 16,670 shares; 2025Q2: 14,466 shares; 2025Q3: 13,741 shares; 2025Q4: 13,656 shares 13,656 $249K <0.01% -85 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,814 shares; 2025Q1: 7,250 shares; 2025Q2: 6,547 shares; 2025Q3: 5,583 shares; 2025Q4: 5,454 shares 5,454 $248K <0.01% -129 Timeline TRI THOMSON REUTERS CORP More: the full row for THOMSON REUTERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,865 shares; 2024Q4: 3,208 shares; 2025Q1: 3,898 shares; 2025Q2: 2,916 shares; 2025Q3: 2,895 shares; 2025Q4: 1,877 shares 1,877 $248K <0.01% -1,018 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,938 shares; 2025Q3: 5,938 shares; 2025Q4: 5,957 shares 5,957 $247K <0.01% +19 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,786 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,651 shares; 2025Q4: 5,975 shares 5,975 $246K <0.01% +324 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,042 shares; 2024Q4: 2,364 shares; 2025Q1: 2,544 shares; 2025Q2: 2,552 shares; 2025Q3: 1,484 shares; 2025Q4: 550 shares 550 $245K <0.01% -934 Timeline AFRM AFFIRM HLDGS INC More: the full row for AFFIRM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,233 shares; 2025Q3: 4,691 shares; 2025Q4: 3,283 shares 3,283 $244K <0.01% -1,408 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,853 shares; 2024Q4: 4,612 shares; 2025Q1: 6,770 shares; 2025Q2: 4,358 shares; 2025Q3: 3,057 shares; 2025Q4: 1,793 shares 1,793 $243K <0.01% -1,264 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,270 shares; 2025Q1: 7,164 shares; 2025Q2: 3,238 shares; 2025Q3: 3,238 shares; 2025Q4: 3,238 shares 3,238 $243K <0.01% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,052 shares; 2024Q4: 20,528 shares; 2025Q1: 20,995 shares; 2025Q2: 16,014 shares; 2025Q3: 15,796 shares; 2025Q4: 16,881 shares 16,881 $242K <0.01% +1,085 Timeline GDDY GODADDY INC More: the full row for GODADDY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,885 shares; 2024Q4: 1,884 shares; 2025Q1: 2,008 shares; 2025Q2: 1,996 shares; 2025Q3: 1,935 shares; 2025Q4: 1,951 shares 1,951 $242K <0.01% +16 Timeline NTR NUTRIEN LTD More: the full row for NUTRIEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,561 shares; 2025Q2: 4,623 shares; 2025Q3: 4,416 shares; 2025Q4: 3,918 shares 3,918 $242K <0.01% -498 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,319 shares; 2025Q1: 2,822 shares; 2025Q2: 2,528 shares; 2025Q3: 2,349 shares; 2025Q4: 2,415 shares 2,415 $241K <0.01% +66 Timeline NOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,159 shares 4,159 $241K <0.01% new Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,523 shares; 2024Q4: 3,493 shares; 2025Q1: 3,034 shares; 2025Q2: 831 shares; 2025Q3: 835 shares; 2025Q4: 918 shares 918 $238K <0.01% +83 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,556 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,291 shares; 2025Q4: 5,316 shares 5,316 $238K <0.01% +25 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,681 shares; 2024Q4: 12,615 shares; 2025Q1: 7,751 shares; 2025Q2: 2,018 shares; 2025Q3: 1,802 shares; 2025Q4: 1,722 shares 1,722 $238K <0.01% -80 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,296 shares; 2024Q4: 2,574 shares; 2025Q1: 3,182 shares; 2025Q2: 2,573 shares; 2025Q3: 2,609 shares; 2025Q4: 5,188 shares 5,188 $235K <0.01% +2,579 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,443 shares; 2024Q4: not reported; 2025Q1: 2,102 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,004 shares 2,004 $235K <0.01% new Timeline MTN VAIL RESORTS INC More: the full row for VAIL RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,207 shares; 2025Q1: 1,477 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,764 shares 1,764 $234K <0.01% new Timeline FCNCA FIRST CTZNS BANCSHARES INC D More: the full row for FIRST CTZNS BANCSHARES INC D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 475 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 109 shares 109 $234K <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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,767 shares; 2025Q1: 1,830 shares; 2025Q2: 1,773 shares; 2025Q3: 1,785 shares; 2025Q4: 1,767 shares 1,767 $234K <0.01% -18 Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,247 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,998 shares 2,998 $232K <0.01% new Timeline AER AERCAP HOLDINGS NV More: the full row for AERCAP HOLDINGS NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,607 shares 1,607 $231K <0.01% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,635 shares; 2025Q4: 10,245 shares 10,245 $231K <0.01% +610 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,540 shares; 2025Q1: 1,435 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,179 shares 1,179 $230K <0.01% new Timeline HUBS HUBSPOT INC More: the full row for HUBSPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,058 shares; 2024Q4: 913 shares; 2025Q1: 1,173 shares; 2025Q2: 773 shares; 2025Q3: 610 shares; 2025Q4: 573 shares 573 $230K <0.01% -37 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,498 shares; 2024Q4: 9,498 shares; 2025Q1: 9,003 shares; 2025Q2: 9,003 shares; 2025Q3: 9,002 shares; 2025Q4: 8,752 shares 8,752 $229K <0.01% -250 Timeline LYG LLOYDS BANKING GROUP PLC More: the full row for LLOYDS BANKING GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,426 shares; 2024Q4: 40,168 shares; 2025Q1: 40,459 shares; 2025Q2: 40,204 shares; 2025Q3: 42,739 shares; 2025Q4: 42,912 shares 42,912 $227K <0.01% +173 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,409 shares; 2024Q4: 4,281 shares; 2025Q1: 4,303 shares; 2025Q2: 4,332 shares; 2025Q3: 4,357 shares; 2025Q4: 4,389 shares 4,389 $226K <0.01% +32 Timeline COKE COCA COLA CONS INC More: the full row for COCA COLA CONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,476 shares 1,476 $226K <0.01% new Timeline XME SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,173 shares 2,173 $225K <0.01% new Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,240 shares 1,240 $225K <0.01% new Timeline BITW BITWISE 10 CRYPTO INDEX ETF More: the full row for BITWISE 10 CRYPTO INDEX ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,821 shares 3,821 $225K <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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,649 shares; 2024Q4: 2,833 shares; 2025Q1: not reported; 2025Q2: 2,796 shares; 2025Q3: 2,801 shares; 2025Q4: 2,807 shares 2,807 $224K <0.01% +6 Timeline DFII FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,556 shares 12,556 $224K <0.01% new Timeline ISTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,491 shares; 2024Q4: 4,491 shares; 2025Q1: 4,391 shares; 2025Q2: 4,590 shares; 2025Q3: 4,590 shares; 2025Q4: 4,590 shares 4,590 $224K <0.01% 0 Timeline ARGX ARGENX SE More: the full row for ARGENX SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 266 shares 266 $224K <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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,817 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,825 shares; 2025Q4: 3,818 shares 3,818 $224K <0.01% -7 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,249 shares; 2024Q4: 3,473 shares; 2025Q1: 14,214 shares; 2025Q2: 2,813 shares; 2025Q3: 2,573 shares; 2025Q4: 2,410 shares 2,410 $223K <0.01% -163 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,679 shares 6,679 $222K <0.01% new Timeline EWQ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,912 shares; 2025Q3: 4,912 shares; 2025Q4: 4,937 shares 4,937 $222K <0.01% +25 Timeline APA APA CORPORATION More: the full row for APA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,936 shares; 2025Q4: 9,071 shares 9,071 $222K <0.01% +135 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,250 shares; 2025Q4: 3,250 shares 3,250 $220K <0.01% 0 Timeline KRC KILROY REALTY CORP More: the full row for KILROY REALTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,836 shares; 2025Q1: 9,397 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,879 shares 5,879 $220K <0.01% new Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,437 shares; 2024Q4: 4,371 shares; 2025Q1: 4,242 shares; 2025Q2: 4,314 shares; 2025Q3: 4,240 shares; 2025Q4: 4,176 shares 4,176 $219K <0.01% -64 Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 739 shares 739 $218K <0.01% new Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,398 shares; 2025Q4: 2,387 shares 2,387 $218K <0.01% -11 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,006 shares; 2024Q4: 24,413 shares; 2025Q1: 22,894 shares; 2025Q2: 20,876 shares; 2025Q3: 19,868 shares; 2025Q4: 19,183 shares 19,183 $217K <0.01% -685 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,742 shares; 2025Q2: 8,054 shares; 2025Q3: 8,039 shares; 2025Q4: 7,661 shares 7,661 $215K <0.01% -378 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,349 shares; 2025Q2: not reported; 2025Q3: 1,248 shares; 2025Q4: 1,280 shares 1,280 $215K <0.01% +32 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,264 shares; 2025Q4: 8,664 shares 8,664 $215K <0.01% +400 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,013 shares; 2024Q4: 3,455 shares; 2025Q1: 4,442 shares; 2025Q2: 1,569 shares; 2025Q3: 1,675 shares; 2025Q4: 1,568 shares 1,568 $214K <0.01% -107 Timeline BXP BXP INC More: the full row for BXP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,515 shares; 2024Q4: 3,287 shares; 2025Q1: 3,499 shares; 2025Q2: 3,794 shares; 2025Q3: 3,434 shares; 2025Q4: 3,147 shares 3,147 $212K <0.01% -287 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,488 shares; 2025Q4: 1,706 shares 1,706 $212K <0.01% +218 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,367 shares; 2024Q4: 1,378 shares; 2025Q1: 1,952 shares; 2025Q2: 1,048 shares; 2025Q3: 1,138 shares; 2025Q4: 1,049 shares 1,049 $211K <0.01% -89 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,715 shares; 2024Q4: 2,714 shares; 2025Q1: 2,840 shares; 2025Q2: 2,306 shares; 2025Q3: 2,252 shares; 2025Q4: 2,087 shares 2,087 $210K <0.01% -165 Timeline PDD PDD HOLDINGS INC More: the full row for PDD HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,810 shares; 2024Q4: not reported; 2025Q1: 1,864 shares; 2025Q2: not reported; 2025Q3: 1,835 shares; 2025Q4: 1,854 shares 1,854 $210K <0.01% +19 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,019 shares; 2025Q2: not reported; 2025Q3: 2,258 shares; 2025Q4: 2,181 shares 2,181 $209K <0.01% -77 Timeline NEU NEWMARKET CORP More: the full row for NEWMARKET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 303 shares; 2025Q3: 303 shares; 2025Q4: 303 shares 303 $208K <0.01% 0 Timeline ACI ALBERTSONS COMPANIES INC More: the full row for ALBERTSONS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,335 shares; 2024Q4: 11,359 shares; 2025Q1: 11,618 shares; 2025Q2: 11,612 shares; 2025Q3: 11,656 shares; 2025Q4: 12,126 shares 12,126 $208K <0.01% +470 Timeline FDS FACTSET RESH SYS INC More: the full row for FACTSET RESH SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,689 shares; 2024Q4: 2,462 shares; 2025Q1: 2,546 shares; 2025Q2: 2,373 shares; 2025Q3: 2,259 shares; 2025Q4: 717 shares 717 $208K <0.01% -1,542 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,129 shares; 2024Q4: 1,928 shares; 2025Q1: not reported; 2025Q2: 2,059 shares; 2025Q3: 1,962 shares; 2025Q4: 1,942 shares 1,942 $208K <0.01% -20 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,687 shares; 2025Q3: 3,400 shares; 2025Q4: 810 shares 810 $207K <0.01% -2,590 Timeline EDOW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,000 shares 5,000 $206K <0.01% new Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,532 shares 3,532 $206K <0.01% new Timeline SURE ADVISORSHARES TR More: the full row for ADVISORSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,611 shares; 2025Q2: not reported; 2025Q3: 1,618 shares; 2025Q4: 1,619 shares 1,619 $206K <0.01% +1 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,256 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,991 shares 1,991 $206K <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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 872 shares; 2024Q4: 868 shares; 2025Q1: 862 shares; 2025Q2: 953 shares; 2025Q3: 1,046 shares; 2025Q4: 804 shares 804 $206K <0.01% -242 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,172 shares; 2024Q4: 2,197 shares; 2025Q1: 2,293 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,116 shares 1,116 $206K <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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares 3,000 $206K <0.01% 0 Timeline VKTX VIKING THERAPEUTICS INC More: the full row for VIKING THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,719 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,825 shares 5,825 $205K <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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,661 shares; 2025Q1: 12,542 shares; 2025Q2: 11,966 shares; 2025Q3: 11,966 shares; 2025Q4: 11,972 shares 11,972 $205K <0.01% +6 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 906 shares 906 $204K <0.01% new Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,390 shares; 2024Q4: 4,324 shares; 2025Q1: 5,885 shares; 2025Q2: 2,269 shares; 2025Q3: 2,139 shares; 2025Q4: 2,043 shares 2,043 $204K <0.01% -96 Timeline ONB OLD NATL BANCORP IND More: the full row for OLD NATL BANCORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,170 shares; 2024Q4: 9,694 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,062 shares 9,062 $202K <0.01% new Timeline FPX FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,234 shares; 2025Q4: 1,235 shares 1,235 $202K <0.01% +1 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 30,035 shares; 2025Q2: 45,155 shares; 2025Q3: 46,262 shares; 2025Q4: 26,437 shares 26,437 $199K <0.01% -19,825 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,909 shares; 2024Q4: 28,034 shares; 2025Q1: 27,265 shares; 2025Q2: 27,444 shares; 2025Q3: 29,658 shares; 2025Q4: 11,055 shares 11,055 $192K <0.01% -18,603 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,053 shares; 2024Q4: 14,149 shares; 2025Q1: 14,247 shares; 2025Q2: 14,289 shares; 2025Q3: 14,330 shares; 2025Q4: 14,373 shares 14,373 $183K <0.01% +43 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,670 shares; 2024Q4: 22,057 shares; 2025Q1: 22,057 shares; 2025Q2: 22,057 shares; 2025Q3: 22,057 shares; 2025Q4: 17,143 shares 17,143 $176K <0.01% -4,914 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,914 shares; 2024Q4: 30,298 shares; 2025Q1: 40,736 shares; 2025Q2: 23,822 shares; 2025Q3: 23,326 shares; 2025Q4: 20,322 shares 20,322 $175K <0.01% -3,004 Timeline AES AES CORP More: the full row for AES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,785 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,104 shares 12,104 $174K <0.01% new Timeline VTRS VIATRIS INC More: the full row for VIATRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,677 shares; 2024Q4: 10,399 shares; 2025Q1: 10,900 shares; 2025Q2: 12,793 shares; 2025Q3: 12,880 shares; 2025Q4: 12,823 shares 12,823 $160K <0.01% -57 Timeline OBDC BLUE OWL CAPITAL CORPORATION More: the full row for BLUE OWL CAPITAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,315 shares; 2024Q4: 20,188 shares; 2025Q1: 24,738 shares; 2025Q2: 20,938 shares; 2025Q3: 19,809 shares; 2025Q4: 12,810 shares 12,810 $159K <0.01% -6,999 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,730 shares; 2025Q4: 10,728 shares 10,728 $150K <0.01% -2 Timeline DNP DNP SELECT INCOME FD INC More: the full row for DNP SELECT INCOME FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,755 shares 13,755 $137K <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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,687 shares; 2024Q4: 11,685 shares; 2025Q1: 13,183 shares; 2025Q2: 15,532 shares; 2025Q3: 15,109 shares; 2025Q4: 11,966 shares 11,966 $132K <0.01% -3,143 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,731 shares; 2025Q1: 21,199 shares; 2025Q2: 14,249 shares; 2025Q3: 16,990 shares; 2025Q4: 16,531 shares 16,531 $130K <0.01% -459 Timeline NOK NOKIA CORP More: the full row for NOKIA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,595 shares; 2024Q4: 24,989 shares; 2025Q1: 25,672 shares; 2025Q2: 24,174 shares; 2025Q3: 26,022 shares; 2025Q4: 20,028 shares 20,028 $130K <0.01% -5,994 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,308 shares; 2024Q4: 20,571 shares; 2025Q1: 20,194 shares; 2025Q2: 15,467 shares; 2025Q3: 15,541 shares; 2025Q4: 15,298 shares 15,298 $119K <0.01% -243 Timeline CIG CIA ENERGETICA DE MINAS GERA More: the full row for CIA ENERGETICA DE MINAS GERA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,985 shares; 2024Q4: 66,584 shares; 2025Q1: 103,227 shares; 2025Q2: 51,989 shares; 2025Q3: 58,324 shares; 2025Q4: 57,741 shares 57,741 $115K <0.01% -583 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,167 shares; 2024Q4: 11,473 shares; 2025Q1: 18,854 shares; 2025Q2: 30,346 shares; 2025Q3: 27,403 shares; 2025Q4: 27,902 shares 27,902 $114K <0.01% +499 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares 10,000 $107K <0.01% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,512 shares; 2024Q4: 11,512 shares; 2025Q1: 11,512 shares; 2025Q2: 11,512 shares; 2025Q3: 11,512 shares; 2025Q4: 11,512 shares 11,512 $103K <0.01% 0 Timeline VG VENTURE GLOBAL INC More: the full row for VENTURE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,996 shares 14,996 $102K <0.01% new Timeline MPT MEDICAL PROPERTIES TRUST INC More: the full row for MEDICAL PROPERTIES TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,763 shares; 2024Q4: 30,121 shares; 2025Q1: 29,888 shares; 2025Q2: 23,735 shares; 2025Q3: 19,358 shares; 2025Q4: 18,302 shares 18,302 $91.5K <0.01% -1,056 Timeline WIT WIPRO LTD More: the full row for WIPRO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,992 shares; 2024Q4: 33,008 shares; 2025Q1: 33,525 shares; 2025Q2: 26,850 shares; 2025Q3: 29,396 shares; 2025Q4: 30,609 shares 30,609 $86.9K <0.01% +1,213 Timeline FRMI FERMI INC More: the full row for FERMI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,525 shares 10,525 $84.2K <0.01% new Timeline HDSN HUDSON TECHNOLOGIES INC More: the full row for HUDSON TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,867 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,794 shares 11,794 $80.8K <0.01% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19,748 shares; 2025Q4: 19,748 shares 19,748 $79.2K <0.01% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,600 shares; 2025Q1: 14,638 shares; 2025Q2: 15,770 shares; 2025Q3: 12,185 shares; 2025Q4: 12,185 shares 12,185 $78.6K <0.01% 0 Timeline RNW RENEW ENERGY GLOBAL PLC More: the full row for RENEW ENERGY GLOBAL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,370 shares 12,370 $69.9K <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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 22,223 shares; 2025Q1: 21,491 shares; 2025Q2: 14,227 shares; 2025Q3: 13,032 shares; 2025Q4: 13,291 shares 13,291 $61.3K <0.01% +259 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 49,525 shares; 2025Q1: 47,846 shares; 2025Q2: 32,258 shares; 2025Q3: 29,219 shares; 2025Q4: 28,541 shares 28,541 $58.5K <0.01% -678 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,471 shares; 2024Q4: 55,762 shares; 2025Q1: 53,979 shares; 2025Q2: 37,993 shares; 2025Q3: 34,674 shares; 2025Q4: 33,934 shares 33,934 $54K <0.01% -740 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 23,955 shares; 2025Q1: 24,261 shares; 2025Q2: 16,031 shares; 2025Q3: 14,379 shares; 2025Q4: 14,055 shares 14,055 $48.8K <0.01% -324 Timeline LAES SEALSQ CORP More: the full row for SEALSQ CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,044 shares 12,044 $45.5K <0.01% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 35,337 shares; 2025Q1: 35,707 shares; 2025Q2: 24,124 shares; 2025Q3: 21,807 shares; 2025Q4: 21,973 shares 21,973 $41.1K <0.01% +166 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,485 shares; 2024Q4: 27,208 shares; 2025Q1: 27,208 shares; 2025Q2: 27,208 shares; 2025Q3: 27,208 shares; 2025Q4: 27,208 shares 27,208 $36.7K <0.01% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 31,290 shares; 2025Q1: 30,299 shares; 2025Q2: 20,372 shares; 2025Q3: 18,453 shares; 2025Q4: 18,025 shares 18,025 $31.4K <0.01% -428 Timeline ABEV AMBEV SA More: the full row for AMBEV SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,685 shares; 2024Q4: 17,160 shares; 2025Q1: 11,977 shares; 2025Q2: 11,849 shares; 2025Q3: 10,096 shares; 2025Q4: 10,657 shares 10,657 $26.3K <0.01% +561 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,748 shares; 2025Q4: 13,200 shares 13,200 $26K <0.01% +452 Timeline