QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,732 shares; 2024Q4: 68,936 shares; 2025Q1: 77,312 shares; 2025Q2: 78,045 shares; 2025Q3: 80,588 shares; 2025Q4: 81,102 shares 81,102 $49.8M 7.49% +514 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 129,040 shares; 2024Q4: 710,477 shares; 2025Q1: 997,041 shares; 2025Q2: 1,182,910 shares; 2025Q3: 879,756 shares; 2025Q4: 900,926 shares 900,926 $45.6M 6.86% +21,170 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 267,375 shares; 2024Q4: 265,405 shares; 2025Q1: 292,497 shares; 2025Q2: 296,785 shares; 2025Q3: 303,037 shares; 2025Q4: 307,633 shares 307,633 $44.2M 6.64% +4,596 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,447 shares; 2024Q4: 78,283 shares; 2025Q1: 89,236 shares; 2025Q2: 89,856 shares; 2025Q3: 89,946 shares; 2025Q4: 88,265 shares 88,265 $31.8M 4.78% -1,681 Timeline IJR 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: 201,087 shares; 2024Q4: 202,618 shares; 2025Q1: 220,367 shares; 2025Q2: 225,215 shares; 2025Q3: 238,195 shares; 2025Q4: 241,647 shares 241,647 $29M 4.37% +3,452 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: 84,283 shares; 2024Q4: 84,353 shares; 2025Q1: 92,062 shares; 2025Q2: 88,864 shares; 2025Q3: 93,639 shares; 2025Q4: 94,747 shares 94,747 $27.5M 4.14% +1,108 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86,847 shares; 2024Q4: 97,662 shares; 2025Q1: 87,573 shares; 2025Q2: 83,697 shares; 2025Q3: 70,116 shares; 2025Q4: 66,993 shares 66,993 $18.2M 2.74% -3,123 Timeline XLI 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: 95,848 shares; 2024Q4: 94,673 shares; 2025Q1: 107,306 shares; 2025Q2: 108,330 shares; 2025Q3: 109,708 shares; 2025Q4: 111,086 shares 111,086 $17.2M 2.59% +1,378 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: 74,124 shares; 2024Q4: 76,662 shares; 2025Q1: 89,254 shares; 2025Q2: 91,430 shares; 2025Q3: 99,958 shares; 2025Q4: 103,227 shares 103,227 $16M 2.4% +3,269 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: 87,921 shares; 2024Q4: 88,898 shares; 2025Q1: 102,827 shares; 2025Q2: 104,661 shares; 2025Q3: 108,036 shares; 2025Q4: 110,913 shares 110,913 $15.7M 2.35% +2,877 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,426 shares; 2024Q4: 36,676 shares; 2025Q1: 36,387 shares; 2025Q2: 36,001 shares; 2025Q3: 33,903 shares; 2025Q4: 31,900 shares 31,900 $15.4M 2.32% -2,003 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20 shares; 2024Q4: 20 shares; 2025Q1: 20 shares; 2025Q2: 20 shares; 2025Q3: 20 shares; 2025Q4: 19 shares 19 $14.3M 2.16% -1 Timeline SDSI AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 167,279 shares; 2025Q4: 237,893 shares 237,893 $12.3M 1.85% +70,614 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,795 shares; 2024Q4: 42,305 shares; 2025Q1: 41,249 shares; 2025Q2: 40,288 shares; 2025Q3: 40,186 shares; 2025Q4: 37,261 shares 37,261 $11.7M 1.76% -2,925 Timeline NBSD NEUBERGER BERMAN ETF TRUST More: the full row for NEUBERGER BERMAN ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 167,892 shares; 2025Q4: 226,835 shares 226,835 $11.6M 1.75% +58,943 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,425 shares; 2024Q4: 41,905 shares; 2025Q1: 35,382 shares; 2025Q2: 37,595 shares; 2025Q3: 37,646 shares; 2025Q4: 38,518 shares 38,518 $8.89M 1.34% +872 Timeline RSP 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: 62,360 shares; 2024Q4: 63,968 shares; 2025Q1: 72,451 shares; 2025Q2: 74,883 shares; 2025Q3: 71,961 shares; 2025Q4: 44,909 shares 44,909 $8.6M 1.29% -27,052 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: 32,954 shares; 2024Q4: 31,123 shares; 2025Q1: 32,854 shares; 2025Q2: 31,008 shares; 2025Q3: 30,547 shares; 2025Q4: 59,415 shares 59,415 $8.55M 1.29% +28,868 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,371 shares; 2024Q4: 10,667 shares; 2025Q1: 9,654 shares; 2025Q2: 10,546 shares; 2025Q3: 12,918 shares; 2025Q4: 12,069 shares 12,069 $8.23M 1.24% -849 Timeline XLU 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: not reported; 2024Q4: not reported; 2025Q1: 48,452 shares; 2025Q2: 53,647 shares; 2025Q3: 56,803 shares; 2025Q4: 121,346 shares 121,346 $5.18M 0.78% +64,543 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,713 shares; 2024Q4: 20,298 shares; 2025Q1: 20,508 shares; 2025Q2: 20,505 shares; 2025Q3: 19,579 shares; 2025Q4: 19,612 shares 19,612 $4.48M 0.67% +33 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,863 shares; 2024Q4: 24,799 shares; 2025Q1: 23,477 shares; 2025Q2: 23,372 shares; 2025Q3: 23,533 shares; 2025Q4: 23,778 shares 23,778 $4.43M 0.67% +245 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: 51,821 shares; 2024Q4: 50,313 shares; 2025Q1: 49,687 shares; 2025Q2: 48,774 shares; 2025Q3: 48,013 shares; 2025Q4: 45,938 shares 45,938 $4.33M 0.65% -2,075 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,012 shares; 2024Q4: 26,537 shares; 2025Q1: 26,236 shares; 2025Q2: 26,137 shares; 2025Q3: 26,028 shares; 2025Q4: 26,036 shares 26,036 $4.22M 0.63% +8 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,622 shares; 2024Q4: 14,333 shares; 2025Q1: 14,995 shares; 2025Q2: 15,415 shares; 2025Q3: 15,798 shares; 2025Q4: 13,423 shares 13,423 $3.98M 0.6% -2,375 Timeline IVW 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: 30,822 shares; 2024Q4: 30,845 shares; 2025Q1: 30,998 shares; 2025Q2: 31,131 shares; 2025Q3: 31,178 shares; 2025Q4: 31,302 shares 31,302 $3.86M 0.58% +124 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,099 shares; 2024Q4: 31,564 shares; 2025Q1: 34,629 shares; 2025Q2: 33,518 shares; 2025Q3: 31,880 shares; 2025Q4: 32,027 shares 32,027 $3.85M 0.58% +147 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,073 shares; 2024Q4: 14,335 shares; 2025Q1: 14,295 shares; 2025Q2: 14,484 shares; 2025Q3: 14,483 shares; 2025Q4: 14,508 shares 14,508 $3.52M 0.53% +25 Timeline QQQM 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: 13,476 shares; 2024Q4: 13,571 shares; 2025Q1: 13,377 shares; 2025Q2: 13,975 shares; 2025Q3: 13,859 shares; 2025Q4: 13,892 shares 13,892 $3.51M 0.53% +33 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,657 shares; 2024Q4: 10,210 shares; 2025Q1: 10,141 shares; 2025Q2: 10,103 shares; 2025Q3: 10,113 shares; 2025Q4: 10,091 shares 10,091 $3.33M 0.5% -22 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,324 shares; 2024Q4: 10,843 shares; 2025Q1: 10,515 shares; 2025Q2: 8,854 shares; 2025Q3: 9,936 shares; 2025Q4: 10,139 shares 10,139 $3.17M 0.48% +203 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,387 shares; 2024Q4: 8,857 shares; 2025Q1: 8,713 shares; 2025Q2: 8,701 shares; 2025Q3: 8,731 shares; 2025Q4: 8,741 shares 8,741 $2.73M 0.41% +10 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: 11,667 shares; 2024Q4: 11,208 shares; 2025Q1: 10,983 shares; 2025Q2: 10,973 shares; 2025Q3: 10,972 shares; 2025Q4: 10,982 shares 10,982 $2.71M 0.41% +10 Timeline IBDR 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: 129,388 shares; 2024Q4: 119,924 shares; 2025Q1: 127,251 shares; 2025Q2: 109,648 shares; 2025Q3: 109,735 shares; 2025Q4: 109,909 shares 109,909 $2.66M 0.4% +174 Timeline FEIM FREQUENCY ELECTRS INC More: the full row for FREQUENCY ELECTRS 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: 19,248 shares; 2025Q4: 48,595 shares 48,595 $2.62M 0.39% +29,347 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,894 shares; 2024Q4: 43,327 shares; 2025Q1: 42,611 shares; 2025Q2: 42,596 shares; 2025Q3: 42,761 shares; 2025Q4: 42,776 shares 42,776 $2.57M 0.39% +15 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,987 shares; 2024Q4: 3,006 shares; 2025Q1: 4,056 shares; 2025Q2: 4,557 shares; 2025Q3: 3,844 shares; 2025Q4: 4,944 shares 4,944 $2.49M 0.37% +1,100 Timeline XLE 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: 52,349 shares; 2024Q4: 53,406 shares; 2025Q1: 53,794 shares; 2025Q2: 35,904 shares; 2025Q3: 31,252 shares; 2025Q4: 54,634 shares 54,634 $2.44M 0.37% +23,382 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,035 shares; 2024Q4: 16,857 shares; 2025Q1: 16,887 shares; 2025Q2: 16,857 shares; 2025Q3: 16,657 shares; 2025Q4: 16,687 shares 16,687 $2.26M 0.34% +30 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: 7,209 shares; 2024Q4: 7,298 shares; 2025Q1: 6,815 shares; 2025Q2: 6,806 shares; 2025Q3: 6,431 shares; 2025Q4: 6,431 shares 6,431 $2.25M 0.34% 0 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,177 shares; 2024Q4: 14,687 shares; 2025Q1: 15,568 shares; 2025Q2: 14,628 shares; 2025Q3: 14,628 shares; 2025Q4: 14,395 shares 14,395 $2.19M 0.33% -233 Timeline IBDS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,462 shares; 2024Q4: 74,599 shares; 2025Q1: 79,010 shares; 2025Q2: 77,113 shares; 2025Q3: 77,203 shares; 2025Q4: 86,708 shares 86,708 $2.11M 0.32% +9,505 Timeline EZBC FRANKLIN TEMPLETON DIGITAL H More: the full row for FRANKLIN TEMPLETON DIGITAL H Quarterly shares; oldest 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: 41,264 shares 41,264 $2.09M 0.31% new Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,910 shares; 2024Q4: 10,020 shares; 2025Q1: 10,895 shares; 2025Q2: 9,471 shares; 2025Q3: 9,370 shares; 2025Q4: 9,331 shares 9,331 $2.05M 0.31% -39 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,627 shares; 2024Q4: 35,549 shares; 2025Q1: 39,665 shares; 2025Q2: 35,153 shares; 2025Q3: 34,593 shares; 2025Q4: 35,447 shares 35,447 $2.03M 0.31% +854 Timeline VGT 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: 3,094 shares; 2024Q4: 3,090 shares; 2025Q1: 3,097 shares; 2025Q2: 2,697 shares; 2025Q3: 2,678 shares; 2025Q4: 2,673 shares 2,673 $2.01M 0.3% -5 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,007 shares; 2024Q4: 17,183 shares; 2025Q1: 17,018 shares; 2025Q2: 16,982 shares; 2025Q3: 17,085 shares; 2025Q4: 17,110 shares 17,110 $2M 0.3% +25 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,764 shares; 2024Q4: 9,502 shares; 2025Q1: 9,681 shares; 2025Q2: 9,553 shares; 2025Q3: 9,589 shares; 2025Q4: 9,629 shares 9,629 $1.99M 0.3% +40 Timeline IVV 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: 2,691 shares; 2024Q4: 2,651 shares; 2025Q1: 2,664 shares; 2025Q2: 2,551 shares; 2025Q3: 2,598 shares; 2025Q4: 2,824 shares 2,824 $1.93M 0.29% +226 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,012 shares; 2024Q4: 12,543 shares; 2025Q1: 12,418 shares; 2025Q2: 12,403 shares; 2025Q3: 9,876 shares; 2025Q4: 9,882 shares 9,882 $1.93M 0.29% +6 Timeline LBRT LIBERTY ENERGY INC More: the full row for LIBERTY ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 63,050 shares; 2025Q4: 104,213 shares 104,213 $1.92M 0.29% +41,163 Timeline IDR IDAHO STRATEGIC RESOURCES More: the full row for IDAHO STRATEGIC RESOURCES Quarterly shares; oldest 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: 30,230 shares; 2025Q4: 43,828 shares 43,828 $1.77M 0.27% +13,598 Timeline PLUS EPLUS INC More: the full row for EPLUS 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: 15,302 shares; 2025Q4: 20,099 shares 20,099 $1.76M 0.27% +4,797 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,260 shares; 2024Q4: 4,418 shares; 2025Q1: 3,682 shares; 2025Q2: 5,013 shares; 2025Q3: 5,030 shares; 2025Q4: 5,101 shares 5,101 $1.64M 0.25% +71 Timeline TDOC TELADOC HEALTH INC More: the full row for TELADOC HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 170,313 shares; 2025Q4: 232,365 shares 232,365 $1.63M 0.24% +62,052 Timeline PLPC PREFORMED LINE PRODS CO More: the full row for PREFORMED LINE PRODS 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: 4,703 shares; 2025Q4: 7,805 shares 7,805 $1.61M 0.24% +3,102 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,036 shares; 2024Q4: 6,037 shares; 2025Q1: 5,923 shares; 2025Q2: 5,091 shares; 2025Q3: 5,052 shares; 2025Q4: 5,049 shares 5,049 $1.59M 0.24% -3 Timeline LZ LEGALZOOM COM INC More: the full row for LEGALZOOM COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 98,132 shares; 2025Q4: 159,579 shares 159,579 $1.58M 0.24% +61,447 Timeline VOO 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: 586 shares; 2024Q4: 3,304 shares; 2025Q1: 2,833 shares; 2025Q2: 2,441 shares; 2025Q3: 2,498 shares; 2025Q4: 2,518 shares 2,518 $1.58M 0.24% +20 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,238 shares; 2024Q4: 3,244 shares; 2025Q1: 3,249 shares; 2025Q2: 3,249 shares; 2025Q3: 3,249 shares; 2025Q4: 3,265 shares 3,265 $1.57M 0.24% +16 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,664 shares 2,664 $1.55M 0.23% new Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,800 shares; 2024Q4: 6,800 shares; 2025Q1: 6,700 shares; 2025Q2: 10,565 shares; 2025Q3: 10,500 shares; 2025Q4: 8,800 shares 8,800 $1.49M 0.22% -1,700 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: 7,480 shares; 2024Q4: 6,898 shares; 2025Q1: 6,755 shares; 2025Q2: 6,751 shares; 2025Q3: 6,802 shares; 2025Q4: 6,808 shares 6,808 $1.48M 0.22% +6 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,078 shares; 2024Q4: 22,898 shares; 2025Q1: 19,843 shares; 2025Q2: 18,541 shares; 2025Q3: 18,641 shares; 2025Q4: 18,113 shares 18,113 $1.44M 0.22% -528 Timeline PKE PARK AEROSPACE CORP More: the full row for PARK AEROSPACE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 41,090 shares; 2025Q4: 67,580 shares 67,580 $1.44M 0.22% +26,490 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,621 shares; 2024Q4: 10,423 shares; 2025Q1: 10,247 shares; 2025Q2: 10,124 shares; 2025Q3: 10,131 shares; 2025Q4: 10,033 shares 10,033 $1.44M 0.22% -98 Timeline HAPN HAPPEN INC More: the full row for HAPPEN 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: 47,505 shares; 2025Q4: 75,504 shares 75,504 $1.43M 0.22% +27,999 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,475 shares; 2024Q4: 20,475 shares; 2025Q1: 20,475 shares; 2025Q2: 20,475 shares; 2025Q3: 20,475 shares; 2025Q4: 30,712 shares 30,712 $1.41M 0.21% +10,237 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,565 shares; 2024Q4: 1,817 shares; 2025Q1: 2,820 shares; 2025Q2: 2,140 shares; 2025Q3: 2,094 shares; 2025Q4: 2,095 shares 2,095 $1.38M 0.21% +1 Timeline SHLS SHOALS TECHNOLOGIES GROUP IN More: the full row for SHOALS TECHNOLOGIES GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 55,771 shares; 2025Q4: 162,197 shares 162,197 $1.38M 0.21% +106,426 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,494 shares; 2025Q1: 10,536 shares; 2025Q2: 10,489 shares; 2025Q3: 10,491 shares; 2025Q4: 10,512 shares 10,512 $1.38M 0.21% +21 Timeline USLM UNITED STS LIME & MINERALS I More: the full row for UNITED STS LIME & MINERALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,420 shares; 2025Q4: 10,887 shares 10,887 $1.3M 0.2% +4,467 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,936 shares; 2024Q4: 8,305 shares; 2025Q1: 10,936 shares; 2025Q2: 10,860 shares; 2025Q3: 11,702 shares; 2025Q4: 11,622 shares 11,622 $1.29M 0.19% -80 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,447 shares; 2024Q4: 3,462 shares; 2025Q1: 3,507 shares; 2025Q2: 6,457 shares; 2025Q3: 6,485 shares; 2025Q4: 6,515 shares 6,515 $1.27M 0.19% +30 Timeline HZO MARINEMAX INC More: the full row for MARINEMAX 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: 38,468 shares; 2025Q4: 51,996 shares 51,996 $1.26M 0.19% +13,528 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,028 shares; 2024Q4: 3,040 shares; 2025Q1: 3,114 shares; 2025Q2: 4,808 shares; 2025Q3: 4,308 shares; 2025Q4: 4,333 shares 4,333 $1.24M 0.19% +25 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 899 shares; 2024Q4: 1,028 shares; 2025Q1: 1,322 shares; 2025Q2: 1,346 shares; 2025Q3: 1,412 shares; 2025Q4: 1,404 shares 1,404 $1.23M 0.19% -8 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,326 shares; 2024Q4: 30,487 shares; 2025Q1: 30,635 shares; 2025Q2: 38,955 shares; 2025Q3: 38,435 shares; 2025Q4: 38,435 shares 38,435 $1.23M 0.19% 0 Timeline ARRY ARRAY TECHNOLOGIES INC More: the full row for ARRAY TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 86,659 shares; 2025Q4: 133,498 shares 133,498 $1.23M 0.19% +46,839 Timeline TE T1 ENERGY INC More: the full row for T1 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: 193,115 shares; 2025Q4: 179,481 shares 179,481 $1.2M 0.18% -13,634 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,679 shares; 2024Q4: 15,921 shares; 2025Q1: 15,151 shares; 2025Q2: 15,111 shares; 2025Q3: 15,041 shares; 2025Q4: 15,071 shares 15,071 $1.2M 0.18% +30 Timeline ALNT ALLIENT INC More: the full row for ALLIENT 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: 14,918 shares; 2025Q4: 22,189 shares 22,189 $1.19M 0.18% +7,271 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,772 shares; 2024Q4: 8,724 shares; 2025Q1: 8,927 shares; 2025Q2: 8,616 shares; 2025Q3: 8,616 shares; 2025Q4: 8,527 shares 8,527 $1.19M 0.18% -89 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,094 shares; 2024Q4: 8,109 shares; 2025Q1: 8,197 shares; 2025Q2: 10,062 shares; 2025Q3: 6,526 shares; 2025Q4: 6,445 shares 6,445 $1.18M 0.18% -81 Timeline VTOL BRISTOW GROUP INC More: the full row for BRISTOW GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,453 shares; 2025Q4: 31,782 shares 31,782 $1.16M 0.18% +20,329 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,124 shares; 2024Q4: 14,324 shares; 2025Q1: 16,483 shares; 2025Q2: 18,100 shares; 2025Q3: 18,945 shares; 2025Q4: 19,365 shares 19,365 $1.13M 0.17% +420 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,228 shares; 2024Q4: 16,349 shares; 2025Q1: 17,364 shares; 2025Q2: 13,344 shares; 2025Q3: 13,184 shares; 2025Q4: 12,946 shares 12,946 $1.12M 0.17% -238 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: 19,779 shares; 2024Q4: 18,969 shares; 2025Q1: 18,279 shares; 2025Q2: 17,077 shares; 2025Q3: 16,831 shares; 2025Q4: 16,831 shares 16,831 $1.11M 0.17% 0 Timeline MYFW FIRST WESTN FINL INC More: the full row for FIRST WESTN FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,210 shares; 2025Q4: 41,081 shares 41,081 $1.1M 0.17% +22,871 Timeline NPKI NPK INTERNATIONAL INC More: the full row for NPK INTERNATIONAL 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: 49,550 shares; 2025Q4: 92,114 shares 92,114 $1.1M 0.17% +42,564 Timeline NEOG NEOGEN CORP More: the full row for NEOGEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 25,283 shares; 2025Q4: 156,967 shares 156,967 $1.1M 0.17% +131,684 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,895 shares; 2024Q4: 4,744 shares; 2025Q1: 6,227 shares; 2025Q2: 6,326 shares; 2025Q3: 6,866 shares; 2025Q4: 6,847 shares 6,847 $1.1M 0.16% -19 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: 4,147 shares; 2024Q4: 3,717 shares; 2025Q1: 4,351 shares; 2025Q2: 3,621 shares; 2025Q3: 3,621 shares; 2025Q4: 3,621 shares 3,621 $1.09M 0.16% 0 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,690 shares; 2024Q4: 6,704 shares; 2025Q1: 6,713 shares; 2025Q2: 9,713 shares; 2025Q3: 9,398 shares; 2025Q4: 9,413 shares 9,413 $1.09M 0.16% +15 Timeline MYRG MYR GROUP INC More: the full row for MYR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,124 shares; 2025Q4: 4,996 shares 4,996 $1.09M 0.16% +1,872 Timeline REX REX AMERICAN RES CORP More: the full row for REX AMERICAN RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 22,300 shares; 2025Q4: 33,263 shares 33,263 $1.08M 0.16% +10,963 Timeline VTV 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: 7,036 shares; 2024Q4: 5,861 shares; 2025Q1: 7,101 shares; 2025Q2: 4,860 shares; 2025Q3: 5,486 shares; 2025Q4: 5,625 shares 5,625 $1.07M 0.16% +139 Timeline CRMD CORMEDIX INC More: the full row for CORMEDIX 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: 92,004 shares 92,004 $1.07M 0.16% new Timeline OPY OPPENHEIMER HLDGS INC More: the full row for OPPENHEIMER HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,924 shares; 2025Q4: 14,539 shares 14,539 $1.05M 0.16% +5,615 Timeline ODC OIL DRI CORP AMER More: the full row for OIL DRI CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,440 shares; 2025Q4: 21,404 shares 21,404 $1.05M 0.16% +8,964 Timeline SWIM LATHAM GROUP INC More: the full row for LATHAM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 228,696 shares; 2025Q4: 163,366 shares 163,366 $1.04M 0.16% -65,330 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,130 shares; 2024Q4: 11,620 shares; 2025Q1: 15,057 shares; 2025Q2: 15,800 shares; 2025Q3: 19,629 shares; 2025Q4: 20,414 shares 20,414 $1.03M 0.16% +785 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,957 shares; 2024Q4: 3,957 shares; 2025Q1: 3,987 shares; 2025Q2: 4,032 shares; 2025Q3: 4,047 shares; 2025Q4: 3,727 shares 3,727 $1.03M 0.16% -320 Timeline NBBK NB BANCORP INC More: the full row for NB BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 33,970 shares; 2025Q4: 51,906 shares 51,906 $1.03M 0.15% +17,936 Timeline NWPX NWPX INFRASTRUCTURE INC More: the full row for NWPX INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,718 shares; 2025Q4: 16,386 shares 16,386 $1.02M 0.15% +5,668 Timeline GENI GENIUS SPORTS LIMITED More: the full row for GENIUS SPORTS LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 60,325 shares; 2025Q4: 92,917 shares 92,917 $1.02M 0.15% +32,592 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,166 shares; 2024Q4: 10,167 shares; 2025Q1: 10,166 shares; 2025Q2: 10,166 shares; 2025Q3: 10,166 shares; 2025Q4: 10,166 shares 10,166 $1.02M 0.15% 0 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,314 shares; 2024Q4: 9,410 shares; 2025Q1: 9,527 shares; 2025Q2: 9,616 shares; 2025Q3: 9,600 shares; 2025Q4: 9,579 shares 9,579 $1.01M 0.15% -21 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,160 shares; 2024Q4: 27,099 shares; 2025Q1: 22,170 shares; 2025Q2: 20,535 shares; 2025Q3: 20,829 shares; 2025Q4: 20,219 shares 20,219 $1M 0.15% -610 Timeline SONO SONOS INC More: the full row for SONOS 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: 58,397 shares; 2025Q4: 56,716 shares 56,716 $996K 0.15% -1,681 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,020 shares; 2024Q4: 2,020 shares; 2025Q1: 2,023 shares; 2025Q2: 2,020 shares; 2025Q3: 2,020 shares; 2025Q4: 2,023 shares 2,023 $992K 0.15% +3 Timeline OMCL OMNICELL COM More: the full row for OMNICELL COM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,749 shares; 2025Q4: 21,088 shares 21,088 $955K 0.14% +7,339 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,511 shares; 2024Q4: 4,314 shares; 2025Q1: 4,313 shares; 2025Q2: 4,312 shares; 2025Q3: 4,312 shares; 2025Q4: 4,310 shares 4,310 $945K 0.14% -2 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,356 shares; 2024Q4: 11,902 shares; 2025Q1: 11,619 shares; 2025Q2: 10,341 shares; 2025Q3: 10,307 shares; 2025Q4: 10,261 shares 10,261 $938K 0.14% -46 Timeline HCI HCI GROUP INC More: the full row for HCI GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,080 shares; 2025Q4: 4,849 shares 4,849 $930K 0.14% +1,769 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,317 shares; 2024Q4: 1,408 shares; 2025Q1: 1,421 shares; 2025Q2: 1,264 shares; 2025Q3: 1,357 shares; 2025Q4: 9,880 shares 9,880 $926K 0.14% +8,523 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,039 shares; 2024Q4: 13,041 shares; 2025Q1: 13,042 shares; 2025Q2: 12,672 shares; 2025Q3: 12,674 shares; 2025Q4: 12,558 shares 12,558 $897K 0.13% -116 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: 7,650 shares; 2024Q4: 7,176 shares; 2025Q1: 7,056 shares; 2025Q2: 7,051 shares; 2025Q3: 7,051 shares; 2025Q4: 7,056 shares 7,056 $888K 0.13% +5 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,845 shares; 2024Q4: 2,853 shares; 2025Q1: 2,878 shares; 2025Q2: 2,854 shares; 2025Q3: 2,854 shares; 2025Q4: 2,879 shares 2,879 $887K 0.13% +25 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,680 shares; 2024Q4: 1,685 shares; 2025Q1: 2,414 shares; 2025Q2: 2,232 shares; 2025Q3: 2,382 shares; 2025Q4: 2,388 shares 2,388 $884K 0.13% +6 Timeline TRNS TRANSCAT INC More: the full row for TRANSCAT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,601 shares; 2025Q4: 15,515 shares 15,515 $880K 0.13% +7,914 Timeline SXI STANDEX INTL CORP More: the full row for STANDEX INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,986 shares; 2025Q4: 4,017 shares 4,017 $873K 0.13% +1,031 Timeline BLBD BLUE BIRD CORP More: the full row for BLUE BIRD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,838 shares; 2025Q4: 18,470 shares 18,470 $868K 0.13% +7,632 Timeline LMAT LEMAITRE VASCULAR INC More: the full row for LEMAITRE VASCULAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,933 shares; 2025Q4: 10,592 shares 10,592 $859K 0.13% +3,659 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: 10,213 shares; 2024Q4: 11,323 shares; 2025Q1: 10,261 shares; 2025Q2: 10,237 shares; 2025Q3: 10,245 shares; 2025Q4: 10,232 shares 10,232 $857K 0.13% -13 Timeline HROW HARROW INC More: the full row for HARROW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,385 shares; 2025Q4: 17,412 shares 17,412 $853K 0.13% +7,027 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,970 shares; 2025Q4: 13,616 shares 13,616 $853K 0.13% +4,646 Timeline SCHD 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: 6,537 shares; 2024Q4: 40,659 shares; 2025Q1: 31,483 shares; 2025Q2: 31,117 shares; 2025Q3: 31,278 shares; 2025Q4: 30,906 shares 30,906 $848K 0.13% -372 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,766 shares; 2024Q4: 6,766 shares; 2025Q1: 6,452 shares; 2025Q2: 6,493 shares; 2025Q3: 6,429 shares; 2025Q4: 6,149 shares 6,149 $842K 0.13% -280 Timeline PSMT PRICESMART INC More: the full row for PRICESMART 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: 4,510 shares; 2025Q4: 6,848 shares 6,848 $840K 0.13% +2,338 Timeline WH WYNDHAM HOTELS & RESORTS INC More: the full row for WYNDHAM HOTELS & RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,574 shares; 2024Q4: 11,049 shares; 2025Q1: 11,002 shares; 2025Q2: 11,002 shares; 2025Q3: 11,002 shares; 2025Q4: 10,805 shares 10,805 $816K 0.12% -197 Timeline MD PEDIATRIX MEDICAL GROUP INC More: the full row for PEDIATRIX MEDICAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,108 shares; 2025Q4: 37,891 shares 37,891 $810K 0.12% +22,783 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,720 shares; 2024Q4: 18,768 shares; 2025Q1: 19,032 shares; 2025Q2: 19,071 shares; 2025Q3: 19,058 shares; 2025Q4: 18,849 shares 18,849 $808K 0.12% -209 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,612 shares; 2024Q4: 14,344 shares; 2025Q1: 15,746 shares; 2025Q2: 16,488 shares; 2025Q3: 29,468 shares; 2025Q4: 31,760 shares 31,760 $791K 0.12% +2,292 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,779 shares; 2024Q4: 10,957 shares; 2025Q1: 11,020 shares; 2025Q2: 10,973 shares; 2025Q3: 11,015 shares; 2025Q4: 11,223 shares 11,223 $785K 0.12% +208 Timeline TCMD TACTILE SYS TECHNOLOGY INC More: the full row for TACTILE SYS TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,610 shares; 2025Q4: 27,042 shares 27,042 $784K 0.12% +10,432 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,791 shares; 2024Q4: 15,750 shares; 2025Q1: 13,803 shares; 2025Q2: 12,458 shares; 2025Q3: 12,421 shares; 2025Q4: 12,433 shares 12,433 $777K 0.12% +12 Timeline BITF BITFARMS LTD More: the full row for BITFARMS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 327,671 shares 327,671 $770K 0.12% new Timeline MYE MYERS INDS INC More: the full row for MYERS 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: 24,455 shares; 2025Q4: 40,917 shares 40,917 $766K 0.12% +16,462 Timeline XERS XERIS BIOPHARMA HOLDINGS INC More: the full row for XERIS BIOPHARMA HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 63,772 shares; 2025Q4: 96,816 shares 96,816 $760K 0.11% +33,044 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: 7,598 shares; 2024Q4: 6,298 shares; 2025Q1: 7,598 shares; 2025Q2: 6,693 shares; 2025Q3: 6,693 shares; 2025Q4: 8,857 shares 8,857 $760K 0.11% +2,164 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,252 shares; 2024Q4: 1,255 shares; 2025Q1: 1,270 shares; 2025Q2: 1,648 shares; 2025Q3: 1,623 shares; 2025Q4: 1,628 shares 1,628 $758K 0.11% +5 Timeline CPRX CATALYST PHARMACEUTICALS INC More: the full row for CATALYST PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 25,110 shares; 2025Q4: 32,357 shares 32,357 $755K 0.11% +7,247 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,549 shares; 2024Q4: 2,552 shares; 2025Q1: 2,565 shares; 2025Q2: 2,549 shares; 2025Q3: 2,423 shares; 2025Q4: 2,430 shares 2,430 $754K 0.11% +7 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,533 shares; 2024Q4: 8,543 shares; 2025Q1: 10,107 shares; 2025Q2: 10,115 shares; 2025Q3: 10,643 shares; 2025Q4: 10,798 shares 10,798 $750K 0.11% +155 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,737 shares; 2024Q4: 6,403 shares; 2025Q1: 5,930 shares; 2025Q2: 5,570 shares; 2025Q3: 6,131 shares; 2025Q4: 1,635 shares 1,635 $735K 0.11% -4,496 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,537 shares; 2024Q4: 13,537 shares; 2025Q1: 13,522 shares; 2025Q2: 13,417 shares; 2025Q3: 13,417 shares; 2025Q4: 13,417 shares 13,417 $734K 0.11% 0 Timeline CRAI CRA INTL INC More: the full row for CRA INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,370 shares; 2025Q4: 3,587 shares 3,587 $720K 0.11% +1,217 Timeline IVOG 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: 7,250 shares; 2024Q4: 6,476 shares; 2025Q1: 6,476 shares; 2025Q2: 6,476 shares; 2025Q3: 6,432 shares; 2025Q4: 5,901 shares 5,901 $709K 0.11% -531 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,603 shares; 2024Q4: 5,781 shares; 2025Q1: 6,151 shares; 2025Q2: 5,958 shares; 2025Q3: 5,031 shares; 2025Q4: 4,923 shares 4,923 $706K 0.11% -108 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,458 shares; 2025Q4: 13,482 shares 13,482 $700K 0.11% +24 Timeline CLMB CLIMB GLOBAL SOLUTIONS INC More: the full row for CLIMB GLOBAL SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,060 shares; 2025Q4: 6,753 shares 6,753 $694K 0.1% +2,693 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: 1,362 shares; 2024Q4: 1,362 shares; 2025Q1: 1,362 shares; 2025Q2: 1,241 shares; 2025Q3: 1,153 shares; 2025Q4: 1,144 shares 1,144 $690K 0.1% -9 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,500 shares; 2025Q4: 3,200 shares 3,200 $687K 0.1% +700 Timeline BKSY BLACKSKY TECHNOLOGY INC More: the full row for BLACKSKY TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 36,314 shares 36,314 $681K 0.1% new Timeline EXTR EXTREME NETWORKS INC More: the full row for EXTREME NETWORKS 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: 20,920 shares; 2025Q4: 40,803 shares 40,803 $679K 0.1% +19,883 Timeline KRNT KORNIT DIGITAL LTD More: the full row for KORNIT DIGITAL 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: 28,087 shares; 2025Q4: 47,071 shares 47,071 $677K 0.1% +18,984 Timeline IWM 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: 2,875 shares; 2024Q4: 2,516 shares; 2025Q1: 3,083 shares; 2025Q2: 3,002 shares; 2025Q3: 2,847 shares; 2025Q4: 2,734 shares 2,734 $673K 0.1% -113 Timeline VPG VISHAY PRECISION GROUP INC More: the full row for VISHAY PRECISION GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,810 shares; 2025Q4: 17,131 shares 17,131 $660K 0.1% +6,321 Timeline VSGX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,440 shares; 2024Q4: 9,282 shares; 2025Q1: 9,405 shares; 2025Q2: 9,405 shares; 2025Q3: 9,161 shares; 2025Q4: 9,161 shares 9,161 $656K 0.1% 0 Timeline CECO CECO ENVIRONMENTAL CORP More: the full row for CECO ENVIRONMENTAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,950 shares 10,950 $655K 0.1% new Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 957 shares; 2024Q4: 1,484 shares; 2025Q1: 1,531 shares; 2025Q2: 2,009 shares; 2025Q3: 2,191 shares; 2025Q4: 1,883 shares 1,883 $648K 0.1% -308 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,216 shares; 2025Q1: 1,229 shares; 2025Q2: 2,085 shares; 2025Q3: 2,083 shares; 2025Q4: 2,093 shares 2,093 $640K 0.1% +10 Timeline ANIP ANI PHARMACEUTICALS INC More: the full row for ANI PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,930 shares; 2025Q4: 8,076 shares 8,076 $638K 0.1% +3,146 Timeline CCLD CARECLOUD INC More: the full row for CARECLOUD 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: 70,677 shares; 2025Q4: 216,388 shares 216,388 $632K 0.1% +145,711 Timeline ESML 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: 14,710 shares; 2024Q4: 14,621 shares; 2025Q1: 14,055 shares; 2025Q2: 14,055 shares; 2025Q3: 13,733 shares; 2025Q4: 13,618 shares 13,618 $626K 0.09% -115 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,027 shares; 2025Q1: not reported; 2025Q2: 1,654 shares; 2025Q3: 1,755 shares; 2025Q4: 1,809 shares 1,809 $626K 0.09% +54 Timeline PBYI PUMA BIOTECHNOLOGY INC More: the full row for PUMA BIOTECHNOLOGY 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: 65,396 shares; 2025Q4: 105,042 shares 105,042 $625K 0.09% +39,646 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,880 shares; 2024Q4: 3,880 shares; 2025Q1: 3,880 shares; 2025Q2: 3,880 shares; 2025Q3: 3,880 shares; 2025Q4: 3,880 shares 3,880 $625K 0.09% 0 Timeline GETY GETTY IMAGES HOLDINGS INC More: the full row for GETTY IMAGES HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 463,805 shares 463,805 $621K 0.09% new Timeline VB 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: 4,101 shares; 2024Q4: 4,876 shares; 2025Q1: 4,619 shares; 2025Q2: 2,407 shares; 2025Q3: 2,407 shares; 2025Q4: 2,397 shares 2,397 $618K 0.09% -10 Timeline TNL TRAVEL PLUS LEISURE CO More: the full row for TRAVEL PLUS LEISURE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,254 shares; 2024Q4: 8,729 shares; 2025Q1: 8,729 shares; 2025Q2: 8,729 shares; 2025Q3: 8,729 shares; 2025Q4: 8,729 shares 8,729 $616K 0.09% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,254 shares; 2025Q4: 8,254 shares 8,254 $613K 0.09% 0 Timeline DGII DIGI INTL INC More: the full row for DIGI INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,880 shares; 2025Q4: 14,117 shares 14,117 $611K 0.09% +5,237 Timeline AORT ARTIVION INC More: the full row for ARTIVION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,560 shares; 2025Q4: 13,223 shares 13,223 $603K 0.09% +4,663 Timeline AEIS ADVANCED ENERGY INDS More: the full row for ADVANCED ENERGY INDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,264 shares; 2025Q4: 2,844 shares 2,844 $595K 0.09% -420 Timeline CPSH CPS TECHNOLOGIES CORP More: the full row for CPS TECHNOLOGIES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 45,916 shares; 2025Q4: 191,325 shares 191,325 $591K 0.09% +145,409 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,342 shares; 2024Q4: 39,875 shares; 2025Q1: 39,724 shares; 2025Q2: 39,654 shares; 2025Q3: 31,054 shares; 2025Q4: 19,543 shares 19,543 $584K 0.09% -11,511 Timeline THRM GENTHERM INC More: the full row for GENTHERM 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: 15,890 shares; 2025Q4: 15,814 shares 15,814 $575K 0.09% -76 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 974 shares; 2024Q4: 1,957 shares; 2025Q1: 2,872 shares; 2025Q2: 3,033 shares; 2025Q3: 3,116 shares; 2025Q4: 3,103 shares 3,103 $572K 0.09% -13 Timeline PRLB PROTO LABS INC More: the full row for PROTO LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,610 shares; 2025Q4: 11,219 shares 11,219 $568K 0.09% +4,609 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,157 shares; 2024Q4: 3,421 shares; 2025Q1: 4,760 shares; 2025Q2: 4,828 shares; 2025Q3: 4,987 shares; 2025Q4: 4,983 shares 4,983 $567K 0.09% -4 Timeline PRCH PORCH GROUP INC More: the full row for PORCH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 35,789 shares; 2025Q4: 60,603 shares 60,603 $553K 0.08% +24,814 Timeline AMPH AMPHASTAR PHARMACEUTICALS IN More: the full row for AMPHASTAR PHARMACEUTICALS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,580 shares; 2025Q4: 20,477 shares 20,477 $548K 0.08% +11,897 Timeline CERS CERUS CORP More: the full row for CERUS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 264,725 shares 264,725 $545K 0.08% new Timeline SNBRQ SLEEP NUMBER CORP More: the full row for SLEEP NUMBER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 40,149 shares; 2025Q4: 64,187 shares 64,187 $543K 0.08% +24,038 Timeline ARLO ARLO TECHNOLOGIES INC More: the full row for ARLO TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 25,005 shares; 2025Q4: 38,355 shares 38,355 $537K 0.08% +13,350 Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,794 shares; 2024Q4: 26,592 shares; 2025Q1: 21,556 shares; 2025Q2: 17,543 shares; 2025Q3: 17,543 shares; 2025Q4: 17,543 shares 17,543 $518K 0.08% 0 Timeline VMD VIEMED HEALTHCARE INC More: the full row for VIEMED HEALTHCARE 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: 39,590 shares; 2025Q4: 69,292 shares 69,292 $515K 0.08% +29,702 Timeline SCHX 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: not reported; 2024Q4: 52,712 shares; 2025Q1: 18,371 shares; 2025Q2: 18,371 shares; 2025Q3: 18,572 shares; 2025Q4: 18,572 shares 18,572 $500K 0.08% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,636 shares; 2025Q4: 5,498 shares 5,498 $498K 0.07% -2,138 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,339 shares; 2025Q1: 6,462 shares; 2025Q2: 5,508 shares; 2025Q3: 12,063 shares; 2025Q4: 12,212 shares 12,212 $497K 0.07% +149 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,105 shares; 2025Q4: 1,105 shares 1,105 $496K 0.07% 0 Timeline INVX INNOVEX INTERNATIONAL INC More: the full row for INNOVEX INTERNATIONAL 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: 14,710 shares; 2025Q4: 22,637 shares 22,637 $495K 0.07% +7,927 Timeline COLL COLLEGIUM PHARMACEUTICAL INC More: the full row for COLLEGIUM PHARMACEUTICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,682 shares; 2025Q4: 10,690 shares 10,690 $495K 0.07% +4,008 Timeline BXC BLUELINX HLDGS INC More: the full row for BLUELINX HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,810 shares; 2025Q4: 8,056 shares 8,056 $495K 0.07% +3,246 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: 2,405 shares; 2024Q4: 2,405 shares; 2025Q1: 2,334 shares; 2025Q2: 2,334 shares; 2025Q3: 2,334 shares; 2025Q4: 2,334 shares 2,334 $494K 0.07% 0 Timeline ALKS ALKERMES PLC More: the full row for ALKERMES 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: 16,590 shares; 2025Q4: 17,656 shares 17,656 $494K 0.07% +1,066 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,357 shares; 2025Q2: 2,870 shares; 2025Q3: 2,837 shares; 2025Q4: 2,777 shares 2,777 $494K 0.07% -60 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,849 shares; 2024Q4: 4,849 shares; 2025Q1: 4,742 shares; 2025Q2: 7,360 shares; 2025Q3: 7,634 shares; 2025Q4: 7,634 shares 7,634 $491K 0.07% 0 Timeline CWAN CLEARWATER ANALYTICS HLDGS I More: the full row for CLEARWATER ANALYTICS HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,262 shares 20,262 $489K 0.07% new Timeline ATEN A10 NETWORKS INC More: the full row for A10 NETWORKS 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: 17,720 shares; 2025Q4: 27,353 shares 27,353 $484K 0.07% +9,633 Timeline EYE NATIONAL VISION HLDGS INC More: the full row for NATIONAL VISION HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,717 shares 18,717 $483K 0.07% new Timeline DES 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: 17,376 shares; 2024Q4: 17,376 shares; 2025Q1: 17,376 shares; 2025Q2: 14,836 shares; 2025Q3: 14,531 shares; 2025Q4: 14,374 shares 14,374 $481K 0.07% -157 Timeline APPS DIGITAL TURBINE INC More: the full row for DIGITAL TURBINE 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: 93,689 shares 93,689 $468K 0.07% new Timeline REAL THE REALREAL INC More: the full row for THE REALREAL 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: 29,616 shares 29,616 $467K 0.07% new Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 74 shares; 2025Q3: 88 shares; 2025Q4: 87 shares 87 $466K 0.07% -1 Timeline IBDT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,302 shares 18,302 $466K 0.07% new Timeline CODA CODA OCTOPUS GROUP INC More: the full row for CODA OCTOPUS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 50,037 shares 50,037 $465K 0.07% new Timeline ENPH ENPHASE ENERGY INC More: the full row for ENPHASE 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: 6,417 shares; 2025Q4: 14,328 shares 14,328 $459K 0.07% +7,911 Timeline IGA VOYA GLBL ADV & PREM OPP FD More: the full row for VOYA GLBL ADV & PREM OPP FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,970 shares; 2024Q4: 41,340 shares; 2025Q1: 48,168 shares; 2025Q2: 47,168 shares; 2025Q3: 47,168 shares; 2025Q4: 47,168 shares 47,168 $458K 0.07% 0 Timeline ACA ARCOSA INC More: the full row for ARCOSA 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: 4,306 shares; 2025Q4: 4,306 shares 4,306 $458K 0.07% 0 Timeline DVAX DYNAVAX TECHNOLOGIES CORP More: the full row for DYNAVAX TECHNOLOGIES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,360 shares; 2025Q4: 29,408 shares 29,408 $452K 0.07% +11,048 Timeline FNDF 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: not reported; 2024Q4: 17,004 shares; 2025Q1: 9,904 shares; 2025Q2: 9,904 shares; 2025Q3: 9,979 shares; 2025Q4: 9,979 shares 9,979 $451K 0.07% 0 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,000 shares; 2024Q4: 4,033 shares; 2025Q1: 4,052 shares; 2025Q2: 4,047 shares; 2025Q3: 4,003 shares; 2025Q4: 4,008 shares 4,008 $448K 0.07% +5 Timeline WTTR SELECT WATER SOLUTIONS INC More: the full row for SELECT WATER SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 26,890 shares; 2025Q4: 42,585 shares 42,585 $448K 0.07% +15,695 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: 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 $448K 0.07% 0 Timeline MGRC MCGRATH RENTCORP More: the full row for MCGRATH RENTCORP Quarterly shares; oldest 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: 3,514 shares; 2025Q4: 4,160 shares 4,160 $437K 0.07% +646 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,673 shares; 2024Q4: 1,673 shares; 2025Q1: 1,701 shares; 2025Q2: 1,566 shares; 2025Q3: 1,516 shares; 2025Q4: 1,516 shares 1,516 $436K 0.07% 0 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: 2,842 shares; 2024Q4: 2,842 shares; 2025Q1: 2,843 shares; 2025Q2: 2,842 shares; 2025Q3: 2,842 shares; 2025Q4: 2,843 shares 2,843 $430K 0.06% +1 Timeline THO THOR INDS INC More: the full row for THOR INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,157 shares; 2025Q4: 4,157 shares 4,157 $427K 0.06% 0 Timeline BLZE BACKBLAZE INC More: the full row for BACKBLAZE 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: 39,061 shares; 2025Q4: 91,406 shares 91,406 $426K 0.06% +52,345 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: 5,099 shares; 2024Q4: 4,673 shares; 2025Q1: 4,673 shares; 2025Q2: 4,673 shares; 2025Q3: 4,673 shares; 2025Q4: 4,673 shares 4,673 $418K 0.06% 0 Timeline MEM MATTHEWS ASIA FDS More: the full row for MATTHEWS ASIA FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,994 shares; 2024Q4: 16,994 shares; 2025Q1: 16,994 shares; 2025Q2: 11,634 shares; 2025Q3: 11,634 shares; 2025Q4: 11,634 shares 11,634 $417K 0.06% 0 Timeline UTI UNIVERSAL TECHNICAL INST INC More: the full row for UNIVERSAL TECHNICAL INST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,273 shares; 2025Q4: 15,489 shares 15,489 $405K 0.06% +5,216 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,122 shares; 2024Q4: 1,398 shares; 2025Q1: 815 shares; 2025Q2: 798 shares; 2025Q3: not reported; 2025Q4: 1,517 shares 1,517 $402K 0.06% new Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER 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: 7,200 shares; 2025Q3: 7,200 shares; 2025Q4: 7,301 shares 7,301 $402K 0.06% +101 Timeline AAON AAON INC More: the full row for AAON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,258 shares; 2025Q4: 5,258 shares 5,258 $401K 0.06% 0 Timeline PRVA PRIVIA HEALTH GROUP INC More: the full row for PRIVIA HEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,747 shares; 2025Q4: 16,747 shares 16,747 $397K 0.06% 0 Timeline FLYW FLYWIRE CORPORATION More: the full row for FLYWIRE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,929 shares; 2025Q4: 28,003 shares 28,003 $397K 0.06% +11,074 Timeline BUFQ FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,000 shares 11,000 $394K 0.06% new Timeline IWF 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: 921 shares; 2024Q4: 921 shares; 2025Q1: 921 shares; 2025Q2: 860 shares; 2025Q3: 854 shares; 2025Q4: 832 shares 832 $394K 0.06% -22 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: 3,552 shares; 2024Q4: 3,237 shares; 2025Q1: 3,428 shares; 2025Q2: 2,758 shares; 2025Q3: 2,808 shares; 2025Q4: 2,808 shares 2,808 $391K 0.06% 0 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER 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: 6,053 shares 6,053 $390K 0.06% new Timeline AIOT POWERFLEET INC More: the full row for POWERFLEET 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: 43,952 shares; 2025Q4: 72,518 shares 72,518 $386K 0.06% +28,566 Timeline CDRE CADRE HLDGS INC More: the full row for CADRE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,369 shares 9,369 $383K 0.06% new Timeline GSIE GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,591 shares; 2024Q4: 10,562 shares; 2025Q1: 9,627 shares; 2025Q2: 8,988 shares; 2025Q3: 8,938 shares; 2025Q4: 8,888 shares 8,888 $382K 0.06% -50 Timeline TDUP THREDUP INC More: the full row for THREDUP 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: 59,430 shares 59,430 $380K 0.06% new Timeline ESPR ESPERION THERAPEUTICS INC NE More: the full row for ESPERION THERAPEUTICS INC NE Quarterly shares; oldest 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: 101,553 shares 101,553 $376K 0.06% new Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,749 shares; 2025Q4: 4,421 shares 4,421 $376K 0.06% +672 Timeline CHCT COMMUNITY HEALTHCARE TR INC More: the full row for COMMUNITY HEALTHCARE TR 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: 22,837 shares 22,837 $375K 0.06% new Timeline EMNT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,352 shares; 2024Q4: 4,352 shares; 2025Q1: 4,352 shares; 2025Q2: 3,814 shares; 2025Q3: 3,803 shares; 2025Q4: 3,803 shares 3,803 $375K 0.06% 0 Timeline RIGL RIGEL PHARMACEUTICALS INC More: the full row for RIGEL PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,745 shares 8,745 $375K 0.06% new Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,590 shares; 2024Q4: 1,592 shares; 2025Q1: 1,614 shares; 2025Q2: 1,592 shares; 2025Q3: 1,624 shares; 2025Q4: 1,617 shares 1,617 $374K 0.06% -7 Timeline JOUT JOHNSON OUTDOORS INC More: the full row for JOHNSON OUTDOORS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,212 shares; 2025Q4: 8,666 shares 8,666 $368K 0.06% +3,454 Timeline HLI HOULIHAN LOKEY INC More: the full row for HOULIHAN LOKEY 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: 2,073 shares; 2025Q4: 2,073 shares 2,073 $361K 0.05% 0 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 360 shares; 2024Q4: 360 shares; 2025Q1: 364 shares; 2025Q2: 760 shares; 2025Q3: 460 shares; 2025Q4: 465 shares 465 $359K 0.05% +5 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD 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: 661 shares; 2025Q3: 646 shares; 2025Q4: 897 shares 897 $355K 0.05% +251 Timeline GRDN GUARDIAN PHARMACY SVCS INC More: the full row for GUARDIAN PHARMACY SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,795 shares 11,795 $355K 0.05% new Timeline HALO HALOZYME THERAPEUTICS INC More: the full row for HALOZYME THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,809 shares; 2025Q4: 5,259 shares 5,259 $354K 0.05% -1,550 Timeline IBP INSTALLED BLDG PRODS INC More: the full row for INSTALLED BLDG PRODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,346 shares; 2025Q4: 1,346 shares 1,346 $349K 0.05% 0 Timeline GPOR GULFPORT ENERGY CORP More: the full row for GULFPORT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,656 shares 1,656 $344K 0.05% new Timeline SCHG 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: not reported; 2024Q4: 7,617 shares; 2025Q1: not reported; 2025Q2: 9,276 shares; 2025Q3: 10,241 shares; 2025Q4: 10,463 shares 10,463 $341K 0.05% +222 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: not reported; 2024Q4: 27,745 shares; 2025Q1: 11,712 shares; 2025Q2: 11,736 shares; 2025Q3: 11,849 shares; 2025Q4: 11,881 shares 11,881 $338K 0.05% +32 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,907 shares; 2024Q4: 6,907 shares; 2025Q1: 6,436 shares; 2025Q2: 6,432 shares; 2025Q3: 6,432 shares; 2025Q4: 6,432 shares 6,432 $323K 0.05% 0 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 1,418 shares; 2025Q1: not reported; 2025Q2: 901 shares; 2025Q3: 901 shares; 2025Q4: 906 shares 906 $320K 0.05% +5 Timeline PLXS PLEXUS CORP More: the full row for PLEXUS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,163 shares; 2025Q4: 2,163 shares 2,163 $318K 0.05% 0 Timeline USPH U S PHYSICAL THERAPY More: the full row for U S PHYSICAL THERAPY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,510 shares; 2025Q4: 3,987 shares 3,987 $311K 0.05% +1,477 Timeline NEU NEWMARKET CORP More: the full row for NEWMARKET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 612 shares; 2025Q4: 452 shares 452 $311K 0.05% -160 Timeline MIAX MIAMI INTL HLDGS INC More: the full row for MIAMI INTL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,988 shares 6,988 $310K 0.05% new Timeline OSIS OSI SYSTEMS INC More: the full row for OSI SYSTEMS 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: 859 shares; 2025Q4: 1,213 shares 1,213 $309K 0.05% +354 Timeline BELFB BEL FUSE INC More: the full row for BEL FUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,819 shares 1,819 $309K 0.05% new Timeline AMSC AMERICAN SUPERCONDUCTOR CORP More: the full row for AMERICAN SUPERCONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,709 shares 10,709 $308K 0.05% new Timeline WGS GENEDX HOLDINGS CORP More: the full row for GENEDX HOLDINGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,343 shares 2,343 $305K 0.05% new Timeline DAKT DAKTRONICS INC More: the full row for DAKTRONICS 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: 17,610 shares; 2025Q4: 15,380 shares 15,380 $304K 0.05% -2,230 Timeline BDTX BLACK DIAMOND THERAPEUTICS I More: the full row for BLACK DIAMOND THERAPEUTICS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 124,564 shares 124,564 $303K 0.05% new Timeline HL HECLA MINING COMPANY More: the full row for HECLA MINING 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: not reported; 2025Q2: not reported; 2025Q3: 12,369 shares; 2025Q4: 15,715 shares 15,715 $302K 0.05% +3,346 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,355 shares; 2024Q4: 2,355 shares; 2025Q1: 2,355 shares; 2025Q2: 2,445 shares; 2025Q3: 2,445 shares; 2025Q4: 2,445 shares 2,445 $296K 0.04% 0 Timeline SPXC SPX TECHNOLOGIES INC More: the full row for SPX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,475 shares; 2025Q4: 1,475 shares 1,475 $295K 0.04% 0 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 432 shares; 2024Q4: 523 shares; 2025Q1: 348 shares; 2025Q2: 337 shares; 2025Q3: 379 shares; 2025Q4: 338 shares 338 $291K 0.04% -41 Timeline KNSA KINIKSA PHARMACEUTICALS INTL More: the full row for KINIKSA PHARMACEUTICALS INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,156 shares; 2025Q4: 7,055 shares 7,055 $291K 0.04% +1,899 Timeline KGS KODIAK GAS SVCS INC More: the full row for KODIAK GAS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,776 shares; 2025Q4: 7,776 shares 7,776 $291K 0.04% 0 Timeline WYFI WHITEFIBER INC More: the full row for WHITEFIBER 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: 18,405 shares 18,405 $291K 0.04% new Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,203 shares; 2025Q1: not reported; 2025Q2: 2,202 shares; 2025Q3: 2,202 shares; 2025Q4: 2,217 shares 2,217 $286K 0.04% +15 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: 2,630 shares; 2024Q4: 2,630 shares; 2025Q1: 2,665 shares; 2025Q2: 2,665 shares; 2025Q3: 2,665 shares; 2025Q4: 2,665 shares 2,665 $285K 0.04% 0 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL 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: 523 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 499 shares 499 $283K 0.04% new Timeline VUG 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: 697 shares; 2024Q4: 814 shares; 2025Q1: 836 shares; 2025Q2: 589 shares; 2025Q3: 585 shares; 2025Q4: 578 shares 578 $282K 0.04% -7 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: 1,792 shares; 2024Q4: 1,792 shares; 2025Q1: 1,792 shares; 2025Q2: 1,792 shares; 2025Q3: 1,792 shares; 2025Q4: 1,792 shares 1,792 $281K 0.04% 0 Timeline SMDV 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: 4,276 shares; 2024Q4: 4,276 shares; 2025Q1: 4,276 shares; 2025Q2: 4,275 shares; 2025Q3: 4,275 shares; 2025Q4: 4,244 shares 4,244 $280K 0.04% -31 Timeline PLX PROTALIX BIOTHERAPEUTICS INC More: the full row for PROTALIX BIOTHERAPEUTICS 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: 155,102 shares 155,102 $279K 0.04% new Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,140 shares; 2025Q3: 2,325 shares; 2025Q4: 2,279 shares 2,279 $278K 0.04% -46 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,648 shares; 2024Q4: 2,648 shares; 2025Q1: 2,648 shares; 2025Q2: 2,929 shares; 2025Q3: 2,917 shares; 2025Q4: 2,917 shares 2,917 $277K 0.04% 0 Timeline PSC PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,739 shares 4,739 $274K 0.04% new Timeline OII OCEANEERING INTL INC More: the full row for OCEANEERING INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,374 shares; 2025Q4: 11,374 shares 11,374 $273K 0.04% 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: 1,771 shares; 2024Q4: not reported; 2025Q1: 2,228 shares; 2025Q2: 2,227 shares; 2025Q3: 2,227 shares; 2025Q4: 2,227 shares 2,227 $271K 0.04% 0 Timeline BAM BROOKFIELD ASSET MANAGMT LTD More: the full row for BROOKFIELD ASSET MANAGMT LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,153 shares; 2024Q4: 5,153 shares; 2025Q1: 5,153 shares; 2025Q2: 5,153 shares; 2025Q3: 5,153 shares; 2025Q4: 5,153 shares 5,153 $270K 0.04% 0 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,475 shares; 2024Q4: 2,007 shares; 2025Q1: 1,183 shares; 2025Q2: 1,167 shares; 2025Q3: 1,222 shares; 2025Q4: 1,236 shares 1,236 $268K 0.04% +14 Timeline AKBA AKEBIA THREAPEUTICS INC More: the full row for AKEBIA THREAPEUTICS 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: 143,248 shares; 2025Q4: 166,089 shares 166,089 $267K 0.04% +22,841 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: 2,253 shares; 2024Q4: 2,253 shares; 2025Q1: 2,253 shares; 2025Q2: 1,498 shares; 2025Q3: 1,493 shares; 2025Q4: 1,493 shares 1,493 $265K 0.04% 0 Timeline NATL NCR ATLEOS CORPORATION More: the full row for NCR ATLEOS CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,928 shares 6,928 $264K 0.04% new 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: 720 shares; 2024Q4: 720 shares; 2025Q1: 720 shares; 2025Q2: 720 shares; 2025Q3: 670 shares; 2025Q4: 670 shares 670 $264K 0.04% 0 Timeline UEC URANIUM ENERGY CORP More: the full row for URANIUM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 22,289 shares 22,289 $260K 0.04% new Timeline CALF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,819 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,933 shares; 2025Q4: 5,740 shares 5,740 $255K 0.04% -193 Timeline CARS CARS COM INC More: the full row for CARS COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,170 shares; 2025Q4: 20,711 shares 20,711 $253K 0.04% +9,541 Timeline XLF 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: 5,362 shares; 2024Q4: 5,554 shares; 2025Q1: 5,510 shares; 2025Q2: 4,856 shares; 2025Q3: 5,046 shares; 2025Q4: 4,606 shares 4,606 $252K 0.04% -440 Timeline LASR NLIGHT INC More: the full row for NLIGHT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,694 shares 6,694 $251K 0.04% new Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest 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: 819 shares; 2025Q4: 819 shares 819 $249K 0.04% 0 Timeline CFR CULLEN FROST BANKERS INC More: the full row for CULLEN FROST BANKERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,964 shares; 2025Q4: 1,964 shares 1,964 $249K 0.04% 0 Timeline SGU STAR GROUP LP More: the full row for STAR GROUP LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,000 shares; 2025Q4: 20,961 shares 20,961 $248K 0.04% +6,961 Timeline SHOO MADDEN STEVEN LTD More: the full row for MADDEN STEVEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,892 shares 5,892 $245K 0.04% new Timeline SILJ AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,865 shares 8,865 $245K 0.04% new Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,622 shares; 2024Q4: 5,625 shares; 2025Q1: 4,774 shares; 2025Q2: 4,759 shares; 2025Q3: 3,618 shares; 2025Q4: 3,633 shares 3,633 $244K 0.04% +15 Timeline PCT PURECYCLE TECHNOLOGIES INC More: the full row for PURECYCLE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,000 shares; 2025Q3: 26,225 shares; 2025Q4: 28,202 shares 28,202 $242K 0.04% +1,977 Timeline PIPR PIPER SANDLER COS More: the full row for PIPER SANDLER COS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 711 shares 711 $242K 0.04% new Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,500 shares; 2024Q4: 3,750 shares; 2025Q1: 3,750 shares; 2025Q2: 5,250 shares; 2025Q3: 1,750 shares; 2025Q4: 1,750 shares 1,750 $241K 0.04% 0 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,161 shares; 2025Q1: 4,161 shares; 2025Q2: 4,026 shares; 2025Q3: 4,025 shares; 2025Q4: 4,145 shares 4,145 $240K 0.04% +120 Timeline SCHB 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: 3,028 shares; 2024Q4: 9,098 shares; 2025Q1: not reported; 2025Q2: 9,108 shares; 2025Q3: 9,121 shares; 2025Q4: 9,134 shares 9,134 $240K 0.04% +13 Timeline MHO M/I HOMES INC More: the full row for M/I HOMES 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: 1,854 shares; 2025Q4: 1,854 shares 1,854 $237K 0.04% 0 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,581 shares; 2024Q4: 4,581 shares; 2025Q1: 4,581 shares; 2025Q2: 3,641 shares; 2025Q3: 3,641 shares; 2025Q4: 3,641 shares 3,641 $237K 0.04% 0 Timeline SPHR SPHERE ENTERTAINMENT CO More: the full row for SPHERE ENTERTAINMENT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,455 shares 2,455 $233K 0.04% new Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,370 shares; 2024Q4: 7,040 shares; 2025Q1: 6,765 shares; 2025Q2: 7,610 shares; 2025Q3: 7,245 shares; 2025Q4: 2,550 shares 2,550 $233K 0.04% -4,695 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM 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: 1,334 shares; 2025Q4: 1,347 shares 1,347 $230K 0.03% +13 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 351 shares; 2025Q4: 341 shares 341 $230K 0.03% -10 Timeline SMTC SEMTECH CORP More: the full row for SEMTECH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,036 shares; 2025Q4: 3,036 shares 3,036 $224K 0.03% 0 Timeline APEI AMERICAN PUB ED INC More: the full row for AMERICAN PUB 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: 5,842 shares 5,842 $221K 0.03% new Timeline PRIM PRIMORIS SVCS CORP More: the full row for PRIMORIS SVCS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,490 shares; 2025Q4: 1,724 shares 1,724 $214K 0.03% +234 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,013 shares; 2024Q4: 4,015 shares; 2025Q1: 4,028 shares; 2025Q2: 4,013 shares; 2025Q3: 4,013 shares; 2025Q4: 4,013 shares 4,013 $212K 0.03% 0 Timeline XIGDX VOYA GLBL EQTY DIV & PREM OP More: the full row for VOYA GLBL EQTY DIV & PREM OP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,556 shares; 2024Q4: 24,556 shares; 2025Q1: 36,252 shares; 2025Q2: 36,252 shares; 2025Q3: 36,252 shares; 2025Q4: 36,252 shares 36,252 $207K 0.03% 0 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,223 shares; 2024Q4: 2,223 shares; 2025Q1: 2,223 shares; 2025Q2: 2,223 shares; 2025Q3: 2,223 shares; 2025Q4: 2,223 shares 2,223 $207K 0.03% 0 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 765 shares; 2025Q4: 681 shares 681 $205K 0.03% -84 Timeline VTI 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: 4,493 shares; 2024Q4: 4,496 shares; 2025Q1: 4,704 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 607 shares 607 $204K 0.03% new Timeline NEWT NEWTEKONE INC More: the full row for NEWTEKONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,000 shares; 2025Q3: 13,000 shares; 2025Q4: 13,000 shares 13,000 $148K 0.02% 0 Timeline OCC OPTICAL CABLE CORP More: the full row for OPTICAL CABLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 31,272 shares 31,272 $139K 0.02% new Timeline UPLD UPLAND SOFTWARE INC More: the full row for UPLAND SOFTWARE 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: 188,846 shares; 2025Q4: 90,331 shares 90,331 $129K 0.02% -98,515 Timeline TIC TIC SOLUTIONS INC More: the full row for TIC SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,934 shares 10,934 $111K 0.02% new Timeline TEI TEMPLETON EMERGING MKTS INCO More: the full row for TEMPLETON EMERGING MKTS INCO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,200 shares; 2024Q4: 23,258 shares; 2025Q1: 28,028 shares; 2025Q2: 15,678 shares; 2025Q3: 15,678 shares; 2025Q4: 15,678 shares 15,678 $101K 0.02% 0 Timeline