PAGP PLAINS GP HLDGS L P More: the full row for PLAINS GP HLDGS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,628 shares; 2024Q4: 18,411 shares; 2025Q1: 18,411 shares; 2025Q2: 20,321 shares; 2025Q3: 21,015 shares; 2025Q4: 22,127 shares 22,127 $424K 0.01% +1,112 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: 1,082 shares; 2025Q3: 2,607 shares; 2025Q4: 5,851 shares 5,851 $419K 0.01% +3,244 Timeline PRIM PRIMORIS SVCS CORP More: the full row for PRIMORIS SVCS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 543 shares; 2024Q4: 886 shares; 2025Q1: 886 shares; 2025Q2: 1,595 shares; 2025Q3: 1,839 shares; 2025Q4: 3,372 shares 3,372 $419K 0.01% +1,533 Timeline INTA INTAPP INC More: the full row for INTAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 65 shares; 2025Q1: 65 shares; 2025Q2: 6,274 shares; 2025Q3: 7,638 shares; 2025Q4: 9,107 shares 9,107 $417K 0.01% +1,469 Timeline GWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,823 shares; 2024Q4: 3,639 shares; 2025Q1: 3,639 shares; 2025Q2: 3,750 shares; 2025Q3: 3,755 shares; 2025Q4: 10,201 shares 10,201 $417K 0.01% +6,446 Timeline DFIC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,762 shares; 2024Q4: 12,487 shares; 2025Q1: 12,487 shares; 2025Q2: 11,192 shares; 2025Q3: 11,030 shares; 2025Q4: 12,090 shares 12,090 $417K 0.01% +1,060 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: 315 shares; 2024Q4: 309 shares; 2025Q1: 309 shares; 2025Q2: 7,438 shares; 2025Q3: 12,298 shares; 2025Q4: 12,600 shares 12,600 $416K 0.01% +302 Timeline CERY 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: 3,385 shares; 2025Q1: 3,385 shares; 2025Q2: 4,441 shares; 2025Q3: 8,719 shares; 2025Q4: 14,562 shares 14,562 $416K 0.01% +5,843 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: 523 shares; 2024Q4: 1,211 shares; 2025Q1: 1,211 shares; 2025Q2: 1,657 shares; 2025Q3: 2,095 shares; 2025Q4: 2,735 shares 2,735 $416K 0.01% +640 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 730 shares; 2024Q4: 797 shares; 2025Q1: 797 shares; 2025Q2: 988 shares; 2025Q3: 1,643 shares; 2025Q4: 1,912 shares 1,912 $415K 0.01% +269 Timeline CNQ CANADIAN NAT RES LTD MED TER More: the full row for CANADIAN NAT RES LTD MED TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,005 shares; 2024Q4: 6,987 shares; 2025Q1: 6,987 shares; 2025Q2: 12,399 shares; 2025Q3: 12,888 shares; 2025Q4: 12,241 shares 12,241 $414K 0.01% -647 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: 3,917 shares; 2024Q4: 2,636 shares; 2025Q1: 2,636 shares; 2025Q2: 1,639 shares; 2025Q3: 3,630 shares; 2025Q4: 4,814 shares 4,814 $410K 0.01% +1,184 Timeline MUSA MURPHY USA INC More: the full row for MURPHY USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 743 shares; 2024Q4: 803 shares; 2025Q1: 803 shares; 2025Q2: 945 shares; 2025Q3: 1,019 shares; 2025Q4: 1,015 shares 1,015 $410K 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: 6,567 shares; 2024Q4: 7,235 shares; 2025Q1: 7,235 shares; 2025Q2: 1,306 shares; 2025Q3: 1,243 shares; 2025Q4: 1,261 shares 1,261 $407K 0.01% +18 Timeline MDB MONGODB INC More: the full row for MONGODB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 517 shares; 2024Q4: 731 shares; 2025Q1: 731 shares; 2025Q2: 2,179 shares; 2025Q3: 140 shares; 2025Q4: 969 shares 969 $407K 0.01% +829 Timeline ESI ELEMENT SOLUTIONS INC More: the full row for ELEMENT SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,268 shares; 2024Q4: 29,217 shares; 2025Q1: 29,217 shares; 2025Q2: 9,792 shares; 2025Q3: 11,555 shares; 2025Q4: 16,254 shares 16,254 $406K 0.01% +4,699 Timeline POR PORTLAND GEN ELEC CO More: the full row for PORTLAND GEN ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,259 shares; 2024Q4: 6,518 shares; 2025Q1: 6,518 shares; 2025Q2: 8,244 shares; 2025Q3: 8,474 shares; 2025Q4: 8,447 shares 8,447 $405K 0.01% -27 Timeline IBHF 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: 4,164 shares; 2024Q4: 4,164 shares; 2025Q1: 4,164 shares; 2025Q2: 5,822 shares; 2025Q3: 11,457 shares; 2025Q4: 17,547 shares 17,547 $405K 0.01% +6,090 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,771 shares; 2024Q4: 3,089 shares; 2025Q1: 3,089 shares; 2025Q2: 1,430 shares; 2025Q3: 1,121 shares; 2025Q4: 2,394 shares 2,394 $404K 0.01% +1,273 Timeline CXT CRANE NXT CO More: the full row for CRANE NXT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 487 shares; 2024Q4: 3,892 shares; 2025Q1: 3,892 shares; 2025Q2: 6,543 shares; 2025Q3: 7,790 shares; 2025Q4: 8,583 shares 8,583 $404K 0.01% +793 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: 10,933 shares; 2024Q4: 5,744 shares; 2025Q1: 5,744 shares; 2025Q2: 7,505 shares; 2025Q3: 8,788 shares; 2025Q4: 10,511 shares 10,511 $403K 0.01% +1,723 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: 139 shares; 2024Q4: 385 shares; 2025Q1: 385 shares; 2025Q2: 1,029 shares; 2025Q3: 4,751 shares; 2025Q4: 5,788 shares 5,788 $403K 0.01% +1,037 Timeline UFPT UFP TECHNOLOGIES INC More: the full row for UFP TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 211 shares; 2024Q4: 444 shares; 2025Q1: 444 shares; 2025Q2: 1,666 shares; 2025Q3: 1,692 shares; 2025Q4: 1,812 shares 1,812 $402K 0.01% +120 Timeline TW TRADEWEB MKTS INC More: the full row for TRADEWEB MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 721 shares; 2024Q4: 850 shares; 2025Q1: 850 shares; 2025Q2: 2,216 shares; 2025Q3: 2,951 shares; 2025Q4: 3,734 shares 3,734 $402K 0.01% +783 Timeline BAPR 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: 8,343 shares; 2024Q4: 8,448 shares; 2025Q1: 8,448 shares; 2025Q2: 8,724 shares; 2025Q3: 8,624 shares; 2025Q4: 8,336 shares 8,336 $400K 0.01% -288 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,467 shares; 2024Q4: 18,613 shares; 2025Q1: 18,613 shares; 2025Q2: 14,906 shares; 2025Q3: 17,677 shares; 2025Q4: 17,941 shares 17,941 $400K 0.01% +264 Timeline RWL 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: 1,845 shares; 2024Q4: 2,244 shares; 2025Q1: 2,244 shares; 2025Q2: 2,905 shares; 2025Q3: 3,203 shares; 2025Q4: 3,487 shares 3,487 $399K 0.01% +284 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,320 shares; 2024Q4: 17,191 shares; 2025Q1: 17,367 shares; 2025Q2: 18,179 shares; 2025Q3: 13,920 shares; 2025Q4: 11,352 shares 11,352 $398K 0.01% -2,568 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,732 shares; 2024Q4: 1,905 shares; 2025Q1: 1,905 shares; 2025Q2: 2,042 shares; 2025Q3: 1,633 shares; 2025Q4: 3,881 shares 3,881 $397K 0.01% +2,248 Timeline PSLV 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: 552 shares; 2024Q4: 567 shares; 2025Q1: 567 shares; 2025Q2: 13,117 shares; 2025Q3: 17,443 shares; 2025Q4: 16,759 shares 16,759 $396K 0.01% -684 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: 766 shares; 2024Q4: 5,983 shares; 2025Q1: 5,983 shares; 2025Q2: 4,531 shares; 2025Q3: 4,730 shares; 2025Q4: 4,831 shares 4,831 $396K 0.01% +101 Timeline GUNR FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 453 shares; 2024Q4: 5,944 shares; 2025Q1: 5,944 shares; 2025Q2: 7,130 shares; 2025Q3: 6,372 shares; 2025Q4: 8,629 shares 8,629 $396K 0.01% +2,257 Timeline THW ABRDN WORLD HEALTHCARE FUND More: the full row for ABRDN WORLD HEALTHCARE FUND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,411 shares; 2024Q4: 24,869 shares; 2025Q1: 24,869 shares; 2025Q2: 33,323 shares; 2025Q3: 28,970 shares; 2025Q4: 30,852 shares 30,852 $394K 0.01% +1,882 Timeline LDSF 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: 30,747 shares; 2024Q4: 31,205 shares; 2025Q1: 31,205 shares; 2025Q2: 26,538 shares; 2025Q3: 22,558 shares; 2025Q4: 20,560 shares 20,560 $394K 0.01% -1,998 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,973 shares; 2024Q4: 16,420 shares; 2025Q1: 16,420 shares; 2025Q2: 13,749 shares; 2025Q3: 14,445 shares; 2025Q4: 14,297 shares 14,297 $393K 0.01% -148 Timeline DFIV 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: 111 shares; 2024Q4: 418 shares; 2025Q1: 418 shares; 2025Q2: 262 shares; 2025Q3: 8,648 shares; 2025Q4: 7,862 shares 7,862 $392K 0.01% -786 Timeline URNM SPROTT FDS TR More: the full row for SPROTT FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,207 shares; 2024Q4: 7,756 shares; 2025Q1: 7,756 shares; 2025Q2: 7,528 shares; 2025Q3: 6,349 shares; 2025Q4: 7,145 shares 7,145 $392K 0.01% +796 Timeline XMVM 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: 5,243 shares; 2024Q4: 5,302 shares; 2025Q1: 5,511 shares; 2025Q2: 5,863 shares; 2025Q3: 6,118 shares; 2025Q4: 6,064 shares 6,064 $389K 0.01% -54 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,833 shares; 2024Q4: 2,556 shares; 2025Q1: 2,556 shares; 2025Q2: 1,667 shares; 2025Q3: 1,703 shares; 2025Q4: 1,873 shares 1,873 $384K 0.01% +170 Timeline BKMC BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,490 shares; 2024Q4: 3,473 shares; 2025Q1: 3,473 shares; 2025Q2: 3,455 shares; 2025Q3: 3,440 shares; 2025Q4: 3,506 shares 3,506 $382K 0.01% +66 Timeline TLTW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 135 shares; 2025Q3: 135 shares; 2025Q4: 16,789 shares 16,789 $381K 0.01% +16,654 Timeline RFIX 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: not reported; 2025Q2: 6,812 shares; 2025Q3: 7,830 shares; 2025Q4: 10,443 shares 10,443 $379K 0.01% +2,613 Timeline MGC 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: 655 shares; 2024Q4: 1,204 shares; 2025Q1: 1,204 shares; 2025Q2: 1,444 shares; 2025Q3: 1,341 shares; 2025Q4: 1,506 shares 1,506 $378K 0.01% +165 Timeline IGRO 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: 11,677 shares; 2024Q4: 9,654 shares; 2025Q1: 9,654 shares; 2025Q2: 4,465 shares; 2025Q3: 4,442 shares; 2025Q4: 4,538 shares 4,538 $376K 0.01% +96 Timeline JBND J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,388 shares; 2025Q3: 7,060 shares; 2025Q4: 6,936 shares 6,936 $375K 0.01% -124 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,131 shares; 2024Q4: 1,158 shares; 2025Q1: 1,194 shares; 2025Q2: 1,444 shares; 2025Q3: 1,374 shares; 2025Q4: 3,133 shares 3,133 $374K 0.01% +1,759 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: 3,254 shares; 2024Q4: 6,379 shares; 2025Q1: 6,629 shares; 2025Q2: 4,677 shares; 2025Q3: 4,777 shares; 2025Q4: 4,851 shares 4,851 $373K 0.01% +74 Timeline SCHI 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: 2,218 shares; 2024Q4: 7,240 shares; 2025Q1: 7,240 shares; 2025Q2: 4,417 shares; 2025Q3: 9,406 shares; 2025Q4: 16,235 shares 16,235 $373K 0.01% +6,829 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: 14,954 shares; 2024Q4: 17,148 shares; 2025Q1: 17,148 shares; 2025Q2: 18,203 shares; 2025Q3: 22,080 shares; 2025Q4: 21,293 shares 21,293 $373K 0.01% -787 Timeline LTH LIFE TIME GROUP HOLDINGS INC More: the full row for LIFE TIME GROUP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,448 shares; 2025Q1: 4,448 shares; 2025Q2: 13,317 shares; 2025Q3: 14,042 shares; 2025Q4: 14,016 shares 14,016 $373K 0.01% -26 Timeline MORN MORNINGSTAR INC More: the full row for MORNINGSTAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 625 shares; 2024Q4: 705 shares; 2025Q1: 705 shares; 2025Q2: 893 shares; 2025Q3: 1,049 shares; 2025Q4: 1,708 shares 1,708 $371K 0.01% +659 Timeline BIBL NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,395 shares; 2024Q4: 1,528 shares; 2025Q1: 1,528 shares; 2025Q2: 4,315 shares; 2025Q3: 5,745 shares; 2025Q4: 8,198 shares 8,198 $370K 0.01% +2,453 Timeline DGRW 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: 3,925 shares; 2024Q4: 4,035 shares; 2025Q1: 4,035 shares; 2025Q2: 3,960 shares; 2025Q3: 4,115 shares; 2025Q4: 4,115 shares 4,115 $368K 0.01% 0 Timeline RFV 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: 1,215 shares; 2024Q4: 1,384 shares; 2025Q1: 1,384 shares; 2025Q2: 2,606 shares; 2025Q3: 2,827 shares; 2025Q4: 2,873 shares 2,873 $367K 0.01% +46 Timeline FTA FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,803 shares; 2024Q4: 4,210 shares; 2025Q1: 4,210 shares; 2025Q2: 3,911 shares; 2025Q3: 4,058 shares; 2025Q4: 4,258 shares 4,258 $367K 0.01% +200 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: 135 shares; 2025Q3: 135 shares; 2025Q4: 6,874 shares 6,874 $363K 0.01% +6,739 Timeline LGOV 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: 15,706 shares; 2024Q4: 16,805 shares; 2025Q1: 16,805 shares; 2025Q2: 16,588 shares; 2025Q3: 16,082 shares; 2025Q4: 16,548 shares 16,548 $361K 0.01% +466 Timeline FTGS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,270 shares; 2024Q4: 12,133 shares; 2025Q1: 12,133 shares; 2025Q2: 11,265 shares; 2025Q3: 8,997 shares; 2025Q4: 10,180 shares 10,180 $360K 0.01% +1,183 Timeline LBRT LIBERTY ENERGY INC More: the full row for LIBERTY ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,485 shares; 2024Q4: 15,334 shares; 2025Q1: 15,334 shares; 2025Q2: 20,251 shares; 2025Q3: 21,791 shares; 2025Q4: 19,398 shares 19,398 $358K 0.01% -2,393 Timeline PIPR PIPER SANDLER COS More: the full row for PIPER SANDLER COS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89 shares; 2024Q4: 339 shares; 2025Q1: 339 shares; 2025Q2: 971 shares; 2025Q3: 1,051 shares; 2025Q4: 1,052 shares 1,052 $357K 0.01% +1 Timeline EXEL EXELIXIS INC More: the full row for EXELIXIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 594 shares; 2024Q4: 967 shares; 2025Q1: 967 shares; 2025Q2: 3,068 shares; 2025Q3: 4,780 shares; 2025Q4: 8,151 shares 8,151 $357K 0.01% +3,371 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,211 shares; 2024Q4: 2,980 shares; 2025Q1: 2,980 shares; 2025Q2: 2,877 shares; 2025Q3: 2,820 shares; 2025Q4: 2,242 shares 2,242 $357K 0.01% -578 Timeline SHM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,331 shares; 2024Q4: 14,481 shares; 2025Q1: 14,498 shares; 2025Q2: 11,175 shares; 2025Q3: 10,155 shares; 2025Q4: 7,430 shares 7,430 $357K 0.01% -2,725 Timeline ICLN 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: 21,297 shares; 2024Q4: 5,147 shares; 2025Q1: 5,147 shares; 2025Q2: 4,373 shares; 2025Q3: 4,673 shares; 2025Q4: 21,608 shares 21,608 $355K 0.01% +16,935 Timeline FMAR 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: 7,868 shares; 2024Q4: 7,868 shares; 2025Q1: 7,868 shares; 2025Q2: 7,468 shares; 2025Q3: 7,468 shares; 2025Q4: 7,468 shares 7,468 $354K 0.01% 0 Timeline AGRO ADECOAGRO S A More: the full row for ADECOAGRO S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,916 shares; 2024Q4: 33,886 shares; 2025Q1: 34,334 shares; 2025Q2: 40,021 shares; 2025Q3: 42,679 shares; 2025Q4: 44,530 shares 44,530 $353K 0.01% +1,851 Timeline EXE EXPAND ENERGY CORPORATION More: the full row for EXPAND ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 271 shares; 2024Q4: 993 shares; 2025Q1: 993 shares; 2025Q2: 2,359 shares; 2025Q3: 1,009 shares; 2025Q4: 3,191 shares 3,191 $352K 0.01% +2,182 Timeline PRM PERIMETER SOLUTIONS INC More: the full row for PERIMETER SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,606 shares; 2025Q1: 5,606 shares; 2025Q2: 6,318 shares; 2025Q3: 7,157 shares; 2025Q4: 12,779 shares 12,779 $352K 0.01% +5,622 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 123,099 shares; 2024Q4: 333 shares; 2025Q1: 333 shares; 2025Q2: 251 shares; 2025Q3: 218 shares; 2025Q4: 4,352 shares 4,352 $351K 0.01% +4,134 Timeline BKLN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,050 shares; 2024Q4: 11,047 shares; 2025Q1: 11,047 shares; 2025Q2: 12,530 shares; 2025Q3: 12,888 shares; 2025Q4: 16,637 shares 16,637 $349K 0.01% +3,749 Timeline GLTR ABRDN PRECIOUS METALS BASKET More: the full row for ABRDN PRECIOUS METALS BASKET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33 shares; 2024Q4: 33 shares; 2025Q1: 33 shares; 2025Q2: 1,633 shares; 2025Q3: 1,633 shares; 2025Q4: 1,698 shares 1,698 $349K 0.01% +65 Timeline BOTZ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,400 shares; 2024Q4: 3,253 shares; 2025Q1: 3,303 shares; 2025Q2: 9,928 shares; 2025Q3: 9,889 shares; 2025Q4: 9,636 shares 9,636 $349K 0.01% -253 Timeline DECK DECKERS OUTDOOR CORP More: the full row for DECKERS OUTDOOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,537 shares; 2024Q4: 8,276 shares; 2025Q1: 8,276 shares; 2025Q2: 2,291 shares; 2025Q3: 3,656 shares; 2025Q4: 3,365 shares 3,365 $349K 0.01% -291 Timeline FFEB 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: 5,928 shares; 2024Q4: 5,928 shares; 2025Q1: 5,928 shares; 2025Q2: 6,129 shares; 2025Q3: 6,129 shares; 2025Q4: 6,129 shares 6,129 $347K 0.01% 0 Timeline AVA AVISTA CORP More: the full row for AVISTA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,174 shares; 2024Q4: 8,141 shares; 2025Q1: 8,141 shares; 2025Q2: 9,127 shares; 2025Q3: 9,057 shares; 2025Q4: 8,964 shares 8,964 $345K 0.01% -93 Timeline ING ING GROEP N.V. More: the full row for ING GROEP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,393 shares; 2024Q4: 18,896 shares; 2025Q1: 18,896 shares; 2025Q2: 13,145 shares; 2025Q3: 15,383 shares; 2025Q4: 12,318 shares 12,318 $345K 0.01% -3,065 Timeline XPH 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: 613 shares; 2024Q4: 615 shares; 2025Q1: 615 shares; 2025Q2: 281 shares; 2025Q3: 5,210 shares; 2025Q4: 6,151 shares 6,151 $345K 0.01% +941 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,622 shares; 2024Q4: 4,679 shares; 2025Q1: 4,679 shares; 2025Q2: 3,839 shares; 2025Q3: 3,689 shares; 2025Q4: 3,765 shares 3,765 $344K 0.01% +76 Timeline FFLC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 503 shares; 2024Q4: 504 shares; 2025Q1: 504 shares; 2025Q2: 4,673 shares; 2025Q3: 4,870 shares; 2025Q4: 6,444 shares 6,444 $344K 0.01% +1,574 Timeline PWB 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: 2,765 shares; 2024Q4: 2,765 shares; 2025Q1: 2,765 shares; 2025Q2: 2,765 shares; 2025Q3: 2,765 shares; 2025Q4: 2,690 shares 2,690 $342K 0.01% -75 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: 5,076 shares; 2024Q4: 4,209 shares; 2025Q1: 4,296 shares; 2025Q2: 6,984 shares; 2025Q3: 6,462 shares; 2025Q4: 7,377 shares 7,377 $342K 0.01% +915 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: 9,150 shares; 2024Q4: 12,162 shares; 2025Q1: 12,162 shares; 2025Q2: 16,666 shares; 2025Q3: 14,167 shares; 2025Q4: 14,213 shares 14,213 $341K 0.01% +46 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: 10,037 shares; 2024Q4: 9,192 shares; 2025Q1: 9,442 shares; 2025Q2: 5,096 shares; 2025Q3: 5,392 shares; 2025Q4: 5,228 shares 5,228 $340K 0.01% -164 Timeline XP XP INC More: the full row for XP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,747 shares; 2024Q4: 6,619 shares; 2025Q1: 6,619 shares; 2025Q2: 11,608 shares; 2025Q3: 14,773 shares; 2025Q4: 20,746 shares 20,746 $340K 0.01% +5,973 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: 28,398 shares; 2024Q4: 20,655 shares; 2025Q1: 20,655 shares; 2025Q2: 6,708 shares; 2025Q3: 6,652 shares; 2025Q4: 5,327 shares 5,327 $339K 0.01% -1,325 Timeline NULG 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: 1,633 shares; 2024Q4: 1,326 shares; 2025Q1: 1,326 shares; 2025Q2: 3,564 shares; 2025Q3: 3,494 shares; 2025Q4: 3,465 shares 3,465 $339K 0.01% -29 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,391 shares; 2024Q4: 3,954 shares; 2025Q1: 3,954 shares; 2025Q2: 9,413 shares; 2025Q3: 3,065 shares; 2025Q4: 4,606 shares 4,606 $339K 0.01% +1,541 Timeline SEIQ SEI EXCHANGE TRADED FUNDS More: the full row for SEI EXCHANGE TRADED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,507 shares; 2024Q4: 5,263 shares; 2025Q1: 5,263 shares; 2025Q2: 6,401 shares; 2025Q3: 8,851 shares; 2025Q4: 8,668 shares 8,668 $337K 0.01% -183 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: 5,758 shares; 2024Q4: 6,021 shares; 2025Q1: 6,021 shares; 2025Q2: 5,159 shares; 2025Q3: 5,164 shares; 2025Q4: 4,201 shares 4,201 $337K 0.01% -963 Timeline EHC ENCOMPASS HEALTH CORP More: the full row for ENCOMPASS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,930 shares; 2024Q4: 2,207 shares; 2025Q1: 2,207 shares; 2025Q2: 3,001 shares; 2025Q3: 3,254 shares; 2025Q4: 3,178 shares 3,178 $337K 0.01% -76 Timeline DEM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,777 shares; 2024Q4: 4,775 shares; 2025Q1: 4,775 shares; 2025Q2: 6,556 shares; 2025Q3: 7,240 shares; 2025Q4: 7,211 shares 7,211 $337K 0.01% -29 Timeline JPME 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: 860 shares; 2024Q4: 1,793 shares; 2025Q1: 1,793 shares; 2025Q2: 1,490 shares; 2025Q3: 1,533 shares; 2025Q4: 3,096 shares 3,096 $336K 0.01% +1,563 Timeline QQH NORTHERN LTS FD TR III More: the full row for NORTHERN LTS FD TR III 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: 2,488 shares; 2025Q3: 4,133 shares; 2025Q4: 4,349 shares 4,349 $336K 0.01% +216 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,836 shares; 2024Q4: 2,879 shares; 2025Q1: 2,879 shares; 2025Q2: 2,026 shares; 2025Q3: 2,488 shares; 2025Q4: 2,085 shares 2,085 $336K 0.01% -403 Timeline WAFD WAFD INC More: the full row for WAFD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,921 shares; 2024Q4: 7,633 shares; 2025Q1: 7,633 shares; 2025Q2: 9,932 shares; 2025Q3: 9,544 shares; 2025Q4: 10,452 shares 10,452 $335K 0.01% +908 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: 1,904 shares; 2024Q4: 2,174 shares; 2025Q1: 2,174 shares; 2025Q2: 1,905 shares; 2025Q3: 655 shares; 2025Q4: 686 shares 686 $334K 0.01% +31 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: 13,658 shares; 2024Q4: 8,343 shares; 2025Q1: 8,374 shares; 2025Q2: 3,935 shares; 2025Q3: 3,612 shares; 2025Q4: 3,754 shares 3,754 $334K 0.01% +142 Timeline NMB 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: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,218 shares; 2025Q3: 1,237 shares; 2025Q4: 13,330 shares 13,330 $333K 0.01% +12,093 Timeline QGRO 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: 2,985 shares; 2024Q4: 2,985 shares; 2025Q1: 2,985 shares; 2025Q2: 3,250 shares; 2025Q3: 3,250 shares; 2025Q4: 2,905 shares 2,905 $333K 0.01% -345 Timeline EOD ALLSPRING GLOBAL DIVIDEND OP More: the full row for ALLSPRING GLOBAL DIVIDEND OP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,003 shares; 2024Q4: 59,034 shares; 2025Q1: 59,034 shares; 2025Q2: 57,600 shares; 2025Q3: 56,933 shares; 2025Q4: 56,965 shares 56,965 $332K 0.01% +32 Timeline ARTY 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: 4,589 shares; 2024Q4: 4,447 shares; 2025Q1: 4,447 shares; 2025Q2: 4,042 shares; 2025Q3: 5,149 shares; 2025Q4: 6,888 shares 6,888 $332K 0.01% +1,739 Timeline BKSE BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,926 shares; 2024Q4: 2,928 shares; 2025Q1: 2,928 shares; 2025Q2: 2,919 shares; 2025Q3: 2,904 shares; 2025Q4: 2,939 shares 2,939 $331K 0.01% +35 Timeline XPO XPO INC More: the full row for XPO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,461 shares; 2024Q4: 2,701 shares; 2025Q1: 2,701 shares; 2025Q2: 3,029 shares; 2025Q3: 2,966 shares; 2025Q4: 2,427 shares 2,427 $330K 0.01% -539 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: 1,116 shares; 2024Q4: 1,190 shares; 2025Q1: 1,190 shares; 2025Q2: 939 shares; 2025Q3: 819 shares; 2025Q4: 738 shares 738 $329K 0.01% -81 KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 575 shares; 2024Q4: 834 shares; 2025Q1: 910 shares; 2025Q2: 1,201 shares; 2025Q3: 1,368 shares; 2025Q4: 1,616 shares 1,616 $328K 0.01% +248 Timeline GTES GATES INDL CORP PLC More: the full row for GATES INDL CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,761 shares; 2024Q4: 11,426 shares; 2025Q1: 11,426 shares; 2025Q2: 13,170 shares; 2025Q3: 14,431 shares; 2025Q4: 15,287 shares 15,287 $328K 0.01% +856 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: 1,270 shares; 2024Q4: 1,478 shares; 2025Q1: 1,478 shares; 2025Q2: 3,459 shares; 2025Q3: 4,477 shares; 2025Q4: 3,998 shares 3,998 $328K 0.01% -479 Timeline SXI STANDEX INTL CORP More: the full row for STANDEX INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 964 shares; 2024Q4: 1,109 shares; 2025Q1: 1,109 shares; 2025Q2: 1,465 shares; 2025Q3: 1,549 shares; 2025Q4: 1,503 shares 1,503 $327K 0.01% -46 Timeline RUSC RUSSELL INVTS EXCHANGE TRADE More: the full row for RUSSELL INVTS EXCHANGE TRADE 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: 5,150 shares; 2025Q3: 14,619 shares; 2025Q4: 10,476 shares 10,476 $326K 0.01% -4,143 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: 1,342 shares; 2024Q4: 1,435 shares; 2025Q1: 1,435 shares; 2025Q2: 1,492 shares; 2025Q3: 1,490 shares; 2025Q4: 1,781 shares 1,781 $325K 0.01% +291 Timeline BBJP 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: 137,748 shares; 2024Q4: 5,121 shares; 2025Q1: 5,121 shares; 2025Q2: 5,442 shares; 2025Q3: 5,286 shares; 2025Q4: 4,929 shares 4,929 $325K 0.01% -357 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: 2,704 shares; 2024Q4: 653 shares; 2025Q1: 653 shares; 2025Q2: 1,221 shares; 2025Q3: 1,385 shares; 2025Q4: 2,446 shares 2,446 $325K 0.01% +1,061 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,628 shares; 2024Q4: 1,628 shares; 2025Q1: 1,628 shares; 2025Q2: 6,702 shares; 2025Q3: 6,972 shares; 2025Q4: 6,957 shares 6,957 $324K 0.01% -15 Timeline BDEC 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: 4,614 shares; 2024Q4: 5,001 shares; 2025Q1: 5,001 shares; 2025Q2: 6,559 shares; 2025Q3: 6,559 shares; 2025Q4: 6,525 shares 6,525 $323K <0.01% -34 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB 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: 3,188 shares; 2025Q3: 3,491 shares; 2025Q4: 4,634 shares 4,634 $323K <0.01% +1,143 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: 7,179 shares; 2024Q4: 7,675 shares; 2025Q1: 7,675 shares; 2025Q2: 12,007 shares; 2025Q3: 10,838 shares; 2025Q4: 8,516 shares 8,516 $323K <0.01% -2,322 Timeline STWD STARWOOD PPTY TR INC More: the full row for STARWOOD PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,078 shares; 2024Q4: 18,983 shares; 2025Q1: 18,983 shares; 2025Q2: 11,907 shares; 2025Q3: 13,203 shares; 2025Q4: 17,882 shares 17,882 $322K <0.01% +4,679 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,909 shares; 2024Q4: 1,756 shares; 2025Q1: 1,756 shares; 2025Q2: 1,850 shares; 2025Q3: 1,635 shares; 2025Q4: 1,967 shares 1,967 $321K <0.01% +332 Timeline MWA MUELLER WTR PRODS INC More: the full row for MUELLER WTR PRODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,326 shares; 2024Q4: 1,473 shares; 2025Q1: 1,473 shares; 2025Q2: 12,386 shares; 2025Q3: 13,358 shares; 2025Q4: 13,445 shares 13,445 $320K <0.01% +87 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,839 shares; 2024Q4: 15,697 shares; 2025Q1: 15,697 shares; 2025Q2: 8,693 shares; 2025Q3: 8,920 shares; 2025Q4: 8,725 shares 8,725 $320K <0.01% -195 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: 553 shares; 2024Q4: 973 shares; 2025Q1: 973 shares; 2025Q2: 6,158 shares; 2025Q3: 15,590 shares; 2025Q4: 22,534 shares 22,534 $319K <0.01% +6,944 Timeline SGI SOMNIGROUP INTERNATIONAL INC More: the full row for SOMNIGROUP INTERNATIONAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 268 shares; 2024Q4: 319 shares; 2025Q1: 319 shares; 2025Q2: 3,067 shares; 2025Q3: 3,393 shares; 2025Q4: 3,573 shares 3,573 $319K <0.01% +180 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 106,172 shares; 2024Q4: 107,931 shares; 2025Q1: 107,931 shares; 2025Q2: 37,377 shares; 2025Q3: 2,375 shares; 2025Q4: 2,388 shares 2,388 $319K <0.01% +13 Timeline GTLB GITLAB INC More: the full row for GITLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,992 shares; 2024Q4: 5,373 shares; 2025Q1: 5,373 shares; 2025Q2: 7,052 shares; 2025Q3: 7,860 shares; 2025Q4: 8,461 shares 8,461 $318K <0.01% +601 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,189 shares; 2024Q4: 2,737 shares; 2025Q1: 2,737 shares; 2025Q2: 3,300 shares; 2025Q3: 6,172 shares; 2025Q4: 6,223 shares 6,223 $317K <0.01% +51 Timeline MMSI MERIT MED SYS INC More: the full row for MERIT MED SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,829 shares; 2024Q4: 2,342 shares; 2025Q1: 2,342 shares; 2025Q2: 3,103 shares; 2025Q3: 3,477 shares; 2025Q4: 3,590 shares 3,590 $316K <0.01% +113 Timeline IYY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,151 shares; 2024Q4: 2,152 shares; 2025Q1: 2,152 shares; 2025Q2: 1,507 shares; 2025Q3: 1,954 shares; 2025Q4: 1,900 shares 1,900 $315K <0.01% -54 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,154 shares; 2024Q4: 7,764 shares; 2025Q1: 7,764 shares; 2025Q2: 4,960 shares; 2025Q3: 5,088 shares; 2025Q4: 4,246 shares 4,246 $313K <0.01% -842 Timeline AFLG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,418 shares; 2025Q1: 4,418 shares; 2025Q2: 7,353 shares; 2025Q3: 7,678 shares; 2025Q4: 7,987 shares 7,987 $312K <0.01% +309 Timeline EWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,968 shares; 2024Q4: 5,335 shares; 2025Q1: 5,335 shares; 2025Q2: 5,471 shares; 2025Q3: 5,354 shares; 2025Q4: 4,747 shares 4,747 $312K <0.01% -607 Timeline EXAS EXACT SCIENCES CORP More: the full row for EXACT SCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,826 shares; 2024Q4: 6,054 shares; 2025Q1: 6,054 shares; 2025Q2: 2,260 shares; 2025Q3: 2,947 shares; 2025Q4: 3,058 shares 3,058 $311K <0.01% +111 Timeline USPH U S PHYSICAL THERAPY More: the full row for U S PHYSICAL THERAPY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,640 shares; 2024Q4: 3,293 shares; 2025Q1: 3,293 shares; 2025Q2: 4,335 shares; 2025Q3: 4,644 shares; 2025Q4: 3,963 shares 3,963 $309K <0.01% -681 Timeline CHDN CHURCHILL DOWNS INC More: the full row for CHURCHILL DOWNS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,356 shares; 2024Q4: 2,602 shares; 2025Q1: 2,602 shares; 2025Q2: 2,777 shares; 2025Q3: 2,799 shares; 2025Q4: 2,702 shares 2,702 $307K <0.01% -97 Timeline BAX BAXTER INTL INC More: the full row for BAXTER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,355 shares; 2024Q4: 8,042 shares; 2025Q1: 8,307 shares; 2025Q2: 12,890 shares; 2025Q3: 13,638 shares; 2025Q4: 16,085 shares 16,085 $307K <0.01% +2,447 Timeline QQEW 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: 3,359 shares; 2024Q4: 2,302 shares; 2025Q1: 2,302 shares; 2025Q2: 2,215 shares; 2025Q3: 2,161 shares; 2025Q4: 2,161 shares 2,161 $307K <0.01% 0 Timeline VIRT VIRTU FINL INC More: the full row for VIRTU FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 438 shares; 2024Q4: 2,361 shares; 2025Q1: 2,361 shares; 2025Q2: 4,957 shares; 2025Q3: 6,498 shares; 2025Q4: 9,218 shares 9,218 $307K <0.01% +2,720 Timeline BJ BJS WHSL CLUB HLDGS INC More: the full row for BJS WHSL CLUB HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,300 shares; 2024Q4: 4,210 shares; 2025Q1: 4,210 shares; 2025Q2: 4,669 shares; 2025Q3: 3,998 shares; 2025Q4: 3,402 shares 3,402 $306K <0.01% -596 Timeline FSMD 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: 959 shares; 2024Q4: 1,810 shares; 2025Q1: 1,810 shares; 2025Q2: 6,124 shares; 2025Q3: 6,656 shares; 2025Q4: 6,924 shares 6,924 $306K <0.01% +268 Timeline BOOT BOOT BARN HLDGS INC More: the full row for BOOT BARN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 794 shares; 2024Q4: 794 shares; 2025Q1: 794 shares; 2025Q2: 1,046 shares; 2025Q3: 1,062 shares; 2025Q4: 1,722 shares 1,722 $304K <0.01% +660 Timeline RGA REINSURANCE GROUP AMER INC More: the full row for REINSURANCE GROUP AMER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,826 shares; 2024Q4: 1,933 shares; 2025Q1: 1,933 shares; 2025Q2: 1,465 shares; 2025Q3: 1,438 shares; 2025Q4: 1,490 shares 1,490 $303K <0.01% +52 Timeline OKTA OKTA INC More: the full row for OKTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,482 shares; 2024Q4: 1,686 shares; 2025Q1: 1,686 shares; 2025Q2: 2,406 shares; 2025Q3: 3,417 shares; 2025Q4: 3,494 shares 3,494 $302K <0.01% +77 Timeline FMAT 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: not reported; 2025Q2: 11,390 shares; 2025Q3: 11,642 shares; 2025Q4: 5,684 shares 5,684 $302K <0.01% -5,958 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: 5,711 shares; 2024Q4: 7,675 shares; 2025Q1: 7,675 shares; 2025Q2: 10,994 shares; 2025Q3: 13,337 shares; 2025Q4: 11,128 shares 11,128 $302K <0.01% -2,209 Timeline SILJ 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: 1,600 shares; 2024Q4: 1,600 shares; 2025Q1: 1,600 shares; 2025Q2: 14,213 shares; 2025Q3: 10,892 shares; 2025Q4: 10,892 shares 10,892 $301K <0.01% 0 Timeline CTRE CARETRUST REIT INC More: the full row for CARETRUST REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 595 shares; 2024Q4: 588 shares; 2025Q1: 588 shares; 2025Q2: 5,353 shares; 2025Q3: 6,689 shares; 2025Q4: 8,319 shares 8,319 $301K <0.01% +1,630 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,613 shares; 2024Q4: 2,238 shares; 2025Q1: 2,238 shares; 2025Q2: 1,221 shares; 2025Q3: 1,450 shares; 2025Q4: 1,761 shares 1,761 $298K <0.01% +311 Timeline IBDS 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: 12,031 shares; 2024Q4: 12,061 shares; 2025Q1: 12,061 shares; 2025Q2: 12,061 shares; 2025Q3: 12,061 shares; 2025Q4: 12,283 shares 12,283 $298K <0.01% +222 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 712 shares; 2024Q4: 708 shares; 2025Q1: 708 shares; 2025Q2: 3,743 shares; 2025Q3: 4,511 shares; 2025Q4: 4,627 shares 4,627 $298K <0.01% +116 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,697 shares; 2025Q3: not reported; 2025Q4: 5,989 shares 5,989 $297K <0.01% new 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: 11,317 shares; 2024Q4: 11,319 shares; 2025Q1: 11,319 shares; 2025Q2: 11,797 shares; 2025Q3: 12,147 shares; 2025Q4: 12,621 shares 12,621 $295K <0.01% +474 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,551 shares; 2024Q4: 35,783 shares; 2025Q1: 35,783 shares; 2025Q2: 9,301 shares; 2025Q3: 8,269 shares; 2025Q4: 7,750 shares 7,750 $295K <0.01% -519 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,201 shares; 2024Q4: 8,422 shares; 2025Q1: 8,422 shares; 2025Q2: 6,958 shares; 2025Q3: 7,080 shares; 2025Q4: 10,450 shares 10,450 $295K <0.01% +3,370 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: 1,192 shares; 2024Q4: 1,769 shares; 2025Q1: 1,769 shares; 2025Q2: 5,150 shares; 2025Q3: 7,177 shares; 2025Q4: 8,307 shares 8,307 $295K <0.01% +1,130 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: 5,832 shares; 2024Q4: 5,464 shares; 2025Q1: 5,464 shares; 2025Q2: 5,281 shares; 2025Q3: 5,239 shares; 2025Q4: 4,829 shares 4,829 $291K <0.01% -410 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: 14 shares; 2024Q4: 758 shares; 2025Q1: 758 shares; 2025Q2: 415 shares; 2025Q3: 1,054 shares; 2025Q4: 1,254 shares 1,254 $288K <0.01% +200 Timeline FND FLOOR & DECOR HLDGS INC More: the full row for FLOOR & DECOR HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,625 shares; 2024Q4: 996 shares; 2025Q1: 996 shares; 2025Q2: 2,394 shares; 2025Q3: 4,182 shares; 2025Q4: 4,731 shares 4,731 $288K <0.01% +549 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: 27,284 shares; 2024Q4: 11,619 shares; 2025Q1: 11,619 shares; 2025Q2: 14,071 shares; 2025Q3: 15,042 shares; 2025Q4: 16,244 shares 16,244 $288K <0.01% +1,202 Timeline THG HANOVER INS GROUP INC More: the full row for HANOVER INS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,140 shares; 2024Q4: 1,315 shares; 2025Q1: 1,315 shares; 2025Q2: 1,413 shares; 2025Q3: 1,502 shares; 2025Q4: 1,574 shares 1,574 $288K <0.01% +72 Timeline GFEB 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: 2,808 shares; 2024Q4: 2,808 shares; 2025Q1: 2,808 shares; 2025Q2: 6,873 shares; 2025Q3: 6,873 shares; 2025Q4: 6,918 shares 6,918 $287K <0.01% +45 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: 5,738 shares; 2024Q4: 5,769 shares; 2025Q1: 5,769 shares; 2025Q2: 5,583 shares; 2025Q3: 5,510 shares; 2025Q4: 5,984 shares 5,984 $287K <0.01% +474 Timeline HYGH ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,391 shares; 2024Q4: 3,405 shares; 2025Q1: 3,405 shares; 2025Q2: 2,589 shares; 2025Q3: 2,869 shares; 2025Q4: 3,320 shares 3,320 $286K <0.01% +451 Timeline UUP INVESCO DB US DLR INDEX TR More: the full row for INVESCO DB US DLR INDEX 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: 833 shares; 2025Q3: not reported; 2025Q4: 10,561 shares 10,561 $285K <0.01% new Timeline BRBR BELLRING BRANDS INC More: the full row for BELLRING BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61 shares; 2024Q4: 120 shares; 2025Q1: 120 shares; 2025Q2: 10,706 shares; 2025Q3: 10,171 shares; 2025Q4: 10,653 shares 10,653 $285K <0.01% +482 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: 12,650 shares; 2024Q4: 12,746 shares; 2025Q1: 12,746 shares; 2025Q2: 12,746 shares; 2025Q3: 12,746 shares; 2025Q4: 12,947 shares 12,947 $284K <0.01% +201 Timeline IBTK 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: 1,095 shares; 2025Q1: 1,095 shares; 2025Q2: 1,095 shares; 2025Q3: 1,095 shares; 2025Q4: 14,292 shares 14,292 $284K <0.01% +13,197 Timeline CCEP COCA-COLA EUROPACIFIC PARTNE More: the full row for COCA-COLA EUROPACIFIC PARTNE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,884 shares; 2024Q4: 8,878 shares; 2025Q1: 8,878 shares; 2025Q2: 2,234 shares; 2025Q3: 2,484 shares; 2025Q4: 3,126 shares 3,126 $284K <0.01% +642 Timeline EAGG 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: 3,334 shares; 2024Q4: 3,532 shares; 2025Q1: 3,532 shares; 2025Q2: 5,212 shares; 2025Q3: 5,612 shares; 2025Q4: 5,889 shares 5,889 $282K <0.01% +277 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,967 shares; 2024Q4: 3,065 shares; 2025Q1: 3,065 shares; 2025Q2: 2,472 shares; 2025Q3: 2,006 shares; 2025Q4: 1,202 shares 1,202 $281K <0.01% -804 Timeline FCOM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 716 shares; 2024Q4: 725 shares; 2025Q1: 725 shares; 2025Q2: 9,184 shares; 2025Q3: 8,772 shares; 2025Q4: 3,830 shares 3,830 $281K <0.01% -4,942 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: 5,704 shares; 2024Q4: 7,148 shares; 2025Q1: 7,148 shares; 2025Q2: 5,168 shares; 2025Q3: 4,714 shares; 2025Q4: 4,776 shares 4,776 $280K <0.01% +62 Timeline IBP INSTALLED BLDG PRODS INC More: the full row for INSTALLED BLDG PRODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 932 shares; 2024Q4: 1,118 shares; 2025Q1: 1,118 shares; 2025Q2: 1,542 shares; 2025Q3: 1,580 shares; 2025Q4: 1,077 shares 1,077 $279K <0.01% -503 Timeline WT WISDOMTREE INC More: the full row for WISDOMTREE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,225 shares; 2024Q4: 12,858 shares; 2025Q1: 12,858 shares; 2025Q2: 19,540 shares; 2025Q3: 22,619 shares; 2025Q4: 22,898 shares 22,898 $279K <0.01% +279 Timeline IMTB 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: 2,583 shares; 2024Q4: 6,914 shares; 2025Q1: 6,914 shares; 2025Q2: 6,324 shares; 2025Q3: 6,307 shares; 2025Q4: 6,307 shares 6,307 $279K <0.01% 0 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: 6,210 shares; 2025Q1: 6,210 shares; 2025Q2: 6,415 shares; 2025Q3: 6,898 shares; 2025Q4: 7,264 shares 7,264 $279K <0.01% +366 Timeline URBN URBAN OUTFITTERS INC More: the full row for URBAN OUTFITTERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 233 shares; 2024Q4: 233 shares; 2025Q1: 233 shares; 2025Q2: 233 shares; 2025Q3: 1,165 shares; 2025Q4: 3,660 shares 3,660 $275K <0.01% +2,495 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: 13,150 shares; 2024Q4: 13,234 shares; 2025Q1: 13,234 shares; 2025Q2: 12,034 shares; 2025Q3: 12,034 shares; 2025Q4: 12,245 shares 12,245 $275K <0.01% +211 Timeline SLNZ TCW ETF TRUST More: the full row for TCW ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,939 shares; 2025Q1: 7,939 shares; 2025Q2: 7,502 shares; 2025Q3: 7,012 shares; 2025Q4: 5,933 shares 5,933 $275K <0.01% -1,079 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,295 shares; 2024Q4: 2,432 shares; 2025Q1: 2,432 shares; 2025Q2: 965 shares; 2025Q3: 995 shares; 2025Q4: 1,018 shares 1,018 $274K <0.01% +23 Timeline IHAK 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: 4,823 shares; 2024Q4: 4,928 shares; 2025Q1: 4,928 shares; 2025Q2: 4,669 shares; 2025Q3: 5,666 shares; 2025Q4: 5,666 shares 5,666 $273K <0.01% 0 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,436 shares; 2024Q4: 6,703 shares; 2025Q1: 6,763 shares; 2025Q2: 6,894 shares; 2025Q3: 5,691 shares; 2025Q4: 5,416 shares 5,416 $271K <0.01% -275 Timeline ITRI ITRON INC More: the full row for ITRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84 shares; 2024Q4: 93 shares; 2025Q1: 93 shares; 2025Q2: 1,918 shares; 2025Q3: 3,043 shares; 2025Q4: 2,910 shares 2,910 $270K <0.01% -133 Timeline EMHC 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: 2,672 shares; 2024Q4: 2,570 shares; 2025Q1: 2,570 shares; 2025Q2: 4,076 shares; 2025Q3: 3,924 shares; 2025Q4: 10,575 shares 10,575 $269K <0.01% +6,651 Timeline BUFY 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: 7,356 shares; 2025Q3: 7,981 shares; 2025Q4: 12,087 shares 12,087 $269K <0.01% +4,106 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,245 shares; 2024Q4: 1,728 shares; 2025Q1: 1,728 shares; 2025Q2: 2,057 shares; 2025Q3: 1,987 shares; 2025Q4: 2,046 shares 2,046 $268K <0.01% +59 Timeline JGRO 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: 1,734 shares; 2024Q4: 1,728 shares; 2025Q1: 1,728 shares; 2025Q2: 2,365 shares; 2025Q3: 2,429 shares; 2025Q4: 2,882 shares 2,882 $267K <0.01% +453 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: 5,862 shares; 2024Q4: 7,062 shares; 2025Q1: 7,062 shares; 2025Q2: 7,117 shares; 2025Q3: 7,078 shares; 2025Q4: 5,438 shares 5,438 $267K <0.01% -1,640 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: 322 shares; 2024Q4: 357 shares; 2025Q1: 357 shares; 2025Q2: 348 shares; 2025Q3: 376 shares; 2025Q4: 388 shares 388 $267K <0.01% +12 Timeline PSEP 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: 7,054 shares; 2024Q4: 6,535 shares; 2025Q1: 6,535 shares; 2025Q2: 6,283 shares; 2025Q3: 8,165 shares; 2025Q4: 6,099 shares 6,099 $267K <0.01% -2,066 Timeline CVE CENOVUS ENERGY INC More: the full row for CENOVUS ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 776 shares; 2024Q4: 1,491 shares; 2025Q1: 1,491 shares; 2025Q2: 1,363 shares; 2025Q3: 15,857 shares; 2025Q4: 15,752 shares 15,752 $267K <0.01% -105 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: 14,136 shares; 2024Q4: 12,929 shares; 2025Q1: 12,929 shares; 2025Q2: 11,294 shares; 2025Q3: 11,691 shares; 2025Q4: 9,328 shares 9,328 $266K <0.01% -2,363 Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,911 shares; 2024Q4: 3,086 shares; 2025Q1: 3,086 shares; 2025Q2: 2,156 shares; 2025Q3: 1,841 shares; 2025Q4: 1,194 shares 1,194 $266K <0.01% -647 Timeline IBN ICICI BK LTD More: the full row for ICICI BK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,296 shares; 2024Q4: 6,849 shares; 2025Q1: 6,849 shares; 2025Q2: 10,025 shares; 2025Q3: 10,605 shares; 2025Q4: 8,911 shares 8,911 $266K <0.01% -1,694 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: 1,753 shares; 2024Q4: 1,806 shares; 2025Q1: 1,806 shares; 2025Q2: 2,021 shares; 2025Q3: 2,088 shares; 2025Q4: 2,002 shares 2,002 $265K <0.01% -86 Timeline EELV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,825 shares; 2024Q4: 3,897 shares; 2025Q1: 3,897 shares; 2025Q2: 4,214 shares; 2025Q3: 4,715 shares; 2025Q4: 9,612 shares 9,612 $264K <0.01% +4,897 Timeline ZM ZOOM COMMUNICATIONS INC More: the full row for ZOOM COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 617 shares; 2024Q4: 783 shares; 2025Q1: 783 shares; 2025Q2: 2,644 shares; 2025Q3: 2,823 shares; 2025Q4: 3,053 shares 3,053 $263K <0.01% +230 Timeline TRMB TRIMBLE INC More: the full row for TRIMBLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,516 shares; 2024Q4: 2,921 shares; 2025Q1: 2,921 shares; 2025Q2: 4,617 shares; 2025Q3: 3,090 shares; 2025Q4: 3,346 shares 3,346 $262K <0.01% +256 Timeline TRFM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,734 shares; 2025Q4: 5,496 shares 5,496 $262K <0.01% +762 Timeline WST WEST PHARMACEUTICAL SVSC INC More: the full row for WEST PHARMACEUTICAL SVSC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,010 shares; 2024Q4: 989 shares; 2025Q1: 989 shares; 2025Q2: 1,096 shares; 2025Q3: 1,002 shares; 2025Q4: 951 shares 951 $262K <0.01% -51 Timeline NE NOBLE CORP PLC More: the full row for NOBLE CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,108 shares; 2024Q4: 6,580 shares; 2025Q1: 6,580 shares; 2025Q2: 8,888 shares; 2025Q3: 9,389 shares; 2025Q4: 9,244 shares 9,244 $261K <0.01% -145 Timeline SPBO SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,063 shares; 2024Q4: 10,441 shares; 2025Q1: 10,441 shares; 2025Q2: 8,744 shares; 2025Q3: 8,674 shares; 2025Q4: 8,890 shares 8,890 $261K <0.01% +216 Timeline LW LAMB WESTON HLDGS INC More: the full row for LAMB WESTON HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,045 shares; 2024Q4: 3,598 shares; 2025Q1: 3,598 shares; 2025Q2: 5,581 shares; 2025Q3: 5,875 shares; 2025Q4: 6,217 shares 6,217 $260K <0.01% +342 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: 2,514 shares; 2024Q4: 3,011 shares; 2025Q1: 3,011 shares; 2025Q2: 2,148 shares; 2025Q3: 2,831 shares; 2025Q4: 3,252 shares 3,252 $260K <0.01% +421 Timeline PCG PG&E CORP More: the full row for PG&E CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,585 shares; 2024Q4: 22,594 shares; 2025Q1: 22,594 shares; 2025Q2: 16,854 shares; 2025Q3: 14,945 shares; 2025Q4: 16,150 shares 16,150 $260K <0.01% +1,205 Timeline JQUA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28 shares; 2024Q4: 4,167 shares; 2025Q1: 4,167 shares; 2025Q2: 4,297 shares; 2025Q3: 4,002 shares; 2025Q4: 4,078 shares 4,078 $258K <0.01% +76 Timeline DNL 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: 2,988 shares; 2024Q4: 2,992 shares; 2025Q1: 2,992 shares; 2025Q2: 5,925 shares; 2025Q3: 5,920 shares; 2025Q4: 6,248 shares 6,248 $258K <0.01% +328 Timeline IUS 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: 3,626 shares; 2024Q4: 3,608 shares; 2025Q1: 3,608 shares; 2025Q2: 4,193 shares; 2025Q3: 4,293 shares; 2025Q4: 4,503 shares 4,503 $257K <0.01% +210 Timeline ACLS AXCELIS TECHNOLOGIES INC More: the full row for AXCELIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 122 shares; 2024Q4: 173 shares; 2025Q1: 173 shares; 2025Q2: 1,151 shares; 2025Q3: 1,781 shares; 2025Q4: 3,200 shares 3,200 $257K <0.01% +1,419 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: 114 shares; 2024Q4: 113 shares; 2025Q1: 113 shares; 2025Q2: 1,540 shares; 2025Q3: 1,690 shares; 2025Q4: 1,668 shares 1,668 $256K <0.01% -22 Timeline GEF GREIF INC More: the full row for GREIF INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,907 shares; 2024Q4: 2,444 shares; 2025Q1: 2,444 shares; 2025Q2: 3,494 shares; 2025Q3: 3,788 shares; 2025Q4: 3,773 shares 3,773 $255K <0.01% -15 Timeline HALO HALOZYME THERAPEUTICS INC More: the full row for HALOZYME THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,000 shares; 2024Q4: 2,911 shares; 2025Q1: 2,911 shares; 2025Q2: 2,836 shares; 2025Q3: 2,779 shares; 2025Q4: 3,785 shares 3,785 $255K <0.01% +1,006 Timeline BMAY 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: 5,667 shares; 2024Q4: 5,667 shares; 2025Q1: 5,667 shares; 2025Q2: 5,667 shares; 2025Q3: 5,667 shares; 2025Q4: 5,667 shares 5,667 $254K <0.01% 0 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: 3,377 shares; 2024Q4: 5,202 shares; 2025Q1: 5,202 shares; 2025Q2: 5,847 shares; 2025Q3: 2,383 shares; 2025Q4: 2,046 shares 2,046 $254K <0.01% -337 Timeline RWJ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,588 shares; 2024Q4: 20,905 shares; 2025Q1: 20,905 shares; 2025Q2: 5,297 shares; 2025Q3: 5,359 shares; 2025Q4: 5,177 shares 5,177 $252K <0.01% -182 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 205 shares; 2024Q4: 280 shares; 2025Q1: 280 shares; 2025Q2: 494 shares; 2025Q3: 516 shares; 2025Q4: 567 shares 567 $252K <0.01% +51 Timeline FNCL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,771 shares; 2024Q4: 3,953 shares; 2025Q1: 3,965 shares; 2025Q2: 3,272 shares; 2025Q3: 3,277 shares; 2025Q4: 3,236 shares 3,236 $252K <0.01% -41 Timeline URTH ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 339 shares; 2024Q4: 414 shares; 2025Q1: 414 shares; 2025Q2: 1,155 shares; 2025Q3: 1,127 shares; 2025Q4: 1,353 shares 1,353 $251K <0.01% +226 Timeline UTG REAVES UTIL INCOME FD More: the full row for REAVES UTIL INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,348 shares; 2024Q4: 6,628 shares; 2025Q1: 6,628 shares; 2025Q2: 6,751 shares; 2025Q3: 6,809 shares; 2025Q4: 6,869 shares 6,869 $251K <0.01% +60 Timeline SELV SEI EXCHANGE TRADED FUNDS More: the full row for SEI EXCHANGE TRADED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,670 shares; 2024Q4: 4,951 shares; 2025Q1: 4,951 shares; 2025Q2: 6,958 shares; 2025Q3: 7,138 shares; 2025Q4: 7,725 shares 7,725 $250K <0.01% +587 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: 3,048 shares; 2024Q4: 3,854 shares; 2025Q1: 4,079 shares; 2025Q2: 1,074 shares; 2025Q3: 1,177 shares; 2025Q4: 1,198 shares 1,198 $249K <0.01% +21 Timeline XCEM COLUMBIA ETF TR II More: the full row for COLUMBIA ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,862 shares; 2024Q4: 7,138 shares; 2025Q1: 7,138 shares; 2025Q2: 8,715 shares; 2025Q3: 6,483 shares; 2025Q4: 6,483 shares 6,483 $249K <0.01% 0 Timeline AMSC AMERICAN SUPERCONDUCTOR CORP More: the full row for AMERICAN SUPERCONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 525 shares; 2025Q1: 525 shares; 2025Q2: 7,085 shares; 2025Q3: 7,948 shares; 2025Q4: 8,636 shares 8,636 $249K <0.01% +688 Timeline EMGF ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,204 shares; 2024Q4: 4,428 shares; 2025Q1: 4,428 shares; 2025Q2: 4,360 shares; 2025Q3: 4,118 shares; 2025Q4: 4,270 shares 4,270 $247K <0.01% +152 Timeline WCC WESCO INTL INC More: the full row for WESCO INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67 shares; 2024Q4: 380 shares; 2025Q1: 380 shares; 2025Q2: 541 shares; 2025Q3: 472 shares; 2025Q4: 1,009 shares 1,009 $247K <0.01% +537 Timeline CPAY CORPAY INC More: the full row for CORPAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 874 shares; 2024Q4: 962 shares; 2025Q1: 962 shares; 2025Q2: 988 shares; 2025Q3: 904 shares; 2025Q4: 820 shares 820 $247K <0.01% -84 Timeline BSCV 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,131 shares; 2025Q4: 14,772 shares 14,772 $247K <0.01% +2,641 Timeline SAIA SAIA INC More: the full row for SAIA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 431 shares; 2024Q4: 414 shares; 2025Q1: 414 shares; 2025Q2: 729 shares; 2025Q3: 738 shares; 2025Q4: 751 shares 751 $245K <0.01% +13 Timeline BMI BADGER METER INC More: the full row for BADGER METER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7 shares; 2024Q4: 179 shares; 2025Q1: 179 shares; 2025Q2: 221 shares; 2025Q3: 1,367 shares; 2025Q4: 1,400 shares 1,400 $244K <0.01% +33 Timeline RS RELIANCE INC More: the full row for RELIANCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 632 shares; 2024Q4: 800 shares; 2025Q1: 800 shares; 2025Q2: 747 shares; 2025Q3: 785 shares; 2025Q4: 842 shares 842 $243K <0.01% +57 Timeline IXN 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: 2,243 shares; 2024Q4: 2,595 shares; 2025Q1: 2,595 shares; 2025Q2: 2,514 shares; 2025Q3: 2,755 shares; 2025Q4: 2,312 shares 2,312 $243K <0.01% -443 Timeline SMCI SUPER MICRO COMPUTER INC More: the full row for SUPER MICRO COMPUTER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,147 shares; 2025Q1: 3,147 shares; 2025Q2: 8,242 shares; 2025Q3: 7,749 shares; 2025Q4: 8,287 shares 8,287 $243K <0.01% +538 Timeline FNF FIDELITY NATL FINL INC More: the full row for FIDELITY NATL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,748 shares; 2024Q4: 9,271 shares; 2025Q1: 9,271 shares; 2025Q2: 4,672 shares; 2025Q3: 4,817 shares; 2025Q4: 4,439 shares 4,439 $242K <0.01% -378 Timeline PICK 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: 784 shares; 2024Q4: 874 shares; 2025Q1: 874 shares; 2025Q2: 803 shares; 2025Q3: 666 shares; 2025Q4: 4,717 shares 4,717 $242K <0.01% +4,051 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 511 shares; 2024Q4: 580 shares; 2025Q1: 580 shares; 2025Q2: 600 shares; 2025Q3: 580 shares; 2025Q4: 544 shares 544 $242K <0.01% -36 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,950 shares; 2024Q4: 2,092 shares; 2025Q1: 2,092 shares; 2025Q2: 1,735 shares; 2025Q3: 1,680 shares; 2025Q4: 1,506 shares 1,506 $242K <0.01% -174 Timeline AEIS ADVANCED ENERGY INDS More: the full row for ADVANCED ENERGY INDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 852 shares; 2024Q4: 989 shares; 2025Q1: 989 shares; 2025Q2: 888 shares; 2025Q3: 1,062 shares; 2025Q4: 1,152 shares 1,152 $241K <0.01% +90 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,845 shares; 2024Q4: 4,179 shares; 2025Q1: 4,229 shares; 2025Q2: 1,784 shares; 2025Q3: 1,607 shares; 2025Q4: 1,111 shares 1,111 $241K <0.01% -496 Timeline SF STIFEL FINL CORP More: the full row for STIFEL FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,492 shares; 2024Q4: 1,642 shares; 2025Q1: 1,642 shares; 2025Q2: 1,505 shares; 2025Q3: 1,802 shares; 2025Q4: 1,926 shares 1,926 $241K <0.01% +124 Timeline CNO CNO FINL GROUP INC More: the full row for CNO FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 630 shares; 2024Q4: 955 shares; 2025Q1: 955 shares; 2025Q2: 1,893 shares; 2025Q3: 2,093 shares; 2025Q4: 5,676 shares 5,676 $241K <0.01% +3,583 Timeline LOB LIVE OAK BANCSHARES INC More: the full row for LIVE OAK BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,502 shares; 2024Q4: 3,000 shares; 2025Q1: 3,000 shares; 2025Q2: 5,128 shares; 2025Q3: 5,617 shares; 2025Q4: 7,009 shares 7,009 $241K <0.01% +1,392 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: 29,368 shares; 2024Q4: 9,472 shares; 2025Q1: 9,472 shares; 2025Q2: 26,823 shares; 2025Q3: 7,548 shares; 2025Q4: 7,490 shares 7,490 $240K <0.01% -58 Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 353 shares; 2024Q4: 382 shares; 2025Q1: 382 shares; 2025Q2: 1,116 shares; 2025Q3: 859 shares; 2025Q4: 995 shares 995 $240K <0.01% +136 Timeline FDD 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: 16,500 shares; 2024Q4: 18,817 shares; 2025Q1: 18,817 shares; 2025Q2: 14,086 shares; 2025Q3: 13,616 shares; 2025Q4: 13,657 shares 13,657 $239K <0.01% +41 Timeline GLPI GAMING & LEISURE P More: the full row for GAMING & LEISURE P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,341 shares; 2024Q4: 16,538 shares; 2025Q1: 16,538 shares; 2025Q2: 5,062 shares; 2025Q3: 5,045 shares; 2025Q4: 5,343 shares 5,343 $239K <0.01% +298 Timeline SWK STANLEY BLACK & DECKER INC More: the full row for STANLEY BLACK & DECKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 578 shares; 2024Q4: 541 shares; 2025Q1: 541 shares; 2025Q2: 2,824 shares; 2025Q3: 3,469 shares; 2025Q4: 3,199 shares 3,199 $238K <0.01% -270 Timeline MZTI MARZETTI COMPANY More: the full row for MARZETTI COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,212 shares; 2024Q4: 1,280 shares; 2025Q1: 1,280 shares; 2025Q2: 1,456 shares; 2025Q3: 1,498 shares; 2025Q4: 1,441 shares 1,441 $237K <0.01% -57 Timeline TTC TORO CO More: the full row for TORO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,377 shares; 2024Q4: 2,592 shares; 2025Q1: 2,592 shares; 2025Q2: 2,202 shares; 2025Q3: 3,049 shares; 2025Q4: 3,006 shares 3,006 $237K <0.01% -43 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,720 shares; 2024Q4: 15,999 shares; 2025Q1: 15,999 shares; 2025Q2: 5,634 shares; 2025Q3: 4,301 shares; 2025Q4: 3,973 shares 3,973 $237K <0.01% -328 Timeline MSGS MADISON SQUARE GRDN SPRT COR More: the full row for MADISON SQUARE GRDN SPRT COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9 shares; 2024Q4: 20 shares; 2025Q1: 20 shares; 2025Q2: 11 shares; 2025Q3: 850 shares; 2025Q4: 913 shares 913 $236K <0.01% +63 Timeline AXTA AXALTA COATING SYS LTD More: the full row for AXALTA COATING SYS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,046 shares; 2024Q4: 6,378 shares; 2025Q1: 6,378 shares; 2025Q2: 7,137 shares; 2025Q3: 6,781 shares; 2025Q4: 7,292 shares 7,292 $236K <0.01% +511 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 729 shares; 2024Q4: 1,149 shares; 2025Q1: 1,149 shares; 2025Q2: 1,582 shares; 2025Q3: 1,438 shares; 2025Q4: 1,442 shares 1,442 $236K <0.01% +4 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: 19,444 shares; 2024Q4: 24,252 shares; 2025Q1: 24,252 shares; 2025Q2: 25,681 shares; 2025Q3: 25,000 shares; 2025Q4: 8,943 shares 8,943 $235K <0.01% -16,057 Timeline L LOEWS CORP More: the full row for LOEWS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,158 shares; 2024Q4: 1,440 shares; 2025Q1: 1,440 shares; 2025Q2: 2,094 shares; 2025Q3: 2,211 shares; 2025Q4: 2,225 shares 2,225 $234K <0.01% +14 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: 559 shares; 2024Q4: 1,303 shares; 2025Q1: 1,303 shares; 2025Q2: 1,728 shares; 2025Q3: 1,398 shares; 2025Q4: 1,645 shares 1,645 $234K <0.01% +247 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,347 shares; 2024Q4: 1,190 shares; 2025Q1: 1,190 shares; 2025Q2: 1,403 shares; 2025Q3: 1,600 shares; 2025Q4: 1,570 shares 1,570 $234K <0.01% -30 Timeline DJT TRUMP MEDIA & TECHNOLOGY GRO More: the full row for TRUMP MEDIA & TECHNOLOGY GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,282 shares; 2024Q4: 11,883 shares; 2025Q1: 11,883 shares; 2025Q2: 13,490 shares; 2025Q3: 14,956 shares; 2025Q4: 17,623 shares 17,623 $233K <0.01% +2,667 Timeline BLES NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,311 shares; 2024Q4: 4,336 shares; 2025Q1: 4,336 shares; 2025Q2: 4,178 shares; 2025Q3: 4,989 shares; 2025Q4: 5,387 shares 5,387 $233K <0.01% +398 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: 9,193 shares; 2024Q4: 5,203 shares; 2025Q1: 5,450 shares; 2025Q2: 1,419 shares; 2025Q3: 1,540 shares; 2025Q4: 2,770 shares 2,770 $232K <0.01% +1,230 Timeline FEMS FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,587 shares; 2024Q4: 4,774 shares; 2025Q1: 4,774 shares; 2025Q2: 5,432 shares; 2025Q3: 5,432 shares; 2025Q4: 5,489 shares 5,489 $231K <0.01% +57 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: 244 shares; 2024Q4: 366 shares; 2025Q1: 366 shares; 2025Q2: 436 shares; 2025Q3: 480 shares; 2025Q4: 547 shares 547 $231K <0.01% +67 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,150 shares; 2024Q4: 1,620 shares; 2025Q1: 1,620 shares; 2025Q2: 3,130 shares; 2025Q3: 1,013 shares; 2025Q4: 1,073 shares 1,073 $230K <0.01% +60 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,387 shares; 2024Q4: 32,616 shares; 2025Q1: 32,616 shares; 2025Q2: 3,819 shares; 2025Q3: 5,289 shares; 2025Q4: 5,187 shares 5,187 $230K <0.01% -102 Timeline VNT VONTIER CORPORATION More: the full row for VONTIER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,110 shares; 2024Q4: 4,636 shares; 2025Q1: 4,636 shares; 2025Q2: 5,898 shares; 2025Q3: 6,207 shares; 2025Q4: 6,183 shares 6,183 $230K <0.01% -24 Timeline CCC CCC INTELLIGENT SOLUTIONS HL More: the full row for CCC INTELLIGENT SOLUTIONS HL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,600 shares; 2024Q4: 28,391 shares; 2025Q1: 28,391 shares; 2025Q2: 30,000 shares; 2025Q3: 34,284 shares; 2025Q4: 28,849 shares 28,849 $229K <0.01% -5,435 Timeline FOX FOX CORP More: the full row for FOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 703 shares; 2024Q4: 1,065 shares; 2025Q1: 1,065 shares; 2025Q2: 3,158 shares; 2025Q3: 3,342 shares; 2025Q4: 3,521 shares 3,521 $229K <0.01% +179 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: 19,363 shares; 2024Q4: 20,459 shares; 2025Q1: 20,459 shares; 2025Q2: 10,377 shares; 2025Q3: 11,383 shares; 2025Q4: 11,015 shares 11,015 $227K <0.01% -368 Timeline ASCI ABRDN FDS More: the full row for ABRDN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,589 shares 6,589 $227K <0.01% new 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: 75 shares; 2024Q4: 122 shares; 2025Q1: 122 shares; 2025Q2: 115 shares; 2025Q3: 105 shares; 2025Q4: 67 shares 67 $227K <0.01% -38 Timeline CWK CUSHMAN AND WAKEFIELD LTD More: the full row for CUSHMAN AND WAKEFIELD LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,030 shares 14,030 $227K <0.01% new Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,091 shares; 2024Q4: 20,133 shares; 2025Q1: 20,133 shares; 2025Q2: 10,965 shares; 2025Q3: 6,208 shares; 2025Q4: 5,626 shares 5,626 $227K <0.01% -582 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 366 shares; 2025Q3: 323 shares; 2025Q4: 956 shares 956 $227K <0.01% +633 Timeline EVTC EVERTEC INC More: the full row for EVERTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,059 shares; 2024Q4: 1,077 shares; 2025Q1: 1,077 shares; 2025Q2: 1,353 shares; 2025Q3: 2,271 shares; 2025Q4: 7,783 shares 7,783 $226K <0.01% +5,512 Timeline TRFK PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,516 shares 3,516 $225K <0.01% new Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 292 shares; 2024Q4: 367 shares; 2025Q1: 367 shares; 2025Q2: 417 shares; 2025Q3: 394 shares; 2025Q4: 400 shares 400 $225K <0.01% +6 Timeline CACC CREDIT ACCEP CORP MICH More: the full row for CREDIT ACCEP CORP MICH Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 419 shares; 2025Q1: 419 shares; 2025Q2: 470 shares; 2025Q3: 507 shares; 2025Q4: 506 shares 506 $224K <0.01% -1 Timeline PTL NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4 shares; 2024Q4: 4 shares; 2025Q1: 4 shares; 2025Q2: 410 shares; 2025Q3: 638 shares; 2025Q4: 898 shares 898 $223K <0.01% +260 Timeline TFX TELEFLEX INCORPORATED More: the full row for TELEFLEX INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,101 shares; 2024Q4: 1,105 shares; 2025Q1: 1,144 shares; 2025Q2: 1,773 shares; 2025Q3: 2,069 shares; 2025Q4: 1,824 shares 1,824 $223K <0.01% -245 Timeline MMS MAXIMUS INC More: the full row for MAXIMUS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84 shares; 2024Q4: 52 shares; 2025Q1: 52 shares; 2025Q2: 403 shares; 2025Q3: 472 shares; 2025Q4: 2,575 shares 2,575 $222K <0.01% +2,103 Timeline PNOV 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: 3,485 shares; 2024Q4: 6,511 shares; 2025Q1: 6,511 shares; 2025Q2: 6,099 shares; 2025Q3: 6,099 shares; 2025Q4: 5,313 shares 5,313 $222K <0.01% -786 Timeline PR PERMIAN RESOURCES CORP More: the full row for PERMIAN RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,158 shares; 2024Q4: 2,010 shares; 2025Q1: 2,010 shares; 2025Q2: 20,069 shares; 2025Q3: 22,507 shares; 2025Q4: 15,739 shares 15,739 $221K <0.01% -6,768 Timeline FRI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,844 shares; 2024Q4: 11,598 shares; 2025Q1: 11,598 shares; 2025Q2: 11,140 shares; 2025Q3: 9,810 shares; 2025Q4: 8,074 shares 8,074 $220K <0.01% -1,736 Timeline TILE INTERFACE INC More: the full row for INTERFACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 719 shares; 2024Q4: 1,460 shares; 2025Q1: 1,460 shares; 2025Q2: 1,710 shares; 2025Q3: 2,332 shares; 2025Q4: 7,879 shares 7,879 $220K <0.01% +5,547 Timeline PCOR PROCORE TECHNOLOGIES INC More: the full row for PROCORE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,548 shares; 2024Q4: 2,299 shares; 2025Q1: 2,299 shares; 2025Q2: 1,869 shares; 2025Q3: 2,533 shares; 2025Q4: 3,023 shares 3,023 $220K <0.01% +490 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: 5,791 shares; 2024Q4: 1,750 shares; 2025Q1: 1,750 shares; 2025Q2: 1,095 shares; 2025Q3: 1,237 shares; 2025Q4: 1,076 shares 1,076 $220K <0.01% -161 Timeline VMRK VIVMARK RESIDENTIAL More: the full row for VIVMARK RESIDENTIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,906 shares; 2024Q4: 2,540 shares; 2025Q1: 2,540 shares; 2025Q2: 5,132 shares; 2025Q3: 4,678 shares; 2025Q4: 3,483 shares 3,483 $220K <0.01% -1,195 Timeline APG API GROUP CORP More: the full row for API GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,038 shares; 2024Q4: 2,611 shares; 2025Q1: 2,611 shares; 2025Q2: 3,313 shares; 2025Q3: 5,422 shares; 2025Q4: 5,736 shares 5,736 $219K <0.01% +314 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: 4,203 shares; 2024Q4: 3,998 shares; 2025Q1: 3,998 shares; 2025Q2: 5,652 shares; 2025Q3: 5,335 shares; 2025Q4: 5,335 shares 5,335 $219K <0.01% 0 Timeline FV 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: 31,732 shares; 2024Q4: 31,656 shares; 2025Q1: 31,656 shares; 2025Q2: 35,385 shares; 2025Q3: 3,412 shares; 2025Q4: 3,474 shares 3,474 $219K <0.01% +62 Timeline CR CRANE COMPANY More: the full row for CRANE COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 738 shares; 2024Q4: 674 shares; 2025Q1: 674 shares; 2025Q2: 623 shares; 2025Q3: 746 shares; 2025Q4: 1,178 shares 1,178 $217K <0.01% +432 Timeline NBIX NEUROCRINE BIOSCIENCES INC More: the full row for NEUROCRINE BIOSCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,112 shares; 2024Q4: 1,382 shares; 2025Q1: 1,382 shares; 2025Q2: 1,715 shares; 2025Q3: 1,737 shares; 2025Q4: 1,528 shares 1,528 $217K <0.01% -209 Timeline RSPN INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,161 shares; 2024Q4: 4,160 shares; 2025Q1: 4,160 shares; 2025Q2: 3,978 shares; 2025Q3: 3,908 shares; 2025Q4: 3,824 shares 3,824 $217K <0.01% -84 Timeline IOT SAMSARA INC More: the full row for SAMSARA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,520 shares; 2024Q4: 1,042 shares; 2025Q1: 1,042 shares; 2025Q2: 1,662 shares; 2025Q3: 4,223 shares; 2025Q4: 6,097 shares 6,097 $216K <0.01% +1,874 Timeline MAA MID-AMER APT CMNTYS INC More: the full row for MID-AMER APT CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 761 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,280 shares; 2025Q3: 1,370 shares; 2025Q4: 1,554 shares 1,554 $216K <0.01% +184 Timeline CGSD CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,300 shares; 2024Q4: 8,300 shares; 2025Q1: 8,300 shares; 2025Q2: 8,300 shares; 2025Q3: 8,300 shares; 2025Q4: 8,300 shares 8,300 $216K <0.01% 0 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: 468 shares; 2024Q4: 571 shares; 2025Q1: 571 shares; 2025Q2: 680 shares; 2025Q3: 827 shares; 2025Q4: 1,169 shares 1,169 $216K <0.01% +342 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,104 shares; 2024Q4: 3,194 shares; 2025Q1: 3,194 shares; 2025Q2: 2,906 shares; 2025Q3: 2,899 shares; 2025Q4: 4,003 shares 4,003 $216K <0.01% +1,104 Timeline HURN HURON CONSULTING GROUP INC More: the full row for HURON CONSULTING GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 441 shares; 2024Q4: 422 shares; 2025Q1: 422 shares; 2025Q2: 410 shares; 2025Q3: 454 shares; 2025Q4: 1,241 shares 1,241 $215K <0.01% +787 Timeline POST POST HLDGS INC More: the full row for POST HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,846 shares; 2024Q4: 2,041 shares; 2025Q1: 2,041 shares; 2025Q2: 2,137 shares; 2025Q3: 2,340 shares; 2025Q4: 2,166 shares 2,166 $215K <0.01% -174 Timeline PLMR PALOMAR HLDGS INC More: the full row for PALOMAR HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36 shares; 2024Q4: 39 shares; 2025Q1: 39 shares; 2025Q2: 327 shares; 2025Q3: 600 shares; 2025Q4: 1,590 shares 1,590 $214K <0.01% +990 Timeline LGND LIGAND PHARMACEUTICALS INC More: the full row for LIGAND PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 198 shares; 2024Q4: 175 shares; 2025Q1: 175 shares; 2025Q2: 276 shares; 2025Q3: 334 shares; 2025Q4: 1,127 shares 1,127 $213K <0.01% +793 Timeline IVOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,863 shares; 2024Q4: 2,863 shares; 2025Q1: 2,863 shares; 2025Q2: 2,863 shares; 2025Q3: 2,952 shares; 2025Q4: 1,905 shares 1,905 $213K <0.01% -1,047 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 349 shares; 2024Q4: 373 shares; 2025Q1: 373 shares; 2025Q2: 386 shares; 2025Q3: 533 shares; 2025Q4: 632 shares 632 $213K <0.01% +99 Timeline FTRI 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: 21,281 shares; 2024Q4: 17,443 shares; 2025Q1: 17,443 shares; 2025Q2: 17,843 shares; 2025Q3: 13,654 shares; 2025Q4: 13,584 shares 13,584 $213K <0.01% -70 Timeline DDFD 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: 11,093 shares 11,093 $212K <0.01% new Timeline SCI SERVICE CORP INTL More: the full row for SERVICE CORP INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,700 shares; 2024Q4: 1,936 shares; 2025Q1: 1,936 shares; 2025Q2: 1,864 shares; 2025Q3: 1,525 shares; 2025Q4: 2,724 shares 2,724 $212K <0.01% +1,199 Timeline GPI GROUP 1 AUTOMOTIVE INC More: the full row for GROUP 1 AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 672 shares; 2024Q4: 578 shares; 2025Q1: 578 shares; 2025Q2: 521 shares; 2025Q3: 551 shares; 2025Q4: 540 shares 540 $212K <0.01% -11 Timeline PJUN 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: 4,115 shares; 2024Q4: 4,115 shares; 2025Q1: 4,115 shares; 2025Q2: 5,065 shares; 2025Q3: 5,045 shares; 2025Q4: 5,045 shares 5,045 $211K <0.01% 0 Timeline QDPL PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,193 shares; 2025Q4: 4,940 shares 4,940 $210K <0.01% +2,747 Timeline WLDN WILLDAN GROUP INC More: the full row for WILLDAN 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: 239 shares; 2025Q3: 859 shares; 2025Q4: 2,015 shares 2,015 $209K <0.01% +1,156 Timeline BDJ BLACKROCK ENHANCED EQUITY DI More: the full row for BLACKROCK ENHANCED EQUITY DI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,752 shares; 2024Q4: 28,752 shares; 2025Q1: 28,752 shares; 2025Q2: 22,352 shares; 2025Q3: 21,910 shares; 2025Q4: 22,003 shares 22,003 $209K <0.01% +93 Timeline IGBH ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,386 shares; 2024Q4: 11,812 shares; 2025Q1: 11,812 shares; 2025Q2: 6,978 shares; 2025Q3: 7,319 shares; 2025Q4: 8,436 shares 8,436 $208K <0.01% +1,117 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: 1,784 shares; 2024Q4: 2,236 shares; 2025Q1: 2,236 shares; 2025Q2: 1,678 shares; 2025Q3: 1,713 shares; 2025Q4: 1,608 shares 1,608 $207K <0.01% -105 Timeline BUI BLACKROCK UTILS INFRASTRUCTU More: the full row for BLACKROCK UTILS INFRASTRUCTU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,680 shares; 2024Q4: 46,547 shares; 2025Q1: 46,547 shares; 2025Q2: 14,318 shares; 2025Q3: 13,558 shares; 2025Q4: 8,056 shares 8,056 $207K <0.01% -5,502 Timeline THC TENET HEALTHCARE CORP More: the full row for TENET HEALTHCARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,927 shares; 2024Q4: 1,387 shares; 2025Q1: 1,387 shares; 2025Q2: 671 shares; 2025Q3: 1,019 shares; 2025Q4: 1,037 shares 1,037 $206K <0.01% +18 Timeline POOL POOL CORP More: the full row for POOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,022 shares; 2024Q4: 1,019 shares; 2025Q1: 1,019 shares; 2025Q2: 1,201 shares; 2025Q3: 1,208 shares; 2025Q4: 898 shares 898 $205K <0.01% -310 Timeline ACIW ACI WORLDWIDE INC More: the full row for ACI WORLDWIDE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 180 shares; 2024Q4: 201 shares; 2025Q1: 201 shares; 2025Q2: 186 shares; 2025Q3: 4,181 shares; 2025Q4: 4,294 shares 4,294 $205K <0.01% +113 Timeline BUFS 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: 6,427 shares; 2025Q3: 7,328 shares; 2025Q4: 8,950 shares 8,950 $204K <0.01% +1,622 Timeline TRP TC ENERGY CORP More: the full row for TC ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,957 shares; 2024Q4: 2,052 shares; 2025Q1: 2,052 shares; 2025Q2: 3,507 shares; 2025Q3: 4,069 shares; 2025Q4: 3,700 shares 3,700 $204K <0.01% -369 Timeline PRI PRIMERICA INC More: the full row for PRIMERICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48 shares; 2024Q4: 75 shares; 2025Q1: 75 shares; 2025Q2: 183 shares; 2025Q3: 204 shares; 2025Q4: 787 shares 787 $203K <0.01% +583 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: 520 shares; 2024Q4: 526 shares; 2025Q1: 526 shares; 2025Q2: 567 shares; 2025Q3: 504 shares; 2025Q4: 505 shares 505 $203K <0.01% +1 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 445 shares; 2024Q4: 526 shares; 2025Q1: 526 shares; 2025Q2: 1,338 shares; 2025Q3: 1,432 shares; 2025Q4: 1,479 shares 1,479 $202K <0.01% +47 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: 10,774 shares; 2024Q4: 10,774 shares; 2025Q1: 10,774 shares; 2025Q2: 10,951 shares; 2025Q3: 8,642 shares; 2025Q4: 10,722 shares 10,722 $202K <0.01% +2,080 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,052 shares; 2024Q4: 1,279 shares; 2025Q1: 1,279 shares; 2025Q2: 585 shares; 2025Q3: 501 shares; 2025Q4: 512 shares 512 $202K <0.01% +11 Timeline OIH 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: 977 shares; 2024Q4: 872 shares; 2025Q1: 872 shares; 2025Q2: 772 shares; 2025Q3: 756 shares; 2025Q4: 708 shares 708 $202K <0.01% -48 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 763 shares; 2024Q4: 1,032 shares; 2025Q1: 1,032 shares; 2025Q2: 885 shares; 2025Q3: 884 shares; 2025Q4: 887 shares 887 $201K <0.01% +3 Timeline ETHA ISHARES ETHEREUM TR More: the full row for ISHARES ETHEREUM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,314 shares; 2025Q3: not reported; 2025Q4: 8,927 shares 8,927 $200K <0.01% new Timeline MFG MIZUHO FINANCIAL GROUP INC More: the full row for MIZUHO FINANCIAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,158 shares; 2024Q4: 7,710 shares; 2025Q1: 7,710 shares; 2025Q2: 9,755 shares; 2025Q3: 13,867 shares; 2025Q4: 26,006 shares 26,006 $190K <0.01% +12,139 Timeline AM ANTERO MIDSTREAM CORP More: the full row for ANTERO MIDSTREAM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,639 shares; 2024Q4: 8,992 shares; 2025Q1: 8,992 shares; 2025Q2: 2,037 shares; 2025Q3: 4,275 shares; 2025Q4: 10,531 shares 10,531 $187K <0.01% +6,256 Timeline CDE COEUR MNG INC More: the full row for COEUR MNG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,011 shares; 2025Q3: 8,109 shares; 2025Q4: 10,133 shares 10,133 $181K <0.01% +2,024 Timeline HYT BLACKROCK CORPOR HI YLD FD I More: the full row for BLACKROCK CORPOR HI YLD FD I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,494 shares; 2024Q4: 17,508 shares; 2025Q1: 17,508 shares; 2025Q2: 17,642 shares; 2025Q3: 17,712 shares; 2025Q4: 19,955 shares 19,955 $178K <0.01% +2,243 Timeline FPI FARMLAND PARTNERS INC More: the full row for FARMLAND PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,115 shares; 2024Q4: 10,731 shares; 2025Q1: 10,731 shares; 2025Q2: 13,054 shares; 2025Q3: 13,983 shares; 2025Q4: 15,792 shares 15,792 $153K <0.01% +1,809 Timeline NVDY TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,651 shares; 2025Q1: 1,651 shares; 2025Q2: 10,444 shares; 2025Q3: 9,413 shares; 2025Q4: 10,232 shares 10,232 $149K <0.01% +819 Timeline XFOFX COHEN & STEERS CLOSED-END More: the full row for COHEN & STEERS CLOSED-END Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,593 shares; 2024Q4: 26,093 shares; 2025Q1: 26,093 shares; 2025Q2: 10,293 shares; 2025Q3: 10,293 shares; 2025Q4: 11,080 shares 11,080 $146K <0.01% +787 Timeline FRSH FRESHWORKS INC More: the full row for FRESHWORKS 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: 2,174 shares; 2025Q3: 4,318 shares; 2025Q4: 11,867 shares 11,867 $145K <0.01% +7,549 Timeline AMZY TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 209 shares; 2025Q1: 209 shares; 2025Q2: 8,761 shares; 2025Q3: 9,788 shares; 2025Q4: 10,621 shares 10,621 $141K <0.01% +833 Timeline WU WESTERN UN CO More: the full row for WESTERN UN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,855 shares; 2024Q4: 6,471 shares; 2025Q1: 6,471 shares; 2025Q2: 143 shares; 2025Q3: 11,917 shares; 2025Q4: 15,002 shares 15,002 $140K <0.01% +3,085 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: 9,011 shares; 2024Q4: 9,802 shares; 2025Q1: 9,802 shares; 2025Q2: 9,691 shares; 2025Q3: 15,014 shares; 2025Q4: 15,131 shares 15,131 $130K <0.01% +117 Timeline ETJ EATON VANCE RISK-MANAGED DIV More: the full row for EATON VANCE RISK-MANAGED DIV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,269 shares; 2024Q4: 18,426 shares; 2025Q1: 18,426 shares; 2025Q2: 17,982 shares; 2025Q3: 17,170 shares; 2025Q4: 13,474 shares 13,474 $119K <0.01% -3,696 Timeline BHC BAUSCH HEALTH COS INC More: the full row for BAUSCH HEALTH COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,756 shares; 2024Q4: 19,220 shares; 2025Q1: 19,220 shares; 2025Q2: 18,403 shares; 2025Q3: 17,030 shares; 2025Q4: 17,030 shares 17,030 $118K <0.01% 0 Timeline TAIL CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,354 shares; 2025Q3: 3,340 shares; 2025Q4: 10,099 shares 10,099 $116K <0.01% +6,759 Timeline PK PARK HOTELS & RESORTS INC More: the full row for PARK HOTELS & RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 878 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,728 shares; 2025Q3: 9,757 shares; 2025Q4: 10,684 shares 10,684 $112K <0.01% +927 Timeline ERIC TELEFONAKTIEBOLAGET LM ERICS More: the full row for TELEFONAKTIEBOLAGET LM ERICS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,403 shares; 2024Q4: 17,583 shares; 2025Q1: 17,583 shares; 2025Q2: 11,620 shares; 2025Q3: 12,039 shares; 2025Q4: 11,232 shares 11,232 $108K <0.01% -807 Timeline SLI STANDARD LITHIUM CORP More: the full row for STANDARD LITHIUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 25,556 shares; 2025Q1: 25,556 shares; 2025Q2: 29,670 shares; 2025Q3: 29,670 shares; 2025Q4: 21,000 shares 21,000 $93.9K <0.01% -8,670 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: 3,034 shares; 2024Q4: 4,528 shares; 2025Q1: 4,528 shares; 2025Q2: 7,236 shares; 2025Q3: 7,657 shares; 2025Q4: 10,174 shares 10,174 $65.8K <0.01% +2,517 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: 12,147 shares; 2024Q4: 34,678 shares; 2025Q1: 34,678 shares; 2025Q2: 12,973 shares; 2025Q3: 13,385 shares; 2025Q4: 19,593 shares 19,593 $48.4K <0.01% +6,208 Timeline