AB ALLIANCEBERNSTEIN HLDG L P More: the full row for ALLIANCEBERNSTEIN HLDG L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,500 shares; 2024Q4: 7,500 shares; 2025Q1: 7,500 shares; 2025Q2: 7,500 shares; 2025Q3: 7,500 shares; 2025Q4: 7,500 shares 7,500 $289K 0.02% 0 Timeline MFM ABERDEEN MUN INCOME FD More: the full row for ABERDEEN MUN INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,000 shares; 2024Q4: 53,000 shares; 2025Q1: 53,000 shares; 2025Q2: 53,000 shares; 2025Q3: 53,000 shares; 2025Q4: 53,000 shares 53,000 $288K 0.02% 0 Timeline SNV SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL 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: 15 shares; 2025Q2: 10 shares; 2025Q3: 7,717 shares; 2025Q4: 5,702 shares 5,702 $285K 0.02% -2,015 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,445 shares; 2024Q4: 6,523 shares; 2025Q1: 9,384 shares; 2025Q2: 9,555 shares; 2025Q3: 9,187 shares; 2025Q4: 16,410 shares 16,410 $285K 0.02% +7,223 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: 836 shares; 2024Q4: 837 shares; 2025Q1: 837 shares; 2025Q2: 822 shares; 2025Q3: 822 shares; 2025Q4: 723 shares 723 $285K 0.02% -99 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: 1,000 shares; 2024Q4: 1,005 shares; 2025Q1: 1,010 shares; 2025Q2: 1,015 shares; 2025Q3: 3,406 shares; 2025Q4: 3,609 shares 3,609 $284K 0.02% +203 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 157 shares; 2024Q4: 165 shares; 2025Q1: 171 shares; 2025Q2: 130 shares; 2025Q3: 527 shares; 2025Q4: 1,269 shares 1,269 $284K 0.02% +742 Timeline OSK OSHKOSH CORP More: the full row for OSHKOSH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,000 shares; 2024Q4: 2,364 shares; 2025Q1: 2,270 shares; 2025Q2: 2,225 shares; 2025Q3: 2,228 shares; 2025Q4: 2,253 shares 2,253 $283K 0.02% +25 Timeline TXT TEXTRON INC More: the full row for TEXTRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 285 shares; 2024Q4: 270 shares; 2025Q1: 326 shares; 2025Q2: 181 shares; 2025Q3: 1,258 shares; 2025Q4: 3,235 shares 3,235 $282K 0.02% +1,977 Timeline IEFA 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: 2,710 shares; 2024Q4: 2,710 shares; 2025Q1: 2,710 shares; 2025Q2: 2,830 shares; 2025Q3: 2,830 shares; 2025Q4: 3,137 shares 3,137 $281K 0.02% +307 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 340 shares; 2024Q4: 371 shares; 2025Q1: 128 shares; 2025Q2: 225 shares; 2025Q3: 273 shares; 2025Q4: 2,925 shares 2,925 $281K 0.02% +2,652 Timeline DLX DELUXE CORP MEDIUM TERM NTS More: the full row for DELUXE CORP MEDIUM TERM NTS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40 shares; 2024Q4: 65 shares; 2025Q1: 30 shares; 2025Q2: 13,073 shares; 2025Q3: 12,539 shares; 2025Q4: 12,530 shares 12,530 $280K 0.02% -9 Timeline AOR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,300 shares; 2024Q4: 4,300 shares; 2025Q1: 4,300 shares; 2025Q2: 4,300 shares; 2025Q3: 4,300 shares; 2025Q4: 4,300 shares 4,300 $280K 0.02% 0 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 294 shares; 2024Q4: 303 shares; 2025Q1: 308 shares; 2025Q2: 339 shares; 2025Q3: 815 shares; 2025Q4: 1,300 shares 1,300 $277K 0.02% +485 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: 89 shares; 2024Q4: 33 shares; 2025Q1: 11 shares; 2025Q2: 17 shares; 2025Q3: 2,622 shares; 2025Q4: 2,273 shares 2,273 $277K 0.02% -349 Timeline FLTR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,000 shares; 2024Q4: 12,000 shares; 2025Q1: 11,200 shares; 2025Q2: 11,200 shares; 2025Q3: 11,200 shares; 2025Q4: 10,850 shares 10,850 $276K 0.02% -350 Timeline ESNT ESSENT GROUP LTD More: the full row for ESSENT GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85 shares; 2024Q4: 90 shares; 2025Q1: 175 shares; 2025Q2: 205 shares; 2025Q3: 2,013 shares; 2025Q4: 4,252 shares 4,252 $276K 0.02% +2,239 Timeline FNB F N B CORP More: the full row for F N B CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10 shares; 2024Q4: 10 shares; 2025Q1: 40 shares; 2025Q2: 10 shares; 2025Q3: 6,513 shares; 2025Q4: 16,115 shares 16,115 $276K 0.02% +9,602 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,260 shares; 2024Q4: 1,326 shares; 2025Q1: 1,340 shares; 2025Q2: 1,303 shares; 2025Q3: 1,291 shares; 2025Q4: 1,356 shares 1,356 $275K 0.02% +65 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,921 shares; 2024Q4: 1,917 shares; 2025Q1: 2,000 shares; 2025Q2: 2,347 shares; 2025Q3: 2,258 shares; 2025Q4: 2,291 shares 2,291 $274K 0.02% +33 Timeline GOVT 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: 14,504 shares; 2024Q4: 14,571 shares; 2025Q1: 11,706 shares; 2025Q2: 11,760 shares; 2025Q3: 11,815 shares; 2025Q4: 11,888 shares 11,888 $274K 0.02% +73 Timeline VCTR VICTORY CAP HLDGS INC DEL More: the full row for VICTORY CAP HLDGS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,260 shares; 2024Q4: 4,265 shares; 2025Q1: 4,290 shares; 2025Q2: 4,320 shares; 2025Q3: 4,300 shares; 2025Q4: 4,293 shares 4,293 $271K 0.01% -7 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,087 shares; 2024Q4: 2,829 shares; 2025Q1: 2,708 shares; 2025Q2: 2,684 shares; 2025Q3: 2,449 shares; 2025Q4: 2,142 shares 2,142 $270K 0.01% -307 Timeline LAZ LAZARD INC More: the full row for LAZARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,500 shares; 2024Q4: 6,500 shares; 2025Q1: 6,500 shares; 2025Q2: 6,500 shares; 2025Q3: 5,500 shares; 2025Q4: 5,538 shares 5,538 $269K 0.01% +38 Timeline FRT FEDERAL RLTY INVT TR NEW More: the full row for FEDERAL RLTY INVT TR NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 414 shares; 2024Q4: 414 shares; 2025Q1: 419 shares; 2025Q2: 429 shares; 2025Q3: 664 shares; 2025Q4: 2,667 shares 2,667 $269K 0.01% +2,003 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,207 shares; 2024Q4: 1,911 shares; 2025Q1: 1,859 shares; 2025Q2: 2,021 shares; 2025Q3: 2,023 shares; 2025Q4: 2,516 shares 2,516 $268K 0.01% +493 Timeline BMRN BIOMARIN PHARMACEUTICAL INC More: the full row for BIOMARIN PHARMACEUTICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,854 shares; 2024Q4: 9,730 shares; 2025Q1: 9,625 shares; 2025Q2: 9,374 shares; 2025Q3: 13,207 shares; 2025Q4: 4,512 shares 4,512 $268K 0.01% -8,695 Timeline ALSN ALLISON TRANSMISSION HLDGS I More: the full row for ALLISON TRANSMISSION HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2 shares; 2024Q4: 2 shares; 2025Q1: 7 shares; 2025Q2: 12 shares; 2025Q3: 1,266 shares; 2025Q4: 2,729 shares 2,729 $267K 0.01% +1,463 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,714 shares; 2024Q4: 6,713 shares; 2025Q1: 6,947 shares; 2025Q2: 5,828 shares; 2025Q3: 7,203 shares; 2025Q4: 7,341 shares 7,341 $266K 0.01% +138 Timeline MP MP MATERIALS CORP More: the full row for MP MATERIALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,050 shares; 2025Q3: 5,252 shares; 2025Q4: 5,257 shares 5,257 $266K 0.01% +5 Timeline EVR EVERCORE INC More: the full row for EVERCORE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2 shares; 2024Q4: 2 shares; 2025Q1: 1 shares; 2025Q2: 7 shares; 2025Q3: 972 shares; 2025Q4: 779 shares 779 $265K 0.01% -193 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: 11 shares; 2024Q4: 13 shares; 2025Q1: 23 shares; 2025Q2: 37 shares; 2025Q3: 1,868 shares; 2025Q4: 2,399 shares 2,399 $265K 0.01% +531 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: not reported; 2025Q3: 11,612 shares; 2025Q4: 11,712 shares 11,712 $263K 0.01% +100 Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,140 shares; 2024Q4: 5,776 shares; 2025Q1: 5,533 shares; 2025Q2: 5,239 shares; 2025Q3: 3,380 shares; 2025Q4: 2,893 shares 2,893 $260K 0.01% -487 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: 1,000 shares; 2024Q4: 1,035 shares; 2025Q1: 790 shares; 2025Q2: 495 shares; 2025Q3: 13,452 shares; 2025Q4: 14,670 shares 14,670 $260K 0.01% +1,218 Timeline CHTR CHARTER COMMUNICATIONS INC More: the full row for CHARTER COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,319 shares; 2024Q4: 1,306 shares; 2025Q1: 1,314 shares; 2025Q2: 1,323 shares; 2025Q3: 1,152 shares; 2025Q4: 1,244 shares 1,244 $260K 0.01% +92 Timeline JHG JANUS HENDERSON GROUP PLC More: the full row for JANUS HENDERSON GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5 shares; 2025Q3: 4,152 shares; 2025Q4: 5,450 shares 5,450 $259K 0.01% +1,298 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,237 shares; 2024Q4: 2,237 shares; 2025Q1: 2,237 shares; 2025Q2: 2,237 shares; 2025Q3: 2,637 shares; 2025Q4: 3,212 shares 3,212 $259K 0.01% +575 Timeline TAK TAKEDA PHARMACEUTICAL CO LTD More: the full row for TAKEDA PHARMACEUTICAL CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,136 shares; 2024Q4: 18,820 shares; 2025Q1: 19,398 shares; 2025Q2: 19,295 shares; 2025Q3: 17,972 shares; 2025Q4: 16,482 shares 16,482 $257K 0.01% -1,490 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: not reported; 2024Q4: 15 shares; 2025Q1: 30 shares; 2025Q2: 30 shares; 2025Q3: 31 shares; 2025Q4: 6,808 shares 6,808 $256K 0.01% +6,777 Timeline AVUS 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: 2,275 shares; 2024Q4: 2,275 shares; 2025Q1: 2,275 shares; 2025Q2: 2,275 shares; 2025Q3: 2,275 shares; 2025Q4: 2,275 shares 2,275 $254K 0.01% 0 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: 5 shares; 2024Q4: 2 shares; 2025Q1: 12 shares; 2025Q2: 25 shares; 2025Q3: 6,164 shares; 2025Q4: 4,645 shares 4,645 $254K 0.01% -1,519 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 682 shares; 2024Q4: 626 shares; 2025Q1: 629 shares; 2025Q2: 510 shares; 2025Q3: 417 shares; 2025Q4: 3,113 shares 3,113 $251K 0.01% +2,696 Timeline YEAR AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 750 shares; 2025Q1: 1,250 shares; 2025Q2: 4,450 shares; 2025Q3: 3,975 shares; 2025Q4: 4,975 shares 4,975 $251K 0.01% +1,000 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 779 shares; 2024Q4: 858 shares; 2025Q1: 866 shares; 2025Q2: 810 shares; 2025Q3: 1,178 shares; 2025Q4: 1,220 shares 1,220 $251K 0.01% +42 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 909 shares; 2024Q4: 915 shares; 2025Q1: 906 shares; 2025Q2: 1,064 shares; 2025Q3: 2,021 shares; 2025Q4: 2,241 shares 2,241 $251K 0.01% +220 Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,657 shares; 2024Q4: 2,657 shares; 2025Q1: 2,657 shares; 2025Q2: 2,657 shares; 2025Q3: 2,657 shares; 2025Q4: 2,657 shares 2,657 $250K 0.01% 0 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 400 shares; 2024Q4: 411 shares; 2025Q1: 390 shares; 2025Q2: 390 shares; 2025Q3: 338 shares; 2025Q4: 561 shares 561 $250K 0.01% +223 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,057 shares; 2024Q4: 1,057 shares; 2025Q1: 1,057 shares; 2025Q2: 1,057 shares; 2025Q3: 1,057 shares; 2025Q4: 1,256 shares 1,256 $249K 0.01% +199 Timeline GUT GABELLI UTIL TR More: the full row for GABELLI UTIL TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,019 shares; 2024Q4: 43,609 shares; 2025Q1: 43,394 shares; 2025Q2: 43,394 shares; 2025Q3: 41,294 shares; 2025Q4: 41,294 shares 41,294 $249K 0.01% 0 Timeline ETW EATON VANCE TAX-MANAGED GLOB More: the full row for EATON VANCE TAX-MANAGED GLOB Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,684 shares; 2024Q4: 27,964 shares; 2025Q1: 27,893 shares; 2025Q2: 27,831 shares; 2025Q3: 27,931 shares; 2025Q4: 26,881 shares 26,881 $248K 0.01% -1,050 Timeline IONQ IONQ INC More: the full row for IONQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 175 shares; 2024Q4: 210 shares; 2025Q1: 2,425 shares; 2025Q2: 2,720 shares; 2025Q3: 5,360 shares; 2025Q4: 5,500 shares 5,500 $247K 0.01% +140 Timeline AA ALCOA CORP More: the full row for ALCOA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 602 shares; 2024Q4: 602 shares; 2025Q1: 617 shares; 2025Q2: 617 shares; 2025Q3: 623 shares; 2025Q4: 4,633 shares 4,633 $246K 0.01% +4,010 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: 2 shares; 2025Q1: 3 shares; 2025Q2: 2 shares; 2025Q3: 1,715 shares; 2025Q4: 1,101 shares 1,101 $246K 0.01% -614 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,500 shares 14,500 $245K 0.01% new Timeline AR ANTERO RESOURCES CORP More: the full row for ANTERO RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5 shares; 2024Q4: 5 shares; 2025Q1: 15 shares; 2025Q2: 25 shares; 2025Q3: 7,069 shares; 2025Q4: 7,107 shares 7,107 $245K 0.01% +38 Timeline INGR INGREDION INC More: the full row for INGREDION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 33 shares; 2025Q3: 1,555 shares; 2025Q4: 2,217 shares 2,217 $244K 0.01% +662 Timeline KDP KEURIG DR PEPPER INC More: the full row for KEURIG DR PEPPER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 929 shares; 2024Q4: 897 shares; 2025Q1: 1,002 shares; 2025Q2: 949 shares; 2025Q3: 1,549 shares; 2025Q4: 8,717 shares 8,717 $244K 0.01% +7,168 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,908 shares; 2024Q4: 2,908 shares; 2025Q1: 2,908 shares; 2025Q2: 2,908 shares; 2025Q3: 2,908 shares; 2025Q4: 3,008 shares 3,008 $244K 0.01% +100 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: 9,641 shares; 2024Q4: 9,828 shares; 2025Q1: 9,686 shares; 2025Q2: 7,322 shares; 2025Q3: 7,230 shares; 2025Q4: 2,371 shares 2,371 $243K 0.01% -4,859 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: 751 shares; 2024Q4: 751 shares; 2025Q1: 751 shares; 2025Q2: 751 shares; 2025Q3: 751 shares; 2025Q4: 751 shares 751 $243K 0.01% 0 Timeline ARMK ARAMARK More: the full row for ARAMARK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32 shares; 2024Q4: 32 shares; 2025Q1: 17 shares; 2025Q2: 39 shares; 2025Q3: 1,557 shares; 2025Q4: 6,527 shares 6,527 $241K 0.01% +4,970 Timeline APA APA CORPORATION More: the full row for APA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,117 shares; 2024Q4: 2,087 shares; 2025Q1: 967 shares; 2025Q2: 4,052 shares; 2025Q3: 9,733 shares; 2025Q4: 9,819 shares 9,819 $240K 0.01% +86 Timeline BLACKROCK MUNIHOLDINGS QUAL… BLACKROCK MUNIHOLDINGS QUALITY More: the full row for BLACKROCK MUNIHOLDINGS QUALITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,600 shares; 2024Q4: 47,600 shares; 2025Q1: 47,600 shares; 2025Q2: 47,600 shares; 2025Q3: 35,500 shares; 2025Q4: 23,916 shares 23,916 $240K 0.01% -11,584 ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,209 shares; 2024Q4: 1,098 shares; 2025Q1: 1,139 shares; 2025Q2: 1,698 shares; 2025Q3: 3,661 shares; 2025Q4: 3,557 shares 3,557 $239K 0.01% -104 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 302 shares; 2024Q4: 315 shares; 2025Q1: 330 shares; 2025Q2: 333 shares; 2025Q3: 310 shares; 2025Q4: 798 shares 798 $236K 0.01% +488 Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,659 shares; 2024Q4: 5,755 shares; 2025Q1: 5,804 shares; 2025Q2: 5,724 shares; 2025Q3: 5,751 shares; 2025Q4: 5,993 shares 5,993 $236K 0.01% +242 Timeline HAIN HAIN CELESTIAL GROUP INC More: the full row for HAIN CELESTIAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30 shares; 2024Q4: 35 shares; 2025Q1: 230 shares; 2025Q2: 70,000 shares; 2025Q3: 125,875 shares; 2025Q4: 220,371 shares 220,371 $236K 0.01% +94,496 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,175 shares; 2024Q4: 3,175 shares; 2025Q1: 3,175 shares; 2025Q2: 3,175 shares; 2025Q3: 3,253 shares; 2025Q4: 3,175 shares 3,175 $234K 0.01% -78 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,144 shares; 2024Q4: 822 shares; 2025Q1: 659 shares; 2025Q2: 728 shares; 2025Q3: 868 shares; 2025Q4: 1,203 shares 1,203 $233K 0.01% +335 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: 66 shares; 2024Q4: 66 shares; 2025Q1: 65 shares; 2025Q2: 70 shares; 2025Q3: 37 shares; 2025Q4: 2,160 shares 2,160 $232K 0.01% +2,123 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: 15,096 shares; 2024Q4: 13,998 shares; 2025Q1: 14,479 shares; 2025Q2: 13,889 shares; 2025Q3: 13,753 shares; 2025Q4: 12,093 shares 12,093 $231K 0.01% -1,660 Timeline ARW ARROW ELECTRS INC More: the full row for ARROW ELECTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4 shares; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1,872 shares; 2025Q4: 2,096 shares 2,096 $231K 0.01% +224 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 593 shares; 2024Q4: 593 shares; 2025Q1: 593 shares; 2025Q2: 593 shares; 2025Q3: 593 shares; 2025Q4: 593 shares 593 $229K 0.01% 0 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: 3,757 shares; 2024Q4: 3,813 shares; 2025Q1: 3,802 shares; 2025Q2: 3,404 shares; 2025Q3: 4,952 shares; 2025Q4: 4,946 shares 4,946 $229K 0.01% -6 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,000 shares; 2024Q4: 8,000 shares; 2025Q1: 8,000 shares; 2025Q2: 8,000 shares; 2025Q3: 8,000 shares; 2025Q4: 3,000 shares 3,000 $229K 0.01% -5,000 Timeline DAY DAYFORCE INC More: the full row for DAYFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,454 shares; 2024Q4: 1,484 shares; 2025Q1: 1,114 shares; 2025Q2: 1,114 shares; 2025Q3: 1,128 shares; 2025Q4: 3,304 shares 3,304 $229K 0.01% +2,176 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,488 shares; 2024Q4: 6,509 shares; 2025Q1: 6,242 shares; 2025Q2: 6,467 shares; 2025Q3: 8,866 shares; 2025Q4: 8,925 shares 8,925 $228K 0.01% +59 Timeline SCHF 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: 4,128 shares; 2024Q4: 6,796 shares; 2025Q1: 6,848 shares; 2025Q2: 6,864 shares; 2025Q3: 6,864 shares; 2025Q4: 9,489 shares 9,489 $228K 0.01% +2,625 Timeline CCK CROWN HLDGS INC More: the full row for CROWN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 825 shares; 2024Q4: 755 shares; 2025Q1: 730 shares; 2025Q2: 735 shares; 2025Q3: 2,335 shares; 2025Q4: 2,205 shares 2,205 $227K 0.01% -130 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,624 shares; 2024Q4: 1,624 shares; 2025Q1: 1,879 shares; 2025Q2: 1,624 shares; 2025Q3: 1,624 shares; 2025Q4: 1,624 shares 1,624 $226K 0.01% 0 Timeline VTRS VIATRIS INC More: the full row for VIATRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,778 shares; 2024Q4: 17,601 shares; 2025Q1: 17,352 shares; 2025Q2: 17,505 shares; 2025Q3: 17,642 shares; 2025Q4: 18,126 shares 18,126 $226K 0.01% +484 Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 179 shares; 2024Q4: 196 shares; 2025Q1: 196 shares; 2025Q2: 197 shares; 2025Q3: 2,460 shares; 2025Q4: 920 shares 920 $224K 0.01% -1,540 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,798 shares; 2024Q4: 2,805 shares; 2025Q1: 2,711 shares; 2025Q2: 2,807 shares; 2025Q3: 2,507 shares; 2025Q4: 3,319 shares 3,319 $223K 0.01% +812 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,429 shares; 2024Q4: 2,434 shares; 2025Q1: 2,202 shares; 2025Q2: 2,114 shares; 2025Q3: 4,403 shares; 2025Q4: 3,509 shares 3,509 $223K 0.01% -894 Timeline S SENTINELONE INC More: the full row for SENTINELONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5 shares; 2024Q4: 5 shares; 2025Q1: 10 shares; 2025Q2: 25 shares; 2025Q3: 2,228 shares; 2025Q4: 14,824 shares 14,824 $222K 0.01% +12,596 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 700 shares; 2024Q4: 700 shares; 2025Q1: 700 shares; 2025Q2: 700 shares; 2025Q3: 700 shares; 2025Q4: 766 shares 766 $222K 0.01% +66 Timeline BXMT BLACKSTONE MORTGAGE TRUST IN More: the full row for BLACKSTONE MORTGAGE TRUST IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,385 shares; 2024Q4: 11,745 shares; 2025Q1: 11,780 shares; 2025Q2: 11,550 shares; 2025Q3: 11,445 shares; 2025Q4: 11,520 shares 11,520 $220K 0.01% +75 Timeline AMCR AMCOR PLC More: the full row for AMCOR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 26,416 shares 26,416 $220K 0.01% new Timeline ALV AUTOLIV INC More: the full row for AUTOLIV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,950 shares; 2024Q4: 1,950 shares; 2025Q1: 1,950 shares; 2025Q2: 1,950 shares; 2025Q3: 1,976 shares; 2025Q4: 1,851 shares 1,851 $220K 0.01% -125 Timeline CGEN COMPUGEN LTD More: the full row for COMPUGEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 203,900 shares; 2024Q4: 203,900 shares; 2025Q1: 191,400 shares; 2025Q2: 181,400 shares; 2025Q3: 176,400 shares; 2025Q4: 143,600 shares 143,600 $220K 0.01% -32,800 Timeline BOH BANK OF HI CORP More: the full row for BANK OF HI CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,045 shares; 2024Q4: 3,045 shares; 2025Q1: 3,055 shares; 2025Q2: 3,080 shares; 2025Q3: 3,025 shares; 2025Q4: 3,213 shares 3,213 $220K 0.01% +188 Timeline AGG 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: 2,268 shares; 2024Q4: 2,270 shares; 2025Q1: 2,271 shares; 2025Q2: 2,339 shares; 2025Q3: 2,441 shares; 2025Q4: 2,195 shares 2,195 $219K 0.01% -246 Timeline HYHG PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,400 shares; 2024Q4: 3,400 shares; 2025Q1: 3,400 shares; 2025Q2: 3,400 shares; 2025Q3: 3,400 shares; 2025Q4: 3,400 shares 3,400 $219K 0.01% 0 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,840 shares; 2024Q4: 2,840 shares; 2025Q1: 2,840 shares; 2025Q2: 2,840 shares; 2025Q3: 2,840 shares; 2025Q4: 2,840 shares 2,840 $218K 0.01% 0 Timeline ADPT ADAPTIVE BIOTECHNOLOGIES COR More: the full row for ADAPTIVE BIOTECHNOLOGIES COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,210 shares; 2024Q4: 10,235 shares; 2025Q1: 10,305 shares; 2025Q2: 10,350 shares; 2025Q3: 10,280 shares; 2025Q4: 13,293 shares 13,293 $216K 0.01% +3,013 Timeline ETD ETHAN ALLEN INTERIORS INC More: the full row for ETHAN ALLEN INTERIORS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,608 shares; 2024Q4: 9,810 shares; 2025Q1: 9,860 shares; 2025Q2: 9,840 shares; 2025Q3: 9,384 shares; 2025Q4: 9,409 shares 9,409 $215K 0.01% +25 Timeline UOCT 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: 6,055 shares; 2024Q4: 6,055 shares; 2025Q1: 6,055 shares; 2025Q2: 6,055 shares; 2025Q3: 6,055 shares; 2025Q4: 5,500 shares 5,500 $215K 0.01% -555 Timeline NBH NEUBERGER MUN FD INC More: the full row for NEUBERGER MUN FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,700 shares; 2024Q4: 53,700 shares; 2025Q1: 53,700 shares; 2025Q2: 53,700 shares; 2025Q3: 21,200 shares; 2025Q4: 21,200 shares 21,200 $215K 0.01% 0 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,350 shares; 2024Q4: 1,350 shares; 2025Q1: 1,350 shares; 2025Q2: 1,350 shares; 2025Q3: 1,350 shares; 2025Q4: 1,250 shares 1,250 $213K 0.01% -100 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: 7,212 shares; 2024Q4: 7,113 shares; 2025Q1: 7,586 shares; 2025Q2: 6,264 shares; 2025Q3: 5,304 shares; 2025Q4: 5,540 shares 5,540 $213K 0.01% +236 Timeline KTF DWS MUN INCOME TR More: the full row for DWS MUN INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89,575 shares; 2024Q4: 88,917 shares; 2025Q1: 56,917 shares; 2025Q2: 51,917 shares; 2025Q3: 23,317 shares; 2025Q4: 23,317 shares 23,317 $212K 0.01% 0 Timeline AMKR AMKOR TECHNOLOGY INC More: the full row for AMKOR TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,288 shares; 2024Q4: 1,288 shares; 2025Q1: 1,288 shares; 2025Q2: 1,315 shares; 2025Q3: 5,413 shares; 2025Q4: 5,350 shares 5,350 $211K 0.01% -63 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,820 shares; 2024Q4: 1,820 shares; 2025Q1: 1,820 shares; 2025Q2: 1,820 shares; 2025Q3: 1,910 shares; 2025Q4: 1,910 shares 1,910 $210K 0.01% 0 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 963 shares; 2024Q4: 963 shares; 2025Q1: 972 shares; 2025Q2: 986 shares; 2025Q3: 992 shares; 2025Q4: 991 shares 991 $210K 0.01% -1 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: 5,595 shares; 2024Q4: 5,595 shares; 2025Q1: 5,595 shares; 2025Q2: 5,595 shares; 2025Q3: 8,563 shares; 2025Q4: 5,643 shares 5,643 $210K 0.01% -2,920 Timeline OLED UNIVERSAL DISPLAY CORP More: the full row for UNIVERSAL DISPLAY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,494 shares; 2024Q4: 3,494 shares; 2025Q1: 3,269 shares; 2025Q2: 3,270 shares; 2025Q3: 3,153 shares; 2025Q4: 1,793 shares 1,793 $209K 0.01% -1,360 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: 433 shares; 2024Q4: 448 shares; 2025Q1: 495 shares; 2025Q2: 515 shares; 2025Q3: 515 shares; 2025Q4: 1,303 shares 1,303 $209K 0.01% +788 Timeline MMU WESTERN ASSET MANAGED MUNS F More: the full row for WESTERN ASSET MANAGED MUNS F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,104 shares; 2024Q4: 77,104 shares; 2025Q1: 77,104 shares; 2025Q2: 77,104 shares; 2025Q3: 20,000 shares; 2025Q4: 20,000 shares 20,000 $209K 0.01% 0 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: 13,627 shares; 2024Q4: 13,627 shares; 2025Q1: 13,637 shares; 2025Q2: 13,677 shares; 2025Q3: 14,651 shares; 2025Q4: 14,828 shares 14,828 $208K 0.01% +177 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,528 shares; 2024Q4: 7,584 shares; 2025Q1: 7,584 shares; 2025Q2: 7,584 shares; 2025Q3: 7,584 shares; 2025Q4: 7,584 shares 7,584 $206K 0.01% 0 Timeline IEX IDEX CORP More: the full row for IDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4 shares; 2024Q4: 9 shares; 2025Q1: 8 shares; 2025Q2: 7 shares; 2025Q3: 55 shares; 2025Q4: 1,157 shares 1,157 $206K 0.01% +1,102 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 184 shares; 2024Q4: 121 shares; 2025Q1: 145 shares; 2025Q2: 269 shares; 2025Q3: 440 shares; 2025Q4: 910 shares 910 $205K 0.01% +470 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 516 shares; 2024Q4: 832 shares; 2025Q1: 941 shares; 2025Q2: 894 shares; 2025Q3: 1,138 shares; 2025Q4: 1,000 shares 1,000 $205K 0.01% -138 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: 2,552 shares; 2024Q4: 2,284 shares; 2025Q1: 2,374 shares; 2025Q2: 2,131 shares; 2025Q3: 2,863 shares; 2025Q4: 2,496 shares 2,496 $205K 0.01% -367 Timeline SON SONOCO PRODS CO More: the full row for SONOCO PRODS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10 shares; 2025Q1: not reported; 2025Q2: 6 shares; 2025Q3: 2,589 shares; 2025Q4: 4,677 shares 4,677 $204K 0.01% +2,088 Timeline CBAN COLONY BANKCORP INC More: the full row for COLONY BANKCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,356 shares; 2024Q4: 11,371 shares; 2025Q1: 11,371 shares; 2025Q2: 11,386 shares; 2025Q3: 11,371 shares; 2025Q4: 11,374 shares 11,374 $203K 0.01% +3 Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,652 shares; 2024Q4: 3,427 shares; 2025Q1: 3,308 shares; 2025Q2: 3,014 shares; 2025Q3: 2,586 shares; 2025Q4: 2,543 shares 2,543 $202K 0.01% -43 Timeline EUFN 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: 181 shares; 2025Q1: 181 shares; 2025Q2: 181 shares; 2025Q3: 5,432 shares; 2025Q4: 5,432 shares 5,432 $201K 0.01% 0 Timeline BXSL BLACKSTONE SECD LENDING FD More: the full row for BLACKSTONE SECD LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,085 shares; 2024Q4: 4,184 shares; 2025Q1: 7,283 shares; 2025Q2: 7,394 shares; 2025Q3: 7,498 shares; 2025Q4: 7,626 shares 7,626 $201K 0.01% +128 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 772 shares; 2024Q4: 769 shares; 2025Q1: 795 shares; 2025Q2: 682 shares; 2025Q3: 782 shares; 2025Q4: 737 shares 737 $200K 0.01% -45 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,546 shares; 2024Q4: 3,546 shares; 2025Q1: 3,546 shares; 2025Q2: 3,546 shares; 2025Q3: 3,546 shares; 2025Q4: 3,506 shares 3,506 $199K 0.01% -40 Timeline SRPT SAREPTA THERAPEUTICS INC More: the full row for SAREPTA THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,289 shares; 2025Q4: 9,225 shares 9,225 $199K 0.01% +7,936 Timeline UHT UNIVERSAL HEALTH RLTY INCOME More: the full row for UNIVERSAL HEALTH RLTY INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,655 shares; 2024Q4: 8,655 shares; 2025Q1: 5,160 shares; 2025Q2: 5,145 shares; 2025Q3: 5,173 shares; 2025Q4: 5,057 shares 5,057 $198K 0.01% -116 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: 50 shares; 2024Q4: 56 shares; 2025Q1: 25 shares; 2025Q2: 63 shares; 2025Q3: 700 shares; 2025Q4: 720 shares 720 $198K 0.01% +20 Timeline CGNG CAPITAL GROUP NEW GEOGRAPHY More: the full row for CAPITAL GROUP NEW GEOGRAPHY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,000 shares; 2025Q2: 3,200 shares; 2025Q3: 3,200 shares; 2025Q4: 6,200 shares 6,200 $198K 0.01% +3,000 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: 72 shares; 2024Q4: 72 shares; 2025Q1: 67 shares; 2025Q2: 68 shares; 2025Q3: 135 shares; 2025Q4: 58 shares 58 $198K 0.01% -77 Timeline CGMU 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: 7,220 shares; 2024Q4: 7,220 shares; 2025Q1: 7,220 shares; 2025Q2: 7,220 shares; 2025Q3: 7,220 shares; 2025Q4: 7,220 shares 7,220 $198K 0.01% 0 Timeline LECO LINCOLN ELEC HLDGS INC More: the full row for LINCOLN ELEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2 shares; 2024Q4: 2 shares; 2025Q1: 7 shares; 2025Q2: 8 shares; 2025Q3: 324 shares; 2025Q4: 822 shares 822 $197K 0.01% +498 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: 1,348 shares; 2024Q4: 1,406 shares; 2025Q1: 1,449 shares; 2025Q2: 1,629 shares; 2025Q3: 1,629 shares; 2025Q4: 1,527 shares 1,527 $197K 0.01% -102 Timeline PPTA PERPETUA RESOURCES CORP More: the full row for PERPETUA RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 20,040 shares; 2025Q1: 17,035 shares; 2025Q2: 26,095 shares; 2025Q3: 15,115 shares; 2025Q4: 8,127 shares 8,127 $197K 0.01% -6,988 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,840 shares; 2024Q4: 1,840 shares; 2025Q1: 1,840 shares; 2025Q2: 1,840 shares; 2025Q3: 1,840 shares; 2025Q4: 1,390 shares 1,390 $196K 0.01% -450 Timeline BBWI BATH & BODY WORKS INC More: the full row for BATH & BODY WORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72 shares; 2024Q4: 47 shares; 2025Q1: 52 shares; 2025Q2: 27 shares; 2025Q3: 4,680 shares; 2025Q4: 9,643 shares 9,643 $194K 0.01% +4,963 Timeline CACI CACI INTL INC More: the full row for CACI INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 245 shares; 2025Q4: 363 shares 363 $193K 0.01% +118 Timeline THG HANOVER INS GROUP INC More: the full row for HANOVER INS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2 shares; 2025Q1: 2 shares; 2025Q2: 7 shares; 2025Q3: 963 shares; 2025Q4: 1,058 shares 1,058 $193K 0.01% +95 Timeline ETHW BITWISE ETHEREUM ETF More: the full row for BITWISE ETHEREUM ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,000 shares; 2024Q4: 9,000 shares; 2025Q1: 9,000 shares; 2025Q2: 9,000 shares; 2025Q3: 9,000 shares; 2025Q4: 9,000 shares 9,000 $191K 0.01% 0 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 698 shares; 2024Q4: 714 shares; 2025Q1: 492 shares; 2025Q2: 486 shares; 2025Q3: 485 shares; 2025Q4: 485 shares 485 $189K 0.01% 0 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 681 shares; 2024Q4: 607 shares; 2025Q1: 755 shares; 2025Q2: 207 shares; 2025Q3: 2,649 shares; 2025Q4: 1,836 shares 1,836 $189K 0.01% -813 Timeline RHI ROBERT HALF INC. More: the full row for ROBERT HALF INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 30 shares; 2025Q3: 9,061 shares; 2025Q4: 6,921 shares 6,921 $188K 0.01% -2,140 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,037 shares; 2024Q4: 1,037 shares; 2025Q1: 1,037 shares; 2025Q2: 1,037 shares; 2025Q3: 1,037 shares; 2025Q4: 1,037 shares 1,037 $188K 0.01% 0 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,274 shares; 2024Q4: 4,188 shares; 2025Q1: 4,311 shares; 2025Q2: 4,158 shares; 2025Q3: 4,469 shares; 2025Q4: 3,856 shares 3,856 $187K 0.01% -613 Timeline PATH UIPATH INC More: the full row for UIPATH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17 shares; 2024Q4: 17 shares; 2025Q1: 17 shares; 2025Q2: 17 shares; 2025Q3: 11,330 shares; 2025Q4: 11,391 shares 11,391 $187K 0.01% +61 Timeline VIK VIKING HOLDINGS LTD More: the full row for VIKING HOLDINGS 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: 19 shares; 2025Q4: 2,614 shares 2,614 $187K 0.01% +2,595 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 622 shares; 2024Q4: 344 shares; 2025Q1: 227 shares; 2025Q2: 424 shares; 2025Q3: 478 shares; 2025Q4: 636 shares 636 $187K 0.01% +158 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: 3,123 shares; 2024Q4: 3,123 shares; 2025Q1: 3,123 shares; 2025Q2: 3,123 shares; 2025Q3: 3,123 shares; 2025Q4: 3,123 shares 3,123 $186K 0.01% 0 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 690 shares; 2024Q4: 669 shares; 2025Q1: 738 shares; 2025Q2: 748 shares; 2025Q3: 372 shares; 2025Q4: 675 shares 675 $186K 0.01% +303 Timeline AWI ARMSTRONG WORLD INDS INC NEW More: the full row for ARMSTRONG WORLD INDS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,092 shares; 2025Q4: 969 shares 969 $185K 0.01% -123 Timeline TREX TREX INC More: the full row for TREX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,162 shares; 2025Q4: 5,278 shares 5,278 $185K 0.01% +4,116 Timeline BDC BELDEN INC More: the full row for BELDEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,545 shares; 2024Q4: 1,550 shares; 2025Q1: 1,570 shares; 2025Q2: 1,595 shares; 2025Q3: 1,828 shares; 2025Q4: 1,588 shares 1,588 $185K 0.01% -240 Timeline MTCH MATCH GROUP INC NEW More: the full row for MATCH GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 181 shares; 2024Q4: 74 shares; 2025Q1: 29 shares; 2025Q2: 60 shares; 2025Q3: 10,493 shares; 2025Q4: 5,720 shares 5,720 $185K 0.01% -4,773 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: 106 shares; 2024Q4: 121 shares; 2025Q1: 112 shares; 2025Q2: 106 shares; 2025Q3: 859 shares; 2025Q4: 897 shares 897 $184K 0.01% +38 Timeline FMF 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: 3,900 shares; 2024Q4: 3,900 shares; 2025Q1: 3,900 shares; 2025Q2: 3,900 shares; 2025Q3: 3,900 shares; 2025Q4: 3,900 shares 3,900 $183K 0.01% 0 Timeline CXH MFS INVT GRADE MUN TR More: the full row for MFS INVT GRADE MUN TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,386 shares; 2024Q4: 45,386 shares; 2025Q1: 40,796 shares; 2025Q2: 38,502 shares; 2025Q3: 25,652 shares; 2025Q4: 22,975 shares 22,975 $183K 0.01% -2,677 Timeline VMI VALMONT INDS INC More: the full row for VALMONT INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 423 shares; 2025Q4: 453 shares 453 $182K 0.01% +30 Timeline MUA BLACKROCK MUNIASSETS FD INC More: the full row for BLACKROCK MUNIASSETS FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,000 shares; 2024Q4: 32,000 shares; 2025Q1: 17,000 shares; 2025Q2: 17,000 shares; 2025Q3: 17,000 shares; 2025Q4: 17,000 shares 17,000 $182K 0.01% 0 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2 shares; 2024Q4: 23 shares; 2025Q1: 24 shares; 2025Q2: 28 shares; 2025Q3: 203 shares; 2025Q4: 268 shares 268 $181K 0.01% +65 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 98 shares; 2024Q4: 168 shares; 2025Q1: 215 shares; 2025Q2: 229 shares; 2025Q3: 1,053 shares; 2025Q4: 997 shares 997 $180K 0.01% -56 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,575 shares; 2024Q4: 1,575 shares; 2025Q1: 1,575 shares; 2025Q2: 1,575 shares; 2025Q3: 1,575 shares; 2025Q4: 2,721 shares 2,721 $180K 0.01% +1,146 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 837 shares; 2024Q4: 888 shares; 2025Q1: 828 shares; 2025Q2: 824 shares; 2025Q3: 1,019 shares; 2025Q4: 986 shares 986 $179K 0.01% -33 Timeline RNR RENAISSANCERE HLDGS LTD More: the full row for RENAISSANCERE HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: 0 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 519 shares; 2025Q4: 637 shares 637 $179K 0.01% +118 Timeline AL AIR LEASE CORP More: the full row for AIR LEASE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5 shares; 2025Q2: 10 shares; 2025Q3: 3,306 shares; 2025Q4: 2,753 shares 2,753 $177K 0.01% -553 Timeline SNX TD SYNNEX CORPORATION More: the full row for TD SYNNEX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 823 shares; 2024Q4: 823 shares; 2025Q1: 824 shares; 2025Q2: 828 shares; 2025Q3: 828 shares; 2025Q4: 1,172 shares 1,172 $176K 0.01% +344 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 662 shares; 2024Q4: 657 shares; 2025Q1: 409 shares; 2025Q2: 413 shares; 2025Q3: 346 shares; 2025Q4: 387 shares 387 $175K 0.01% +41 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,024 shares; 2024Q4: 1,027 shares; 2025Q1: 1,029 shares; 2025Q2: 1,037 shares; 2025Q3: 1,069 shares; 2025Q4: 1,131 shares 1,131 $175K 0.01% +62 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,844 shares; 2024Q4: 1,844 shares; 2025Q1: 1,844 shares; 2025Q2: 1,844 shares; 2025Q3: 1,844 shares; 2025Q4: 1,844 shares 1,844 $174K 0.01% 0 Timeline SIG SIGNET JEWELERS LTD More: the full row for SIGNET JEWELERS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,045 shares; 2024Q4: 2,045 shares; 2025Q1: 2,050 shares; 2025Q2: 2,100 shares; 2025Q3: 2,085 shares; 2025Q4: 2,085 shares 2,085 $173K 0.01% 0 Timeline RL RALPH LAUREN CORP More: the full row for RALPH LAUREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45 shares; 2024Q4: 51 shares; 2025Q1: 64 shares; 2025Q2: 62 shares; 2025Q3: 100 shares; 2025Q4: 488 shares 488 $173K 0.01% +388 Timeline NNE NANO NUCLEAR ENERGY INC More: the full row for NANO NUCLEAR ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,410 shares; 2025Q1: 6,090 shares; 2025Q2: 6,655 shares; 2025Q3: 6,925 shares; 2025Q4: 7,167 shares 7,167 $172K 0.01% +242 Timeline CLF CLEVELAND-CLIFFS INC NEW More: the full row for CLEVELAND-CLIFFS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,009 shares; 2024Q4: 1,015 shares; 2025Q1: 120,899 shares; 2025Q2: 131,484 shares; 2025Q3: 14,284 shares; 2025Q4: 12,880 shares 12,880 $171K 0.01% -1,404 Timeline ATI ATI INC More: the full row for ATI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 179 shares; 2025Q1: 184 shares; 2025Q2: 189 shares; 2025Q3: 189 shares; 2025Q4: 1,487 shares 1,487 $171K 0.01% +1,298 Timeline FHB FIRST HAWAIIAN INC More: the full row for FIRST HAWAIIAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,538 shares; 2025Q4: 6,738 shares 6,738 $170K 0.01% +3,200 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: 2,602 shares; 2024Q4: 2,635 shares; 2025Q1: 2,659 shares; 2025Q2: 2,841 shares; 2025Q3: 2,845 shares; 2025Q4: 2,694 shares 2,694 $170K 0.01% -151 Timeline TCBI TEXAS CAP BANCSHARES INC More: the full row for TEXAS CAP BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55 shares; 2024Q4: 70 shares; 2025Q1: 90 shares; 2025Q2: 115 shares; 2025Q3: 1,421 shares; 2025Q4: 1,872 shares 1,872 $169K 0.01% +451 Timeline PPA 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: 1,075 shares; 2024Q4: 1,075 shares; 2025Q1: 1,075 shares; 2025Q2: 1,075 shares; 2025Q3: 1,075 shares; 2025Q4: 1,075 shares 1,075 $168K 0.01% 0 Timeline XNEAX NUVEEN AMT FREE QLTY MUN INC More: the full row for NUVEEN AMT FREE QLTY MUN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 176,172 shares; 2024Q4: 177,512 shares; 2025Q1: 151,273 shares; 2025Q2: 14,469 shares; 2025Q3: 14,469 shares; 2025Q4: 14,469 shares 14,469 $168K 0.01% 0 Timeline VTES VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 1,250 shares; 2025Q4: 1,656 shares 1,656 $168K 0.01% +406 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,039 shares; 2024Q4: 1,039 shares; 2025Q1: 1,020 shares; 2025Q2: 1,020 shares; 2025Q3: 840 shares; 2025Q4: 840 shares 840 $168K 0.01% 0 Timeline RRC RANGE RES CORP More: the full row for RANGE RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5 shares; 2024Q4: 5 shares; 2025Q1: 15 shares; 2025Q2: 25 shares; 2025Q3: 5,667 shares; 2025Q4: 4,749 shares 4,749 $167K 0.01% -918 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 938 shares; 2024Q4: 985 shares; 2025Q1: 1,031 shares; 2025Q2: 990 shares; 2025Q3: 994 shares; 2025Q4: 1,037 shares 1,037 $167K 0.01% +43 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 116 shares; 2024Q4: 136 shares; 2025Q1: 233 shares; 2025Q2: 499 shares; 2025Q3: 1,373 shares; 2025Q4: 1,324 shares 1,324 $167K 0.01% -49 Timeline UGL PROSHARES TR II More: the full row for PROSHARES TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 750 shares; 2025Q1: 750 shares; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares 3,000 $167K 0.01% 0 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,696 shares; 2024Q4: 2,777 shares; 2025Q1: 3,097 shares; 2025Q2: 2,876 shares; 2025Q3: 2,879 shares; 2025Q4: 3,091 shares 3,091 $166K 0.01% +212 Timeline KMX CARMAX INC More: the full row for CARMAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 247 shares; 2024Q4: 233 shares; 2025Q1: 278 shares; 2025Q2: 110 shares; 2025Q3: 5,356 shares; 2025Q4: 4,293 shares 4,293 $166K 0.01% -1,063 Timeline DOCU DOCUSIGN INC More: the full row for DOCUSIGN INC 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: 100 shares; 2025Q3: 138 shares; 2025Q4: 2,415 shares 2,415 $165K 0.01% +2,277 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: 745 shares; 2024Q4: 741 shares; 2025Q1: 750 shares; 2025Q2: 752 shares; 2025Q3: 744 shares; 2025Q4: 739 shares 739 $164K 0.01% -5 Timeline IYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,774 shares; 2024Q4: 1,774 shares; 2025Q1: 1,774 shares; 2025Q2: 1,774 shares; 2025Q3: 1,775 shares; 2025Q4: 1,775 shares 1,775 $164K 0.01% 0 Timeline CAG CONAGRA BRANDS INC More: the full row for CONAGRA BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,600 shares; 2024Q4: 9,379 shares; 2025Q1: 9,289 shares; 2025Q2: 9,129 shares; 2025Q3: 19,640 shares; 2025Q4: 9,404 shares 9,404 $163K 0.01% -10,236 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: 701 shares; 2024Q4: 685 shares; 2025Q1: 677 shares; 2025Q2: 683 shares; 2025Q3: 837 shares; 2025Q4: 749 shares 749 $163K 0.01% -88 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,257 shares; 2024Q4: 2,257 shares; 2025Q1: 2,257 shares; 2025Q2: 2,257 shares; 2025Q3: 2,257 shares; 2025Q4: 2,257 shares 2,257 $161K 0.01% 0 Timeline SCHK SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,440 shares; 2024Q4: 4,880 shares; 2025Q1: 4,880 shares; 2025Q2: 4,880 shares; 2025Q3: 4,880 shares; 2025Q4: 4,880 shares 4,880 $160K 0.01% 0 Timeline SPGP 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: 1,396 shares; 2024Q4: 1,396 shares; 2025Q1: 1,396 shares; 2025Q2: 1,396 shares; 2025Q3: 1,396 shares; 2025Q4: 1,396 shares 1,396 $159K 0.01% 0 Timeline VLY VALLEY NATL BANCORP More: the full row for VALLEY NATL BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 515 shares; 2024Q4: 720 shares; 2025Q1: 730 shares; 2025Q2: 980 shares; 2025Q3: 12,669 shares; 2025Q4: 13,592 shares 13,592 $159K 0.01% +923 Timeline UHS UNIVERSAL HLTH SVCS INC More: the full row for UNIVERSAL HLTH SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13 shares; 2024Q4: 16 shares; 2025Q1: 10 shares; 2025Q2: 33 shares; 2025Q3: 691 shares; 2025Q4: 728 shares 728 $159K 0.01% +37 Timeline SAM BOSTON BEER INC More: the full row for BOSTON BEER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,054 shares; 2025Q4: 811 shares 811 $158K 0.01% -243 Timeline OMF ONEMAIN HLDGS INC More: the full row for ONEMAIN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10 shares; 2024Q4: 10 shares; 2025Q1: 25 shares; 2025Q2: 36 shares; 2025Q3: 2,404 shares; 2025Q4: 2,340 shares 2,340 $158K 0.01% -64 Timeline NVG NUVEEN AMT FREE MUN CR INC F More: the full row for NUVEEN AMT FREE MUN CR INC F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 142,138 shares; 2024Q4: 140,687 shares; 2025Q1: 126,246 shares; 2025Q2: 13,379 shares; 2025Q3: 13,379 shares; 2025Q4: 12,379 shares 12,379 $157K 0.01% -1,000 Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 209 shares; 2024Q4: 209 shares; 2025Q1: 214 shares; 2025Q2: 219 shares; 2025Q3: 3,135 shares; 2025Q4: 2,019 shares 2,019 $156K 0.01% -1,116 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 551 shares; 2024Q4: 551 shares; 2025Q1: 547 shares; 2025Q2: 381 shares; 2025Q3: 394 shares; 2025Q4: 402 shares 402 $156K 0.01% +8 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 412 shares; 2024Q4: 491 shares; 2025Q1: 336 shares; 2025Q2: 239 shares; 2025Q3: 1,138 shares; 2025Q4: 1,144 shares 1,144 $156K 0.01% +6 Timeline BFAM BRIGHT HORIZONS FAM SOL IN D More: the full row for BRIGHT HORIZONS FAM SOL IN D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5 shares; 2025Q3: 340 shares; 2025Q4: 1,529 shares 1,529 $155K 0.01% +1,189 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: 3,529 shares; 2024Q4: 3,682 shares; 2025Q1: 3,219 shares; 2025Q2: 3,204 shares; 2025Q3: 4,392 shares; 2025Q4: 3,692 shares 3,692 $155K 0.01% -700 Timeline IT GARTNER INC More: the full row for GARTNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 230 shares; 2024Q4: 233 shares; 2025Q1: 220 shares; 2025Q2: 193 shares; 2025Q3: 255 shares; 2025Q4: 606 shares 606 $153K 0.01% +351 Timeline DDFO INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,050 shares 7,050 $152K 0.01% new Timeline BAH BOOZ ALLEN HAMILTON HLDG COR More: the full row for BOOZ ALLEN HAMILTON HLDG COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1 shares; 2025Q2: not reported; 2025Q3: 2,022 shares; 2025Q4: 1,792 shares 1,792 $151K 0.01% -230 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,093 shares; 2024Q4: 1,084 shares; 2025Q1: 882 shares; 2025Q2: 855 shares; 2025Q3: 1,331 shares; 2025Q4: 1,360 shares 1,360 $150K 0.01% +29 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,184 shares; 2024Q4: 1,182 shares; 2025Q1: 1,181 shares; 2025Q2: 1,194 shares; 2025Q3: 1,024 shares; 2025Q4: 990 shares 990 $150K 0.01% -34 Timeline CHWY CHEWY INC More: the full row for CHEWY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 580 shares; 2024Q4: 580 shares; 2025Q1: 580 shares; 2025Q2: 580 shares; 2025Q3: 9,459 shares; 2025Q4: 4,525 shares 4,525 $150K 0.01% -4,934 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,271 shares 2,271 $149K 0.01% new Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,483 shares; 2024Q4: 1,483 shares; 2025Q1: 1,325 shares; 2025Q2: 1,166 shares; 2025Q3: 927 shares; 2025Q4: 694 shares 694 $148K 0.01% -233 Timeline CSGP COSTAR GROUP INC More: the full row for COSTAR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,150 shares; 2024Q4: 1,196 shares; 2025Q1: 1,325 shares; 2025Q2: 1,232 shares; 2025Q3: 490 shares; 2025Q4: 2,208 shares 2,208 $148K 0.01% +1,718 Timeline ITDB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,500 shares 4,500 $148K 0.01% new Timeline EDV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,575 shares; 2024Q4: 2,575 shares; 2025Q1: 2,275 shares; 2025Q2: 2,275 shares; 2025Q3: 2,275 shares; 2025Q4: 2,275 shares 2,275 $148K 0.01% 0 Timeline NMFC NEW MTN FIN CORP More: the full row for NEW MTN FIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,520 shares; 2024Q4: 19,520 shares; 2025Q1: 19,520 shares; 2025Q2: 19,000 shares; 2025Q3: 19,000 shares; 2025Q4: 16,000 shares 16,000 $147K 0.01% -3,000 Timeline BMVP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,000 shares; 2024Q4: 3,000 shares; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares 3,000 $147K 0.01% 0 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 852 shares; 2024Q4: 884 shares; 2025Q1: 408 shares; 2025Q2: 641 shares; 2025Q3: 599 shares; 2025Q4: 1,295 shares 1,295 $146K 0.01% +696 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 522 shares; 2024Q4: 528 shares; 2025Q1: 476 shares; 2025Q2: 475 shares; 2025Q3: 486 shares; 2025Q4: 505 shares 505 $144K 0.01% +19 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: 2,453 shares; 2024Q4: 2,456 shares; 2025Q1: 2,239 shares; 2025Q2: 2,239 shares; 2025Q3: 2,239 shares; 2025Q4: 1,951 shares 1,951 $144K 0.01% -288 Timeline DDFN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,500 shares 7,500 $144K 0.01% new Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,087 shares; 2024Q4: 2,081 shares; 2025Q1: 2,085 shares; 2025Q2: 2,149 shares; 2025Q3: 2,153 shares; 2025Q4: 1,645 shares 1,645 $143K 0.01% -508 Timeline ALNY ALNYLAM PHARMACEUTICALS INC More: the full row for ALNYLAM PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1 shares; 2025Q1: 3 shares; 2025Q2: 2 shares; 2025Q3: 1,078 shares; 2025Q4: 360 shares 360 $143K 0.01% -718 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,170 shares; 2024Q4: 1,098 shares; 2025Q1: 1,189 shares; 2025Q2: 1,000 shares; 2025Q3: 941 shares; 2025Q4: 822 shares 822 $143K 0.01% -119 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 178 shares; 2024Q4: 158 shares; 2025Q1: 173 shares; 2025Q2: 154 shares; 2025Q3: 156 shares; 2025Q4: 157 shares 157 $142K 0.01% +1 Timeline JEF JEFFERIES FINANCIAL GROUP IN More: the full row for JEFFERIES FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 516 shares; 2024Q4: 516 shares; 2025Q1: 526 shares; 2025Q2: 550 shares; 2025Q3: 741 shares; 2025Q4: 2,295 shares 2,295 $142K 0.01% +1,554 Timeline INVH INVITATION HOMES INC More: the full row for INVITATION HOMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 218,593 shares; 2024Q4: 184,090 shares; 2025Q1: 3,691 shares; 2025Q2: 4,127 shares; 2025Q3: 3,431 shares; 2025Q4: 5,115 shares 5,115 $142K 0.01% +1,684 Timeline MRCC MONROE CAP CORP More: the full row for MONROE CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 22,215 shares; 2025Q4: 22,279 shares 22,279 $142K 0.01% +64 Timeline NZF NUVEEN MUN CR INCOME FD More: the full row for NUVEEN MUN CR INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 130,434 shares; 2024Q4: 130,529 shares; 2025Q1: 113,410 shares; 2025Q2: 11,279 shares; 2025Q3: 11,279 shares; 2025Q4: 11,279 shares 11,279 $142K 0.01% 0 Timeline WCN WASTE CONNECTIONS INC More: the full row for WASTE CONNECTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37 shares; 2024Q4: 32 shares; 2025Q1: 15 shares; 2025Q2: 15 shares; 2025Q3: 17 shares; 2025Q4: 808 shares 808 $142K 0.01% +791 Timeline W WAYFAIR INC More: the full row for WAYFAIR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 257 shares; 2024Q4: 257 shares; 2025Q1: 257 shares; 2025Q2: 80 shares; 2025Q3: 1,095 shares; 2025Q4: 1,401 shares 1,401 $141K 0.01% +306 Timeline JLL JONES LANG LASALLE INC More: the full row for JONES LANG LASALLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2 shares; 2024Q4: 1 shares; 2025Q1: 2 shares; 2025Q2: 1 shares; 2025Q3: 2 shares; 2025Q4: 415 shares 415 $140K 0.01% +413 Timeline FLO FLOWERS FOODS INC More: the full row for FLOWERS FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 22 shares; 2025Q1: not reported; 2025Q2: 110 shares; 2025Q3: 1,353 shares; 2025Q4: 12,736 shares 12,736 $139K 0.01% +11,383 Timeline IWR 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: 2,022 shares; 2024Q4: 1,622 shares; 2025Q1: 1,638 shares; 2025Q2: 1,638 shares; 2025Q3: 1,438 shares; 2025Q4: 1,438 shares 1,438 $138K 0.01% 0 Timeline BUD ANHEUSER BUSCH INBEV SA NV More: the full row for ANHEUSER BUSCH INBEV SA NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,947 shares; 2024Q4: 1,996 shares; 2025Q1: 1,980 shares; 2025Q2: 2,015 shares; 2025Q3: 2,321 shares; 2025Q4: 2,147 shares 2,147 $138K 0.01% -174 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,107 shares; 2025Q4: 632 shares 632 $137K 0.01% -475 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: 1 shares; 2025Q1: 3 shares; 2025Q2: 8 shares; 2025Q3: 209 shares; 2025Q4: 247 shares 247 $136K 0.01% +38 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,625 shares; 2024Q4: 1,625 shares; 2025Q1: 1,625 shares; 2025Q2: 1,625 shares; 2025Q3: 1,625 shares; 2025Q4: 1,625 shares 1,625 $136K 0.01% 0 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: 5 shares; 2024Q4: 5 shares; 2025Q1: 15 shares; 2025Q2: not reported; 2025Q3: 7,678 shares; 2025Q4: 4,193 shares 4,193 $135K 0.01% -3,485 Timeline FLS FLOWSERVE CORP More: the full row for FLOWSERVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5 shares; 2024Q4: 5 shares; 2025Q1: 425 shares; 2025Q2: 565 shares; 2025Q3: 3,134 shares; 2025Q4: 1,950 shares 1,950 $135K 0.01% -1,184 Timeline CRS CARPENTER TECHNOLOGY CORP More: the full row for CARPENTER TECHNOLOGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49 shares; 2024Q4: 54 shares; 2025Q1: 75 shares; 2025Q2: not reported; 2025Q3: 588 shares; 2025Q4: 429 shares 429 $135K 0.01% -159 Timeline EUDG 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: 2,885 shares; 2024Q4: 3,192 shares; 2025Q1: 3,538 shares; 2025Q2: 3,586 shares; 2025Q3: 3,461 shares; 2025Q4: 3,549 shares 3,549 $133K 0.01% +88 Timeline BTC GRAYSCALE BITCOIN MINI TR ET More: the full row for GRAYSCALE BITCOIN MINI TR ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,071 shares; 2025Q1: 2,871 shares; 2025Q2: 2,886 shares; 2025Q3: 3,386 shares; 2025Q4: 3,386 shares 3,386 $131K 0.01% 0 Timeline FFIV F5 INC More: the full row for F5 INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 556 shares; 2024Q4: 562 shares; 2025Q1: 567 shares; 2025Q2: 563 shares; 2025Q3: 690 shares; 2025Q4: 512 shares 512 $131K 0.01% -178 Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,882 shares; 2024Q4: 7,072 shares; 2025Q1: 6,073 shares; 2025Q2: 6,150 shares; 2025Q3: 8,279 shares; 2025Q4: 8,202 shares 8,202 $130K 0.01% -77 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 907 shares; 2024Q4: 907 shares; 2025Q1: 907 shares; 2025Q2: 907 shares; 2025Q3: 907 shares; 2025Q4: 907 shares 907 $130K 0.01% 0 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 291 shares; 2024Q4: 274 shares; 2025Q1: 247 shares; 2025Q2: 182 shares; 2025Q3: 182 shares; 2025Q4: 190 shares 190 $129K 0.01% +8 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,045 shares; 2024Q4: 990 shares; 2025Q1: 903 shares; 2025Q2: 930 shares; 2025Q3: 938 shares; 2025Q4: 980 shares 980 $128K 0.01% +42 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,728 shares; 2024Q4: 1,728 shares; 2025Q1: 1,042 shares; 2025Q2: 1,042 shares; 2025Q3: 1,042 shares; 2025Q4: 1,234 shares 1,234 $128K 0.01% +192 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 421 shares; 2024Q4: 436 shares; 2025Q1: 438 shares; 2025Q2: 443 shares; 2025Q3: 446 shares; 2025Q4: 486 shares 486 $128K 0.01% +40 Timeline ENS ENERSYS More: the full row for ENERSYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30 shares; 2024Q4: 30 shares; 2025Q1: 75 shares; 2025Q2: 30 shares; 2025Q3: 837 shares; 2025Q4: 866 shares 866 $127K 0.01% +29 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 591 shares; 2024Q4: 684 shares; 2025Q1: 741 shares; 2025Q2: 814 shares; 2025Q3: 1,594 shares; 2025Q4: 1,615 shares 1,615 $127K 0.01% +21 Timeline FAF FIRST AMERN FINL CORP More: the full row for FIRST AMERN FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20 shares; 2025Q3: 2,316 shares; 2025Q4: 2,054 shares 2,054 $126K 0.01% -262 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 616 shares; 2024Q4: 660 shares; 2025Q1: 733 shares; 2025Q2: 1,144 shares; 2025Q3: 807 shares; 2025Q4: 1,514 shares 1,514 $126K 0.01% +707 Timeline COLM COLUMBIA SPORTSWEAR CO More: the full row for COLUMBIA SPORTSWEAR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10 shares; 2025Q3: 916 shares; 2025Q4: 2,281 shares 2,281 $126K 0.01% +1,365 Timeline AVAV AEROVIRONMENT INC More: the full row for AEROVIRONMENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,041 shares; 2024Q4: 43 shares; 2025Q1: 426 shares; 2025Q2: 462 shares; 2025Q3: 498 shares; 2025Q4: 519 shares 519 $126K 0.01% +21 Timeline MYI BLACKROCK MUNIYIELD QUALITY More: the full row for BLACKROCK MUNIYIELD QUALITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,500 shares; 2024Q4: 22,500 shares; 2025Q1: 22,500 shares; 2025Q2: 22,500 shares; 2025Q3: 18,500 shares; 2025Q4: 11,500 shares 11,500 $125K 0.01% -7,000 Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,595 shares; 2024Q4: 1,603 shares; 2025Q1: 1,634 shares; 2025Q2: 1,593 shares; 2025Q3: 1,668 shares; 2025Q4: 1,787 shares 1,787 $125K 0.01% +119 Timeline XMLV 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: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares 2,000 $125K 0.01% 0 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55 shares; 2024Q4: 55 shares; 2025Q1: 55 shares; 2025Q2: 56 shares; 2025Q3: 56 shares; 2025Q4: 58 shares 58 $125K 0.01% +2 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: 627 shares; 2024Q4: 397 shares; 2025Q1: 400 shares; 2025Q2: 740 shares; 2025Q3: 4,156 shares; 2025Q4: 1,505 shares 1,505 $123K 0.01% -2,651 Timeline IMCB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,451 shares; 2024Q4: 1,451 shares; 2025Q1: 1,451 shares; 2025Q2: 1,451 shares; 2025Q3: 1,451 shares; 2025Q4: 1,451 shares 1,451 $120K 0.01% 0 Timeline MANH MANHATTAN ASSOCIATES INC More: the full row for MANHATTAN ASSOCIATES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: 1 shares; 2025Q1: not reported; 2025Q2: 1 shares; 2025Q3: 1,216 shares; 2025Q4: 691 shares 691 $120K 0.01% -525 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 516 shares; 2024Q4: 548 shares; 2025Q1: 599 shares; 2025Q2: 588 shares; 2025Q3: 584 shares; 2025Q4: 565 shares 565 $120K 0.01% -19 Timeline BCO BRINKS CO More: the full row for BRINKS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 860 shares; 2024Q4: 845 shares; 2025Q1: 890 shares; 2025Q2: 880 shares; 2025Q3: 900 shares; 2025Q4: 1,012 shares 1,012 $118K 0.01% +112 Timeline XLK 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: 316 shares; 2024Q4: 300 shares; 2025Q1: 381 shares; 2025Q2: 388 shares; 2025Q3: 413 shares; 2025Q4: 816 shares 816 $117K 0.01% +403 Timeline BKH BLACK HILLS CORP More: the full row for BLACK HILLS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80 shares; 2024Q4: 105 shares; 2025Q1: 130 shares; 2025Q2: 150 shares; 2025Q3: 1,444 shares; 2025Q4: 1,688 shares 1,688 $117K 0.01% +244 Timeline ONTO ONTO INNOVATION INC More: the full row for ONTO INNOVATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: not reported; 2025Q1: 1 shares; 2025Q2: not reported; 2025Q3: 5 shares; 2025Q4: 742 shares 742 $117K 0.01% +737 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,125 shares; 2024Q4: 1,143 shares; 2025Q1: 1,202 shares; 2025Q2: 1,486 shares; 2025Q3: 3,678 shares; 2025Q4: 1,740 shares 1,740 $117K 0.01% -1,938 Timeline MATX MATSON INC More: the full row for MATSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 806 shares; 2024Q4: 1,059 shares; 2025Q1: 979 shares; 2025Q2: 918 shares; 2025Q3: 918 shares; 2025Q4: 937 shares 937 $116K 0.01% +19 Timeline HQH ABRDN HEALTHCARE INVESTORS More: the full row for ABRDN HEALTHCARE INVESTORS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,289 shares; 2024Q4: 5,289 shares; 2025Q1: 5,483 shares; 2025Q2: 5,869 shares; 2025Q3: 6,049 shares; 2025Q4: 6,049 shares 6,049 $115K 0.01% 0 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86 shares; 2024Q4: 89 shares; 2025Q1: 82 shares; 2025Q2: 1,343 shares; 2025Q3: 1,076 shares; 2025Q4: 1,254 shares 1,254 $114K 0.01% +178 Timeline EWC 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: 3,644 shares; 2024Q4: 3,694 shares; 2025Q1: 3,694 shares; 2025Q2: 2,089 shares; 2025Q3: 2,089 shares; 2025Q4: 2,108 shares 2,108 $114K 0.01% +19 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,123 shares; 2024Q4: 2,123 shares; 2025Q1: 2,123 shares; 2025Q2: 2,123 shares; 2025Q3: 2,123 shares; 2025Q4: 2,499 shares 2,499 $114K 0.01% +376 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 441 shares; 2024Q4: 441 shares; 2025Q1: 441 shares; 2025Q2: 450 shares; 2025Q3: 450 shares; 2025Q4: 375 shares 375 $113K 0.01% -75 Timeline IYF 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: 930 shares; 2024Q4: 877 shares; 2025Q1: 877 shares; 2025Q2: 877 shares; 2025Q3: 877 shares; 2025Q4: 877 shares 877 $113K 0.01% 0 Timeline BITB BITWISE BITCOIN ETF TR More: the full row for BITWISE BITCOIN ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 2,375 shares 2,375 $113K 0.01% +2,175 Timeline BC BRUNSWICK CORP More: the full row for BRUNSWICK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: 6 shares; 2025Q1: 16 shares; 2025Q2: 54 shares; 2025Q3: 201 shares; 2025Q4: 1,501 shares 1,501 $111K 0.01% +1,300 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 300 shares; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 1,475 shares 1,475 $111K 0.01% +1,175 Timeline UHAL-B U HAUL HOLDING COMPANY More: the full row for U HAUL HOLDING COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,300 shares; 2024Q4: 2,300 shares; 2025Q1: 2,305 shares; 2025Q2: 2,305 shares; 2025Q3: 2,315 shares; 2025Q4: 2,355 shares 2,355 $110K 0.01% +40 Timeline PHIN PHINIA INC More: the full row for PHINIA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,725 shares; 2024Q4: 1,720 shares; 2025Q1: 1,750 shares; 2025Q2: 1,750 shares; 2025Q3: 1,740 shares; 2025Q4: 1,753 shares 1,753 $110K 0.01% +13 Timeline CWT CALIFORNIA WTR SVC GROUP More: the full row for CALIFORNIA WTR SVC GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,664 shares; 2024Q4: 2,639 shares; 2025Q1: 2,694 shares; 2025Q2: 2,749 shares; 2025Q3: 2,530 shares; 2025Q4: 2,525 shares 2,525 $109K 0.01% -5 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 459 shares; 2024Q4: 472 shares; 2025Q1: 246 shares; 2025Q2: 358 shares; 2025Q3: 336 shares; 2025Q4: 350 shares 350 $109K 0.01% +14 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15 shares; 2024Q4: 17 shares; 2025Q1: 264 shares; 2025Q2: 464 shares; 2025Q3: 675 shares; 2025Q4: 483 shares 483 $109K 0.01% -192 Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: 1 shares; 2025Q1: 2 shares; 2025Q2: 5 shares; 2025Q3: 1,249 shares; 2025Q4: 855 shares 855 $108K 0.01% -394 Timeline AGO ASSURED GUARANTY LTD More: the full row for ASSURED GUARANTY LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10 shares; 2024Q4: 10 shares; 2025Q1: 10 shares; 2025Q2: 10 shares; 2025Q3: 1,216 shares; 2025Q4: 1,204 shares 1,204 $108K 0.01% -12 Timeline BCS BARCLAYS PLC More: the full row for BARCLAYS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,017 shares; 2024Q4: 2,714 shares; 2025Q1: 1,760 shares; 2025Q2: 1,833 shares; 2025Q3: 4,232 shares; 2025Q4: 4,250 shares 4,250 $108K 0.01% +18 Timeline TDC TERADATA CORP DEL More: the full row for TERADATA CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20 shares; 2025Q3: 3,125 shares; 2025Q4: 3,550 shares 3,550 $108K 0.01% +425 Timeline SPYX 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: 1,920 shares; 2024Q4: 1,920 shares; 2025Q1: 1,920 shares; 2025Q2: 1,920 shares; 2025Q3: 1,920 shares; 2025Q4: 1,920 shares 1,920 $108K 0.01% 0 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,458 shares; 2024Q4: 1,470 shares; 2025Q1: 1,329 shares; 2025Q2: 2,627 shares; 2025Q3: 2,628 shares; 2025Q4: 2,674 shares 2,674 $107K 0.01% +46 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 771 shares; 2024Q4: 690 shares; 2025Q1: 1,070 shares; 2025Q2: 843 shares; 2025Q3: 853 shares; 2025Q4: 864 shares 864 $106K 0.01% +11 Timeline SDOG ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,750 shares; 2024Q4: 1,750 shares; 2025Q1: 1,750 shares; 2025Q2: 1,750 shares; 2025Q3: 1,750 shares; 2025Q4: 1,750 shares 1,750 $106K 0.01% 0 Timeline EL LAUDER ESTEE COS INC More: the full row for LAUDER ESTEE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 420 shares; 2024Q4: 516 shares; 2025Q1: 307 shares; 2025Q2: 963 shares; 2025Q3: 963 shares; 2025Q4: 1,007 shares 1,007 $105K 0.01% +44 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,941 shares; 2024Q4: 23,478 shares; 2025Q1: 25,172 shares; 2025Q2: 24,604 shares; 2025Q3: 8,711 shares; 2025Q4: 3,889 shares 3,889 $105K 0.01% -4,822 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 675 shares; 2024Q4: 736 shares; 2025Q1: 641 shares; 2025Q2: 374 shares; 2025Q3: 828 shares; 2025Q4: 960 shares 960 $105K 0.01% +132 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,141 shares 1,141 $105K 0.01% new Timeline IEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,525 shares; 2024Q4: 1,525 shares; 2025Q1: 1,525 shares; 2025Q2: 1,525 shares; 2025Q3: 1,525 shares; 2025Q4: 1,525 shares 1,525 $105K 0.01% 0 Timeline DT DYNATRACE INC More: the full row for DYNATRACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66 shares; 2024Q4: 36 shares; 2025Q1: 16 shares; 2025Q2: 11 shares; 2025Q3: 2,403 shares; 2025Q4: 2,401 shares 2,401 $104K 0.01% -2 Timeline CGIE CAPITAL GROUP INTERNATIONAL More: the full row for CAPITAL GROUP INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,750 shares; 2025Q2: 2,350 shares; 2025Q3: 2,973 shares; 2025Q4: 2,985 shares 2,985 $104K 0.01% +12 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,679 shares; 2024Q4: 1,764 shares; 2025Q1: 2,013 shares; 2025Q2: 2,019 shares; 2025Q3: 3,929 shares; 2025Q4: 3,678 shares 3,678 $103K 0.01% -251 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: 1 shares; 2024Q4: 1 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 379 shares; 2025Q4: 255 shares 255 $103K 0.01% -124 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 940 shares; 2024Q4: 940 shares; 2025Q1: 940 shares; 2025Q2: 780 shares; 2025Q3: 780 shares; 2025Q4: 780 shares 780 $103K 0.01% 0 Timeline PCTY PAYLOCITY HLDG CORP More: the full row for PAYLOCITY HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 300 shares; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 1,759 shares; 2025Q4: 672 shares 672 $102K 0.01% -1,087 Timeline ATMU ATMUS FILTRATION TECHNOLOGIE More: the full row for ATMUS FILTRATION TECHNOLOGIE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,438 shares; 2024Q4: 2,376 shares; 2025Q1: 2,388 shares; 2025Q2: 2,388 shares; 2025Q3: 1,964 shares; 2025Q4: 1,959 shares 1,959 $102K 0.01% -5 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 538 shares; 2024Q4: 425 shares; 2025Q1: 402 shares; 2025Q2: 396 shares; 2025Q3: 592 shares; 2025Q4: 418 shares 418 $102K 0.01% -174 Timeline NIC NICOLET BANKSHARES INC More: the full row for NICOLET BANKSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 805 shares; 2024Q4: 820 shares; 2025Q1: 830 shares; 2025Q2: 835 shares; 2025Q3: 830 shares; 2025Q4: 832 shares 832 $101K 0.01% +2 Timeline OVV OVINTIV INC More: the full row for OVINTIV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8 shares; 2024Q4: 5 shares; 2025Q1: 15 shares; 2025Q2: 25 shares; 2025Q3: 8,707 shares; 2025Q4: 2,565 shares 2,565 $101K 0.01% -6,142 Timeline ZION ZIONS BANCORPORATION NATL AS More: the full row for ZIONS BANCORPORATION NATL AS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 521 shares; 2024Q4: 521 shares; 2025Q1: 301 shares; 2025Q2: 316 shares; 2025Q3: 2,784 shares; 2025Q4: 1,713 shares 1,713 $100K 0.01% -1,071 Timeline HOMB HOME BANCSHARES INC More: the full row for HOME BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 165 shares; 2024Q4: 185 shares; 2025Q1: 305 shares; 2025Q2: 375 shares; 2025Q3: 2,272 shares; 2025Q4: 3,596 shares 3,596 $99.9K 0.01% +1,324 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 584 shares; 2024Q4: 599 shares; 2025Q1: 618 shares; 2025Q2: 625 shares; 2025Q3: 636 shares; 2025Q4: 890 shares 890 $99.8K 0.01% +254 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 124 shares; 2024Q4: 124 shares; 2025Q1: 124 shares; 2025Q2: 147 shares; 2025Q3: 623 shares; 2025Q4: 172 shares 172 $99.7K 0.01% -451 Timeline FIVE FIVE BELOW INC More: the full row for FIVE BELOW 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: 55 shares; 2025Q3: 63 shares; 2025Q4: 528 shares 528 $99.5K 0.01% +465 Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 252 shares; 2024Q4: 285 shares; 2025Q1: 140 shares; 2025Q2: 140 shares; 2025Q3: 499 shares; 2025Q4: 388 shares 388 $99.4K 0.01% -111 Timeline RDVI 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: 6,700 shares; 2024Q4: 6,025 shares; 2025Q1: 4,675 shares; 2025Q2: 4,675 shares; 2025Q3: 4,675 shares; 2025Q4: 3,775 shares 3,775 $99.1K 0.01% -900 Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 435 shares; 2024Q4: 490 shares; 2025Q1: 654 shares; 2025Q2: 591 shares; 2025Q3: 1,216 shares; 2025Q4: 1,243 shares 1,243 $98.5K 0.01% +27 Timeline BHF BRIGHTHOUSE FINL INC More: the full row for BRIGHTHOUSE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47 shares; 2024Q4: 47 shares; 2025Q1: 49 shares; 2025Q2: 44 shares; 2025Q3: 2,019 shares; 2025Q4: 1,517 shares 1,517 $98.3K 0.01% -502 Timeline KD KYNDRYL HLDGS INC More: the full row for KYNDRYL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,217 shares; 2024Q4: 3,190 shares; 2025Q1: 3,198 shares; 2025Q2: 3,230 shares; 2025Q3: 9,936 shares; 2025Q4: 3,680 shares 3,680 $97.7K 0.01% -6,256 Timeline APTV APTIV PLC More: the full row for APTIV PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 0 shares; 2025Q1: 19 shares; 2025Q2: 10 shares; 2025Q3: 1,831 shares; 2025Q4: 1,280 shares 1,280 $97.4K 0.01% -551 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: 800 shares; 2024Q4: 831 shares; 2025Q1: 1,184 shares; 2025Q2: 1,220 shares; 2025Q3: 1,006 shares; 2025Q4: 1,207 shares 1,207 $96.9K 0.01% +201 Timeline TXRH TEXAS ROADHOUSE INC More: the full row for TEXAS ROADHOUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 813 shares; 2025Q4: 582 shares 582 $96.6K 0.01% -231 Timeline AYI ACUITY INC More: the full row for ACUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 239 shares; 2025Q4: 268 shares 268 $96.5K 0.01% +29 Timeline CSQ CALAMOS STRATEGIC TOTAL RETU More: the full row for CALAMOS STRATEGIC TOTAL RETU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,000 shares; 2024Q4: 5,000 shares; 2025Q1: 5,000 shares; 2025Q2: 5,000 shares; 2025Q3: 5,000 shares; 2025Q4: 5,000 shares 5,000 $96K 0.01% 0 Timeline SBI WESTERN ASSET INTER MUNI More: the full row for WESTERN ASSET INTER MUNI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,500 shares; 2024Q4: 12,500 shares; 2025Q1: 12,500 shares; 2025Q2: 12,500 shares; 2025Q3: 12,500 shares; 2025Q4: 12,500 shares 12,500 $96K 0.01% 0 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,933 shares; 2024Q4: 4,772 shares; 2025Q1: 4,110 shares; 2025Q2: 66,471 shares; 2025Q3: 66,705 shares; 2025Q4: 1,100 shares 1,100 $95.9K 0.01% -65,605 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 529 shares; 2024Q4: 543 shares; 2025Q1: 520 shares; 2025Q2: 498 shares; 2025Q3: 504 shares; 2025Q4: 388 shares 388 $95.8K 0.01% -116 Timeline PHO 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: 1,350 shares; 2024Q4: 1,350 shares; 2025Q1: 1,350 shares; 2025Q2: 1,350 shares; 2025Q3: 1,350 shares; 2025Q4: 1,350 shares 1,350 $95.1K 0.01% 0 Timeline XHLF BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,090 shares; 2024Q4: 2,090 shares; 2025Q1: 2,090 shares; 2025Q2: 2,090 shares; 2025Q3: 1,890 shares; 2025Q4: 1,890 shares 1,890 $95K 0.01% 0 Timeline NWE NORTHWESTERN ENERGY GROUP IN More: the full row for NORTHWESTERN ENERGY GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51 shares; 2024Q4: 66 shares; 2025Q1: 96 shares; 2025Q2: 86 shares; 2025Q3: 807 shares; 2025Q4: 1,462 shares 1,462 $94.4K 0.01% +655 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,430 shares 1,430 $93.5K 0.01% new Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 238 shares; 2024Q4: 466 shares; 2025Q1: 435 shares; 2025Q2: 435 shares; 2025Q3: 435 shares; 2025Q4: 435 shares 435 $93.4K 0.01% 0 Timeline NXT NEXTPOWER INC More: the full row for NEXTPOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 771 shares; 2024Q4: 786 shares; 2025Q1: 911 shares; 2025Q2: 971 shares; 2025Q3: 1,051 shares; 2025Q4: 1,061 shares 1,061 $92.4K 0.01% +10 Timeline DORM DORMAN PRODS INC More: the full row for DORMAN PRODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 741 shares; 2024Q4: 740 shares; 2025Q1: 751 shares; 2025Q2: 751 shares; 2025Q3: 746 shares; 2025Q4: 747 shares 747 $92K 0.01% +1 Timeline NUV NUVEEN MUN VALUE FD INC More: the full row for NUVEEN MUN VALUE FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,774 shares; 2024Q4: 13,658 shares; 2025Q1: 13,104 shares; 2025Q2: 13,104 shares; 2025Q3: 13,104 shares; 2025Q4: 10,104 shares 10,104 $91.5K 0.01% -3,000 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,177 shares; 2024Q4: 1,177 shares; 2025Q1: 1,177 shares; 2025Q2: 1,177 shares; 2025Q3: 1,177 shares; 2025Q4: 1,179 shares 1,179 $91.4K 0.01% +2 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 768 shares; 2024Q4: 635 shares; 2025Q1: 737 shares; 2025Q2: 335 shares; 2025Q3: 272 shares; 2025Q4: 260 shares 260 $91.1K 0.01% -12 Timeline VLUE 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: 248 shares; 2024Q4: 248 shares; 2025Q1: 249 shares; 2025Q2: 250 shares; 2025Q3: 410 shares; 2025Q4: 666 shares 666 $91.1K 0.01% +256 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,611 shares; 2024Q4: 2,687 shares; 2025Q1: 2,034 shares; 2025Q2: 2,232 shares; 2025Q3: 2,264 shares; 2025Q4: 1,582 shares 1,582 $90.9K 0.01% -682 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63 shares; 2024Q4: 199 shares; 2025Q1: 136 shares; 2025Q2: 224 shares; 2025Q3: 457 shares; 2025Q4: 513 shares 513 $90.2K <0.01% +56 Timeline COKE COCA COLA CONS INC More: the full row for COCA COLA CONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 333 shares; 2025Q4: 586 shares 586 $89.8K <0.01% +253 Timeline MTZ MASTEC INC More: the full row for MASTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13 shares; 2025Q1: 276 shares; 2025Q2: 338 shares; 2025Q3: 406 shares; 2025Q4: 412 shares 412 $89.6K <0.01% +6 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92 shares; 2024Q4: 138 shares; 2025Q1: 100 shares; 2025Q2: 284 shares; 2025Q3: 273 shares; 2025Q4: 871 shares 871 $89.2K <0.01% +598 Timeline CMA COMERICA INC More: the full row for COMERICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,092 shares; 2024Q4: 1,092 shares; 2025Q1: 1,092 shares; 2025Q2: 1,028 shares; 2025Q3: 1,023 shares; 2025Q4: 1,023 shares 1,023 $88.9K <0.01% 0 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: 2,156 shares; 2024Q4: 2,464 shares; 2025Q1: 2,933 shares; 2025Q2: 3,086 shares; 2025Q3: 3,167 shares; 2025Q4: 3,167 shares 3,167 $88.7K <0.01% 0 Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 147,420 shares; 2024Q4: 108,790 shares; 2025Q1: 2,379 shares; 2025Q2: 2,450 shares; 2025Q3: 2,497 shares; 2025Q4: 3,944 shares 3,944 $88.2K <0.01% +1,447 Timeline NXP NUVEEN SELECT TAX-FREE INCOM More: the full row for NUVEEN SELECT TAX-FREE INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,718 shares; 2024Q4: 8,718 shares; 2025Q1: 8,718 shares; 2025Q2: 8,718 shares; 2025Q3: 8,718 shares; 2025Q4: 6,251 shares 6,251 $88.1K <0.01% -2,467 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: 1,089 shares; 2024Q4: 2,155 shares; 2025Q1: 2,124 shares; 2025Q2: 1,287 shares; 2025Q3: 199 shares; 2025Q4: 424 shares 424 $88.1K <0.01% +225 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65 shares; 2024Q4: 61 shares; 2025Q1: 69 shares; 2025Q2: 71 shares; 2025Q3: 82 shares; 2025Q4: 66 shares 66 $87.8K <0.01% -16 Timeline GTY GETTY RLTY CORP NEW More: the full row for GETTY RLTY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,055 shares; 2024Q4: 3,070 shares; 2025Q1: 3,100 shares; 2025Q2: 3,070 shares; 2025Q3: 3,157 shares; 2025Q4: 3,202 shares 3,202 $87.6K <0.01% +45 Timeline LIT 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: 892 shares; 2024Q4: 1,342 shares; 2025Q1: 1,342 shares; 2025Q2: 1,342 shares; 2025Q3: 1,342 shares; 2025Q4: 1,342 shares 1,342 $87K <0.01% 0 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 519 shares; 2024Q4: 525 shares; 2025Q1: 454 shares; 2025Q2: 460 shares; 2025Q3: 642 shares; 2025Q4: 697 shares 697 $87K <0.01% +55 Timeline NIXT EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,840 shares; 2024Q4: 5,540 shares; 2025Q1: 6,490 shares; 2025Q2: 4,240 shares; 2025Q3: 4,240 shares; 2025Q4: 3,290 shares 3,290 $87K <0.01% -950 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,847 shares; 2024Q4: 3,717 shares; 2025Q1: 3,717 shares; 2025Q2: 3,717 shares; 2025Q3: 3,717 shares; 2025Q4: 3,717 shares 3,717 $86.9K <0.01% 0 Timeline UDR UDR INC More: the full row for UDR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 875 shares; 2024Q4: 915 shares; 2025Q1: 915 shares; 2025Q2: 985 shares; 2025Q3: 814 shares; 2025Q4: 2,366 shares 2,366 $86.8K <0.01% +1,552 Timeline VOYA VOYA FINANCIAL INC More: the full row for VOYA FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10 shares; 2025Q3: 528 shares; 2025Q4: 1,163 shares 1,163 $86.6K <0.01% +635 Timeline VOOV 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: 400 shares; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 422 shares; 2025Q3: 422 shares; 2025Q4: 422 shares 422 $86.4K <0.01% 0 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 710 shares; 2024Q4: 710 shares; 2025Q1: 710 shares; 2025Q2: 710 shares; 2025Q3: 710 shares; 2025Q4: 710 shares 710 $86.3K <0.01% 0 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 612 shares; 2024Q4: 612 shares; 2025Q1: 612 shares; 2025Q2: 612 shares; 2025Q3: 612 shares; 2025Q4: 1,237 shares 1,237 $85.9K <0.01% +625 Timeline TMHC TAYLOR MORRISON HOME CORP More: the full row for TAYLOR MORRISON HOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 95 shares; 2025Q1: 170 shares; 2025Q2: 220 shares; 2025Q3: 799 shares; 2025Q4: 1,457 shares 1,457 $85.8K <0.01% +658 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 500 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares 1,000 $85.8K <0.01% 0 Timeline BALL BALL CORP More: the full row for BALL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 285 shares; 2024Q4: 239 shares; 2025Q1: 343 shares; 2025Q2: 386 shares; 2025Q3: 232 shares; 2025Q4: 1,616 shares 1,616 $85.6K <0.01% +1,384 Timeline FLUT FLUTTER ENTMT PLC More: the full row for FLUTTER ENTMT PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 404 shares; 2024Q4: 403 shares; 2025Q1: 387 shares; 2025Q2: 388 shares; 2025Q3: 391 shares; 2025Q4: 396 shares 396 $85.2K <0.01% +5 Timeline JOBY JOBY AVIATION INC More: the full row for JOBY AVIATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 875 shares; 2024Q4: 895 shares; 2025Q1: 1,105 shares; 2025Q2: 1,320 shares; 2025Q3: 9,155 shares; 2025Q4: 6,405 shares 6,405 $84.5K <0.01% -2,750 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,173 shares; 2024Q4: 1,090 shares; 2025Q1: 1,115 shares; 2025Q2: 987 shares; 2025Q3: 1,071 shares; 2025Q4: 536 shares 536 $84.1K <0.01% -535 Timeline SSD SIMPSON MFG INC More: the full row for SIMPSON MFG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4 shares; 2025Q4: 517 shares 517 $83.5K <0.01% +513 Timeline HUBS HUBSPOT INC More: the full row for HUBSPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2 shares; 2024Q4: 2 shares; 2025Q1: 2 shares; 2025Q2: 3 shares; 2025Q3: 1,089 shares; 2025Q4: 208 shares 208 $83.5K <0.01% -881 Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 325 shares; 2025Q2: 390 shares; 2025Q3: 274 shares; 2025Q4: 281 shares 281 $83.2K <0.01% +7 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 979 shares; 2024Q4: 1,209 shares; 2025Q1: 750 shares; 2025Q2: 690 shares; 2025Q3: 810 shares; 2025Q4: 990 shares 990 $82.9K <0.01% +180 Timeline KBE 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: 1,125 shares; 2024Q4: 1,125 shares; 2025Q1: 1,365 shares; 2025Q2: 1,365 shares; 2025Q3: 1,365 shares; 2025Q4: 1,365 shares 1,365 $82.8K <0.01% 0 Timeline ISTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,195 shares; 2024Q4: 1,195 shares; 2025Q1: 1,195 shares; 2025Q2: 1,195 shares; 2025Q3: 1,695 shares; 2025Q4: 1,695 shares 1,695 $82.6K <0.01% 0 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 472 shares; 2024Q4: 506 shares; 2025Q1: 403 shares; 2025Q2: 387 shares; 2025Q3: 1,387 shares; 2025Q4: 407 shares 407 $82.6K <0.01% -980 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: 421 shares; 2024Q4: 421 shares; 2025Q1: 431 shares; 2025Q2: 431 shares; 2025Q3: 433 shares; 2025Q4: 433 shares 433 $81.9K <0.01% 0 Timeline RITM RITHM CAPITAL CORP More: the full row for RITHM CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,674 shares; 2024Q4: 26,664 shares; 2025Q1: 11,674 shares; 2025Q2: 11,689 shares; 2025Q3: 26,614 shares; 2025Q4: 7,491 shares 7,491 $81.7K <0.01% -19,123 Timeline DTM DT MIDSTREAM INC More: the full row for DT MIDSTREAM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 678 shares; 2024Q4: 678 shares; 2025Q1: 678 shares; 2025Q2: 683 shares; 2025Q3: 698 shares; 2025Q4: 682 shares 682 $81.6K <0.01% -16 Timeline RBC RBC BEARINGS INC More: the full row for RBC BEARINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 2 shares; 2025Q4: 182 shares 182 $81.6K <0.01% +180 Timeline CG CARLYLE GROUP INC More: the full row for CARLYLE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,250 shares; 2024Q4: 1,240 shares; 2025Q1: 1,230 shares; 2025Q2: 1,255 shares; 2025Q3: 1,331 shares; 2025Q4: 1,377 shares 1,377 $81.4K <0.01% +46 Timeline RYAN RYAN SPECIALTY HOLDINGS INC More: the full row for RYAN SPECIALTY HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,500 shares; 2024Q4: 1,500 shares; 2025Q1: 1,500 shares; 2025Q2: 1,500 shares; 2025Q3: 1,523 shares; 2025Q4: 1,569 shares 1,569 $81K <0.01% +46 Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28 shares; 2024Q4: 83 shares; 2025Q1: 143 shares; 2025Q2: 204 shares; 2025Q3: 354 shares; 2025Q4: 264 shares 264 $80.8K <0.01% -90 Timeline PENN PENN ENTERTAINMENT INC More: the full row for PENN ENTERTAINMENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 254 shares; 2024Q4: 4 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20 shares; 2025Q4: 5,449 shares 5,449 $80.4K <0.01% +5,429 Timeline IFRA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22 shares; 2024Q4: 22 shares; 2025Q1: not reported; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,525 shares 1,525 $80.3K <0.01% +525 Timeline DXC DXC TECHNOLOGY CO More: the full row for DXC TECHNOLOGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 400 shares; 2024Q4: 405 shares; 2025Q1: 420 shares; 2025Q2: 420 shares; 2025Q3: 2,981 shares; 2025Q4: 5,467 shares 5,467 $80.1K <0.01% +2,486 Timeline TEVA TEVA PHARMACEUTICAL INDS LTD More: the full row for TEVA PHARMACEUTICAL INDS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,356 shares; 2024Q4: 1,536 shares; 2025Q1: 1,302 shares; 2025Q2: 1,390 shares; 2025Q3: 2,738 shares; 2025Q4: 2,556 shares 2,556 $79.8K <0.01% -182 Timeline CART MAPLEBEAR INC More: the full row for MAPLEBEAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5 shares; 2025Q2: 5 shares; 2025Q3: 73 shares; 2025Q4: 1,764 shares 1,764 $79.3K <0.01% +1,691 Timeline OKLO OKLO INC More: the full row for OKLO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 320 shares; 2025Q1: 350 shares; 2025Q2: 640 shares; 2025Q3: 725 shares; 2025Q4: 1,103 shares 1,103 $79.2K <0.01% +378 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 489 shares; 2024Q4: 566 shares; 2025Q1: 586 shares; 2025Q2: 550 shares; 2025Q3: 538 shares; 2025Q4: 574 shares 574 $79.1K <0.01% +36 Timeline GPN GLOBAL PMTS INC More: the full row for GLOBAL PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,828 shares; 2024Q4: 59,269 shares; 2025Q1: 760 shares; 2025Q2: 675 shares; 2025Q3: 1,206 shares; 2025Q4: 1,019 shares 1,019 $78.9K <0.01% -187 Timeline GMAB GENMAB A/S More: the full row for GENMAB A/S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 657 shares; 2024Q4: 884 shares; 2025Q1: 683 shares; 2025Q2: 746 shares; 2025Q3: 2,538 shares; 2025Q4: 2,555 shares 2,555 $78.7K <0.01% +17 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: 603 shares; 2024Q4: 651 shares; 2025Q1: 697 shares; 2025Q2: 390 shares; 2025Q3: 371 shares; 2025Q4: 362 shares 362 $78.7K <0.01% -9 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,393 shares; 2025Q1: 1,393 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,705 shares 1,705 $78.5K <0.01% new 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: 193 shares; 2024Q4: 233 shares; 2025Q1: 308 shares; 2025Q2: 363 shares; 2025Q3: 1,694 shares; 2025Q4: 1,834 shares 1,834 $77.9K <0.01% +140 Timeline LYG LLOYDS BANKING GROUP PLC More: the full row for LLOYDS BANKING GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,591 shares; 2024Q4: 5,403 shares; 2025Q1: 6,094 shares; 2025Q2: 6,227 shares; 2025Q3: 14,484 shares; 2025Q4: 14,682 shares 14,682 $77.8K <0.01% +198 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,751 shares; 2024Q4: 1,751 shares; 2025Q1: 1,751 shares; 2025Q2: 1,751 shares; 2025Q3: 1,751 shares; 2025Q4: 1,751 shares 1,751 $77.8K <0.01% 0 Timeline RNG RINGCENTRAL INC More: the full row for RINGCENTRAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,315 shares; 2025Q4: 2,681 shares 2,681 $77.4K <0.01% +366 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82 shares; 2024Q4: 84 shares; 2025Q1: 86 shares; 2025Q2: 92 shares; 2025Q3: 161 shares; 2025Q4: 124 shares 124 $77.4K <0.01% -37 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: 3,714 shares; 2024Q4: 3,800 shares; 2025Q1: 3,043 shares; 2025Q2: 2,611 shares; 2025Q3: 2,605 shares; 2025Q4: 3,220 shares 3,220 $77.3K <0.01% +615 Timeline EXP EAGLE MATLS INC More: the full row for EAGLE MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4 shares; 2025Q4: 374 shares 374 $77.3K <0.01% +370 Timeline VOD VODAFONE GROUP PLC More: the full row for VODAFONE GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,791 shares; 2024Q4: 6,111 shares; 2025Q1: 6,811 shares; 2025Q2: 5,718 shares; 2025Q3: 5,753 shares; 2025Q4: 5,816 shares 5,816 $76.8K <0.01% +63 Timeline PEGA PEGASYSTEMS INC More: the full row for PEGASYSTEMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30 shares; 2024Q4: 30 shares; 2025Q1: 30 shares; 2025Q2: 60 shares; 2025Q3: 1,667 shares; 2025Q4: 1,286 shares 1,286 $76.8K <0.01% -381 Timeline SOLZ VOLATILITY SHS TR More: the full row for VOLATILITY SHS 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: 6,000 shares; 2025Q4: 6,000 shares 6,000 $76.4K <0.01% 0 Timeline PVAL PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,675 shares; 2025Q3: 1,675 shares; 2025Q4: 1,675 shares 1,675 $76.3K <0.01% 0 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 527 shares; 2024Q4: 554 shares; 2025Q1: 862 shares; 2025Q2: 779 shares; 2025Q3: 1,534 shares; 2025Q4: 914 shares 914 $76.3K <0.01% -620 Timeline HMC HONDA MOTOR CO LTD More: the full row for HONDA MOTOR CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 989 shares; 2024Q4: 828 shares; 2025Q1: 1,245 shares; 2025Q2: 1,322 shares; 2025Q3: 2,753 shares; 2025Q4: 2,574 shares 2,574 $75.9K <0.01% -179 Timeline CDW CDW CORP More: the full row for CDW CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 640 shares; 2024Q4: 639 shares; 2025Q1: 658 shares; 2025Q2: 595 shares; 2025Q3: 593 shares; 2025Q4: 557 shares 557 $75.9K <0.01% -36 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,553 shares; 2024Q4: 6,871 shares; 2025Q1: 5,665 shares; 2025Q2: 5,830 shares; 2025Q3: 5,896 shares; 2025Q4: 6,465 shares 6,465 $75.8K <0.01% +569 Timeline SAIC SCIENCE APPLICATIONS INTL CO More: the full row for SCIENCE APPLICATIONS INTL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 184 shares; 2025Q4: 745 shares 745 $75K <0.01% +561 Timeline SUI SUN CMNTYS INC More: the full row for SUN CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2 shares; 2025Q2: 11 shares; 2025Q3: 8 shares; 2025Q4: 604 shares 604 $74.8K <0.01% +596 Timeline RGEN REPLIGEN CORP More: the full row for REPLIGEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 451 shares; 2024Q4: 452 shares; 2025Q1: 453 shares; 2025Q2: 450 shares; 2025Q3: 453 shares; 2025Q4: 456 shares 456 $74.7K <0.01% +3 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,209 shares; 2024Q4: 1,084 shares; 2025Q1: 1,116 shares; 2025Q2: 1,216 shares; 2025Q3: 1,288 shares; 2025Q4: 1,305 shares 1,305 $73.9K <0.01% +17 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: 12 shares; 2024Q4: 12 shares; 2025Q1: 13 shares; 2025Q2: 17 shares; 2025Q3: 151 shares; 2025Q4: 302 shares 302 $73.9K <0.01% +151 Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,256 shares; 2024Q4: 4,604 shares; 2025Q1: 3,098 shares; 2025Q2: 3,172 shares; 2025Q3: 3,169 shares; 2025Q4: 3,169 shares 3,169 $73.9K <0.01% 0 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 295 shares 295 $73.8K <0.01% new Timeline NLR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7 shares; 2024Q4: 174 shares; 2025Q1: 174 shares; 2025Q2: 180 shares; 2025Q3: 180 shares; 2025Q4: 591 shares 591 $73.4K <0.01% +411 Timeline IJS 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: 644 shares; 2024Q4: 644 shares; 2025Q1: 644 shares; 2025Q2: 644 shares; 2025Q3: 644 shares; 2025Q4: 644 shares 644 $73.2K <0.01% 0 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 120 shares; 2025Q1: 120 shares; 2025Q2: 121 shares; 2025Q3: 121 shares; 2025Q4: 121 shares 121 $73K <0.01% 0 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,180 shares; 2025Q4: 1,225 shares 1,225 $72.6K <0.01% +45 Timeline NCLH NORWEGIAN CRUISE LINE HLDGS More: the full row for NORWEGIAN CRUISE LINE HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 255 shares; 2024Q4: 271 shares; 2025Q1: 331 shares; 2025Q2: 379 shares; 2025Q3: 387 shares; 2025Q4: 3,250 shares 3,250 $72.5K <0.01% +2,863 Timeline RELX RELX PLC More: the full row for RELX PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,678 shares; 2024Q4: 1,746 shares; 2025Q1: 1,769 shares; 2025Q2: 1,770 shares; 2025Q3: 1,625 shares; 2025Q4: 1,782 shares 1,782 $72K <0.01% +157 Timeline IHE 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: 390 shares; 2024Q4: 390 shares; 2025Q1: 390 shares; 2025Q2: 390 shares; 2025Q3: 846 shares; 2025Q4: 846 shares 846 $71.8K <0.01% 0 Timeline HRB BLOCK H & R INC More: the full row for BLOCK H & R INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,133 shares; 2025Q4: 1,645 shares 1,645 $71.7K <0.01% +512 Timeline GVA GRANITE CONSTR INC More: the full row for GRANITE CONSTR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 355 shares; 2024Q4: 355 shares; 2025Q1: 640 shares; 2025Q2: 726 shares; 2025Q3: 616 shares; 2025Q4: 621 shares 621 $71.7K <0.01% +5 Timeline ETH GRAYSCALE ETHEREUM STAKING More: the full row for GRAYSCALE ETHEREUM STAKING Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,532 shares; 2025Q1: 2,502 shares; 2025Q2: 2,502 shares; 2025Q3: 2,552 shares; 2025Q4: 2,552 shares 2,552 $71.6K <0.01% 0 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 333 shares; 2024Q4: 699 shares; 2025Q1: 723 shares; 2025Q2: 1,401 shares; 2025Q3: 714 shares; 2025Q4: 773 shares 773 $71.5K <0.01% +59 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80 shares; 2024Q4: 83 shares; 2025Q1: 64 shares; 2025Q2: 62 shares; 2025Q3: 480 shares; 2025Q4: 124 shares 124 $71.3K <0.01% -356 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: not reported; 2024Q4: 70 shares; 2025Q1: 70 shares; 2025Q2: not reported; 2025Q3: 1,375 shares; 2025Q4: 1,385 shares 1,385 $71.1K <0.01% +10 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 238 shares; 2024Q4: 293 shares; 2025Q1: 297 shares; 2025Q2: 272 shares; 2025Q3: 284 shares; 2025Q4: 187 shares 187 $71K <0.01% -97 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: 2,265 shares; 2024Q4: 1,392 shares; 2025Q1: 1,523 shares; 2025Q2: 1,409 shares; 2025Q3: 1,430 shares; 2025Q4: 1,419 shares 1,419 $71K <0.01% -11 Timeline CGUI CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,800 shares; 2025Q3: 2,800 shares; 2025Q4: 2,800 shares 2,800 $70.9K <0.01% 0 Timeline HRL HORMEL FOODS CORP More: the full row for HORMEL FOODS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,755 shares; 2024Q4: 2,493 shares; 2025Q1: 2,015 shares; 2025Q2: 2,033 shares; 2025Q3: 2,057 shares; 2025Q4: 2,989 shares 2,989 $70.8K <0.01% +932 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 963 shares; 2024Q4: 968 shares; 2025Q1: 971 shares; 2025Q2: 975 shares; 2025Q3: 941 shares; 2025Q4: 909 shares 909 $70.6K <0.01% -32 Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 214 shares; 2024Q4: 750 shares; 2025Q1: 709 shares; 2025Q2: 409 shares; 2025Q3: 654 shares; 2025Q4: 1,064 shares 1,064 $70.6K <0.01% +410 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 825 shares; 2024Q4: 825 shares; 2025Q1: 825 shares; 2025Q2: 825 shares; 2025Q3: 825 shares; 2025Q4: 825 shares 825 $70.4K <0.01% 0 Timeline AVY AVERY DENNISON CORP More: the full row for AVERY DENNISON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 372 shares; 2024Q4: 440 shares; 2025Q1: 373 shares; 2025Q2: 318 shares; 2025Q3: 315 shares; 2025Q4: 387 shares 387 $70.4K <0.01% +72 Timeline PKST PEAKSTONE REALTY TRUST More: the full row for PEAKSTONE REALTY TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,835 shares; 2024Q4: 4,880 shares; 2025Q1: 4,900 shares; 2025Q2: 4,870 shares; 2025Q3: 4,870 shares; 2025Q4: 4,876 shares 4,876 $70K <0.01% +6 Timeline VKI INVESCO ADVANTAGE MUN INCOME More: the full row for INVESCO ADVANTAGE MUN INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,366 shares; 2024Q4: 81,366 shares; 2025Q1: 81,366 shares; 2025Q2: 75,366 shares; 2025Q3: 7,666 shares; 2025Q4: 7,666 shares 7,666 $69.9K <0.01% 0 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 193 shares; 2024Q4: 219 shares; 2025Q1: 203 shares; 2025Q2: 209 shares; 2025Q3: 199 shares; 2025Q4: 207 shares 207 $69.8K <0.01% +8 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 605 shares; 2024Q4: 641 shares; 2025Q1: 664 shares; 2025Q2: 587 shares; 2025Q3: 598 shares; 2025Q4: 594 shares 594 $69.6K <0.01% -4 Timeline ZS ZSCALER INC More: the full row for ZSCALER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2 shares; 2024Q4: 3 shares; 2025Q1: 4 shares; 2025Q2: 5 shares; 2025Q3: 1,580 shares; 2025Q4: 306 shares 306 $68.7K <0.01% -1,274 Timeline HEI HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 151 shares; 2024Q4: 252 shares; 2025Q1: 222 shares; 2025Q2: 212 shares; 2025Q3: 214 shares; 2025Q4: 212 shares 212 $68.6K <0.01% -2 Timeline LFUS LITTELFUSE INC More: the full row for LITTELFUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 489 shares; 2025Q4: 271 shares 271 $68.5K <0.01% -218 Timeline PNR PENTAIR PLC More: the full row for PENTAIR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79 shares; 2024Q4: 79 shares; 2025Q1: 96 shares; 2025Q2: 105 shares; 2025Q3: 2,723 shares; 2025Q4: 654 shares 654 $68.1K <0.01% -2,069 Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 315 shares; 2024Q4: 317 shares; 2025Q1: 325 shares; 2025Q2: 328 shares; 2025Q3: 5,359 shares; 2025Q4: 837 shares 837 $67.8K <0.01% -4,522 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16 shares; 2024Q4: 16 shares; 2025Q1: 795 shares; 2025Q2: 795 shares; 2025Q3: 795 shares; 2025Q4: 795 shares 795 $67.3K <0.01% 0 Timeline GVI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,050 shares; 2024Q4: 1,050 shares; 2025Q1: 900 shares; 2025Q2: 775 shares; 2025Q3: 775 shares; 2025Q4: 625 shares 625 $67.1K <0.01% -150 Timeline USPX FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,120 shares; 2024Q4: 1,120 shares; 2025Q1: 1,120 shares; 2025Q2: 1,120 shares; 2025Q3: 1,120 shares; 2025Q4: 1,120 shares 1,120 $67K <0.01% 0 Timeline P EVERPURE INC More: the full row for EVERPURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3 shares; 2025Q1: 4 shares; 2025Q2: 3 shares; 2025Q3: 841 shares; 2025Q4: 993 shares 993 $66.5K <0.01% +152 Timeline BEN FRANKLIN TEMPLETON INC More: the full row for FRANKLIN TEMPLETON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,490 shares; 2024Q4: 10,935 shares; 2025Q1: 10,370 shares; 2025Q2: 9,153 shares; 2025Q3: 3,298 shares; 2025Q4: 2,779 shares 2,779 $66.4K <0.01% -519 Timeline M MACYS INC More: the full row for MACYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10 shares; 2025Q3: 446 shares; 2025Q4: 2,998 shares 2,998 $66.1K <0.01% +2,552 Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 482 shares; 2024Q4: 487 shares; 2025Q1: 493 shares; 2025Q2: 498 shares; 2025Q3: 503 shares; 2025Q4: 507 shares 507 $65.9K <0.01% +4 Timeline SPYM 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: 802 shares; 2024Q4: 805 shares; 2025Q1: 808 shares; 2025Q2: 813 shares; 2025Q3: 816 shares; 2025Q4: 818 shares 818 $65.6K <0.01% +2 Timeline NFG NATIONAL FUEL GAS CO More: the full row for NATIONAL FUEL GAS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5 shares; 2025Q3: 2,484 shares; 2025Q4: 816 shares 816 $65.3K <0.01% -1,668 Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,457 shares; 2024Q4: 1,485 shares; 2025Q1: 1,392 shares; 2025Q2: 1,354 shares; 2025Q3: 1,469 shares; 2025Q4: 1,578 shares 1,578 $65.2K <0.01% +109 Timeline GSBD GOLDMAN SACHS BDC INC More: the full row for GOLDMAN SACHS BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,500 shares; 2024Q4: 7,500 shares; 2025Q1: 7,500 shares; 2025Q2: 7,500 shares; 2025Q3: 7,500 shares; 2025Q4: 7,000 shares 7,000 $65K <0.01% -500 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 964 shares; 2024Q4: 960 shares; 2025Q1: 640 shares; 2025Q2: 658 shares; 2025Q3: 676 shares; 2025Q4: 780 shares 780 $64.7K <0.01% +104 Timeline VFC V F CORP More: the full row for V F CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 410 shares; 2024Q4: 405 shares; 2025Q1: 420 shares; 2025Q2: 465 shares; 2025Q3: 3,747 shares; 2025Q4: 3,567 shares 3,567 $64.5K <0.01% -180 Timeline AEG AEGON LTD More: the full row for AEGON LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,616 shares; 2024Q4: 12,067 shares; 2025Q1: 7,347 shares; 2025Q2: 7,906 shares; 2025Q3: 8,484 shares; 2025Q4: 8,362 shares 8,362 $64.5K <0.01% -122 Timeline PODD INSULET CORP More: the full row for INSULET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 222 shares; 2024Q4: 223 shares; 2025Q1: 230 shares; 2025Q2: 231 shares; 2025Q3: 215 shares; 2025Q4: 227 shares 227 $64.4K <0.01% +12 Timeline RBRK RUBRIK INC. More: the full row for RUBRIK INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,158 shares; 2025Q4: 837 shares 837 $64K <0.01% -321 Timeline MUB 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: 40 shares; 2024Q4: 38 shares; 2025Q1: 38 shares; 2025Q2: 43 shares; 2025Q3: 43 shares; 2025Q4: 598 shares 598 $64K <0.01% +555 Timeline TTEK TETRA TECH INC NEW More: the full row for TETRA TECH INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 315 shares; 2024Q4: 310 shares; 2025Q1: 315 shares; 2025Q2: 25 shares; 2025Q3: 142 shares; 2025Q4: 1,907 shares 1,907 $64K <0.01% +1,765 Timeline EMN EASTMAN CHEM CO More: the full row for EASTMAN CHEM CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 390 shares; 2024Q4: 396 shares; 2025Q1: 413 shares; 2025Q2: 349 shares; 2025Q3: 578 shares; 2025Q4: 1,001 shares 1,001 $63.9K <0.01% +423 Timeline TWN TAIWAN FD INC More: the full row for TAIWAN FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,192 shares; 2024Q4: 1,192 shares; 2025Q1: 1,192 shares; 2025Q2: 1,192 shares; 2025Q3: 1,192 shares; 2025Q4: 1,192 shares 1,192 $63.6K <0.01% 0 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 730 shares; 2024Q4: 741 shares; 2025Q1: 732 shares; 2025Q2: 747 shares; 2025Q3: 804 shares; 2025Q4: 877 shares 877 $63.5K <0.01% +73 Timeline DB DEUTSCHE BK AG More: the full row for DEUTSCHE BK AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,903 shares; 2024Q4: 1,879 shares; 2025Q1: 1,708 shares; 2025Q2: 1,617 shares; 2025Q3: 1,624 shares; 2025Q4: 1,641 shares 1,641 $63.3K <0.01% +17 Timeline NEU NEWMARKET CORP More: the full row for NEWMARKET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 257 shares; 2025Q4: 92 shares 92 $63.2K <0.01% -165 Timeline SBAC SBA COMMUNICATIONS CORP More: the full row for SBA COMMUNICATIONS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73 shares; 2024Q4: 81 shares; 2025Q1: 96 shares; 2025Q2: 122 shares; 2025Q3: 133 shares; 2025Q4: 324 shares 324 $62.7K <0.01% +191 Timeline BXP BXP INC More: the full row for BXP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 575 shares; 2024Q4: 585 shares; 2025Q1: 380 shares; 2025Q2: 635 shares; 2025Q3: 944 shares; 2025Q4: 928 shares 928 $62.6K <0.01% -16 Timeline MT ARCELORMITTAL SA LUXEMBOURG More: the full row for ARCELORMITTAL SA LUXEMBOURG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,214 shares; 2024Q4: 1,355 shares; 2025Q1: 1,382 shares; 2025Q2: 1,364 shares; 2025Q3: 1,372 shares; 2025Q4: 1,372 shares 1,372 $62.5K <0.01% 0 Timeline WEN WENDYS CO More: the full row for WENDYS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10 shares; 2025Q3: 10 shares; 2025Q4: 7,490 shares 7,490 $62.4K <0.01% +7,480 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 278 shares; 2024Q4: 260 shares; 2025Q1: 163 shares; 2025Q2: 139 shares; 2025Q3: 124 shares; 2025Q4: 322 shares 322 $62.4K <0.01% +198 Timeline RDDT REDDIT INC More: the full row for REDDIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 100 shares; 2025Q2: 102 shares; 2025Q3: 103 shares; 2025Q4: 271 shares 271 $62.2K <0.01% +168 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 266 shares; 2024Q4: 267 shares; 2025Q1: 266 shares; 2025Q2: 347 shares; 2025Q3: 348 shares; 2025Q4: 350 shares 350 $62K <0.01% +2 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 392 shares; 2024Q4: 347 shares; 2025Q1: 371 shares; 2025Q2: 60 shares; 2025Q3: 138 shares; 2025Q4: 448 shares 448 $61.8K <0.01% +310 Timeline FTV FORTIVE CORP More: the full row for FORTIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,058 shares; 2024Q4: 1,076 shares; 2025Q1: 1,147 shares; 2025Q2: 1,002 shares; 2025Q3: 924 shares; 2025Q4: 1,113 shares 1,113 $61.4K <0.01% +189 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: not reported; 2024Q4: not reported; 2025Q1: 1 shares; 2025Q2: 6 shares; 2025Q3: 382 shares; 2025Q4: 332 shares 332 $61.2K <0.01% -50 Timeline NTR NUTRIEN LTD More: the full row for NUTRIEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,038 shares; 2024Q4: 1,038 shares; 2025Q1: 1,038 shares; 2025Q2: 971 shares; 2025Q3: 971 shares; 2025Q4: 982 shares 982 $60.7K <0.01% +11 Timeline TDIV 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: 150 shares; 2024Q4: 150 shares; 2025Q1: 150 shares; 2025Q2: 150 shares; 2025Q3: 150 shares; 2025Q4: 625 shares 625 $60.5K <0.01% +475 Timeline TBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,200 shares; 2025Q4: 1,200 shares 1,200 $59.9K <0.01% 0 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 340 shares; 2024Q4: 331 shares; 2025Q1: 284 shares; 2025Q2: 293 shares; 2025Q3: 308 shares; 2025Q4: 899 shares 899 $59.7K <0.01% +591 Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13 shares; 2024Q4: 14 shares; 2025Q1: 3 shares; 2025Q2: 3 shares; 2025Q3: 23 shares; 2025Q4: 572 shares 572 $59.5K <0.01% +549 Timeline AMH AMERICAN HOMES 4 RENT More: the full row for AMERICAN HOMES 4 RENT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32 shares; 2024Q4: 37 shares; 2025Q1: 47 shares; 2025Q2: 37 shares; 2025Q3: 322 shares; 2025Q4: 1,848 shares 1,848 $59.3K <0.01% +1,526 Timeline NAD NUVEEN QUALITY MUNCP INCOME More: the full row for NUVEEN QUALITY MUNCP INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 194,510 shares; 2024Q4: 193,815 shares; 2025Q1: 190,348 shares; 2025Q2: 5,632 shares; 2025Q3: 4,932 shares; 2025Q4: 4,932 shares 4,932 $59.3K <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: 1,416 shares; 2024Q4: 1,361 shares; 2025Q1: 1,601 shares; 2025Q2: 1,661 shares; 2025Q3: 1,611 shares; 2025Q4: 1,622 shares 1,622 $58.7K <0.01% +11 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 552 shares; 2024Q4: 728 shares; 2025Q1: 738 shares; 2025Q2: 730 shares; 2025Q3: 725 shares; 2025Q4: 764 shares 764 $58.5K <0.01% +39 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 593 shares; 2024Q4: 1,301 shares; 2025Q1: 1,305 shares; 2025Q2: 681 shares; 2025Q3: 1,021 shares; 2025Q4: 969 shares 969 $58.5K <0.01% -52 Timeline LOPE GRAND CANYON ED INC More: the full row for GRAND CANYON ED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 349 shares 349 $58K <0.01% new Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 295 shares; 2024Q4: 319 shares; 2025Q1: 302 shares; 2025Q2: 288 shares; 2025Q3: 777 shares; 2025Q4: 691 shares 691 $57.9K <0.01% -86 Timeline GPK GRAPHIC PACKAGING HLDG CO More: the full row for GRAPHIC PACKAGING HLDG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38 shares; 2024Q4: 44 shares; 2025Q1: 18 shares; 2025Q2: 29 shares; 2025Q3: 167 shares; 2025Q4: 3,776 shares 3,776 $56.9K <0.01% +3,609 Timeline GRBK GREEN BRICK PARTNERS INC More: the full row for GREEN BRICK PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35 shares; 2024Q4: 20 shares; 2025Q1: 85 shares; 2025Q2: 55 shares; 2025Q3: 930 shares; 2025Q4: 907 shares 907 $56.8K <0.01% -23 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 606 shares; 2024Q4: 714 shares; 2025Q1: 745 shares; 2025Q2: 1,241 shares; 2025Q3: 1,208 shares; 2025Q4: 1,246 shares 1,246 $56.7K <0.01% +38 Timeline OAKM HARRIS OAKMARK ETF TRUST More: the full row for HARRIS OAKMARK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares 2,000 $56.7K <0.01% 0 Timeline RLI RLI CORP More: the full row for RLI CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5 shares; 2025Q3: 283 shares; 2025Q4: 886 shares 886 $56.7K <0.01% +603 Timeline NSA NATIONAL STORAGE AFFILIATES More: the full row for NATIONAL STORAGE AFFILIATES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,434 shares; 2024Q4: 1,434 shares; 2025Q1: 1,434 shares; 2025Q2: 1,469 shares; 2025Q3: 1,454 shares; 2025Q4: 2,001 shares 2,001 $56.4K <0.01% +547 Timeline PPC PILGRIMS PRIDE CORP More: the full row for PILGRIMS PRIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1,868 shares; 2025Q4: 1,434 shares 1,434 $55.9K <0.01% -434 Timeline CGIC CAPITAL GROUP INTERNATIONAL More: the full row for CAPITAL GROUP INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,700 shares 1,700 $55.2K <0.01% new Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 531 shares; 2024Q4: 723 shares; 2025Q1: 625 shares; 2025Q2: 675 shares; 2025Q3: 660 shares; 2025Q4: 714 shares 714 $55.2K <0.01% +54 Timeline GHC GRAHAM HLDGS CO More: the full row for GRAHAM HLDGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: 2 shares; 2025Q1: 5 shares; 2025Q2: 5 shares; 2025Q3: 89 shares; 2025Q4: 50 shares 50 $54.9K <0.01% -39 Timeline IHG INTERCONTINENTAL HOTELS GROU More: the full row for INTERCONTINENTAL HOTELS GROU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 365 shares; 2024Q4: 381 shares; 2025Q1: 342 shares; 2025Q2: 381 shares; 2025Q3: 387 shares; 2025Q4: 387 shares 387 $54.5K <0.01% 0 Timeline XRAY DENTSPLY SIRONA INC More: the full row for DENTSPLY SIRONA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,305 shares; 2024Q4: 165 shares; 2025Q1: 150 shares; 2025Q2: 150 shares; 2025Q3: 14,836 shares; 2025Q4: 4,731 shares 4,731 $54.1K <0.01% -10,105 Timeline SCHA 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: 577 shares; 2024Q4: 1,318 shares; 2025Q1: 1,358 shares; 2025Q2: 1,319 shares; 2025Q3: 1,319 shares; 2025Q4: 1,896 shares 1,896 $54K <0.01% +577 Timeline CBSH COMMERCE BANCSHARES INC More: the full row for COMMERCE BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5 shares; 2025Q2: 15 shares; 2025Q3: 588 shares; 2025Q4: 1,031 shares 1,031 $54K <0.01% +443 Timeline CRVS CORVUS PHARMACEUTICALS INC More: the full row for CORVUS PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,000 shares; 2024Q4: 7,000 shares; 2025Q1: 7,000 shares; 2025Q2: 7,000 shares; 2025Q3: 7,000 shares; 2025Q4: 7,000 shares 7,000 $53.9K <0.01% 0 Timeline AMRX AMNEAL PHARMACEUTICALS INC More: the full row for AMNEAL PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,175 shares; 2024Q4: 4,190 shares; 2025Q1: 4,250 shares; 2025Q2: 4,295 shares; 2025Q3: 4,255 shares; 2025Q4: 4,271 shares 4,271 $53.8K <0.01% +16 Timeline PSP 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: 800 shares; 2024Q4: 800 shares; 2025Q1: 800 shares; 2025Q2: 800 shares; 2025Q3: 800 shares; 2025Q4: 800 shares 800 $53.7K <0.01% 0 Timeline INMD INMODE LTD More: the full row for INMODE LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55 shares; 2024Q4: 85 shares; 2025Q1: 140 shares; 2025Q2: not reported; 2025Q3: 5,735 shares; 2025Q4: 3,640 shares 3,640 $53.5K <0.01% -2,095 Timeline