WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,423 shares 1,423 $314K 0.01% new Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,674 shares; 2024Q4: 3,743 shares; 2025Q1: 3,206 shares; 2025Q2: 1,368 shares; 2025Q3: 1,371 shares 1,371 $312K 0.01% +3 Timeline CPNG COUPANG INC More: the full row for COUPANG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,651 shares 9,651 $311K 0.01% new Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,298 shares; 2025Q1: 4,070 shares; 2025Q2: 3,061 shares; 2025Q3: 2,973 shares 2,973 $311K 0.01% -88 Timeline NJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,355 shares; 2024Q4: 4,355 shares; 2025Q1: 4,355 shares; 2025Q2: 4,355 shares; 2025Q3: 4,355 shares 4,355 $310K 0.01% 0 Timeline AUB ATLANTIC UN BANKSHARES CORP More: the full row for ATLANTIC UN BANKSHARES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,616 shares; 2024Q4: 8,616 shares; 2025Q1: 8,801 shares; 2025Q2: 8,824 shares; 2025Q3: 8,754 shares 8,754 $309K 0.01% -70 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,108 shares; 2025Q1: 2,932 shares; 2025Q2: 2,821 shares; 2025Q3: 2,882 shares 2,882 $307K 0.01% +61 Timeline NBOS 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,611 shares; 2024Q4: 11,902 shares; 2025Q1: 11,013 shares; 2025Q2: 11,216 shares; 2025Q3: 11,402 shares 11,402 $306K 0.01% +186 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,589 shares; 2024Q4: 1,714 shares; 2025Q1: 1,628 shares; 2025Q2: 1,523 shares; 2025Q3: 1,524 shares 1,524 $306K 0.01% +1 Timeline EPC EDGEWELL PERSONAL CARE CO More: the full row for EDGEWELL PERSONAL CARE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,000 shares; 2024Q4: 9,000 shares; 2025Q1: 9,000 shares; 2025Q2: 11,000 shares; 2025Q3: 15,000 shares 15,000 $305K 0.01% +4,000 Timeline DGS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,344 shares; 2025Q1: 5,353 shares; 2025Q2: 5,327 shares; 2025Q3: 5,346 shares 5,346 $305K 0.01% +19 Timeline CMF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,315 shares; 2025Q3: 5,338 shares 5,338 $304K 0.01% +1,023 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,939 shares; 2025Q1: not reported; 2025Q2: 3,305 shares; 2025Q3: 3,602 shares 3,602 $303K 0.01% +297 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,620 shares; 2025Q1: 4,771 shares; 2025Q2: 4,198 shares; 2025Q3: 4,418 shares 4,418 $302K 0.01% +220 Timeline CNH CNH INDL N V More: the full row for CNH INDL N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,001 shares; 2024Q4: 27,000 shares; 2025Q1: 27,245 shares; 2025Q2: 27,000 shares; 2025Q3: 27,745 shares 27,745 $301K 0.01% +745 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,042 shares; 2024Q4: 1,271 shares; 2025Q1: 855 shares; 2025Q2: 854 shares; 2025Q3: 850 shares 850 $299K 0.01% -4 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,694 shares; 2025Q1: 5,180 shares; 2025Q2: 1,902 shares; 2025Q3: 2,084 shares 2,084 $298K 0.01% +182 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,780 shares; 2024Q4: 4,267 shares; 2025Q1: 4,125 shares; 2025Q2: 4,117 shares; 2025Q3: 2,107 shares 2,107 $298K 0.01% -2,010 Timeline GVI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,761 shares; 2024Q4: 2,761 shares; 2025Q1: 2,761 shares; 2025Q2: 2,761 shares; 2025Q3: 2,761 shares 2,761 $297K 0.01% 0 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,986 shares; 2025Q1: 8,028 shares; 2025Q2: 7,456 shares; 2025Q3: 7,554 shares 7,554 $296K 0.01% +98 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 282 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 303 shares; 2025Q3: 321 shares 321 $296K 0.01% +18 Timeline INTF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,400 shares; 2024Q4: 8,672 shares; 2025Q1: 8,283 shares; 2025Q2: 8,228 shares; 2025Q3: 8,226 shares 8,226 $295K 0.01% -2 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 878 shares; 2025Q1: 992 shares; 2025Q2: 1,092 shares; 2025Q3: 1,134 shares 1,134 $294K 0.01% +42 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,002 shares; 2025Q1: 6,666 shares; 2025Q2: 5,035 shares; 2025Q3: 5,140 shares 5,140 $294K 0.01% +105 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,088 shares; 2025Q3: 4,521 shares 4,521 $294K 0.01% +1,433 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,935 shares; 2024Q4: 4,847 shares; 2025Q1: 4,543 shares; 2025Q2: 4,279 shares; 2025Q3: 4,342 shares 4,342 $293K 0.01% +63 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 935 shares 935 $292K 0.01% new Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,635 shares; 2024Q4: 2,679 shares; 2025Q1: 2,581 shares; 2025Q2: 2,533 shares; 2025Q3: 3,241 shares 3,241 $291K 0.01% +708 Timeline MWA MUELLER WTR PRODS INC More: the full row for MUELLER WTR PRODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,234 shares; 2024Q4: 11,373 shares; 2025Q1: 11,390 shares; 2025Q2: 11,384 shares; 2025Q3: 11,386 shares 11,386 $291K 0.01% +2 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,632 shares; 2024Q4: 1,706 shares; 2025Q1: 1,734 shares; 2025Q2: 2,037 shares; 2025Q3: 2,334 shares 2,334 $290K 0.01% +297 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,483 shares; 2025Q3: 1,480 shares 1,480 $290K 0.01% -3 Timeline INTERPUBLIC GROUP COS INTERPUBLIC GROUP COS More: the full row for INTERPUBLIC GROUP COS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,689 shares; 2024Q4: 8,318 shares; 2025Q1: 7,880 shares; 2025Q2: 8,726 shares; 2025Q3: 10,370 shares 10,370 $289K 0.01% +1,644 VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,043 shares; 2024Q4: 5,867 shares; 2025Q1: 5,855 shares; 2025Q2: 5,714 shares; 2025Q3: 5,678 shares 5,678 $287K 0.01% -36 Timeline CHWY CHEWY INC More: the full row for CHEWY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,957 shares; 2025Q3: 7,041 shares 7,041 $285K 0.01% +84 Timeline FOX FOX CORP More: the full row for FOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,024 shares; 2025Q2: 4,917 shares; 2025Q3: 4,968 shares 4,968 $284K 0.01% +51 Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,957 shares 5,957 $283K 0.01% new Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 437 shares; 2025Q1: 430 shares; 2025Q2: 294 shares; 2025Q3: 262 shares 262 $283K 0.01% -32 Timeline ALAB ASTERA LABS INC More: the full row for ASTERA LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,443 shares 1,443 $283K 0.01% new Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,489 shares; 2025Q2: 5,207 shares; 2025Q3: 5,207 shares 5,207 $278K 0.01% 0 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 723 shares; 2025Q1: 769 shares; 2025Q2: 759 shares; 2025Q3: 759 shares 759 $277K 0.01% 0 Timeline CPRY CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,647 shares; 2025Q2: 10,647 shares; 2025Q3: 10,647 shares 10,647 $277K 0.01% 0 Timeline SCMB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 39,734 shares; 2025Q1: not reported; 2025Q2: 9,940 shares; 2025Q3: 10,810 shares 10,810 $277K 0.01% +870 Timeline KJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,921 shares; 2024Q4: 6,547 shares; 2025Q1: 6,805 shares; 2025Q2: 6,805 shares; 2025Q3: 6,805 shares 6,805 $275K 0.01% 0 Timeline KNG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,200 shares; 2024Q4: 12,851 shares; 2025Q1: 10,719 shares; 2025Q2: 5,540 shares; 2025Q3: 5,540 shares 5,540 $273K 0.01% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,203 shares; 2024Q4: 6,864 shares; 2025Q1: 6,434 shares; 2025Q2: 5,521 shares; 2025Q3: 5,044 shares 5,044 $272K 0.01% -477 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,531 shares; 2025Q1: 1,743 shares; 2025Q2: 1,608 shares; 2025Q3: 1,612 shares 1,612 $270K 0.01% +4 Timeline UNF UNIFIRST CORP MASS More: the full row for UNIFIRST CORP MASS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,532 shares; 2024Q4: 1,580 shares; 2025Q1: 1,643 shares; 2025Q2: 1,606 shares; 2025Q3: 1,613 shares 1,613 $270K 0.01% +7 Timeline WEX WEX INC More: the full row for WEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,619 shares; 2024Q4: 1,609 shares; 2025Q1: 1,680 shares; 2025Q2: 1,704 shares; 2025Q3: 1,706 shares 1,706 $269K 0.01% +2 Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,513 shares; 2024Q4: 3,762 shares; 2025Q1: 3,766 shares; 2025Q2: 3,797 shares; 2025Q3: 3,660 shares 3,660 $268K 0.01% -137 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,058 shares; 2025Q1: 3,166 shares; 2025Q2: 3,176 shares; 2025Q3: 3,180 shares 3,180 $267K 0.01% +4 Timeline BDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,555 shares; 2025Q3: 5,555 shares 5,555 $266K 0.01% 0 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 851 shares; 2025Q1: 906 shares; 2025Q2: 950 shares; 2025Q3: 950 shares 950 $265K 0.01% 0 Timeline AIZ ASSURANT INC More: the full row for ASSURANT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,223 shares 1,223 $265K 0.01% new Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,196 shares 3,196 $263K 0.01% new Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 815 shares; 2025Q1: not reported; 2025Q2: 604 shares; 2025Q3: 607 shares 607 $261K 0.01% +3 Timeline ETHE GRAYSCALE ETHEREUM STAKING E More: the full row for GRAYSCALE ETHEREUM STAKING E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,241 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,619 shares 7,619 $261K 0.01% new Timeline XGDVX GABELLI DIVID & INCOME TR More: the full row for GABELLI DIVID & INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,591 shares 9,591 $260K 0.01% new Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,336 shares; 2025Q1: 2,914 shares; 2025Q2: 2,772 shares; 2025Q3: 3,178 shares 3,178 $259K 0.01% +406 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 810 shares; 2024Q4: 793 shares; 2025Q1: 830 shares; 2025Q2: 744 shares; 2025Q3: 869 shares 869 $259K 0.01% +125 Timeline UNILEVER PLC UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,188 shares; 2025Q1: 5,161 shares; 2025Q2: 4,983 shares; 2025Q3: 4,328 shares 4,328 $257K 0.01% -655 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,492 shares 4,492 $256K 0.01% new Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,991 shares; 2024Q4: 1,468 shares; 2025Q1: not reported; 2025Q2: 1,472 shares; 2025Q3: 1,559 shares 1,559 $256K 0.01% +87 Timeline HSIC SCHEIN HENRY INC More: the full row for SCHEIN HENRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,804 shares; 2024Q4: 3,824 shares; 2025Q1: 3,810 shares; 2025Q2: 3,877 shares; 2025Q3: 3,857 shares 3,857 $256K 0.01% -20 Timeline BATRK ATLANTA BRAVES HLDGS INC More: the full row for ATLANTA BRAVES HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,000 shares; 2025Q2: 6,000 shares; 2025Q3: 6,135 shares 6,135 $255K 0.01% +135 Timeline DEHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,543 shares; 2024Q4: 8,615 shares; 2025Q1: 8,546 shares; 2025Q2: 8,386 shares; 2025Q3: 8,346 shares 8,346 $255K 0.01% -40 Timeline DFEV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,029 shares; 2024Q4: 8,036 shares; 2025Q1: 8,203 shares; 2025Q2: 8,041 shares; 2025Q3: 7,983 shares 7,983 $255K 0.01% -58 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,784 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,223 shares; 2025Q3: 4,245 shares 4,245 $254K 0.01% +22 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,933 shares; 2025Q3: 2,023 shares 2,023 $250K 0.01% +90 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,812 shares; 2024Q4: 2,921 shares; 2025Q1: 2,155 shares; 2025Q2: 1,957 shares; 2025Q3: 1,776 shares 1,776 $247K 0.01% -181 Timeline FFIV F5 INC More: the full row for F5 INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 715 shares; 2025Q3: 763 shares 763 $247K 0.01% +48 Timeline ZJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,762 shares; 2024Q4: 8,587 shares; 2025Q1: 8,580 shares; 2025Q2: 8,580 shares; 2025Q3: 8,580 shares 8,580 $247K 0.01% 0 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,377 shares 1,377 $246K 0.01% new Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,388 shares; 2024Q4: 5,245 shares; 2025Q1: 4,814 shares; 2025Q2: 4,814 shares; 2025Q3: 4,814 shares 4,814 $244K 0.01% 0 Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,378 shares; 2024Q4: 2,589 shares; 2025Q1: not reported; 2025Q2: 3,082 shares; 2025Q3: 3,227 shares 3,227 $244K 0.01% +145 Timeline COLM COLUMBIA SPORTSWEAR CO More: the full row for COLUMBIA SPORTSWEAR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,698 shares; 2024Q4: 3,698 shares; 2025Q1: 3,790 shares; 2025Q2: 4,680 shares; 2025Q3: 4,665 shares 4,665 $244K 0.01% -15 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,811 shares 2,811 $243K 0.01% new Timeline DNL WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,985 shares; 2024Q4: 5,985 shares; 2025Q1: 5,985 shares; 2025Q2: 5,985 shares; 2025Q3: 5,985 shares 5,985 $242K 0.01% 0 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,494 shares; 2024Q4: 8,919 shares; 2025Q1: 8,366 shares; 2025Q2: not reported; 2025Q3: 8,859 shares 8,859 $241K 0.01% new Timeline TKO TKO GROUP HOLDINGS INC More: the full row for TKO GROUP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,174 shares; 2025Q3: 1,182 shares 1,182 $239K 0.01% +8 Timeline BJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,475 shares; 2025Q1: 4,475 shares; 2025Q2: 4,475 shares; 2025Q3: 4,475 shares 4,475 $237K 0.01% 0 Timeline MARM FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,270 shares; 2025Q1: 7,270 shares; 2025Q2: 7,270 shares; 2025Q3: 7,270 shares 7,270 $237K 0.01% 0 Timeline SMOT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,561 shares; 2025Q1: 6,561 shares; 2025Q2: 6,561 shares; 2025Q3: 6,561 shares 6,561 $237K 0.01% 0 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,447 shares; 2024Q4: 737 shares; 2025Q1: 760 shares; 2025Q2: 764 shares; 2025Q3: 819 shares 819 $236K 0.01% +55 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,348 shares 2,348 $236K 0.01% new Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,324 shares; 2024Q4: 4,996 shares; 2025Q1: 3,591 shares; 2025Q2: 3,219 shares; 2025Q3: 3,024 shares 3,024 $236K 0.01% -195 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,661 shares; 2025Q1: 5,680 shares; 2025Q2: 5,646 shares; 2025Q3: 4,650 shares 4,650 $235K 0.01% -996 Timeline IXC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,521 shares; 2025Q1: 7,521 shares; 2025Q2: 5,607 shares; 2025Q3: 5,607 shares 5,607 $234K 0.01% 0 Timeline TTC TORO CO More: the full row for TORO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,001 shares; 2025Q3: 3,061 shares 3,061 $233K 0.01% +60 Timeline BJUN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,060 shares; 2025Q3: 5,060 shares 5,060 $231K 0.01% 0 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,982 shares; 2024Q4: 3,939 shares; 2025Q1: 3,809 shares; 2025Q2: 3,642 shares; 2025Q3: 3,492 shares 3,492 $231K 0.01% -150 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,693 shares 1,693 $230K 0.01% new Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 747 shares 747 $230K 0.01% new Timeline LCII LCI INDS More: the full row for LCI INDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,298 shares; 2024Q4: 2,309 shares; 2025Q1: 2,300 shares; 2025Q2: 2,445 shares; 2025Q3: 2,466 shares 2,466 $230K 0.01% +21 Timeline JPC NUVEEN PFD & INCOME OPPORTUN More: the full row for NUVEEN PFD & INCOME OPPORTUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,147 shares; 2025Q1: 14,147 shares; 2025Q2: 14,147 shares; 2025Q3: 27,730 shares 27,730 $227K 0.01% +13,583 Timeline CENT CENTRAL GARDEN & PET CO More: the full row for CENTRAL GARDEN & PET CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,012 shares; 2024Q4: 7,012 shares; 2025Q1: 7,077 shares; 2025Q2: 7,052 shares; 2025Q3: 6,942 shares 6,942 $227K 0.01% -110 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 466 shares; 2025Q1: 473 shares; 2025Q2: 498 shares; 2025Q3: 494 shares 494 $226K 0.01% -4 Timeline FSK FS KKR CAP CORP More: the full row for FS KKR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,757 shares; 2024Q4: 22,898 shares; 2025Q1: 21,755 shares; 2025Q2: 22,200 shares; 2025Q3: 15,059 shares 15,059 $225K 0.01% -7,141 Timeline HOG HARLEY DAVIDSON INC More: the full row for HARLEY DAVIDSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,137 shares; 2024Q4: 7,756 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,044 shares 8,044 $224K 0.01% new Timeline ENR ENERGIZER HLDGS INC More: the full row for ENERGIZER HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,490 shares; 2025Q2: 12,320 shares; 2025Q3: 9,000 shares 9,000 $224K 0.01% -3,320 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 85 shares; 2025Q3: 95 shares 95 $222K 0.01% +10 Timeline IAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 113,580 shares; 2024Q4: 68,261 shares; 2025Q1: 48,398 shares; 2025Q2: 39,845 shares; 2025Q3: 7,365 shares 7,365 $221K 0.01% -32,480 Timeline WMK WEIS MKTS INC More: the full row for WEIS MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,019 shares; 2024Q4: 3,019 shares; 2025Q1: 3,087 shares; 2025Q2: 3,099 shares; 2025Q3: 3,079 shares 3,079 $221K 0.01% -20 Timeline BSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,465 shares; 2025Q3: 4,570 shares 4,570 $221K 0.01% +105 Timeline UAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 23,495 shares; 2025Q1: 23,495 shares; 2025Q2: 28,753 shares; 2025Q3: 6,858 shares 6,858 $220K 0.01% -21,895 Timeline GHM GRAHAM CORP More: the full row for GRAHAM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,000 shares; 2025Q3: 4,000 shares 4,000 $220K 0.01% 0 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 341 shares; 2025Q3: 338 shares 338 $220K 0.01% -3 Timeline IEUR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,290 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,579 shares; 2025Q3: 3,219 shares 3,219 $219K 0.01% -360 Timeline BOKF BOK FINL CORP More: the full row for BOK FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,912 shares; 2024Q4: 1,912 shares; 2025Q1: 1,951 shares; 2025Q2: 1,966 shares; 2025Q3: 1,956 shares 1,956 $218K 0.01% -10 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,352 shares; 2024Q4: 4,183 shares; 2025Q1: not reported; 2025Q2: 3,904 shares; 2025Q3: 3,823 shares 3,823 $218K 0.01% -81 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,375 shares; 2025Q1: 1,227 shares; 2025Q2: 1,171 shares; 2025Q3: 1,153 shares 1,153 $217K 0.01% -18 Timeline ONB OLD NATL BANCORP IND More: the full row for OLD NATL BANCORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,942 shares; 2025Q3: 9,859 shares 9,859 $216K 0.01% -83 Timeline CSGP COSTAR GROUP INC More: the full row for COSTAR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,597 shares; 2025Q3: 2,559 shares 2,559 $216K 0.01% -38 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,041 shares 5,041 $214K 0.01% new Timeline LCUT LIFETIME BRANDS INC More: the full row for LIFETIME BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,421 shares; 2024Q4: 34,640 shares; 2025Q1: 55,546 shares; 2025Q2: 55,596 shares; 2025Q3: 55,146 shares 55,146 $213K 0.01% -450 Timeline HRB BLOCK H & R INC More: the full row for BLOCK H & R INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,353 shares; 2024Q4: 7,443 shares; 2025Q1: 7,251 shares; 2025Q2: 7,170 shares; 2025Q3: 4,213 shares 4,213 $213K 0.01% -2,957 Timeline FETH FIDELITY ETHEREUM FD More: the full row for FIDELITY ETHEREUM FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,096 shares 5,096 $212K 0.01% new Timeline TNC TENNANT CO More: the full row for TENNANT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,561 shares; 2024Q4: 2,561 shares; 2025Q1: 2,638 shares; 2025Q2: 2,637 shares; 2025Q3: 2,602 shares 2,602 $211K 0.01% -35 Timeline SDIV GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,013 shares; 2025Q1: 13,020 shares; 2025Q2: 11,762 shares; 2025Q3: 8,749 shares 8,749 $210K 0.01% -3,013 Timeline PNQI INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,751 shares 3,751 $209K 0.01% new Timeline XSLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,094 shares; 2024Q4: 4,953 shares; 2025Q1: 4,648 shares; 2025Q2: 4,606 shares; 2025Q3: 4,518 shares 4,518 $209K 0.01% -88 Timeline VTEC VANGUARD CALIF TAX FREE FDS More: the full row for VANGUARD CALIF TAX FREE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,095 shares 2,095 $209K 0.01% new Timeline IBDT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,151 shares 8,151 $208K 0.01% new Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,581 shares; 2025Q1: 14,733 shares; 2025Q2: 13,675 shares; 2025Q3: 12,790 shares 12,790 $208K 0.01% -885 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 978 shares; 2025Q1: 906 shares; 2025Q2: not reported; 2025Q3: 716 shares 716 $206K 0.01% new Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,687 shares; 2024Q4: 2,916 shares; 2025Q1: 2,775 shares; 2025Q2: 2,538 shares; 2025Q3: 2,477 shares 2,477 $205K 0.01% -61 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,149 shares 2,149 $205K 0.01% new Timeline SON SONOCO PRODS CO More: the full row for SONOCO PRODS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,145 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,440 shares; 2025Q3: 4,703 shares 4,703 $203K 0.01% +263 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,755 shares; 2024Q4: not reported; 2025Q1: 4,605 shares; 2025Q2: 4,651 shares; 2025Q3: 4,283 shares 4,283 $201K 0.01% -368 Timeline FESM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,500 shares 5,500 $201K 0.01% new Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,426 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,155 shares 10,155 $198K 0.01% new Timeline VTRS VIATRIS INC More: the full row for VIATRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,025 shares 18,025 $178K 0.01% new Timeline HCAT HEALTH CATALYST INC More: the full row for HEALTH CATALYST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 53,360 shares; 2025Q1: 54,330 shares; 2025Q2: 54,660 shares; 2025Q3: 54,220 shares 54,220 $155K 0.01% -440 Timeline LBTYA LIBERTY GLOBAL LTD More: the full row for LIBERTY GLOBAL LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,400 shares; 2025Q2: 11,000 shares; 2025Q3: 11,000 shares 11,000 $126K <0.01% 0 Timeline GLDG GOLDMINING INC More: the full row for GOLDMINING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,000 shares; 2024Q4: 81,000 shares; 2025Q1: 81,000 shares; 2025Q2: 81,000 shares; 2025Q3: 81,000 shares 81,000 $99.6K <0.01% 0 Timeline CION CION INVT CORP More: the full row for CION INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,322 shares; 2024Q4: 11,322 shares; 2025Q1: 11,322 shares; 2025Q2: 11,322 shares; 2025Q3: 10,267 shares 10,267 $97.3K <0.01% -1,055 Timeline GROY GOLD ROYALTY CORP More: the full row for GOLD ROYALTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,200 shares; 2024Q4: 25,200 shares; 2025Q1: 25,200 shares; 2025Q2: 25,200 shares; 2025Q3: 25,200 shares 25,200 $97.3K <0.01% 0 Timeline LYG LLOYDS BANKING GROUP PLC More: the full row for LLOYDS BANKING GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,388 shares; 2024Q4: 11,351 shares; 2025Q1: 11,334 shares; 2025Q2: 11,511 shares; 2025Q3: 11,612 shares 11,612 $52.7K <0.01% +101 Timeline PROP PRAIRIE OPER CO More: the full row for PRAIRIE OPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,000 shares; 2025Q2: 26,000 shares; 2025Q3: 26,000 shares 26,000 $51.6K <0.01% 0 Timeline KOPN KOPIN CORP More: the full row for KOPIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,000 shares 20,000 $48.6K <0.01% new Timeline SSP SCRIPPS E W CO OHIO More: the full row for SCRIPPS E W CO OHIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,000 shares; 2024Q4: 12,000 shares; 2025Q1: 14,000 shares; 2025Q2: 14,000 shares; 2025Q3: 14,000 shares 14,000 $34.4K <0.01% 0 Timeline TV GRUPO TELEVISA S A B More: the full row for GRUPO TELEVISA S A B Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,000 shares 10,000 $26.9K <0.01% new Timeline MODD MODULAR MED INC COM NEW More: the full row for MODULAR MED INC COM NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,388 shares; 2024Q4: 11,388 shares; 2025Q1: 11,388 shares; 2025Q2: 11,388 shares; 2025Q3: 11,388 shares 11,388 $7.97K <0.01% 0 Timeline PRESIDIO PPTY TR INC PRESIDIO PPTY TR INC More: the full row for PRESIDIO PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,967 shares; 2025Q1: 16,967 shares; 2025Q2: 15,200 shares; 2025Q3: 11,065 shares 11,065 $414 <0.01% -4,135