LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,039 shares; 2025Q3: 7,438 shares; 2025Q4: 7,752 shares 7,752 $797K 0.03% +314 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,328 shares; 2025Q2: 1,547 shares; 2025Q3: 1,552 shares; 2025Q4: 1,556 shares 1,556 $795K 0.03% +4 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,679 shares; 2024Q4: 27,917 shares; 2025Q1: 44,742 shares; 2025Q2: 57,704 shares; 2025Q3: 57,208 shares; 2025Q4: 45,558 shares 45,558 $790K 0.03% -11,650 Timeline BAX BAXTER INTL INC More: the full row for BAXTER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 26,558 shares; 2025Q1: 12,663 shares; 2025Q2: 12,683 shares; 2025Q3: 24,783 shares; 2025Q4: 41,314 shares 41,314 $790K 0.03% +16,531 Timeline FOXA FOX CORP More: the full row for FOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 44,313 shares; 2025Q2: 49,576 shares; 2025Q3: 10,617 shares; 2025Q4: 10,758 shares 10,758 $786K 0.03% +141 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,766 shares 1,766 $784K 0.03% new Timeline GCOW PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,042 shares; 2024Q4: 42,918 shares; 2025Q1: 44,247 shares; 2025Q2: 51,342 shares; 2025Q3: 52,044 shares; 2025Q4: 19,020 shares 19,020 $784K 0.03% -33,024 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,922 shares 17,922 $782K 0.03% new Timeline IGF 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: 13,386 shares; 2024Q4: 12,570 shares; 2025Q1: 12,617 shares; 2025Q2: 12,617 shares; 2025Q3: 12,740 shares; 2025Q4: 12,617 shares 12,617 $774K 0.03% -123 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 53,189 shares; 2025Q1: 52,213 shares; 2025Q2: 52,238 shares; 2025Q3: 50,787 shares; 2025Q4: 25,527 shares 25,527 $771K 0.03% -25,260 Timeline KTOS KRATOS DEFENSE & SEC SOLUTIO More: the full row for KRATOS DEFENSE & SEC SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,707 shares; 2025Q4: 10,135 shares 10,135 $769K 0.03% +1,428 Timeline RFG 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: 15,417 shares; 2024Q4: 15,421 shares; 2025Q1: 15,426 shares; 2025Q2: 15,044 shares; 2025Q3: 15,050 shares; 2025Q4: 14,662 shares 14,662 $769K 0.03% -388 Timeline POR PORTLAND GEN ELEC CO More: the full row for PORTLAND GEN ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,382 shares; 2025Q2: 16,525 shares; 2025Q3: 17,355 shares; 2025Q4: 15,728 shares 15,728 $755K 0.03% -1,627 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,158 shares; 2025Q2: 4,418 shares; 2025Q3: 4,117 shares; 2025Q4: 4,216 shares 4,216 $753K 0.03% +99 Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,341 shares; 2025Q4: 4,670 shares 4,670 $751K 0.03% -671 Timeline LYFT LYFT INC More: the full row for LYFT 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: 33,238 shares; 2025Q4: 38,629 shares 38,629 $748K 0.03% +5,391 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN 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: 2,233 shares; 2025Q2: 1,945 shares; 2025Q3: 862 shares; 2025Q4: 848 shares 848 $745K 0.03% -14 Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX 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: 4,667 shares; 2025Q2: 3,345 shares; 2025Q3: 4,117 shares; 2025Q4: 4,310 shares 4,310 $745K 0.03% +193 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,836 shares; 2025Q2: 8,833 shares; 2025Q3: 8,729 shares; 2025Q4: 8,698 shares 8,698 $744K 0.03% -31 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,356 shares; 2025Q2: 2,669 shares; 2025Q3: 2,696 shares; 2025Q4: 2,693 shares 2,693 $742K 0.03% -3 Timeline PCY 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: 29,346 shares; 2024Q4: 32,007 shares; 2025Q1: 32,703 shares; 2025Q2: 33,346 shares; 2025Q3: 33,322 shares; 2025Q4: 34,232 shares 34,232 $741K 0.03% +910 Timeline DOX AMDOCS LTD More: the full row for AMDOCS 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: 7,685 shares; 2025Q2: 8,123 shares; 2025Q3: 8,709 shares; 2025Q4: 9,159 shares 9,159 $737K 0.03% +450 Timeline RQI COHEN & STEERS QUALITY INCOM More: the full row for COHEN & STEERS QUALITY INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,579 shares; 2024Q4: 66,128 shares; 2025Q1: 63,559 shares; 2025Q2: 67,168 shares; 2025Q3: 67,414 shares; 2025Q4: 64,476 shares 64,476 $736K 0.03% -2,938 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: not reported; 2024Q4: not reported; 2025Q1: 5,501 shares; 2025Q2: 6,026 shares; 2025Q3: 3,907 shares; 2025Q4: 4,523 shares 4,523 $732K 0.03% +616 Timeline GLPI GAMING & LEISURE P More: the full row for GAMING & LEISURE P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,629 shares; 2024Q4: 13,348 shares; 2025Q1: 14,110 shares; 2025Q2: 14,846 shares; 2025Q3: 15,614 shares; 2025Q4: 16,374 shares 16,374 $732K 0.03% +760 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,224 shares; 2025Q2: 7,307 shares; 2025Q3: 6,018 shares; 2025Q4: 6,410 shares 6,410 $724K 0.03% +392 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,775 shares; 2025Q2: 5,652 shares; 2025Q3: 5,639 shares; 2025Q4: 5,528 shares 5,528 $721K 0.03% -111 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,137 shares; 2025Q2: 8,898 shares; 2025Q3: 8,516 shares; 2025Q4: 8,159 shares 8,159 $714K 0.03% -357 Timeline GDO WSTRN AST GLBL CORP OPP FD I More: the full row for WSTRN AST GLBL CORP OPP FD I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,350 shares; 2024Q4: 64,350 shares; 2025Q1: 64,350 shares; 2025Q2: 60,850 shares; 2025Q3: 60,435 shares; 2025Q4: 60,435 shares 60,435 $714K 0.03% 0 Timeline IONQ IONQ INC More: the full row for IONQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,895 shares; 2025Q4: 15,883 shares 15,883 $713K 0.03% +3,988 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA 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: 1,738 shares; 2025Q2: 1,223 shares; 2025Q3: 1,525 shares; 2025Q4: 1,686 shares 1,686 $712K 0.03% +161 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,236 shares; 2025Q2: 1,288 shares; 2025Q3: 2,341 shares; 2025Q4: 2,394 shares 2,394 $709K 0.03% +53 Timeline CGIC CAPITAL GROUP INTERNATIONAL More: the full row for CAPITAL GROUP INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,785 shares 21,785 $708K 0.03% new Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,004 shares; 2025Q2: 4,668 shares; 2025Q3: 4,473 shares; 2025Q4: 3,805 shares 3,805 $706K 0.03% -668 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,779 shares; 2025Q2: 8,266 shares; 2025Q3: 6,208 shares; 2025Q4: 6,399 shares 6,399 $706K 0.03% +191 Timeline QTUM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,992 shares; 2025Q3: 3,320 shares; 2025Q4: 6,422 shares 6,422 $704K 0.03% +3,102 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,504 shares; 2025Q3: 4,045 shares; 2025Q4: 4,055 shares 4,055 $704K 0.03% +10 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 388,479 shares; 2024Q4: not reported; 2025Q1: 8,022 shares; 2025Q2: 8,482 shares; 2025Q3: 8,190 shares; 2025Q4: 9,324 shares 9,324 $703K 0.03% +1,134 Timeline HEFA 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: 17,613 shares; 2024Q4: 18,054 shares; 2025Q1: 19,541 shares; 2025Q2: 17,339 shares; 2025Q3: 17,180 shares; 2025Q4: 17,003 shares 17,003 $703K 0.03% -177 Timeline XEADX ALLSPRING INCOME OPPORTUNIT More: the full row for ALLSPRING INCOME OPPORTUNIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,000 shares; 2024Q4: 88,000 shares; 2025Q1: 103,500 shares; 2025Q2: 103,500 shares; 2025Q3: 103,500 shares; 2025Q4: 103,500 shares 103,500 $702K 0.03% 0 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,568 shares; 2024Q4: 15,310 shares; 2025Q1: 14,509 shares; 2025Q2: 14,864 shares; 2025Q3: 5,246 shares; 2025Q4: 8,468 shares 8,468 $701K 0.03% +3,222 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER 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: 790 shares; 2025Q2: 673 shares; 2025Q3: 672 shares; 2025Q4: 693 shares 693 $699K 0.03% +21 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,417 shares; 2025Q1: 20,029 shares; 2025Q2: 20,671 shares; 2025Q3: 13,542 shares; 2025Q4: 13,963 shares 13,963 $698K 0.03% +421 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,055 shares; 2025Q2: 3,303 shares; 2025Q3: 3,200 shares; 2025Q4: 4,007 shares 4,007 $695K 0.03% +807 Timeline JIVE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,764 shares; 2025Q3: 8,756 shares; 2025Q4: 8,636 shares 8,636 $693K 0.03% -120 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 446 shares; 2025Q3: 1,109 shares; 2025Q4: 1,142 shares 1,142 $691K 0.03% +33 Timeline NBIX NEUROCRINE BIOSCIENCES INC More: the full row for NEUROCRINE BIOSCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,786 shares; 2025Q2: 4,893 shares; 2025Q3: 4,905 shares; 2025Q4: 4,856 shares 4,856 $689K 0.03% -49 Timeline QQQE DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,353 shares; 2025Q2: 7,801 shares; 2025Q3: 6,805 shares; 2025Q4: 6,728 shares 6,728 $688K 0.03% -77 Timeline LPLA LPL FINL HLDGS INC More: the full row for LPL FINL 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: 2,926 shares; 2025Q2: 2,777 shares; 2025Q3: 1,977 shares; 2025Q4: 1,921 shares 1,921 $686K 0.03% -56 Timeline RWJ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,046 shares; 2025Q1: 17,922 shares; 2025Q2: 17,993 shares; 2025Q3: 14,047 shares; 2025Q4: 14,048 shares 14,048 $684K 0.03% +1 Timeline FAUG 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: 10,283 shares; 2025Q1: 11,064 shares; 2025Q2: 10,581 shares; 2025Q3: 10,338 shares; 2025Q4: 12,876 shares 12,876 $682K 0.03% +2,538 Timeline ACP ABRDN INCOME CREDIT STRATEGI More: the full row for ABRDN INCOME CREDIT STRATEGI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 138,725 shares; 2024Q4: 139,139 shares; 2025Q1: 139,144 shares; 2025Q2: 125,893 shares; 2025Q3: 125,897 shares; 2025Q4: 125,803 shares 125,803 $681K 0.03% -94 Timeline SPTS 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: 22,208 shares; 2024Q4: 18,637 shares; 2025Q1: 19,302 shares; 2025Q2: 19,164 shares; 2025Q3: 28,283 shares; 2025Q4: 23,214 shares 23,214 $680K 0.02% -5,069 Timeline FPF FIRST TR INTER DURATN PFD & More: the full row for FIRST TR INTER DURATN PFD & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,388 shares; 2024Q4: 36,388 shares; 2025Q1: 36,388 shares; 2025Q2: 36,388 shares; 2025Q3: 36,388 shares; 2025Q4: 36,388 shares 36,388 $678K 0.02% 0 Timeline IHI 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: 18,368 shares; 2024Q4: 12,377 shares; 2025Q1: 14,525 shares; 2025Q2: 10,916 shares; 2025Q3: 10,593 shares; 2025Q4: 10,901 shares 10,901 $678K 0.02% +308 Timeline ACHR ARCHER AVIATION INC More: the full row for ARCHER AVIATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 43,928 shares; 2025Q4: 89,787 shares 89,787 $675K 0.02% +45,859 Timeline XEVTX EATON VANCE TAX ADVT DIV INC More: the full row for EATON VANCE TAX ADVT DIV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,555 shares; 2024Q4: 33,716 shares; 2025Q1: 30,128 shares; 2025Q2: 26,797 shares; 2025Q3: 26,797 shares; 2025Q4: 26,797 shares 26,797 $675K 0.02% 0 Timeline FTSM FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,239 shares; 2024Q4: 12,304 shares; 2025Q1: 11,525 shares; 2025Q2: 10,986 shares; 2025Q3: 10,528 shares; 2025Q4: 11,255 shares 11,255 $675K 0.02% +727 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,522 shares; 2024Q4: 33,800 shares; 2025Q1: 33,876 shares; 2025Q2: 28,677 shares; 2025Q3: 28,807 shares; 2025Q4: 28,620 shares 28,620 $669K 0.02% -187 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,678 shares; 2025Q2: 11,573 shares; 2025Q3: 19,166 shares; 2025Q4: 16,884 shares 16,884 $661K 0.02% -2,282 Timeline ACWI 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: 20,612 shares; 2024Q4: not reported; 2025Q1: 4,868 shares; 2025Q2: 4,614 shares; 2025Q3: 4,700 shares; 2025Q4: 4,662 shares 4,662 $660K 0.02% -38 Timeline ETN EATON CORP PLC More: the full row for EATON CORP 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: 1,813 shares; 2025Q2: 1,875 shares; 2025Q3: 1,549 shares; 2025Q4: 2,068 shares 2,068 $659K 0.02% +519 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE 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: 4,813 shares; 2025Q2: 3,166 shares; 2025Q3: 2,951 shares; 2025Q4: 2,882 shares 2,882 $656K 0.02% -69 Timeline CSGP COSTAR GROUP INC More: the full row for COSTAR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,268 shares; 2025Q2: 11,114 shares; 2025Q3: 10,523 shares; 2025Q4: 9,715 shares 9,715 $653K 0.02% -808 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,655 shares; 2025Q2: 4,326 shares; 2025Q3: 4,184 shares; 2025Q4: 4,265 shares 4,265 $653K 0.02% +81 Timeline HPS HANCOCK JOHN PFD INCOME FD I More: the full row for HANCOCK JOHN PFD INCOME FD I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 46,435 shares; 2025Q1: 46,456 shares; 2025Q2: 46,309 shares; 2025Q3: 46,331 shares; 2025Q4: 44,913 shares 44,913 $647K 0.02% -1,418 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,739 shares; 2025Q2: 4,152 shares; 2025Q3: 4,194 shares; 2025Q4: 4,255 shares 4,255 $646K 0.02% +61 Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 22,131 shares; 2025Q1: 21,372 shares; 2025Q2: 20,847 shares; 2025Q3: 21,132 shares; 2025Q4: 21,148 shares 21,148 $646K 0.02% +16 Timeline CGDG CAPITAL GROUP DIVIDEND GROWE More: the full row for CAPITAL GROUP DIVIDEND GROWE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,819 shares; 2025Q2: 46,832 shares; 2025Q3: 47,517 shares; 2025Q4: 17,938 shares 17,938 $639K 0.02% -29,579 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,351 shares; 2024Q4: 14,570 shares; 2025Q1: 16,760 shares; 2025Q2: 8,311 shares; 2025Q3: 12,755 shares; 2025Q4: 12,540 shares 12,540 $638K 0.02% -215 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,683 shares; 2025Q4: 7,718 shares 7,718 $635K 0.02% +1,035 Timeline JOBY JOBY AVIATION INC More: the full row for JOBY AVIATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 41,049 shares; 2025Q4: 47,903 shares 47,903 $632K 0.02% +6,854 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,130 shares; 2024Q4: not reported; 2025Q1: 9,928 shares; 2025Q2: 11,565 shares; 2025Q3: 12,305 shares; 2025Q4: 13,493 shares 13,493 $632K 0.02% +1,188 Timeline PZA 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: 23,156 shares; 2024Q4: 22,826 shares; 2025Q1: 24,031 shares; 2025Q2: 23,920 shares; 2025Q3: 23,055 shares; 2025Q4: 27,152 shares 27,152 $630K 0.02% +4,097 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,854 shares; 2025Q4: 8,790 shares 8,790 $629K 0.02% +1,936 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,538 shares; 2024Q4: 39,031 shares; 2025Q1: 39,941 shares; 2025Q2: 44,258 shares; 2025Q3: 45,382 shares; 2025Q4: 15,466 shares 15,466 $622K 0.02% -29,916 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,749 shares; 2025Q2: 2,641 shares; 2025Q3: 2,827 shares; 2025Q4: 2,540 shares 2,540 $617K 0.02% -287 Timeline EQT EQT CORP More: the full row for EQT 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: 7,619 shares; 2025Q2: 7,723 shares; 2025Q3: 10,427 shares; 2025Q4: 11,504 shares 11,504 $617K 0.02% +1,077 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: 205 shares; 2025Q2: 201 shares; 2025Q3: 112 shares; 2025Q4: 115 shares 115 $616K 0.02% +3 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: 9,080 shares; 2025Q4: 9,154 shares 9,154 $616K 0.02% +74 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,110 shares; 2025Q2: 12,017 shares; 2025Q3: 13,228 shares; 2025Q4: 10,518 shares 10,518 $614K 0.02% -2,710 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,013 shares; 2025Q2: 6,138 shares; 2025Q3: 6,234 shares; 2025Q4: 5,834 shares 5,834 $613K 0.02% -400 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,622 shares; 2025Q1: 9,700 shares; 2025Q2: 8,713 shares; 2025Q3: 8,764 shares; 2025Q4: 8,782 shares 8,782 $612K 0.02% +18 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,041 shares; 2024Q4: not reported; 2025Q1: 2,986 shares; 2025Q2: 2,970 shares; 2025Q3: 14,834 shares; 2025Q4: 2,532 shares 2,532 $611K 0.02% -12,302 Timeline BTC GRAYSCALE BITCOIN MINI TR ET More: the full row for GRAYSCALE BITCOIN MINI TR ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,914 shares; 2025Q2: 15,811 shares; 2025Q3: 14,934 shares; 2025Q4: 15,704 shares 15,704 $608K 0.02% +770 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC 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: 11,160 shares; 2025Q2: 8,813 shares; 2025Q3: 7,486 shares; 2025Q4: 4,576 shares 4,576 $607K 0.02% -2,910 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,644 shares; 2024Q4: 16,013 shares; 2025Q1: 6,939 shares; 2025Q2: 4,850 shares; 2025Q3: 4,459 shares; 2025Q4: 4,446 shares 4,446 $603K 0.02% -13 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: not reported; 2024Q4: not reported; 2025Q1: 2,335 shares; 2025Q2: 5,327 shares; 2025Q3: 2,140 shares; 2025Q4: 2,179 shares 2,179 $603K 0.02% +39 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: not reported; 2024Q4: not reported; 2025Q1: 1,655 shares; 2025Q2: 1,666 shares; 2025Q3: 1,895 shares; 2025Q4: 1,908 shares 1,908 $600K 0.02% +13 Timeline BHK BLACKROCK CORE BD TR More: the full row for BLACKROCK CORE BD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,082 shares; 2024Q4: 63,131 shares; 2025Q1: 63,183 shares; 2025Q2: 63,239 shares; 2025Q3: 63,299 shares; 2025Q4: 62,021 shares 62,021 $595K 0.02% -1,278 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 180 shares; 2025Q2: 182 shares; 2025Q3: 175 shares; 2025Q4: 174 shares 174 $591K 0.02% -1 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,410 shares; 2024Q4: not reported; 2025Q1: 9,117 shares; 2025Q2: 8,351 shares; 2025Q3: 8,196 shares; 2025Q4: 8,007 shares 8,007 $589K 0.02% -189 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER 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: 2,881 shares; 2025Q2: 3,075 shares; 2025Q3: 1,636 shares; 2025Q4: 1,669 shares 1,669 $587K 0.02% +33 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,089 shares; 2025Q1: 13,188 shares; 2025Q2: 11,600 shares; 2025Q3: 11,633 shares; 2025Q4: 12,107 shares 12,107 $579K 0.02% +474 Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 24,462 shares 24,462 $579K 0.02% new Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,135 shares; 2025Q2: 5,157 shares; 2025Q3: 5,568 shares; 2025Q4: 5,718 shares 5,718 $577K 0.02% +150 Timeline QEFA SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89,386 shares; 2024Q4: 109,166 shares; 2025Q1: 8,375 shares; 2025Q2: 6,902 shares; 2025Q3: 6,401 shares; 2025Q4: 6,358 shares 6,358 $576K 0.02% -43 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: 13,084 shares; 2024Q4: not reported; 2025Q1: 8,726 shares; 2025Q2: 8,912 shares; 2025Q3: 9,332 shares; 2025Q4: 6,693 shares 6,693 $574K 0.02% -2,639 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,462 shares; 2024Q4: 11,103 shares; 2025Q1: 9,703 shares; 2025Q2: 9,869 shares; 2025Q3: 10,475 shares; 2025Q4: 11,631 shares 11,631 $572K 0.02% +1,156 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,996 shares; 2025Q2: 1,878 shares; 2025Q3: 1,874 shares; 2025Q4: 1,491 shares 1,491 $571K 0.02% -383 Timeline PCEF 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: 27,146 shares; 2024Q4: 28,981 shares; 2025Q1: 28,503 shares; 2025Q2: 28,634 shares; 2025Q3: 28,637 shares; 2025Q4: 28,724 shares 28,724 $571K 0.02% +87 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,111 shares; 2025Q2: 2,099 shares; 2025Q3: 2,493 shares; 2025Q4: 2,663 shares 2,663 $570K 0.02% +170 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,631 shares; 2025Q2: 2,546 shares; 2025Q3: 2,538 shares; 2025Q4: 2,662 shares 2,662 $568K 0.02% +124 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: not reported; 2024Q4: not reported; 2025Q1: 1,236 shares; 2025Q2: 1,239 shares; 2025Q3: 1,205 shares; 2025Q4: 1,156 shares 1,156 $567K 0.02% -49 Timeline PEGA PEGASYSTEMS INC More: the full row for PEGASYSTEMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,468 shares 9,468 $565K 0.02% new Timeline CGSD CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,150 shares; 2024Q4: 15,414 shares; 2025Q1: 15,636 shares; 2025Q2: 33,217 shares; 2025Q3: 31,926 shares; 2025Q4: 21,733 shares 21,733 $565K 0.02% -10,193 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,213 shares; 2025Q2: 2,121 shares; 2025Q3: 2,273 shares; 2025Q4: 2,481 shares 2,481 $562K 0.02% +208 Timeline FDL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,453 shares; 2025Q2: 5,505 shares; 2025Q3: 194,378 shares; 2025Q4: 12,608 shares 12,608 $559K 0.02% -181,770 Timeline OLN OLIN CORP More: the full row for OLIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,812 shares; 2024Q4: 25,866 shares; 2025Q1: 26,202 shares; 2025Q2: 26,411 shares; 2025Q3: 26,813 shares; 2025Q4: 26,821 shares 26,821 $559K 0.02% +8 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,639 shares; 2025Q2: 6,834 shares; 2025Q3: 6,788 shares; 2025Q4: 6,865 shares 6,865 $558K 0.02% +77 Timeline ILDR 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: 13,525 shares; 2025Q2: 18,512 shares; 2025Q3: 17,273 shares; 2025Q4: 16,894 shares 16,894 $557K 0.02% -379 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,457 shares; 2024Q4: 20,132 shares; 2025Q1: 41,981 shares; 2025Q2: 56,352 shares; 2025Q3: 27,546 shares; 2025Q4: 5,833 shares 5,833 $556K 0.02% -21,713 Timeline EDGI ADVISORS INNER CIRCLE FD II More: the full row for ADVISORS INNER CIRCLE FD II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,228 shares; 2025Q3: 17,624 shares; 2025Q4: 19,580 shares 19,580 $556K 0.02% +1,956 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,362 shares; 2025Q2: 6,886 shares; 2025Q3: 3,627 shares; 2025Q4: 3,834 shares 3,834 $555K 0.02% +207 Timeline IXC 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: 6,994 shares; 2025Q2: 6,960 shares; 2025Q3: 5,676 shares; 2025Q4: 13,228 shares 13,228 $555K 0.02% +7,552 Timeline BITB BITWISE BITCOIN ETF TR More: the full row for BITWISE BITCOIN ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,230 shares; 2025Q4: 11,593 shares 11,593 $551K 0.02% +4,363 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,180 shares; 2025Q2: 2,312 shares; 2025Q3: 2,340 shares; 2025Q4: 2,434 shares 2,434 $543K 0.02% +94 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: 13,855 shares; 2024Q4: 10,229 shares; 2025Q1: 9,979 shares; 2025Q2: 10,071 shares; 2025Q3: 8,312 shares; 2025Q4: 7,776 shares 7,776 $540K 0.02% -536 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,034 shares; 2025Q1: 11,839 shares; 2025Q2: 7,418 shares; 2025Q3: 7,406 shares; 2025Q4: 7,406 shares 7,406 $538K 0.02% 0 Timeline GOVI 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: not reported; 2024Q4: 11,452 shares; 2025Q1: 15,233 shares; 2025Q2: 16,467 shares; 2025Q3: 16,492 shares; 2025Q4: 19,404 shares 19,404 $535K 0.02% +2,912 Timeline PTC PTC INC More: the full row for PTC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,150 shares; 2025Q2: 3,182 shares; 2025Q3: 3,095 shares; 2025Q4: 3,062 shares 3,062 $533K 0.02% -33 Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,903 shares; 2025Q2: 2,057 shares; 2025Q3: 1,905 shares; 2025Q4: 1,741 shares 1,741 $533K 0.02% -164 Timeline BKLN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,911 shares; 2024Q4: 23,132 shares; 2025Q1: 23,788 shares; 2025Q2: 24,707 shares; 2025Q3: 24,340 shares; 2025Q4: 25,343 shares 25,343 $532K 0.02% +1,003 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE 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: 79 shares; 2025Q3: 296 shares; 2025Q4: 264 shares 264 $532K 0.02% -32 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: not reported; 2024Q4: not reported; 2025Q1: 2,187 shares; 2025Q2: 1,688 shares; 2025Q3: 1,384 shares; 2025Q4: 1,703 shares 1,703 $532K 0.02% +319 Timeline SMR NUSCALE PWR CORP More: the full row for NUSCALE PWR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,583 shares; 2025Q1: 13,399 shares; 2025Q2: 25,645 shares; 2025Q3: 31,696 shares; 2025Q4: 37,442 shares 37,442 $531K 0.02% +5,746 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: not reported; 2024Q4: not reported; 2025Q1: 1,417 shares; 2025Q2: 1,425 shares; 2025Q3: 1,230 shares; 2025Q4: 1,841 shares 1,841 $530K 0.02% +611 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,182 shares; 2025Q2: 3,150 shares; 2025Q3: 3,136 shares; 2025Q4: 3,989 shares 3,989 $530K 0.02% +853 Timeline BANK OF AMER CORP 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: 421 shares; 2025Q2: 421 shares; 2025Q3: 421 shares; 2025Q4: 421 shares 421 $527K 0.02% 0 RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,707 shares; 2025Q2: 3,600 shares; 2025Q3: 3,247 shares; 2025Q4: 3,243 shares 3,243 $521K 0.02% -4 Timeline RS RELIANCE INC More: the full row for RELIANCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,265 shares; 2025Q3: 1,732 shares; 2025Q4: 1,799 shares 1,799 $520K 0.02% +67 Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,907 shares; 2025Q2: 19,686 shares; 2025Q3: 22,077 shares; 2025Q4: 22,189 shares 22,189 $517K 0.02% +112 Timeline JLL JONES LANG LASALLE INC More: the full row for JONES LANG LASALLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,690 shares; 2025Q2: 1,553 shares; 2025Q3: 1,556 shares; 2025Q4: 1,535 shares 1,535 $516K 0.02% -21 Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,160 shares; 2025Q3: 960 shares; 2025Q4: 1,059 shares 1,059 $516K 0.02% +99 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,700 shares; 2024Q4: 30,816 shares; 2025Q1: 30,999 shares; 2025Q2: 13,538 shares; 2025Q3: 12,674 shares; 2025Q4: 14,077 shares 14,077 $516K 0.02% +1,403 Timeline VGSH 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: 10,944 shares; 2024Q4: 22,802 shares; 2025Q1: 31,870 shares; 2025Q2: 35,440 shares; 2025Q3: 8,367 shares; 2025Q4: 8,760 shares 8,760 $514K 0.02% +393 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,967 shares; 2024Q4: 15,095 shares; 2025Q1: 16,038 shares; 2025Q2: 18,565 shares; 2025Q3: 18,615 shares; 2025Q4: 18,885 shares 18,885 $512K 0.02% +270 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: not reported; 2024Q4: 21,519 shares; 2025Q1: 21,398 shares; 2025Q2: 18,513 shares; 2025Q3: 19,363 shares; 2025Q4: 19,457 shares 19,457 $510K 0.02% +94 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,872 shares; 2024Q4: 23,201 shares; 2025Q1: 22,713 shares; 2025Q2: 15,388 shares; 2025Q3: 14,926 shares; 2025Q4: 14,691 shares 14,691 $510K 0.02% -235 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,824 shares; 2024Q4: not reported; 2025Q1: 7,545 shares; 2025Q2: 6,795 shares; 2025Q3: 6,818 shares; 2025Q4: 6,790 shares 6,790 $510K 0.02% -28 Timeline RIVN RIVIAN AUTOMOTIVE INC More: the full row for RIVIAN AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,681 shares; 2024Q4: 30,253 shares; 2025Q1: 25,203 shares; 2025Q2: 25,857 shares; 2025Q3: 25,345 shares; 2025Q4: 25,830 shares 25,830 $509K 0.02% +485 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,779 shares; 2024Q4: 22,935 shares; 2025Q1: 28,248 shares; 2025Q2: 27,849 shares; 2025Q3: 22,239 shares; 2025Q4: 13,256 shares 13,256 $509K 0.02% -8,983 Timeline CIB GRUPO CIBEST SA More: the full row for GRUPO CIBEST SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,985 shares 7,985 $508K 0.02% new Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,881 shares; 2025Q2: 4,886 shares; 2025Q3: 4,892 shares; 2025Q4: 5,236 shares 5,236 $507K 0.02% +344 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,358 shares; 2025Q2: 6,219 shares; 2025Q3: 6,740 shares; 2025Q4: 6,230 shares 6,230 $503K 0.02% -510 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,564 shares; 2025Q2: 6,131 shares; 2025Q3: 6,930 shares; 2025Q4: 7,884 shares 7,884 $502K 0.02% +954 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 21,371 shares; 2025Q1: 12,844 shares; 2025Q2: 13,318 shares; 2025Q3: 16,109 shares; 2025Q4: 19,557 shares 19,557 $501K 0.02% +3,448 Timeline CME CME GROUP INC More: the full row for CME 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: 1,440 shares; 2025Q2: 1,342 shares; 2025Q3: 1,548 shares; 2025Q4: 1,824 shares 1,824 $498K 0.02% +276 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,091 shares; 2024Q4: not reported; 2025Q1: 9,911 shares; 2025Q2: 4,309 shares; 2025Q3: 4,312 shares; 2025Q4: 4,236 shares 4,236 $498K 0.02% -76 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,935 shares; 2025Q2: 6,878 shares; 2025Q3: 4,055 shares; 2025Q4: 4,302 shares 4,302 $496K 0.02% +247 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS 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: 954 shares; 2025Q2: 992 shares; 2025Q3: 1,035 shares; 2025Q4: 1,056 shares 1,056 $496K 0.02% +21 Timeline LMNR LIMONEIRA CO More: the full row for LIMONEIRA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 39,160 shares; 2025Q1: 39,160 shares; 2025Q2: 39,160 shares; 2025Q3: 39,160 shares; 2025Q4: 39,160 shares 39,160 $494K 0.02% 0 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS 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: 3,575 shares; 2025Q2: 2,729 shares; 2025Q3: 2,820 shares; 2025Q4: 3,032 shares 3,032 $491K 0.02% +212 Timeline FJUL 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: 8,367 shares; 2025Q2: 7,531 shares; 2025Q3: 9,777 shares; 2025Q4: 8,768 shares 8,768 $490K 0.02% -1,009 Timeline IMFL INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,847 shares; 2025Q1: 12,099 shares; 2025Q2: 13,333 shares; 2025Q3: 14,157 shares; 2025Q4: 16,425 shares 16,425 $489K 0.02% +2,268 Timeline VXF 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: not reported; 2024Q4: not reported; 2025Q1: 1,540 shares; 2025Q2: 1,566 shares; 2025Q3: 1,466 shares; 2025Q4: 2,319 shares 2,319 $485K 0.02% +853 Timeline PRN INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,105 shares; 2025Q2: 1,910 shares; 2025Q3: 2,225 shares; 2025Q4: 2,765 shares 2,765 $483K 0.02% +540 Timeline AVA AVISTA CORP More: the full row for AVISTA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,916 shares; 2025Q2: 8,816 shares; 2025Q3: 11,049 shares; 2025Q4: 12,512 shares 12,512 $482K 0.02% +1,463 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,237 shares; 2025Q4: 7,421 shares 7,421 $481K 0.02% +1,184 Timeline HYMB 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: 12,334 shares; 2024Q4: 12,609 shares; 2025Q1: 13,899 shares; 2025Q2: 13,748 shares; 2025Q3: 12,810 shares; 2025Q4: 19,253 shares 19,253 $480K 0.02% +6,443 Timeline SPMO 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: not reported; 2024Q4: not reported; 2025Q1: 2,181 shares; 2025Q2: 2,263 shares; 2025Q3: 2,240 shares; 2025Q4: 4,010 shares 4,010 $479K 0.02% +1,770 Timeline ACWX 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: 3,395 shares; 2025Q3: 5,765 shares; 2025Q4: 7,111 shares 7,111 $477K 0.02% +1,346 Timeline IT GARTNER INC More: the full row for GARTNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,843 shares; 2025Q2: 1,891 shares; 2025Q3: 1,853 shares; 2025Q4: 1,883 shares 1,883 $475K 0.02% +30 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,882 shares; 2025Q2: 12,060 shares; 2025Q3: 11,637 shares; 2025Q4: 19,745 shares 19,745 $475K 0.02% +8,108 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,935 shares; 2025Q2: 8,405 shares; 2025Q3: 4,403 shares; 2025Q4: 4,241 shares 4,241 $474K 0.02% -162 Timeline FAPR 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: 12,721 shares; 2025Q1: 12,854 shares; 2025Q2: 12,116 shares; 2025Q3: 11,835 shares; 2025Q4: 10,655 shares 10,655 $473K 0.02% -1,180 Timeline DDS DILLARDS INC More: the full row for DILLARDS 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: 744 shares; 2025Q2: 912 shares; 2025Q3: 662 shares; 2025Q4: 774 shares 774 $469K 0.02% +112 Timeline NG NOVAGOLD RESOURCES INC More: the full row for NOVAGOLD RESOURCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,500 shares; 2024Q4: not reported; 2025Q1: 50,000 shares; 2025Q2: 50,000 shares; 2025Q3: 50,000 shares; 2025Q4: 50,004 shares 50,004 $466K 0.02% +4 Timeline XNEAX NUVEEN AMT FREE QLTY MUN INC More: the full row for NUVEEN AMT FREE QLTY MUN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 40,099 shares; 2025Q1: 45,129 shares; 2025Q2: 39,726 shares; 2025Q3: 49,775 shares; 2025Q4: 39,833 shares 39,833 $463K 0.02% -9,942 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,178 shares; 2025Q4: 1,189 shares 1,189 $463K 0.02% +11 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,227 shares; 2025Q2: 6,218 shares; 2025Q3: 6,527 shares; 2025Q4: 6,912 shares 6,912 $463K 0.02% +385 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,075 shares; 2025Q2: 3,381 shares; 2025Q3: 3,135 shares; 2025Q4: 3,226 shares 3,226 $462K 0.02% +91 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,037 shares; 2025Q3: 4,519 shares; 2025Q4: 4,892 shares 4,892 $461K 0.02% +373 Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,043 shares; 2025Q2: 8,043 shares; 2025Q3: 8,129 shares; 2025Q4: 8,958 shares 8,958 $458K 0.02% +829 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,756 shares; 2025Q2: 3,702 shares; 2025Q3: 3,454 shares; 2025Q4: 3,318 shares 3,318 $457K 0.02% -136 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,602 shares; 2025Q2: 4,600 shares; 2025Q3: 4,621 shares; 2025Q4: 4,620 shares 4,620 $457K 0.02% -1 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: not reported; 2024Q4: not reported; 2025Q1: 4,411 shares; 2025Q2: 3,840 shares; 2025Q3: 3,468 shares; 2025Q4: 3,281 shares 3,281 $457K 0.02% -187 Timeline FSEP 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: 8,329 shares; 2025Q2: 7,796 shares; 2025Q3: 9,841 shares; 2025Q4: 8,760 shares 8,760 $452K 0.02% -1,081 Timeline BUFD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 29,044 shares; 2025Q1: 25,526 shares; 2025Q2: 21,879 shares; 2025Q3: 16,547 shares; 2025Q4: 15,972 shares 15,972 $451K 0.02% -575 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,854 shares; 2025Q2: 2,550 shares; 2025Q3: 2,570 shares; 2025Q4: 2,671 shares 2,671 $451K 0.02% +101 Timeline IOO 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: 3,862 shares; 2025Q2: 4,583 shares; 2025Q3: 3,545 shares; 2025Q4: 3,550 shares 3,550 $450K 0.02% +5 Timeline DNOV 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: 10,055 shares; 2025Q1: 10,325 shares; 2025Q2: 9,778 shares; 2025Q3: 9,778 shares; 2025Q4: 9,150 shares 9,150 $447K 0.02% -628 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,310 shares; 2024Q4: 21,303 shares; 2025Q1: 18,035 shares; 2025Q2: 17,047 shares; 2025Q3: 11,201 shares; 2025Q4: 8,767 shares 8,767 $446K 0.02% -2,434 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,187 shares; 2025Q2: 2,020 shares; 2025Q3: 2,002 shares; 2025Q4: 1,981 shares 1,981 $445K 0.02% -21 Timeline NVG NUVEEN AMT FREE MUN CR INC F More: the full row for NUVEEN AMT FREE MUN CR INC F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,431 shares; 2024Q4: 29,918 shares; 2025Q1: 34,918 shares; 2025Q2: 34,918 shares; 2025Q3: 35,010 shares; 2025Q4: 35,129 shares 35,129 $445K 0.02% +119 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,203 shares; 2025Q2: 3,382 shares; 2025Q3: 2,824 shares; 2025Q4: 3,142 shares 3,142 $444K 0.02% +318 Timeline REGL 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: not reported; 2024Q4: not reported; 2025Q1: 3,700 shares; 2025Q2: 4,178 shares; 2025Q3: 5,264 shares; 2025Q4: 5,272 shares 5,272 $444K 0.02% +8 Timeline BBJP J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,619 shares; 2025Q2: 5,725 shares; 2025Q3: 5,982 shares; 2025Q4: 6,734 shares 6,734 $444K 0.02% +752 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 925 shares; 2025Q2: 967 shares; 2025Q3: 815 shares; 2025Q4: 848 shares 848 $443K 0.02% +33 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,566 shares; 2025Q2: 2,116 shares; 2025Q3: 2,128 shares; 2025Q4: 2,449 shares 2,449 $441K 0.02% +321 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,949 shares; 2025Q2: 4,683 shares; 2025Q3: 5,372 shares; 2025Q4: 5,142 shares 5,142 $439K 0.02% -230 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,730 shares; 2024Q4: not reported; 2025Q1: 6,872 shares; 2025Q2: 7,130 shares; 2025Q3: 7,159 shares; 2025Q4: 8,094 shares 8,094 $436K 0.02% +935 Timeline XTEN BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,798 shares; 2025Q3: 9,936 shares; 2025Q4: 9,386 shares 9,386 $434K 0.02% -550 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,742 shares; 2025Q2: 5,730 shares; 2025Q3: 5,455 shares; 2025Q4: 5,622 shares 5,622 $431K 0.02% +167 Timeline FBT FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,668 shares; 2025Q2: 1,629 shares; 2025Q3: 1,674 shares; 2025Q4: 2,081 shares 2,081 $430K 0.02% +407 Timeline IBDX 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: 20,155 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,515 shares; 2025Q3: 10,555 shares; 2025Q4: 16,805 shares 16,805 $429K 0.02% +6,250 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,596 shares; 2024Q4: not reported; 2025Q1: 5,344 shares; 2025Q2: 5,478 shares; 2025Q3: 5,147 shares; 2025Q4: 5,419 shares 5,419 $428K 0.02% +272 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: not reported; 2024Q4: not reported; 2025Q1: 3,290 shares; 2025Q2: 1,644 shares; 2025Q3: 1,784 shares; 2025Q4: 1,934 shares 1,934 $424K 0.02% +150 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: 8,380 shares; 2025Q2: 8,534 shares; 2025Q3: 3,205 shares; 2025Q4: 723 shares 723 $420K 0.02% -2,482 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,063 shares 21,063 $419K 0.02% new Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM 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: 1,135 shares 1,135 $418K 0.02% new Timeline GSC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,634 shares; 2025Q3: 7,475 shares; 2025Q4: 7,687 shares 7,687 $418K 0.02% +212 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 22,293 shares; 2025Q2: 20,835 shares; 2025Q3: 13,881 shares; 2025Q4: 15,875 shares 15,875 $416K 0.02% +1,994 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,211 shares; 2025Q2: 1,218 shares; 2025Q3: 1,214 shares; 2025Q4: 1,221 shares 1,221 $415K 0.02% +7 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,185 shares; 2025Q2: 1,590 shares; 2025Q3: 1,817 shares; 2025Q4: 1,860 shares 1,860 $415K 0.02% +43 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,466 shares; 2025Q2: 1,405 shares; 2025Q3: 1,378 shares; 2025Q4: 1,528 shares 1,528 $414K 0.02% +150 Timeline GVI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,851 shares; 2025Q4: 3,859 shares 3,859 $414K 0.02% -1,992 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,778 shares; 2025Q2: 6,397 shares; 2025Q3: 6,559 shares; 2025Q4: 6,861 shares 6,861 $414K 0.02% +302 Timeline R RYDER SYS INC More: the full row for RYDER SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,791 shares; 2025Q2: 2,420 shares; 2025Q3: 1,993 shares; 2025Q4: 2,162 shares 2,162 $414K 0.02% +169 Timeline JRI NUVEEN REAL ASSET INCOME & G More: the full row for NUVEEN REAL ASSET INCOME & G Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,351 shares; 2024Q4: 29,593 shares; 2025Q1: 29,721 shares; 2025Q2: 29,916 shares; 2025Q3: 30,109 shares; 2025Q4: 30,367 shares 30,367 $413K 0.02% +258 Timeline OBDC BLUE OWL CAPITAL CORPORATION More: the full row for BLUE OWL CAPITAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,980 shares; 2024Q4: 26,441 shares; 2025Q1: 27,881 shares; 2025Q2: 28,200 shares; 2025Q3: 28,776 shares; 2025Q4: 33,198 shares 33,198 $413K 0.02% +4,422 Timeline SF STIFEL FINL CORP More: the full row for STIFEL FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,305 shares; 2025Q2: 3,379 shares; 2025Q3: 3,399 shares; 2025Q4: 3,289 shares 3,289 $412K 0.02% -110 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,816 shares; 2025Q3: 1,777 shares; 2025Q4: 1,760 shares 1,760 $412K 0.02% -17 Timeline RITM RITHM CAPITAL CORP More: the full row for RITHM CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,712 shares; 2024Q4: 34,572 shares; 2025Q1: 35,680 shares; 2025Q2: 34,705 shares; 2025Q3: 34,790 shares; 2025Q4: 37,723 shares 37,723 $411K 0.02% +2,933 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,912 shares; 2025Q2: 4,729 shares; 2025Q3: 5,243 shares; 2025Q4: 8,480 shares 8,480 $411K 0.02% +3,237 Timeline CMF 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: 3,846 shares; 2025Q3: 4,150 shares; 2025Q4: 7,113 shares 7,113 $409K 0.02% +2,963 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,650 shares; 2024Q4: not reported; 2025Q1: 4,869 shares; 2025Q2: 3,962 shares; 2025Q3: 3,866 shares; 2025Q4: 3,241 shares 3,241 $408K 0.01% -625 Timeline HYLB DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,902 shares; 2024Q4: 10,796 shares; 2025Q1: 10,769 shares; 2025Q2: 10,817 shares; 2025Q3: 10,935 shares; 2025Q4: 11,071 shares 11,071 $408K 0.01% +136 Timeline ARGX ARGENX SE More: the full row for ARGENX SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 561 shares; 2025Q2: 563 shares; 2025Q3: 542 shares; 2025Q4: 480 shares 480 $404K 0.01% -62 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,275 shares; 2025Q2: 1,196 shares; 2025Q3: 1,234 shares; 2025Q4: 1,166 shares 1,166 $402K 0.01% -68 Timeline MOS MOSAIC CO More: the full row for MOSAIC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,026 shares; 2024Q4: 15,328 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,660 shares 16,660 $401K 0.01% new Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 176,951 shares; 2024Q4: not reported; 2025Q1: 6,196 shares; 2025Q2: 4,705 shares; 2025Q3: 4,842 shares; 2025Q4: 4,735 shares 4,735 $401K 0.01% -107 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,122 shares 6,122 $400K 0.01% new Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,897 shares; 2025Q2: 4,349 shares; 2025Q3: 4,246 shares; 2025Q4: 3,990 shares 3,990 $396K 0.01% -256 Timeline BOOT BOOT BARN HLDGS INC More: the full row for BOOT BARN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,243 shares; 2025Q3: 2,192 shares; 2025Q4: 2,229 shares 2,229 $393K 0.01% +37 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,730 shares; 2025Q2: 2,659 shares; 2025Q3: 3,232 shares; 2025Q4: 3,501 shares 3,501 $393K 0.01% +269 Timeline MMSI MERIT MED SYS INC More: the full row for MERIT MED SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,108 shares; 2025Q2: 4,181 shares; 2025Q3: 4,355 shares; 2025Q4: 4,442 shares 4,442 $392K 0.01% +87 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER 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: 6,867 shares; 2025Q2: 4,978 shares; 2025Q3: 3,180 shares; 2025Q4: 2,206 shares 2,206 $387K 0.01% -974 Timeline XHLF BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,643 shares; 2024Q4: not reported; 2025Q1: 8,352 shares; 2025Q2: 8,352 shares; 2025Q3: 8,120 shares; 2025Q4: 7,701 shares 7,701 $387K 0.01% -419 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,578 shares; 2025Q2: 2,574 shares; 2025Q3: 1,359 shares; 2025Q4: 1,363 shares 1,363 $386K 0.01% +4 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,978 shares; 2025Q2: 2,804 shares; 2025Q3: 3,395 shares; 2025Q4: 3,661 shares 3,661 $386K 0.01% +266 Timeline GOVZ 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: 11,500 shares; 2025Q2: 17,500 shares; 2025Q3: 25,250 shares; 2025Q4: 41,650 shares 41,650 $385K 0.01% +16,400 Timeline SMCI SUPER MICRO COMPUTER INC More: the full row for SUPER MICRO COMPUTER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,225 shares; 2025Q1: 14,775 shares; 2025Q2: 16,129 shares; 2025Q3: 15,580 shares; 2025Q4: 13,127 shares 13,127 $384K 0.01% -2,453 Timeline QSR RESTAURANT BRANDS INTL INC More: the full row for RESTAURANT BRANDS 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: 3,093 shares; 2025Q2: 5,022 shares; 2025Q3: 5,597 shares; 2025Q4: 5,617 shares 5,617 $383K 0.01% +20 Timeline DJAN 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: 25,515 shares; 2025Q1: 23,873 shares; 2025Q2: 23,872 shares; 2025Q3: 12,540 shares; 2025Q4: 8,813 shares 8,813 $383K 0.01% -3,727 Timeline IRMD IRADIMED CORP More: the full row for IRADIMED CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,928 shares 3,928 $382K 0.01% new Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,628 shares; 2024Q4: 17,864 shares; 2025Q1: 19,601 shares; 2025Q2: 9,227 shares; 2025Q3: 9,180 shares; 2025Q4: 9,287 shares 9,287 $382K 0.01% +107 Timeline NAC NUVEEN CA DIVI ADV MUN More: the full row for NUVEEN CA DIVI ADV MUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,387 shares; 2024Q4: 30,860 shares; 2025Q1: 30,914 shares; 2025Q2: 31,000 shares; 2025Q3: 30,649 shares; 2025Q4: 32,173 shares 32,173 $380K 0.01% +1,524 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING 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: 1,561 shares; 2025Q2: 1,644 shares; 2025Q3: 1,967 shares; 2025Q4: 1,828 shares 1,828 $377K 0.01% -139 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,520 shares; 2025Q2: 1,605 shares; 2025Q3: 1,733 shares; 2025Q4: 1,931 shares 1,931 $375K 0.01% +198 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,414 shares; 2024Q4: 37,464 shares; 2025Q1: 36,977 shares; 2025Q2: 14,926 shares; 2025Q3: 15,151 shares; 2025Q4: 18,513 shares 18,513 $375K 0.01% +3,362 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,767 shares; 2025Q2: 1,999 shares; 2025Q3: 2,090 shares; 2025Q4: 2,227 shares 2,227 $373K 0.01% +137 Timeline HTGC HERCULES CAPITAL INC More: the full row for HERCULES CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,432 shares; 2024Q4: 28,758 shares; 2025Q1: 16,313 shares; 2025Q2: 16,113 shares; 2025Q3: 16,122 shares; 2025Q4: 19,725 shares 19,725 $371K 0.01% +3,603 Timeline EWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,322 shares; 2025Q2: 5,605 shares; 2025Q3: 5,622 shares; 2025Q4: 5,646 shares 5,646 $371K 0.01% +24 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,935 shares; 2025Q3: 9,381 shares; 2025Q4: 9,608 shares 9,608 $370K 0.01% +227 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,604 shares; 2025Q4: 3,629 shares 3,629 $370K 0.01% +1,025 Timeline PFO FLAHERTY & CRUMRINE PFD INCO More: the full row for FLAHERTY & CRUMRINE PFD INCO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,073 shares; 2024Q4: 39,073 shares; 2025Q1: 39,073 shares; 2025Q2: 39,073 shares; 2025Q3: 39,073 shares; 2025Q4: 39,073 shares 39,073 $369K 0.01% 0 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,622 shares; 2024Q4: 11,916 shares; 2025Q1: 9,654 shares; 2025Q2: 9,435 shares; 2025Q3: 9,887 shares; 2025Q4: 10,524 shares 10,524 $369K 0.01% +637 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,627 shares 5,627 $368K 0.01% new Timeline FOCT 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: 9,089 shares; 2025Q2: 8,876 shares; 2025Q3: 8,746 shares; 2025Q4: 7,450 shares 7,450 $365K 0.01% -1,296 Timeline IWB 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: 1,949 shares; 2025Q2: 1,949 shares; 2025Q3: 1,015 shares; 2025Q4: 975 shares 975 $364K 0.01% -40 Timeline FDEC 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: 8,652 shares; 2025Q2: 8,398 shares; 2025Q3: 8,279 shares; 2025Q4: 7,085 shares 7,085 $363K 0.01% -1,194 Timeline FJAN 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: 9,694 shares; 2025Q2: 9,429 shares; 2025Q3: 8,455 shares; 2025Q4: 7,007 shares 7,007 $363K 0.01% -1,448 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,204 shares; 2024Q4: 72,847 shares; 2025Q1: 80,073 shares; 2025Q2: 80,141 shares; 2025Q3: 36,705 shares; 2025Q4: 4,749 shares 4,749 $362K 0.01% -31,956 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 652 shares; 2025Q2: 846 shares; 2025Q3: 958 shares; 2025Q4: 1,017 shares 1,017 $359K 0.01% +59 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,402 shares; 2025Q3: 1,381 shares; 2025Q4: 1,401 shares 1,401 $359K 0.01% +20 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,790 shares; 2025Q2: 1,790 shares; 2025Q3: 1,645 shares; 2025Q4: 1,382 shares 1,382 $358K 0.01% -263 Timeline GLTR ABRDN PRECIOUS METALS BASKET More: the full row for ABRDN PRECIOUS METALS BASKET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,528 shares; 2025Q3: 1,673 shares; 2025Q4: 1,738 shares 1,738 $357K 0.01% +65 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC 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: 211 shares; 2025Q4: 210 shares 210 $355K 0.01% -1 Timeline INSM INSMED INC More: the full row for INSMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,346 shares; 2025Q2: 3,415 shares; 2025Q3: 2,410 shares; 2025Q4: 2,031 shares 2,031 $353K 0.01% -379 Timeline ENFR ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,687 shares; 2025Q1: 12,938 shares; 2025Q2: 12,538 shares; 2025Q3: 12,520 shares; 2025Q4: 11,192 shares 11,192 $352K 0.01% -1,328 Timeline BLDR BUILDERS FIRSTSOURCE INC More: the full row for BUILDERS FIRSTSOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,100 shares; 2025Q2: 4,062 shares; 2025Q3: 3,844 shares; 2025Q4: 3,399 shares 3,399 $350K 0.01% -445 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: 10,390 shares; 2024Q4: not reported; 2025Q1: 6,496 shares; 2025Q2: 6,310 shares; 2025Q3: 6,375 shares; 2025Q4: 7,042 shares 7,042 $348K 0.01% +667 Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,678 shares; 2025Q2: 4,768 shares; 2025Q3: 4,867 shares; 2025Q4: 4,977 shares 4,977 $348K 0.01% +110 Timeline SKYY FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,601 shares; 2025Q2: 3,519 shares; 2025Q3: 2,925 shares; 2025Q4: 2,667 shares 2,667 $347K 0.01% -258 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,703 shares; 2025Q2: 1,629 shares; 2025Q3: 1,447 shares; 2025Q4: 1,687 shares 1,687 $346K 0.01% +240 Timeline FELG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 26,372 shares; 2025Q3: 29,528 shares; 2025Q4: 8,297 shares 8,297 $346K 0.01% -21,231 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,034 shares; 2025Q2: 4,125 shares; 2025Q3: 4,130 shares; 2025Q4: 4,194 shares 4,194 $346K 0.01% +64 Timeline IYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,491 shares; 2025Q2: 2,274 shares; 2025Q3: 2,398 shares; 2025Q4: 2,678 shares 2,678 $345K 0.01% +280 Timeline EMBJ EMBRAER S.A. More: the full row for EMBRAER 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: 5,362 shares 5,362 $345K 0.01% new Timeline PBR-A PETROLEO BRASILEIRO S A More: the full row for PETROLEO BRASILEIRO S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,707 shares; 2024Q4: not reported; 2025Q1: 12,906 shares; 2025Q2: 12,807 shares; 2025Q3: 12,807 shares; 2025Q4: 30,587 shares 30,587 $345K 0.01% +17,780 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,175 shares; 2024Q4: 19,491 shares; 2025Q1: 20,039 shares; 2025Q2: 19,482 shares; 2025Q3: 16,708 shares; 2025Q4: 16,686 shares 16,686 $344K 0.01% -22 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 758 shares; 2025Q2: 631 shares; 2025Q3: 689 shares; 2025Q4: 624 shares 624 $344K 0.01% -65 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,041 shares; 2025Q2: 5,982 shares; 2025Q3: 5,415 shares; 2025Q4: 5,416 shares 5,416 $344K 0.01% +1 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,622 shares; 2025Q2: 4,391 shares; 2025Q3: 4,525 shares; 2025Q4: 4,273 shares 4,273 $343K 0.01% -252 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS 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: 878 shares; 2025Q2: 945 shares; 2025Q3: 1,028 shares; 2025Q4: 1,057 shares 1,057 $343K 0.01% +29 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,272 shares; 2025Q3: 1,399 shares; 2025Q4: 1,503 shares 1,503 $342K 0.01% +104 Timeline HDUS LATTICE STRATEGIES TR More: the full row for LATTICE STRATEGIES 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: 5,539 shares; 2025Q2: 5,267 shares; 2025Q3: 5,271 shares; 2025Q4: 5,234 shares 5,234 $341K 0.01% -37 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: not reported; 2024Q4: not reported; 2025Q1: 6,270 shares; 2025Q2: 7,024 shares; 2025Q3: 3,626 shares; 2025Q4: 5,078 shares 5,078 $340K 0.01% +1,452 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 591 shares; 2025Q2: 550 shares; 2025Q3: 556 shares; 2025Q4: 593 shares 593 $340K 0.01% +37 Timeline FMAY 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: 8,083 shares; 2025Q2: 7,738 shares; 2025Q3: 7,396 shares; 2025Q4: 6,367 shares 6,367 $340K 0.01% -1,029 Timeline CAVA CAVA GROUP INC More: the full row for CAVA 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: 7,859 shares; 2025Q2: 6,683 shares; 2025Q3: 5,969 shares; 2025Q4: 5,788 shares 5,788 $340K 0.01% -181 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,697 shares; 2025Q2: 2,820 shares; 2025Q3: 2,871 shares; 2025Q4: 2,831 shares 2,831 $339K 0.01% -40 Timeline FTAI FTAI AVIATION LTD More: the full row for FTAI AVIATION LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,363 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,711 shares; 2025Q4: 1,721 shares 1,721 $339K 0.01% +10 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,015 shares; 2025Q2: 20,108 shares; 2025Q3: 32,138 shares; 2025Q4: 28,877 shares 28,877 $339K 0.01% -3,261 Timeline JLS NUVEEN MORTGAGE AND INCOME F More: the full row for NUVEEN MORTGAGE AND INCOME F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,609 shares; 2024Q4: 18,576 shares; 2025Q1: 18,576 shares; 2025Q2: 18,576 shares; 2025Q3: 18,576 shares; 2025Q4: 18,576 shares 18,576 $338K 0.01% 0 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,581 shares; 2024Q4: 13,488 shares; 2025Q1: 6,948 shares; 2025Q2: 6,967 shares; 2025Q3: 2,783 shares; 2025Q4: 3,520 shares 3,520 $338K 0.01% +737 Timeline MTSI MACOM TECH SOLUTIONS HLDGS I More: the full row for MACOM TECH SOLUTIONS 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: 2,055 shares; 2025Q2: 2,135 shares; 2025Q3: 2,077 shares; 2025Q4: 1,968 shares 1,968 $337K 0.01% -109 Timeline SMFG SUMITOMO MITSUI FIN GRP INC More: the full row for SUMITOMO MITSUI FIN GRP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,015 shares; 2025Q1: 17,605 shares; 2025Q2: 18,699 shares; 2025Q3: 14,783 shares; 2025Q4: 17,436 shares 17,436 $337K 0.01% +2,653 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,175 shares; 2025Q2: 8,566 shares; 2025Q3: 2,105 shares; 2025Q4: 2,060 shares 2,060 $336K 0.01% -45 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,381 shares; 2025Q2: 1,266 shares; 2025Q3: 1,182 shares; 2025Q4: 1,165 shares 1,165 $335K 0.01% -17 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,412 shares; 2025Q2: 1,289 shares; 2025Q3: 2,058 shares; 2025Q4: 1,480 shares 1,480 $335K 0.01% -578 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,487 shares; 2024Q4: 23,466 shares; 2025Q1: 22,680 shares; 2025Q2: 22,900 shares; 2025Q3: 22,248 shares; 2025Q4: 22,413 shares 22,413 $332K 0.01% +165 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,714 shares 1,714 $332K 0.01% new Timeline GTO INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,510 shares; 2025Q2: 6,577 shares; 2025Q3: 5,907 shares; 2025Q4: 6,994 shares 6,994 $332K 0.01% +1,087 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,610 shares; 2025Q2: 2,110 shares; 2025Q3: 2,452 shares; 2025Q4: 2,431 shares 2,431 $331K 0.01% -21 Timeline FN FABRINET More: the full row for FABRINET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 813 shares; 2025Q3: 731 shares; 2025Q4: 725 shares 725 $330K 0.01% -6 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,421 shares; 2025Q2: 11,534 shares; 2025Q3: 11,492 shares; 2025Q4: 11,435 shares 11,435 $330K 0.01% -57 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,378 shares; 2025Q2: 1,433 shares; 2025Q3: 1,506 shares; 2025Q4: 1,515 shares 1,515 $329K 0.01% +9 Timeline EMN EASTMAN CHEM CO More: the full row for EASTMAN CHEM CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,660 shares; 2024Q4: 12,562 shares; 2025Q1: 14,076 shares; 2025Q2: 7,514 shares; 2025Q3: 4,710 shares; 2025Q4: 5,138 shares 5,138 $328K 0.01% +428 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: not reported; 2025Q1: 5,421 shares; 2025Q2: 5,324 shares; 2025Q3: 5,608 shares; 2025Q4: 5,650 shares 5,650 $327K 0.01% +42 Timeline FFEB FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,174 shares; 2025Q2: 7,855 shares; 2025Q3: 6,795 shares; 2025Q4: 5,777 shares 5,777 $327K 0.01% -1,018 Timeline IEUR 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: 4,177 shares; 2025Q2: 4,027 shares; 2025Q3: 4,161 shares; 2025Q4: 4,600 shares 4,600 $327K 0.01% +439 Timeline FNOV 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: 7,428 shares; 2025Q2: 7,199 shares; 2025Q3: 7,088 shares; 2025Q4: 5,951 shares 5,951 $326K 0.01% -1,137 Timeline FMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,896 shares; 2025Q1: 10,887 shares; 2025Q2: 9,584 shares; 2025Q3: 7,990 shares; 2025Q4: 6,858 shares 6,858 $326K 0.01% -1,132 Timeline URA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 96,354 shares; 2024Q4: 11,588 shares; 2025Q1: 10,961 shares; 2025Q2: 8,262 shares; 2025Q3: 8,389 shares; 2025Q4: 7,602 shares 7,602 $325K 0.01% -787 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: not reported; 2024Q4: not reported; 2025Q1: 557 shares; 2025Q2: 583 shares; 2025Q3: 416 shares; 2025Q4: 419 shares 419 $324K 0.01% +3 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,667 shares; 2025Q2: 1,936 shares; 2025Q3: 2,153 shares; 2025Q4: 2,163 shares 2,163 $322K 0.01% +10 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,476 shares; 2025Q2: 1,345 shares; 2025Q3: 1,254 shares; 2025Q4: 1,732 shares 1,732 $322K 0.01% +478 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 347 shares; 2025Q2: 370 shares; 2025Q3: 354 shares; 2025Q4: 353 shares 353 $320K 0.01% -1 Timeline ULS UL SOLUTIONS INC More: the full row for UL 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: 4,030 shares; 2025Q2: 4,038 shares; 2025Q3: 4,046 shares; 2025Q4: 4,057 shares 4,057 $320K 0.01% +11 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,314 shares; 2025Q3: 5,174 shares; 2025Q4: 5,468 shares 5,468 $319K 0.01% +294 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 21,773 shares; 2025Q1: not reported; 2025Q2: 5,600 shares; 2025Q3: 2,712 shares; 2025Q4: 4,106 shares 4,106 $316K 0.01% +1,394 Timeline ON ON SEMICONDUCTOR CORP More: the full row for ON SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,445 shares; 2025Q2: 5,668 shares; 2025Q3: 5,797 shares; 2025Q4: 5,821 shares 5,821 $315K 0.01% +24 Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,935 shares; 2025Q2: 6,000 shares; 2025Q3: 6,229 shares; 2025Q4: 7,092 shares 7,092 $315K 0.01% +863 Timeline CM CANADIAN IMPERIAL BANK OF CO More: the full row for CANADIAN IMPERIAL BANK OF 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: 3,620 shares; 2025Q2: 3,432 shares; 2025Q3: 3,436 shares; 2025Q4: 3,449 shares 3,449 $313K 0.01% +13 Timeline INTA INTAPP INC More: the full row for INTAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,666 shares; 2025Q3: 6,477 shares; 2025Q4: 6,797 shares 6,797 $311K 0.01% +320 Timeline IYJ 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: 2,912 shares; 2025Q2: 2,899 shares; 2025Q3: 2,101 shares; 2025Q4: 2,102 shares 2,102 $311K 0.01% +1 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,351 shares; 2025Q2: 6,368 shares; 2025Q3: 6,233 shares; 2025Q4: 6,239 shares 6,239 $311K 0.01% +6 Timeline VTEL 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,000 shares 3,000 $311K 0.01% new Timeline RPG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,318 shares; 2025Q2: 6,555 shares; 2025Q3: 6,605 shares; 2025Q4: 6,605 shares 6,605 $308K 0.01% 0 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,958 shares; 2025Q2: 1,997 shares; 2025Q3: 1,891 shares; 2025Q4: 1,913 shares 1,913 $308K 0.01% +22 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,984 shares; 2025Q2: 4,087 shares; 2025Q3: 4,177 shares; 2025Q4: 4,147 shares 4,147 $306K 0.01% -30 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,672 shares; 2025Q4: 3,348 shares 3,348 $306K 0.01% +676 Timeline ITOT 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: 134,184 shares; 2024Q4: not reported; 2025Q1: 7,526 shares; 2025Q2: 2,190 shares; 2025Q3: 2,200 shares; 2025Q4: 2,058 shares 2,058 $306K 0.01% -142 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,098 shares; 2025Q2: 1,054 shares; 2025Q3: 1,119 shares; 2025Q4: 1,214 shares 1,214 $305K 0.01% +95 Timeline TFI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,914 shares; 2025Q2: 4,892 shares; 2025Q3: 4,856 shares; 2025Q4: 6,640 shares 6,640 $304K 0.01% +1,784 Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,441 shares; 2025Q2: 13,821 shares; 2025Q3: 18,679 shares; 2025Q4: 19,135 shares 19,135 $303K 0.01% +456 Timeline TTD THE TRADE DESK INC More: the full row for THE TRADE DESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,660 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,137 shares; 2025Q3: 8,529 shares; 2025Q4: 7,979 shares 7,979 $303K 0.01% -550 Timeline EDGH ADVISORS INNER CIRCLE FD II More: the full row for ADVISORS INNER CIRCLE FD II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,384 shares; 2025Q2: 10,988 shares; 2025Q3: 14,071 shares; 2025Q4: 9,952 shares 9,952 $303K 0.01% -4,119 Timeline VCRM 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,000 shares 4,000 $302K 0.01% new Timeline EXAS EXACT SCIENCES CORP More: the full row for EXACT SCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,966 shares 2,966 $301K 0.01% new Timeline AVUS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,689 shares; 2025Q2: 2,689 shares; 2025Q3: 2,689 shares; 2025Q4: 2,689 shares 2,689 $301K 0.01% 0 Timeline RGLD ROYAL GOLD INC More: the full row for ROYAL GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,308 shares; 2025Q2: 1,316 shares; 2025Q3: 1,368 shares; 2025Q4: 1,346 shares 1,346 $299K 0.01% -22 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 701,855 shares; 2024Q4: not reported; 2025Q1: 9,067 shares; 2025Q2: 9,067 shares; 2025Q3: 9,067 shares; 2025Q4: 9,067 shares 9,067 $297K 0.01% 0 Timeline ASTS AST SPACEMOBILE INC More: the full row for AST SPACEMOBILE 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: 9,478 shares; 2025Q2: 11,077 shares; 2025Q3: not reported; 2025Q4: 4,083 shares 4,083 $297K 0.01% new Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,020 shares; 2025Q2: 2,866 shares; 2025Q3: 2,779 shares; 2025Q4: 2,450 shares 2,450 $296K 0.01% -329 Timeline BKLC BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,330 shares; 2025Q2: 2,330 shares; 2025Q3: 2,330 shares; 2025Q4: 2,265 shares 2,265 $296K 0.01% -65 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,872 shares; 2025Q2: 3,916 shares; 2025Q3: 3,918 shares; 2025Q4: 4,086 shares 4,086 $296K 0.01% +168 Timeline WTMF 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,626 shares; 2025Q3: 6,536 shares; 2025Q4: 7,781 shares 7,781 $296K 0.01% +1,245 Timeline ICF 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: 4,885 shares; 2025Q2: 4,833 shares; 2025Q3: 4,838 shares; 2025Q4: 4,952 shares 4,952 $296K 0.01% +114 Timeline RPRX ROYALTY PHARMA PLC More: the full row for ROYALTY PHARMA 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: 7,075 shares; 2025Q2: 7,118 shares; 2025Q3: 6,764 shares; 2025Q4: 7,634 shares 7,634 $295K 0.01% +870 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,131 shares; 2024Q4: 11,160 shares; 2025Q1: 9,583 shares; 2025Q2: 8,575 shares; 2025Q3: 6,467 shares; 2025Q4: 6,002 shares 6,002 $294K 0.01% -465 Timeline RXRX RECURSION PHARMACEUTICALS IN More: the full row for RECURSION PHARMACEUTICALS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 54,667 shares; 2025Q4: 71,967 shares 71,967 $294K 0.01% +17,300 Timeline PFF 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: 23,354 shares; 2024Q4: 23,284 shares; 2025Q1: 24,444 shares; 2025Q2: 46,353 shares; 2025Q3: 11,229 shares; 2025Q4: 9,473 shares 9,473 $293K 0.01% -1,756 Timeline ICVT 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: 3,246 shares; 2025Q2: 2,830 shares; 2025Q3: 2,826 shares; 2025Q4: 2,969 shares 2,969 $292K 0.01% +143 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,564 shares; 2025Q2: 1,568 shares; 2025Q3: 1,216 shares; 2025Q4: 1,305 shares 1,305 $292K 0.01% +89 Timeline ITRI ITRON INC More: the full row for ITRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,535 shares; 2025Q2: 2,816 shares; 2025Q3: 3,248 shares; 2025Q4: 3,127 shares 3,127 $290K 0.01% -121 Timeline DSL DOUBLELINE INCOME SOLUTIONS More: the full row for DOUBLELINE INCOME SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,765 shares; 2024Q4: 29,496 shares; 2025Q1: 75,281 shares; 2025Q2: 24,709 shares; 2025Q3: 25,209 shares; 2025Q4: 25,758 shares 25,758 $290K 0.01% +549 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,896 shares; 2025Q2: 5,980 shares; 2025Q3: 5,901 shares; 2025Q4: 5,968 shares 5,968 $287K 0.01% +67 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,144 shares; 2025Q3: 1,146 shares; 2025Q4: 1,143 shares 1,143 $287K 0.01% -3 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 394 shares; 2025Q4: 424 shares 424 $287K 0.01% +30 Timeline PGX 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: 223,816 shares; 2024Q4: 231,392 shares; 2025Q1: 79,817 shares; 2025Q2: 25,250 shares; 2025Q3: 25,421 shares; 2025Q4: 25,492 shares 25,492 $287K 0.01% +71 Timeline G GENPACT LIMITED More: the full row for GENPACT 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: not reported; 2025Q4: 6,108 shares 6,108 $286K 0.01% new Timeline TLH 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: 2,313 shares; 2025Q2: 2,621 shares; 2025Q3: 2,839 shares; 2025Q4: 2,784 shares 2,784 $283K 0.01% -55 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,603 shares; 2024Q4: 10,395 shares; 2025Q1: 4,499 shares; 2025Q2: 2,785 shares; 2025Q3: 3,509 shares; 2025Q4: 2,632 shares 2,632 $281K 0.01% -877 Timeline BWLP BW LPG LTD More: the full row for BW LPG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,400 shares 21,400 $280K 0.01% new Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,694 shares; 2025Q4: 2,046 shares 2,046 $280K 0.01% +352 Timeline VRIG INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,973 shares; 2025Q3: 8,758 shares; 2025Q4: 11,081 shares 11,081 $278K 0.01% +2,323 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,642 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,425 shares; 2025Q3: 1,551 shares; 2025Q4: 1,650 shares 1,650 $277K 0.01% +99 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,415 shares; 2025Q2: 5,432 shares; 2025Q3: 5,868 shares; 2025Q4: 1,364 shares 1,364 $277K 0.01% -4,504 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: not reported; 2024Q4: not reported; 2025Q1: 4,853 shares; 2025Q2: 14,045 shares; 2025Q3: 14,383 shares; 2025Q4: 6,441 shares 6,441 $276K 0.01% -7,942 Timeline OGE OGE ENERGY CORP More: the full row for OGE 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: 6,626 shares; 2025Q2: 6,631 shares; 2025Q3: 6,422 shares; 2025Q4: 6,449 shares 6,449 $275K 0.01% +27 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: 11,541 shares; 2024Q4: not reported; 2025Q1: 3,248 shares; 2025Q2: 3,261 shares; 2025Q3: 3,247 shares; 2025Q4: 3,181 shares 3,181 $274K 0.01% -66 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,545 shares; 2025Q2: 8,090 shares; 2025Q3: 8,140 shares; 2025Q4: 3,388 shares 3,388 $274K 0.01% -4,752 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,842 shares; 2025Q2: 2,768 shares; 2025Q3: 2,590 shares; 2025Q4: 2,638 shares 2,638 $273K 0.01% +48 Timeline SBSW SIBANYE STILLWATER LTD More: the full row for SIBANYE STILLWATER LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 174,683 shares; 2024Q4: 179,235 shares; 2025Q1: 176,627 shares; 2025Q2: 88,545 shares; 2025Q3: 19,953 shares; 2025Q4: 19,128 shares 19,128 $273K 0.01% -825 Timeline NRIM NORTHRIM BANCORP INC More: the full row for NORTHRIM 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: 10,224 shares; 2025Q4: 10,224 shares 10,224 $272K 0.01% 0 Timeline MOTI VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,964 shares; 2025Q2: 7,429 shares; 2025Q3: 7,423 shares; 2025Q4: 7,409 shares 7,409 $272K 0.01% -14 Timeline EUFN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,303 shares; 2025Q3: 10,431 shares; 2025Q4: 7,320 shares 7,320 $272K 0.01% -3,111 Timeline JCE NUVEEN CORE EQUITY ALPHA FD More: the full row for NUVEEN CORE EQUITY ALPHA 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: 11,007 shares; 2025Q2: 11,961 shares; 2025Q3: 14,658 shares; 2025Q4: 16,957 shares 16,957 $270K 0.01% +2,299 Timeline TDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,753 shares; 2025Q4: 2,767 shares 2,767 $268K 0.01% +14 Timeline XEMDX WESTERN ASSET EMERGING MKTS More: the full row for WESTERN ASSET EMERGING MKTS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,262 shares; 2024Q4: 25,451 shares; 2025Q1: 25,456 shares; 2025Q2: 25,464 shares; 2025Q3: 25,472 shares; 2025Q4: 25,175 shares 25,175 $268K 0.01% -297 Timeline EQNR EQUINOR ASA More: the full row for EQUINOR ASA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,774 shares; 2025Q2: 8,904 shares; 2025Q3: 9,793 shares; 2025Q4: 11,298 shares 11,298 $267K 0.01% +1,505 Timeline PEY 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: 12,975 shares; 2024Q4: 12,993 shares; 2025Q1: 13,009 shares; 2025Q2: 13,028 shares; 2025Q3: 13,048 shares; 2025Q4: 13,069 shares 13,069 $266K 0.01% +21 Timeline EXP EAGLE MATLS INC More: the full row for EAGLE MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,774 shares; 2025Q2: not reported; 2025Q3: 867 shares; 2025Q4: 1,288 shares 1,288 $266K 0.01% +421 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,441 shares 3,441 $266K 0.01% new Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,108 shares 6,108 $266K 0.01% new Timeline GFI GOLD FIELDS LTD More: the full row for GOLD FIELDS 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: 6,889 shares; 2025Q4: 6,075 shares 6,075 $265K 0.01% -814 Timeline IYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,590 shares; 2025Q2: 2,838 shares; 2025Q3: 2,841 shares; 2025Q4: 2,875 shares 2,875 $265K 0.01% +34 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,801 shares; 2025Q1: 12,996 shares; 2025Q2: 12,406 shares; 2025Q3: 4,846 shares; 2025Q4: 4,047 shares 4,047 $263K 0.01% -799 Timeline CADE CADENCE BANK More: the full row for CADENCE BANK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,186 shares; 2025Q4: 6,141 shares 6,141 $263K 0.01% -45 Timeline PTY PIMCO CORPORATE & INCOME OPP More: the full row for PIMCO CORPORATE & INCOME OPP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,399 shares; 2025Q3: 20,059 shares; 2025Q4: 20,305 shares 20,305 $262K 0.01% +246 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,908 shares; 2025Q2: 4,524 shares; 2025Q3: 4,035 shares; 2025Q4: 4,023 shares 4,023 $262K 0.01% -12 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: not reported; 2025Q4: 1,249 shares 1,249 $262K 0.01% new Timeline TXRH TEXAS ROADHOUSE INC More: the full row for TEXAS ROADHOUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,293 shares; 2025Q2: 1,343 shares; 2025Q3: 1,606 shares; 2025Q4: 1,573 shares 1,573 $261K 0.01% -33 Timeline AER AERCAP HOLDINGS NV More: the full row for AERCAP HOLDINGS NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,772 shares; 2025Q3: 1,816 shares; 2025Q4: 1,817 shares 1,817 $261K 0.01% +1 Timeline LKQ LKQ CORP More: the full row for LKQ 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: 8,577 shares; 2025Q2: 8,662 shares; 2025Q3: 7,313 shares; 2025Q4: 8,641 shares 8,641 $261K 0.01% +1,328 Timeline DIVO 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: 55,016 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,288 shares; 2025Q3: 5,752 shares; 2025Q4: 5,825 shares 5,825 $259K 0.01% +73 Timeline BEP BROOKFIELD RENEWABLE ENERGY More: the full row for BROOKFIELD RENEWABLE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,599 shares; 2025Q2: 9,599 shares; 2025Q3: 9,599 shares; 2025Q4: 9,599 shares 9,599 $259K 0.01% 0 Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,403 shares; 2025Q2: 3,702 shares; 2025Q3: 3,514 shares; 2025Q4: 3,267 shares 3,267 $259K 0.01% -247 Timeline QVMT 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: not reported; 2024Q4: not reported; 2025Q1: 4,409 shares; 2025Q2: 4,418 shares; 2025Q3: 4,408 shares; 2025Q4: 4,534 shares 4,534 $259K 0.01% +126 Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,867 shares; 2024Q4: 18,504 shares; 2025Q1: 14,357 shares; 2025Q2: 13,052 shares; 2025Q3: 6,693 shares; 2025Q4: 6,243 shares 6,243 $258K 0.01% -450 Timeline JBTM JBT MAREL CORPORATION More: the full row for JBT MAREL 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: 1,740 shares; 2025Q4: 1,706 shares 1,706 $257K 0.01% -34 Timeline BTO HANCOCK JOHN FINL OPPTYS More: the full row for HANCOCK JOHN FINL OPPTYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,319 shares 7,319 $257K 0.01% new Timeline ALNY ALNYLAM PHARMACEUTICALS INC More: the full row for ALNYLAM PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 616 shares; 2025Q3: 654 shares; 2025Q4: 645 shares 645 $256K 0.01% -9 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,074 shares; 2025Q2: 1,243 shares; 2025Q3: 1,043 shares; 2025Q4: 1,208 shares 1,208 $256K 0.01% +165 Timeline SPE SPECIAL OPPORTUNITIES FD INC More: the full row for SPECIAL OPPORTUNITIES FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,369 shares; 2024Q4: 17,369 shares; 2025Q1: 17,369 shares; 2025Q2: 17,369 shares; 2025Q3: 17,369 shares; 2025Q4: 17,369 shares 17,369 $255K 0.01% 0 Timeline STAG STAG INDUSTRIAL INC More: the full row for STAG INDUSTRIAL 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: 6,937 shares 6,937 $255K 0.01% new Timeline SUB 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: 2,684 shares; 2025Q2: 2,670 shares; 2025Q3: 2,347 shares; 2025Q4: 2,386 shares 2,386 $255K 0.01% +39 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 645 shares 645 $254K 0.01% new Timeline YPF YPF SOCIEDAD ANONIMA More: the full row for YPF SOCIEDAD ANONIMA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,608 shares; 2024Q4: 11,536 shares; 2025Q1: 10,632 shares; 2025Q2: 10,510 shares; 2025Q3: not reported; 2025Q4: 7,013 shares 7,013 $254K 0.01% new Timeline ACIC AMERICAN COASTAL INS CORP More: the full row for AMERICAN COASTAL INS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,000 shares; 2024Q4: 20,000 shares; 2025Q1: 20,000 shares; 2025Q2: 20,000 shares; 2025Q3: 20,000 shares; 2025Q4: 20,000 shares 20,000 $253K 0.01% 0 Timeline FLJH FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,037 shares; 2025Q2: 7,037 shares; 2025Q3: 7,037 shares; 2025Q4: 6,677 shares 6,677 $252K 0.01% -360 Timeline LGND LIGAND PHARMACEUTICALS INC More: the full row for LIGAND PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,328 shares 1,328 $251K 0.01% new Timeline BLACKROCK MUNIHOLDINGS QUAL… BLACKROCK MUNIHOLDINGS QUALITY More: the full row for BLACKROCK MUNIHOLDINGS QUALITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,000 shares; 2024Q4: 25,000 shares; 2025Q1: 25,000 shares; 2025Q2: 25,000 shares; 2025Q3: 25,000 shares; 2025Q4: 25,000 shares 25,000 $251K 0.01% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,086 shares; 2025Q2: 6,086 shares; 2025Q3: 5,630 shares; 2025Q4: 5,324 shares 5,324 $251K 0.01% -306 Timeline SKY CHAMPION HOMES INC More: the full row for CHAMPION 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: 2,461 shares; 2025Q2: not reported; 2025Q3: 2,856 shares; 2025Q4: 2,956 shares 2,956 $250K 0.01% +100 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,004 shares; 2025Q3: 2,089 shares; 2025Q4: 2,394 shares 2,394 $249K 0.01% +305 Timeline FTNT FORTINET INC More: the full row for FORTINET 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: 3,409 shares; 2025Q4: 3,136 shares 3,136 $249K 0.01% -273 Timeline HURN HURON CONSULTING GROUP INC More: the full row for HURON CONSULTING GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,416 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,436 shares 1,436 $248K 0.01% new Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,582 shares; 2025Q2: 5,785 shares; 2025Q3: 5,820 shares; 2025Q4: 5,940 shares 5,940 $248K 0.01% +120 Timeline NAD NUVEEN QUALITY MUNCP INCOME More: the full row for NUVEEN QUALITY MUNCP INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 23,552 shares; 2025Q1: 28,634 shares; 2025Q2: 23,255 shares; 2025Q3: 33,789 shares; 2025Q4: 20,619 shares 20,619 $248K 0.01% -13,170 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,716 shares; 2025Q2: 5,626 shares; 2025Q3: 5,826 shares; 2025Q4: 3,107 shares 3,107 $248K 0.01% -2,719 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,376 shares; 2024Q4: 29,962 shares; 2025Q1: 30,727 shares; 2025Q2: 10,324 shares; 2025Q3: 11,572 shares; 2025Q4: 11,109 shares 11,109 $248K 0.01% -463 Timeline CRS CARPENTER TECHNOLOGY CORP More: the full row for CARPENTER TECHNOLOGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 779 shares; 2025Q3: not reported; 2025Q4: 782 shares 782 $246K 0.01% new Timeline EDGF ADVISORS INNER CIRCLE FD II More: the full row for ADVISORS INNER CIRCLE FD II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,705 shares; 2025Q1: 17,870 shares; 2025Q2: 13,449 shares; 2025Q3: not reported; 2025Q4: 9,983 shares 9,983 $246K 0.01% new Timeline IAI 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: 1,464 shares; 2025Q3: 1,464 shares; 2025Q4: 1,369 shares 1,369 $246K 0.01% -95 Timeline L LOEWS CORP More: the full row for LOEWS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,350 shares; 2025Q2: not reported; 2025Q3: 2,314 shares; 2025Q4: 2,331 shares 2,331 $246K 0.01% +17 Timeline AMZA ETFIS SER TR I More: the full row for ETFIS SER TR 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: 6,200 shares; 2025Q2: 6,200 shares; 2025Q3: 6,200 shares; 2025Q4: 6,200 shares 6,200 $245K 0.01% 0 Timeline PBE INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,980 shares; 2025Q4: 2,980 shares 2,980 $245K 0.01% 0 Timeline SMG SCOTTS MIRACLE-GRO CO More: the full row for SCOTTS MIRACLE-GRO 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: 4,126 shares; 2025Q2: 4,267 shares; 2025Q3: 4,091 shares; 2025Q4: 4,188 shares 4,188 $244K 0.01% +97 Timeline GUNR FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,364 shares; 2025Q2: not reported; 2025Q3: 5,318 shares; 2025Q4: 5,326 shares 5,326 $244K 0.01% +8 Timeline RNR RENAISSANCERE HLDGS LTD More: the full row for RENAISSANCERE HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 859 shares; 2025Q4: 865 shares 865 $243K 0.01% +6 Timeline PPTA PERPETUA RESOURCES CORP More: the full row for PERPETUA RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,000 shares; 2025Q3: 10,170 shares; 2025Q4: 10,017 shares 10,017 $243K 0.01% -153 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,977 shares; 2025Q2: not reported; 2025Q3: 1,174 shares; 2025Q4: 1,344 shares 1,344 $242K 0.01% +170 Timeline RDVI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,985 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,186 shares 9,186 $241K 0.01% new Timeline ABCB AMERIS BANCORP More: the full row for AMERIS BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,238 shares; 2025Q3: 3,221 shares; 2025Q4: 3,241 shares 3,241 $241K 0.01% +20 Timeline SHYM BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,609 shares; 2025Q4: 10,815 shares 10,815 $240K 0.01% +206 Timeline IAK 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: 2,164 shares; 2025Q2: 1,762 shares; 2025Q3: 1,762 shares; 2025Q4: 1,762 shares 1,762 $240K 0.01% 0 Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,321 shares; 2025Q2: 1,377 shares; 2025Q3: 1,202 shares; 2025Q4: 1,288 shares 1,288 $239K 0.01% +86 Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,268 shares; 2025Q2: 2,962 shares; 2025Q3: 3,036 shares; 2025Q4: 3,010 shares 3,010 $238K 0.01% -26 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,002 shares; 2025Q2: 3,846 shares; 2025Q3: 3,317 shares; 2025Q4: 3,400 shares 3,400 $238K 0.01% +83 Timeline CX CEMEX SAB DE CV More: the full row for CEMEX SAB DE CV Quarterly shares; oldest to newest; scale 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: 20,718 shares 20,718 $238K 0.01% new Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 937 shares 937 $238K 0.01% new Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,033 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,384 shares 1,384 $236K 0.01% new Timeline AVEM 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: not reported; 2025Q4: 3,056 shares 3,056 $235K 0.01% new Timeline FNCL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,993 shares; 2025Q4: 3,007 shares 3,007 $234K 0.01% +14 Timeline CACI CACI INTL INC More: the full row for CACI INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 982 shares; 2025Q2: 668 shares; 2025Q3: 512 shares; 2025Q4: 438 shares 438 $233K 0.01% -74 Timeline SCHP 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: 14,717 shares; 2024Q4: 25,400 shares; 2025Q1: 25,193 shares; 2025Q2: 24,956 shares; 2025Q3: 24,850 shares; 2025Q4: 8,787 shares 8,787 $233K 0.01% -16,063 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT 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: 1,511 shares; 2025Q2: 1,519 shares; 2025Q3: 1,467 shares; 2025Q4: 1,439 shares 1,439 $233K 0.01% -28 Timeline GASS STEALTHGAS INC More: the full row for STEALTHGAS 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: 17,400 shares; 2025Q2: 19,900 shares; 2025Q3: 19,900 shares; 2025Q4: 33,125 shares 33,125 $233K 0.01% +13,225 Timeline INBK FIRST INTERNET BANCORP More: the full row for FIRST INTERNET BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,970 shares; 2025Q2: 9,821 shares; 2025Q3: 9,821 shares; 2025Q4: 11,122 shares 11,122 $232K 0.01% +1,301 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,283 shares; 2025Q4: 1,369 shares 1,369 $232K 0.01% +86 Timeline XMMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,924 shares; 2024Q4: 12,625 shares; 2025Q1: 12,168 shares; 2025Q2: 12,983 shares; 2025Q3: 4,082 shares; 2025Q4: 1,671 shares 1,671 $231K 0.01% -2,411 Timeline PINS PINTEREST INC More: the full row for PINTEREST 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: 14,007 shares; 2025Q2: 14,724 shares; 2025Q3: 14,230 shares; 2025Q4: 8,901 shares 8,901 $230K 0.01% -5,329 Timeline GFS GLOBALFOUNDRIES INC More: the full row for GLOBALFOUNDRIES 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: 23,969 shares; 2025Q4: 6,598 shares 6,598 $230K 0.01% -17,371 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: 2,344 shares; 2025Q4: 1,846 shares 1,846 $229K 0.01% -498 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: 11,822 shares; 2025Q2: 11,833 shares; 2025Q3: 11,867 shares; 2025Q4: 11,885 shares 11,885 $228K 0.01% +18 Timeline IHAK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,133 shares; 2025Q2: 5,073 shares; 2025Q3: 5,094 shares; 2025Q4: 4,733 shares 4,733 $228K 0.01% -361 Timeline HTD HANCOCK JOHN TAX-ADVANTAGED More: the full row for HANCOCK JOHN TAX-ADVANTAGED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,651 shares; 2024Q4: not reported; 2025Q1: 9,721 shares; 2025Q2: 9,519 shares; 2025Q3: 9,572 shares; 2025Q4: 9,627 shares 9,627 $228K 0.01% +55 Timeline D DOMINION ENERGY INC More: the full row for DOMINION 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: 5,595 shares; 2025Q2: 5,130 shares; 2025Q3: 4,058 shares; 2025Q4: 3,887 shares 3,887 $228K 0.01% -171 Timeline SFNC SIMMONS FIRST NATL CORP More: the full row for SIMMONS FIRST NATL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,682 shares; 2025Q1: 14,738 shares; 2025Q2: 16,361 shares; 2025Q3: 16,469 shares; 2025Q4: 12,074 shares 12,074 $228K 0.01% -4,395 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,314 shares; 2025Q2: 3,218 shares; 2025Q3: 3,050 shares; 2025Q4: 2,744 shares 2,744 $228K 0.01% -306 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,270 shares 6,270 $227K 0.01% new Timeline TFPM TRIPLE FLAG PRECIOUS METAL More: the full row for TRIPLE FLAG PRECIOUS METAL Quarterly shares; oldest to newest; scale 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: 6,845 shares 6,845 $227K 0.01% new Timeline PDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,940 shares; 2025Q4: 5,240 shares 5,240 $227K 0.01% +300 Timeline AFG AMERICAN FINANCIAL GROUP INC More: the full row for AMERICAN FINANCIAL 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: 2,148 shares; 2025Q2: 2,225 shares; 2025Q3: 1,535 shares; 2025Q4: 1,662 shares 1,662 $227K 0.01% +127 Timeline ITB 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: 3,365 shares; 2025Q2: 3,366 shares; 2025Q3: 2,617 shares; 2025Q4: 2,358 shares 2,358 $227K 0.01% -259 Timeline SHE 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: 2,593 shares; 2025Q2: 2,421 shares; 2025Q3: 2,231 shares; 2025Q4: 1,717 shares 1,717 $227K 0.01% -514 Timeline GOCT 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: 5,754 shares 5,754 $226K 0.01% new Timeline BCS BARCLAYS PLC More: the full row for BARCLAYS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,875 shares 8,875 $226K 0.01% new Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 145 shares; 2025Q2: 143 shares; 2025Q3: 167 shares; 2025Q4: 170 shares 170 $226K 0.01% +3 Timeline FIW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,078 shares 2,078 $226K 0.01% new Timeline OEF 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: 661 shares; 2025Q4: 658 shares 658 $226K 0.01% -3 Timeline HYSA BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,400 shares; 2024Q4: 15,927 shares; 2025Q1: 15,927 shares; 2025Q2: 15,669 shares; 2025Q3: 15,669 shares; 2025Q4: 14,894 shares 14,894 $226K 0.01% -775 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 22,774 shares; 2025Q1: 24,036 shares; 2025Q2: not reported; 2025Q3: 20,593 shares; 2025Q4: 7,984 shares 7,984 $226K 0.01% -12,609 Timeline NWE NORTHWESTERN ENERGY GROUP IN More: the full row for NORTHWESTERN ENERGY GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,534 shares; 2025Q4: 3,495 shares 3,495 $226K 0.01% -39 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,483 shares; 2024Q4: 10,713 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,868 shares 4,868 $225K 0.01% new Timeline CLH CLEAN HARBORS INC More: the full row for CLEAN HARBORS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,046 shares; 2025Q3: 959 shares; 2025Q4: 959 shares 959 $225K 0.01% 0 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,969 shares 3,969 $225K 0.01% new Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,070 shares; 2025Q3: 5,308 shares; 2025Q4: 5,579 shares 5,579 $224K 0.01% +271 Timeline ILCG 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: 3,158 shares; 2025Q2: 2,204 shares; 2025Q3: 2,203 shares; 2025Q4: 2,151 shares 2,151 $224K 0.01% -52 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,005 shares; 2025Q2: 2,225 shares; 2025Q3: not reported; 2025Q4: 2,658 shares 2,658 $223K 0.01% new Timeline TIPX 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: 10,604 shares; 2025Q2: 10,843 shares; 2025Q3: 11,910 shares; 2025Q4: 11,671 shares 11,671 $223K 0.01% -239 Timeline CGBL CAPITAL GROUP CORE BALANCED More: the full row for CAPITAL GROUP CORE BALANCED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,303 shares 6,303 $223K 0.01% 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: not reported; 2025Q4: 871 shares 871 $222K 0.01% new Timeline ETO EATON VANCE TAX-ADVANTAGED G More: the full row for EATON VANCE TAX-ADVANTAGED G Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,477 shares; 2025Q3: 7,477 shares; 2025Q4: 7,300 shares 7,300 $222K 0.01% -177 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN 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: 754 shares; 2025Q4: 765 shares 765 $221K 0.01% +11 Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,758 shares 5,758 $221K 0.01% new Timeline LOGI LOGITECH INTL S A More: the full row for LOGITECH INTL 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: 2,196 shares 2,196 $220K 0.01% new 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: 33,211 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,310 shares; 2025Q3: not reported; 2025Q4: 4,371 shares 4,371 $220K 0.01% new Timeline HQY HEALTHEQUITY INC More: the full row for HEALTHEQUITY 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: 2,455 shares; 2025Q4: 2,399 shares 2,399 $220K 0.01% -56 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,577 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,323 shares 5,323 $220K 0.01% new 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,705 shares 7,705 $219K 0.01% new Timeline RWO SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,056 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,718 shares; 2025Q4: 4,868 shares 4,868 $219K 0.01% +150 Timeline BSCS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,187 shares; 2025Q4: 10,598 shares 10,598 $218K 0.01% +411 Timeline CG CARLYLE GROUP INC More: the full row for CARLYLE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,628 shares; 2025Q2: not reported; 2025Q3: 3,726 shares; 2025Q4: 3,680 shares 3,680 $218K 0.01% -46 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,421 shares; 2025Q2: 2,363 shares; 2025Q3: 2,417 shares; 2025Q4: 2,176 shares 2,176 $217K 0.01% -241 Timeline UFPT UFP TECHNOLOGIES INC More: the full row for UFP TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 872 shares; 2025Q3: not reported; 2025Q4: 977 shares 977 $217K 0.01% new Timeline NU NU HLDGS LTD More: the full row for NU HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,356 shares; 2024Q4: not reported; 2025Q1: 12,659 shares; 2025Q2: 12,953 shares; 2025Q3: 12,353 shares; 2025Q4: 12,952 shares 12,952 $217K 0.01% +599 Timeline PAYC PAYCOM SOFTWARE INC More: the full row for PAYCOM 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: 1,900 shares; 2025Q2: 1,292 shares; 2025Q3: 1,445 shares; 2025Q4: 1,360 shares 1,360 $217K 0.01% -85 Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,535 shares; 2025Q3: 4,296 shares; 2025Q4: 4,296 shares 4,296 $217K 0.01% 0 Timeline IFLN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,123 shares; 2024Q4: 13,123 shares; 2025Q1: 13,123 shares; 2025Q2: 13,123 shares; 2025Q3: 11,582 shares; 2025Q4: 11,582 shares 11,582 $215K 0.01% 0 Timeline FNV FRANCO NEV CORP More: the full row for FRANCO NEV CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,177 shares; 2025Q2: not reported; 2025Q3: 1,074 shares; 2025Q4: 1,039 shares 1,039 $215K 0.01% -35 Timeline DBX DROPBOX INC More: the full row for DROPBOX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,313 shares; 2025Q2: 10,724 shares; 2025Q3: not reported; 2025Q4: 7,736 shares 7,736 $215K 0.01% new Timeline TEM TEMPUS AI INC More: the full row for TEMPUS AI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,262 shares; 2025Q4: 3,640 shares 3,640 $215K 0.01% +378 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,130 shares; 2025Q2: 3,251 shares; 2025Q3: 3,327 shares; 2025Q4: 2,767 shares 2,767 $214K 0.01% -560 Timeline PDT HANCOCK JOHN PREM DIVID FD More: the full row for HANCOCK JOHN PREM DIVID FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,429 shares; 2024Q4: 19,699 shares; 2025Q1: 19,972 shares; 2025Q2: 20,251 shares; 2025Q3: 20,525 shares; 2025Q4: 16,833 shares 16,833 $214K 0.01% -3,692 Timeline DT DYNATRACE INC More: the full row for DYNATRACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,843 shares; 2025Q3: 7,904 shares; 2025Q4: 4,931 shares 4,931 $214K 0.01% -2,973 Timeline