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: 3,691 shares; 2024Q4: 3,736 shares; 2025Q1: 3,059 shares; 2025Q2: 11,377 shares; 2025Q3: 3,422 shares; 2025Q4: 3,082 shares 3,082 $1.79M 0.02% -340 Timeline SMOT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,473 shares; 2024Q4: 39,278 shares; 2025Q1: 50,004 shares; 2025Q2: 52,172 shares; 2025Q3: 53,000 shares; 2025Q4: 49,368 shares 49,368 $1.79M 0.02% -3,632 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: 23,740 shares; 2024Q4: 24,861 shares; 2025Q1: 31,101 shares; 2025Q2: 32,601 shares; 2025Q3: 31,038 shares; 2025Q4: 35,053 shares 35,053 $1.78M 0.02% +4,015 Timeline VPL 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: 33,931 shares; 2024Q4: 36,173 shares; 2025Q1: 36,151 shares; 2025Q2: 21,606 shares; 2025Q3: 21,273 shares; 2025Q4: 19,540 shares 19,540 $1.77M 0.02% -1,733 Timeline NOBL 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: 13,298 shares; 2024Q4: 14,090 shares; 2025Q1: 11,581 shares; 2025Q2: 12,082 shares; 2025Q3: 9,712 shares; 2025Q4: 16,922 shares 16,922 $1.76M 0.02% +7,210 Timeline DXPE DXP ENTERPRISES INC More: the full row for DXP ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,352 shares; 2024Q4: 16,509 shares; 2025Q1: 16,009 shares; 2025Q2: 16,009 shares; 2025Q3: 16,009 shares; 2025Q4: 16,009 shares 16,009 $1.76M 0.02% 0 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,668 shares; 2025Q1: 3,968 shares; 2025Q2: not reported; 2025Q3: 5,655 shares; 2025Q4: 21,805 shares 21,805 $1.75M 0.02% +16,150 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: 9,652 shares; 2024Q4: 10,268 shares; 2025Q1: 9,378 shares; 2025Q2: 9,440 shares; 2025Q3: 44,377 shares; 2025Q4: 44,938 shares 44,938 $1.73M 0.02% +561 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: 10,398 shares; 2024Q4: 10,546 shares; 2025Q1: 9,800 shares; 2025Q2: 10,846 shares; 2025Q3: 20,880 shares; 2025Q4: 18,131 shares 18,131 $1.73M 0.02% -2,749 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: 4,702 shares; 2024Q4: 4,727 shares; 2025Q1: 4,710 shares; 2025Q2: 4,661 shares; 2025Q3: 4,667 shares; 2025Q4: 5,036 shares 5,036 $1.73M 0.02% +369 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: 3,303 shares; 2024Q4: 3,268 shares; 2025Q1: 3,163 shares; 2025Q2: 3,166 shares; 2025Q3: 3,272 shares; 2025Q4: 3,007 shares 3,007 $1.73M 0.02% -265 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: 5,088 shares; 2024Q4: 4,993 shares; 2025Q1: 4,924 shares; 2025Q2: 5,189 shares; 2025Q3: 5,353 shares; 2025Q4: 4,477 shares 4,477 $1.72M 0.02% -876 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: 297 shares; 2024Q4: 297 shares; 2025Q1: 309 shares; 2025Q2: 309 shares; 2025Q3: 306 shares; 2025Q4: 320 shares 320 $1.71M 0.02% +14 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: 4,394 shares; 2024Q4: 4,394 shares; 2025Q1: 4,394 shares; 2025Q2: 4,394 shares; 2025Q3: 4,294 shares; 2025Q4: 4,294 shares 4,294 $1.69M 0.02% 0 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: 1,530 shares; 2024Q4: 1,664 shares; 2025Q1: 2,053 shares; 2025Q2: 2,051 shares; 2025Q3: 4,196 shares; 2025Q4: 3,594 shares 3,594 $1.69M 0.02% -602 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: 19,175 shares; 2024Q4: 18,935 shares; 2025Q1: 18,935 shares; 2025Q2: 18,923 shares; 2025Q3: 18,359 shares; 2025Q4: 18,259 shares 18,259 $1.68M 0.02% -100 Timeline PAA PLAINS ALL AMERN PIPELINE L More: the full row for PLAINS ALL AMERN PIPELINE L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95,686 shares; 2024Q4: 110,735 shares; 2025Q1: 93,538 shares; 2025Q2: 111,785 shares; 2025Q3: 93,609 shares; 2025Q4: 93,647 shares 93,647 $1.68M 0.02% +38 Timeline OZK BANK OZK LITTLE ROCK ARK More: the full row for BANK OZK LITTLE ROCK ARK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,134 shares; 2024Q4: 75,186 shares; 2025Q1: 68,664 shares; 2025Q2: 39,567 shares; 2025Q3: 35,435 shares; 2025Q4: 36,180 shares 36,180 $1.67M 0.02% +745 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: 163,497 shares; 2024Q4: 30,413 shares; 2025Q1: 26,304 shares; 2025Q2: 25,399 shares; 2025Q3: 25,179 shares; 2025Q4: 25,604 shares 25,604 $1.66M 0.02% +425 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,101 shares; 2024Q4: 5,973 shares; 2025Q1: 5,900 shares; 2025Q2: 5,964 shares; 2025Q3: 6,274 shares; 2025Q4: 6,335 shares 6,335 $1.66M 0.02% +61 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,798 shares; 2024Q4: 27,260 shares; 2025Q1: 24,900 shares; 2025Q2: 25,040 shares; 2025Q3: 23,647 shares; 2025Q4: 22,289 shares 22,289 $1.64M 0.02% -1,358 Timeline GSEW 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: 8,500 shares; 2025Q1: 9,500 shares; 2025Q2: 9,500 shares; 2025Q3: 16,280 shares; 2025Q4: 19,180 shares 19,180 $1.63M 0.02% +2,900 Timeline SPTI 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: 69,009 shares; 2024Q4: 69,390 shares; 2025Q1: 55,717 shares; 2025Q2: 55,717 shares; 2025Q3: 55,717 shares; 2025Q4: 55,717 shares 55,717 $1.61M 0.02% 0 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,044 shares; 2024Q4: 26,571 shares; 2025Q1: 27,035 shares; 2025Q2: 29,434 shares; 2025Q3: 27,698 shares; 2025Q4: 29,525 shares 29,525 $1.59M 0.02% +1,827 Timeline IVE 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: 9,836 shares; 2024Q4: 9,710 shares; 2025Q1: 9,820 shares; 2025Q2: 9,525 shares; 2025Q3: 9,534 shares; 2025Q4: 7,394 shares 7,394 $1.57M 0.02% -2,140 Timeline QJUN 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: 9,583 shares; 2024Q4: 9,668 shares; 2025Q1: 10,657 shares; 2025Q2: 11,902 shares; 2025Q3: 27,598 shares; 2025Q4: 49,071 shares 49,071 $1.56M 0.02% +21,473 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: 25,733 shares; 2024Q4: 25,669 shares; 2025Q1: 26,408 shares; 2025Q2: 27,027 shares; 2025Q3: 24,687 shares; 2025Q4: 24,479 shares 24,479 $1.56M 0.02% -208 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,398 shares; 2024Q4: 7,108 shares; 2025Q1: 7,115 shares; 2025Q2: 7,060 shares; 2025Q3: 7,024 shares; 2025Q4: 7,224 shares 7,224 $1.55M 0.02% +200 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 215,038 shares; 2024Q4: 194,836 shares; 2025Q1: 51,139 shares; 2025Q2: 53,872 shares; 2025Q3: 59,828 shares; 2025Q4: 63,956 shares 63,956 $1.55M 0.02% +4,128 Timeline EXE EXPAND ENERGY CORPORATION More: the full row for EXPAND ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,776 shares; 2024Q4: 11,293 shares; 2025Q1: 11,414 shares; 2025Q2: 12,484 shares; 2025Q3: 12,765 shares; 2025Q4: 13,819 shares 13,819 $1.53M 0.02% +1,054 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: 158,881 shares; 2024Q4: 103,418 shares; 2025Q1: 147,688 shares; 2025Q2: 150,409 shares; 2025Q3: 25,128 shares; 2025Q4: 29,946 shares 29,946 $1.52M 0.02% +4,818 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: 21,931 shares; 2024Q4: 19,152 shares; 2025Q1: 18,436 shares; 2025Q2: 18,368 shares; 2025Q3: 16,782 shares; 2025Q4: 16,775 shares 16,775 $1.52M 0.02% -7 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,690 shares; 2024Q4: 3,168 shares; 2025Q1: 3,504 shares; 2025Q2: 3,653 shares; 2025Q3: 4,362 shares; 2025Q4: 4,302 shares 4,302 $1.52M 0.02% -60 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,942 shares; 2024Q4: 10,093 shares; 2025Q1: 15,554 shares; 2025Q2: 15,068 shares; 2025Q3: 16,444 shares; 2025Q4: 16,952 shares 16,952 $1.52M 0.02% +508 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: 23,075 shares 23,075 $1.51M 0.02% new Timeline AAP ADVANCE AUTO PARTS INC More: the full row for ADVANCE AUTO PARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,704 shares; 2024Q4: 36,069 shares; 2025Q1: 35,371 shares; 2025Q2: 30,913 shares; 2025Q3: 27,533 shares; 2025Q4: 38,228 shares 38,228 $1.5M 0.02% +10,695 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,407 shares; 2024Q4: 10,055 shares; 2025Q1: 9,010 shares; 2025Q2: 12,171 shares; 2025Q3: 19,518 shares; 2025Q4: 17,239 shares 17,239 $1.5M 0.02% -2,279 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: 10,394 shares; 2024Q4: 10,394 shares; 2025Q1: 10,397 shares; 2025Q2: 10,397 shares; 2025Q3: 10,397 shares; 2025Q4: 10,397 shares 10,397 $1.49M 0.02% 0 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: 5,873 shares; 2024Q4: 5,236 shares; 2025Q1: 5,304 shares; 2025Q2: 4,973 shares; 2025Q3: 4,916 shares; 2025Q4: 5,178 shares 5,178 $1.49M 0.02% +262 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: 24,889 shares; 2024Q4: 22,159 shares; 2025Q1: 22,316 shares; 2025Q2: 19,534 shares; 2025Q3: 19,534 shares; 2025Q4: 10,634 shares 10,634 $1.48M 0.02% -8,900 Timeline WWD WOODWARD INC More: the full row for WOODWARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,067 shares; 2024Q4: 4,867 shares; 2025Q1: 4,867 shares; 2025Q2: 4,867 shares; 2025Q3: 4,867 shares; 2025Q4: 4,867 shares 4,867 $1.47M 0.02% 0 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: 9,130 shares; 2024Q4: 7,395 shares; 2025Q1: 7,085 shares; 2025Q2: 7,141 shares; 2025Q3: 6,872 shares; 2025Q4: 7,390 shares 7,390 $1.45M 0.02% +518 Timeline BSCZ 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: 31,610 shares; 2025Q4: 69,245 shares 69,245 $1.44M 0.02% +37,635 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,503 shares; 2025Q1: 12,258 shares; 2025Q2: 13,945 shares; 2025Q3: 9,838 shares; 2025Q4: 10,995 shares 10,995 $1.44M 0.02% +1,157 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: 11,800 shares; 2024Q4: 11,875 shares; 2025Q1: 7,063 shares; 2025Q2: 7,063 shares; 2025Q3: 8,491 shares; 2025Q4: 30,730 shares 30,730 $1.44M 0.02% +22,239 Timeline FMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,475 shares; 2024Q4: 29,208 shares; 2025Q1: 28,115 shares; 2025Q2: 28,115 shares; 2025Q3: 28,115 shares; 2025Q4: 28,115 shares 28,115 $1.44M 0.02% 0 Timeline KRE 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: 25,767 shares; 2024Q4: 26,525 shares; 2025Q1: 25,434 shares; 2025Q2: 26,344 shares; 2025Q3: 23,443 shares; 2025Q4: 22,083 shares 22,083 $1.43M 0.02% -1,360 Timeline IMO IMPERIAL OIL LTD More: the full row for IMPERIAL OIL LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,521 shares; 2024Q4: 14,571 shares; 2025Q1: 14,861 shares; 2025Q2: 15,090 shares; 2025Q3: 17,309 shares; 2025Q4: 16,546 shares 16,546 $1.43M 0.02% -763 Timeline CDX SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 94,879 shares; 2025Q4: 63,958 shares 63,958 $1.42M 0.02% -30,921 Timeline MGNI MAGNITE INC More: the full row for MAGNITE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,512 shares; 2024Q4: 69,372 shares; 2025Q1: 68,872 shares; 2025Q2: 82,951 shares; 2025Q3: 83,468 shares; 2025Q4: 87,412 shares 87,412 $1.42M 0.02% +3,944 Timeline PJUL 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: 30,653 shares; 2024Q4: 30,653 shares; 2025Q1: 30,653 shares; 2025Q2: 30,653 shares; 2025Q3: 30,653 shares; 2025Q4: 30,427 shares 30,427 $1.41M 0.02% -226 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,794 shares; 2024Q4: 4,750 shares; 2025Q1: 4,574 shares; 2025Q2: 4,561 shares; 2025Q3: 4,540 shares; 2025Q4: 4,545 shares 4,545 $1.41M 0.02% +5 Timeline FNB F N B CORP More: the full row for F N B CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,928 shares; 2024Q4: 82,976 shares; 2025Q1: 82,282 shares; 2025Q2: 82,357 shares; 2025Q3: 82,207 shares; 2025Q4: 82,207 shares 82,207 $1.41M 0.02% 0 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,443 shares; 2024Q4: 7,248 shares; 2025Q1: 7,366 shares; 2025Q2: 8,133 shares; 2025Q3: 10,307 shares; 2025Q4: 9,571 shares 9,571 $1.4M 0.02% -736 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,548 shares; 2024Q4: 3,453 shares; 2025Q1: 3,315 shares; 2025Q2: 3,392 shares; 2025Q3: 3,564 shares; 2025Q4: 3,094 shares 3,094 $1.4M 0.02% -470 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,903 shares; 2024Q4: 8,519 shares; 2025Q1: 8,996 shares; 2025Q2: 9,051 shares; 2025Q3: 8,616 shares; 2025Q4: 8,397 shares 8,397 $1.4M 0.02% -219 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: 90,943 shares; 2024Q4: 16,318 shares; 2025Q1: 14,328 shares; 2025Q2: 13,686 shares; 2025Q3: 13,791 shares; 2025Q4: 14,067 shares 14,067 $1.4M 0.02% +276 Timeline TYL TYLER TECHNOLOGIES INC More: the full row for TYLER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,196 shares; 2024Q4: 3,156 shares; 2025Q1: 2,989 shares; 2025Q2: 3,048 shares; 2025Q3: 3,036 shares; 2025Q4: 3,059 shares 3,059 $1.39M 0.02% +23 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: 31,632 shares; 2024Q4: 32,504 shares; 2025Q1: 32,277 shares; 2025Q2: 8,840 shares; 2025Q3: 9,874 shares; 2025Q4: 31,058 shares 31,058 $1.38M 0.02% +21,184 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: 22,558 shares; 2024Q4: 35,288 shares; 2025Q1: 37,248 shares; 2025Q2: 34,610 shares; 2025Q3: 32,513 shares; 2025Q4: 32,333 shares 32,333 $1.38M 0.02% -180 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: 9,946 shares; 2024Q4: 9,677 shares; 2025Q1: 32,700 shares; 2025Q2: 30,911 shares; 2025Q3: 27,729 shares; 2025Q4: 19,363 shares 19,363 $1.37M 0.02% -8,366 Timeline GSST 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: 27,565 shares; 2024Q4: 27,565 shares; 2025Q1: 27,565 shares; 2025Q2: 27,068 shares; 2025Q3: 27,068 shares; 2025Q4: 27,068 shares 27,068 $1.37M 0.02% 0 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: 28,200 shares; 2024Q4: 56,534 shares; 2025Q1: 55,609 shares; 2025Q2: 64,732 shares; 2025Q3: 58,606 shares; 2025Q4: 52,715 shares 52,715 $1.36M 0.02% -5,891 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,634 shares; 2024Q4: 5,520 shares; 2025Q1: 4,575 shares; 2025Q2: 4,114 shares; 2025Q3: 3,784 shares; 2025Q4: 4,350 shares 4,350 $1.36M 0.02% +566 Timeline FNX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,549 shares; 2024Q4: 11,307 shares; 2025Q1: 11,159 shares; 2025Q2: 11,144 shares; 2025Q3: 10,985 shares; 2025Q4: 10,787 shares 10,787 $1.36M 0.02% -198 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: 18,847 shares; 2025Q4: 18,837 shares 18,837 $1.36M 0.02% -10 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: 6,128 shares; 2024Q4: 8,455 shares; 2025Q1: 11,027 shares; 2025Q2: 11,154 shares; 2025Q3: 9,182 shares; 2025Q4: 8,078 shares 8,078 $1.35M 0.02% -1,104 Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,916 shares; 2024Q4: 18,066 shares; 2025Q1: 17,659 shares; 2025Q2: 16,944 shares; 2025Q3: 16,599 shares; 2025Q4: 16,379 shares 16,379 $1.35M 0.02% -220 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,691 shares; 2024Q4: 91,132 shares; 2025Q1: 31,688 shares; 2025Q2: 26,791 shares; 2025Q3: 13,902 shares; 2025Q4: 11,529 shares 11,529 $1.34M 0.02% -2,373 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,470 shares; 2024Q4: 3,437 shares; 2025Q1: 4,557 shares; 2025Q2: 3,910 shares; 2025Q3: 3,720 shares; 2025Q4: 4,690 shares 4,690 $1.34M 0.02% +970 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: 40,625 shares; 2024Q4: 34,530 shares; 2025Q1: 32,481 shares; 2025Q2: 32,486 shares; 2025Q3: 31,990 shares; 2025Q4: 31,990 shares 31,990 $1.32M 0.02% 0 Timeline KEX KIRBY CORP More: the full row for KIRBY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,334 shares; 2024Q4: 10,937 shares; 2025Q1: 11,549 shares; 2025Q2: 12,063 shares; 2025Q3: 11,510 shares; 2025Q4: 11,955 shares 11,955 $1.32M 0.02% +445 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,585 shares; 2024Q4: 7,857 shares; 2025Q1: 6,183 shares; 2025Q2: 6,484 shares; 2025Q3: 5,650 shares; 2025Q4: 4,753 shares 4,753 $1.31M 0.02% -897 Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,958 shares; 2024Q4: 21,354 shares; 2025Q1: 21,746 shares; 2025Q2: 23,688 shares; 2025Q3: 20,798 shares; 2025Q4: 19,659 shares 19,659 $1.3M 0.02% -1,139 Timeline ESGU 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: 9,163 shares; 2024Q4: 9,142 shares; 2025Q1: 8,714 shares; 2025Q2: 8,714 shares; 2025Q3: 8,714 shares; 2025Q4: 8,714 shares 8,714 $1.3M 0.02% 0 Timeline QQQI NEOS ETF TRUST More: the full row for NEOS 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: 15,680 shares; 2025Q3: 24,445 shares; 2025Q4: 24,045 shares 24,045 $1.3M 0.02% -400 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,505 shares; 2024Q4: 1,443 shares; 2025Q1: 5,467 shares; 2025Q2: 1,862 shares; 2025Q3: 1,622 shares; 2025Q4: 1,569 shares 1,569 $1.29M 0.02% -53 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: 35,291 shares; 2024Q4: 33,327 shares; 2025Q1: 34,960 shares; 2025Q2: 36,134 shares; 2025Q3: 32,245 shares; 2025Q4: 21,432 shares 21,432 $1.29M 0.02% -10,813 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: 14,928 shares; 2024Q4: 16,191 shares; 2025Q1: 16,631 shares; 2025Q2: 17,399 shares; 2025Q3: 15,696 shares; 2025Q4: 14,674 shares 14,674 $1.28M 0.02% -1,022 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: 4,937 shares; 2024Q4: 4,458 shares; 2025Q1: 4,121 shares; 2025Q2: 4,119 shares; 2025Q3: 4,684 shares; 2025Q4: 4,973 shares 4,973 $1.27M 0.02% +289 Timeline IUSB 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: 38,772 shares; 2024Q4: 35,850 shares; 2025Q1: 30,135 shares; 2025Q2: 29,770 shares; 2025Q3: 28,835 shares; 2025Q4: 27,345 shares 27,345 $1.27M 0.02% -1,490 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: 1,245 shares; 2024Q4: 1,151 shares; 2025Q1: 1,151 shares; 2025Q2: 1,180 shares; 2025Q3: 1,187 shares; 2025Q4: 5,432 shares 5,432 $1.26M 0.02% +4,245 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,456 shares; 2024Q4: 8,282 shares; 2025Q1: 10,194 shares; 2025Q2: 10,261 shares; 2025Q3: 10,218 shares; 2025Q4: 7,979 shares 7,979 $1.25M 0.02% -2,239 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: 33,185 shares; 2024Q4: 33,346 shares; 2025Q1: 33,292 shares; 2025Q2: 30,303 shares; 2025Q3: 25,899 shares; 2025Q4: 25,790 shares 25,790 $1.25M 0.02% -109 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: 22,855 shares; 2024Q4: 22,855 shares; 2025Q1: 23,420 shares; 2025Q2: 23,420 shares; 2025Q3: 23,700 shares; 2025Q4: 23,700 shares 23,700 $1.24M 0.02% 0 Timeline HELO 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: 8,657 shares; 2024Q4: 8,657 shares; 2025Q1: 8,795 shares; 2025Q2: 27,795 shares; 2025Q3: 18,895 shares; 2025Q4: 18,633 shares 18,633 $1.24M 0.02% -262 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: 4,926 shares; 2024Q4: 4,841 shares; 2025Q1: 4,841 shares; 2025Q2: 5,312 shares; 2025Q3: 5,312 shares; 2025Q4: 7,300 shares 7,300 $1.23M 0.02% +1,988 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,457 shares; 2024Q4: 5,866 shares; 2025Q1: 6,195 shares; 2025Q2: 6,161 shares; 2025Q3: 5,899 shares; 2025Q4: 5,951 shares 5,951 $1.22M 0.02% +52 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: 75,776 shares; 2024Q4: 61,237 shares; 2025Q1: 59,870 shares; 2025Q2: 59,289 shares; 2025Q3: 59,283 shares; 2025Q4: 69,680 shares 69,680 $1.21M 0.02% +10,397 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: 32,543 shares; 2024Q4: 32,477 shares; 2025Q1: 32,430 shares; 2025Q2: 31,830 shares; 2025Q3: 35,620 shares; 2025Q4: 23,422 shares 23,422 $1.21M 0.02% -12,198 Timeline BHE BENCHMARK ELECTRS INC More: the full row for BENCHMARK ELECTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,986 shares; 2024Q4: 27,994 shares; 2025Q1: 27,985 shares; 2025Q2: 27,984 shares; 2025Q3: 27,982 shares; 2025Q4: 27,984 shares 27,984 $1.2M 0.01% +2 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,084 shares; 2024Q4: 1,913 shares; 2025Q1: 1,877 shares; 2025Q2: 1,862 shares; 2025Q3: 1,881 shares; 2025Q4: 1,556 shares 1,556 $1.19M 0.01% -325 Timeline GINN 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: 16,714 shares; 2024Q4: 16,714 shares; 2025Q1: 16,714 shares; 2025Q2: 16,714 shares; 2025Q3: 16,246 shares; 2025Q4: 16,246 shares 16,246 $1.19M 0.01% 0 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: 3,867 shares; 2024Q4: 3,724 shares; 2025Q1: 3,855 shares; 2025Q2: 3,932 shares; 2025Q3: 5,221 shares; 2025Q4: 6,383 shares 6,383 $1.18M 0.01% +1,162 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: 45,331 shares; 2024Q4: 36,229 shares; 2025Q1: 33,996 shares; 2025Q2: 28,911 shares; 2025Q3: 27,836 shares; 2025Q4: 34,083 shares 34,083 $1.18M 0.01% +6,247 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: 27,979 shares; 2024Q4: 27,915 shares; 2025Q1: 30,094 shares; 2025Q2: 30,312 shares; 2025Q3: 29,509 shares; 2025Q4: 29,871 shares 29,871 $1.17M 0.01% +362 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: 9,349 shares; 2024Q4: 9,152 shares; 2025Q1: 9,152 shares; 2025Q2: 9,008 shares; 2025Q3: 9,257 shares; 2025Q4: 9,063 shares 9,063 $1.17M 0.01% -194 Timeline GRX GABELLI HEALTHCARE & WELLNES More: the full row for GABELLI HEALTHCARE & WELLNES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 99,901 shares; 2024Q4: 108,534 shares; 2025Q1: 108,180 shares; 2025Q2: 109,812 shares; 2025Q3: 120,989 shares; 2025Q4: 121,038 shares 121,038 $1.17M 0.01% +49 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,262 shares; 2024Q4: 1,601 shares; 2025Q1: 1,941 shares; 2025Q2: 1,941 shares; 2025Q3: 1,928 shares; 2025Q4: 1,928 shares 1,928 $1.16M 0.01% 0 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: 1,223 shares; 2024Q4: 1,192 shares; 2025Q1: 1,209 shares; 2025Q2: 1,197 shares; 2025Q3: 1,110 shares; 2025Q4: 1,147 shares 1,147 $1.16M 0.01% +37 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,925 shares; 2024Q4: 34,925 shares; 2025Q1: 34,925 shares; 2025Q2: 34,925 shares; 2025Q3: 34,925 shares; 2025Q4: 34,925 shares 34,925 $1.15M 0.01% 0 Timeline SPYD 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: 35,746 shares; 2024Q4: 36,430 shares; 2025Q1: 38,454 shares; 2025Q2: 28,480 shares; 2025Q3: 26,874 shares; 2025Q4: 26,649 shares 26,649 $1.15M 0.01% -225 Timeline GRNJ TIDAL TRUST III More: the full row for TIDAL TRUST III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 44,520 shares 44,520 $1.14M 0.01% new Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,763 shares; 2024Q4: 69,836 shares; 2025Q1: 106,097 shares; 2025Q2: 83,242 shares; 2025Q3: 84,286 shares; 2025Q4: 86,567 shares 86,567 $1.14M 0.01% +2,281 Timeline BWG BRANDYWINEGBL GBL INCM OPP F More: the full row for BRANDYWINEGBL GBL INCM OPP F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 154,472 shares; 2024Q4: 147,108 shares; 2025Q1: 145,322 shares; 2025Q2: 150,632 shares; 2025Q3: 134,923 shares; 2025Q4: 135,311 shares 135,311 $1.13M 0.01% +388 Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,309 shares; 2024Q4: 11,210 shares; 2025Q1: 8,720 shares; 2025Q2: 7,265 shares; 2025Q3: 7,223 shares; 2025Q4: 8,275 shares 8,275 $1.13M 0.01% +1,052 Timeline VLU 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: 5,356 shares; 2024Q4: 5,356 shares; 2025Q1: 5,356 shares; 2025Q2: 5,356 shares; 2025Q3: 5,356 shares; 2025Q4: 5,356 shares 5,356 $1.13M 0.01% 0 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,228 shares; 2024Q4: 16,758 shares; 2025Q1: 16,551 shares; 2025Q2: 16,353 shares; 2025Q3: 17,821 shares; 2025Q4: 17,995 shares 17,995 $1.12M 0.01% +174 Timeline UTG REAVES UTIL INCOME FD More: the full row for REAVES UTIL INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,175 shares; 2024Q4: 12,050 shares; 2025Q1: 25,538 shares; 2025Q2: 26,913 shares; 2025Q3: 27,862 shares; 2025Q4: 30,157 shares 30,157 $1.1M 0.01% +2,295 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: 7,061 shares; 2024Q4: 6,298 shares; 2025Q1: 5,713 shares; 2025Q2: 4,088 shares; 2025Q3: 3,771 shares; 2025Q4: 4,002 shares 4,002 $1.1M 0.01% +231 Timeline DSGX DESCARTES SYS GROUP INC More: the full row for DESCARTES SYS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,086 shares; 2024Q4: 9,308 shares; 2025Q1: 8,659 shares; 2025Q2: 9,275 shares; 2025Q3: 9,152 shares; 2025Q4: 12,536 shares 12,536 $1.1M 0.01% +3,384 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: 7,734 shares; 2024Q4: 9,450 shares; 2025Q1: 15,190 shares; 2025Q2: 14,203 shares; 2025Q3: 16,970 shares; 2025Q4: 20,030 shares 20,030 $1.1M 0.01% +3,060 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: 13,595 shares; 2024Q4: 13,317 shares; 2025Q1: 12,906 shares; 2025Q2: 11,706 shares; 2025Q3: 11,470 shares; 2025Q4: 11,223 shares 11,223 $1.09M 0.01% -247 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: 10,811 shares; 2024Q4: 5,971 shares; 2025Q1: 38,265 shares; 2025Q2: 35,248 shares; 2025Q3: 14,438 shares; 2025Q4: 13,686 shares 13,686 $1.09M 0.01% -752 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: 7,892 shares; 2024Q4: 9,633 shares; 2025Q1: 17,743 shares; 2025Q2: 12,116 shares; 2025Q3: 8,410 shares; 2025Q4: 8,175 shares 8,175 $1.09M 0.01% -235 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: 14,035 shares; 2024Q4: 25,509 shares; 2025Q1: 31,837 shares; 2025Q2: 26,619 shares; 2025Q3: 27,600 shares; 2025Q4: 28,219 shares 28,219 $1.08M 0.01% +619 Timeline VTWO 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: 10,780 shares; 2024Q4: 10,880 shares; 2025Q1: 10,780 shares; 2025Q2: 10,820 shares; 2025Q3: 10,820 shares; 2025Q4: 10,820 shares 10,820 $1.08M 0.01% 0 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,533 shares; 2024Q4: 6,623 shares; 2025Q1: 7,447 shares; 2025Q2: 6,505 shares; 2025Q3: 7,486 shares; 2025Q4: 8,026 shares 8,026 $1.05M 0.01% +540 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,652 shares; 2024Q4: 6,350 shares; 2025Q1: 6,341 shares; 2025Q2: 6,205 shares; 2025Q3: 5,936 shares; 2025Q4: 6,499 shares 6,499 $1.04M 0.01% +563 Timeline CFR CULLEN FROST BANKERS INC More: the full row for CULLEN FROST BANKERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,431 shares; 2024Q4: 5,431 shares; 2025Q1: 5,196 shares; 2025Q2: 6,911 shares; 2025Q3: 8,237 shares; 2025Q4: 8,196 shares 8,196 $1.04M 0.01% -41 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,436 shares; 2024Q4: 33,358 shares; 2025Q1: 17,440 shares; 2025Q2: 17,007 shares; 2025Q3: 15,495 shares; 2025Q4: 14,896 shares 14,896 $1.03M 0.01% -599 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: 32,120 shares; 2024Q4: 12,565 shares; 2025Q1: 7,154 shares; 2025Q2: 7,556 shares; 2025Q3: 8,495 shares; 2025Q4: 10,759 shares 10,759 $1.03M 0.01% +2,264 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,415 shares; 2024Q4: 22,635 shares; 2025Q1: 27,269 shares; 2025Q2: 29,133 shares; 2025Q3: 30,870 shares; 2025Q4: 31,305 shares 31,305 $1.02M 0.01% +435 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: 4,476 shares; 2025Q1: 5,451 shares; 2025Q2: 6,600 shares; 2025Q3: 4,707 shares; 2025Q4: 4,362 shares 4,362 $1.02M 0.01% -345 Timeline TAP MOLSON COORS BEVERAGE CO More: the full row for MOLSON COORS BEVERAGE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,240 shares; 2024Q4: 19,610 shares; 2025Q1: 20,010 shares; 2025Q2: 20,385 shares; 2025Q3: 22,562 shares; 2025Q4: 21,819 shares 21,819 $1.02M 0.01% -743 Timeline WEST WESTROCK COFFEE CO More: the full row for WESTROCK COFFEE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 152,717 shares; 2024Q4: 236,364 shares; 2025Q1: 245,364 shares; 2025Q2: 262,428 shares; 2025Q3: 267,428 shares; 2025Q4: 247,128 shares 247,128 $1.01M 0.01% -20,300 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: 11,381 shares; 2024Q4: 11,835 shares; 2025Q1: 9,211 shares; 2025Q2: 8,964 shares; 2025Q3: 9,988 shares; 2025Q4: 8,554 shares 8,554 $1.01M 0.01% -1,434 Timeline DORM DORMAN PRODS INC More: the full row for DORMAN PRODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,556 shares; 2024Q4: 10,871 shares; 2025Q1: 8,585 shares; 2025Q2: 8,265 shares; 2025Q3: 8,023 shares; 2025Q4: 8,147 shares 8,147 $1M 0.01% +124 Timeline BOXX EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,355 shares; 2024Q4: 7,005 shares; 2025Q1: 7,005 shares; 2025Q2: 9,405 shares; 2025Q3: 9,605 shares; 2025Q4: 8,705 shares 8,705 $1M 0.01% -900 Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 33,857 shares; 2025Q1: 33,857 shares; 2025Q2: 33,857 shares; 2025Q3: 33,857 shares; 2025Q4: 33,857 shares 33,857 $1M 0.01% 0 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: 2,172 shares; 2024Q4: 2,312 shares; 2025Q1: 2,542 shares; 2025Q2: 2,437 shares; 2025Q3: 2,459 shares; 2025Q4: 3,653 shares 3,653 $998K 0.01% +1,194 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,461 shares; 2024Q4: 8,898 shares; 2025Q1: 7,886 shares; 2025Q2: 6,860 shares; 2025Q3: 6,850 shares; 2025Q4: 7,066 shares 7,066 $997K 0.01% +216 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: 4,008 shares; 2024Q4: 3,980 shares; 2025Q1: 3,510 shares; 2025Q2: 3,229 shares; 2025Q3: 3,592 shares; 2025Q4: 3,671 shares 3,671 $995K 0.01% +79 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: 6,323 shares; 2024Q4: 6,187 shares; 2025Q1: 4,457 shares; 2025Q2: 4,258 shares; 2025Q3: 2,662 shares; 2025Q4: 2,689 shares 2,689 $991K 0.01% +27 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,250 shares; 2024Q4: 1,364 shares; 2025Q1: 1,879 shares; 2025Q2: 1,937 shares; 2025Q3: 1,842 shares; 2025Q4: 1,934 shares 1,934 $987K 0.01% +92 Timeline FV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,577 shares; 2024Q4: 16,406 shares; 2025Q1: 16,045 shares; 2025Q2: 16,046 shares; 2025Q3: 16,047 shares; 2025Q4: 15,660 shares 15,660 $985K 0.01% -387 Timeline KREF KKR REAL ESTATE FIN TR INC More: the full row for KKR REAL ESTATE FIN TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 637,283 shares; 2024Q4: 566,035 shares; 2025Q1: 473,627 shares; 2025Q2: 443,858 shares; 2025Q3: 267,658 shares; 2025Q4: 119,239 shares 119,239 $980K 0.01% -148,419 Timeline ROAD CONSTRUCTION PARTNERS INC More: the full row for CONSTRUCTION PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,328 shares; 2024Q4: 8,311 shares; 2025Q1: 8,498 shares; 2025Q2: 8,334 shares; 2025Q3: 9,028 shares; 2025Q4: 9,023 shares 9,023 $979K 0.01% -5 Timeline EWBC EAST WEST BANCORP INC More: the full row for EAST WEST BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,844 shares; 2024Q4: 10,402 shares; 2025Q1: 10,152 shares; 2025Q2: 9,677 shares; 2025Q3: 9,596 shares; 2025Q4: 8,692 shares 8,692 $977K 0.01% -904 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: 13,199 shares; 2024Q4: 13,103 shares; 2025Q1: 5,663 shares; 2025Q2: 11,859 shares; 2025Q3: 11,726 shares; 2025Q4: 12,945 shares 12,945 $977K 0.01% +1,219 Timeline HLN HALEON PLC More: the full row for HALEON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 110,841 shares; 2024Q4: 99,937 shares; 2025Q1: 94,777 shares; 2025Q2: 91,190 shares; 2025Q3: 97,734 shares; 2025Q4: 95,650 shares 95,650 $967K 0.01% -2,084 Timeline PDP 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: 9,308 shares; 2024Q4: 8,682 shares; 2025Q1: 8,162 shares; 2025Q2: 9,855 shares; 2025Q3: 8,791 shares; 2025Q4: 8,243 shares 8,243 $960K 0.01% -548 Timeline FXD 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: 13,995 shares; 2024Q4: 13,750 shares; 2025Q1: 13,667 shares; 2025Q2: 13,667 shares; 2025Q3: 13,998 shares; 2025Q4: 13,998 shares 13,998 $957K 0.01% 0 Timeline AVAV AEROVIRONMENT INC More: the full row for AEROVIRONMENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,843 shares; 2024Q4: 2,267 shares; 2025Q1: 4,415 shares; 2025Q2: 4,154 shares; 2025Q3: 6,334 shares; 2025Q4: 3,956 shares 3,956 $957K 0.01% -2,378 Timeline ICLR ICON PUB LTD CO More: the full row for ICON PUB LTD CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,250 shares; 2024Q4: 6,003 shares; 2025Q1: 5,351 shares; 2025Q2: 6,583 shares; 2025Q3: 6,436 shares; 2025Q4: 5,222 shares 5,222 $952K 0.01% -1,214 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: 3,041 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,125 shares; 2025Q3: 10,931 shares; 2025Q4: 9,279 shares 9,279 $942K 0.01% -1,652 Timeline ESE ESCO TECHNOLOGIES INC More: the full row for ESCO TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,094 shares; 2024Q4: 5,667 shares; 2025Q1: 5,845 shares; 2025Q2: 5,794 shares; 2025Q3: 4,870 shares; 2025Q4: 4,791 shares 4,791 $936K 0.01% -79 Timeline JULH 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: 40,383 shares; 2024Q4: 39,252 shares; 2025Q1: 39,252 shares; 2025Q2: 37,598 shares; 2025Q3: 37,320 shares; 2025Q4: 37,320 shares 37,320 $930K 0.01% 0 Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,282 shares; 2024Q4: 45,534 shares; 2025Q1: 44,069 shares; 2025Q2: 36,703 shares; 2025Q3: 29,381 shares; 2025Q4: 22,734 shares 22,734 $930K 0.01% -6,647 Timeline RYAN RYAN SPECIALTY HOLDINGS INC More: the full row for RYAN SPECIALTY HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,359 shares; 2024Q4: 5,836 shares; 2025Q1: 8,552 shares; 2025Q2: 8,383 shares; 2025Q3: 10,067 shares; 2025Q4: 17,912 shares 17,912 $925K 0.01% +7,845 Timeline XGDVX GABELLI DIVID & INCOME TR More: the full row for GABELLI DIVID & INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,663 shares; 2024Q4: 37,708 shares; 2025Q1: 34,673 shares; 2025Q2: 33,253 shares; 2025Q3: 33,213 shares; 2025Q4: 33,262 shares 33,262 $924K 0.01% +49 Timeline CORZ CORE SCIENTIFIC INC NEW More: the full row for CORE SCIENTIFIC INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 65,972 shares; 2025Q1: 62,972 shares; 2025Q2: 62,972 shares; 2025Q3: 62,972 shares; 2025Q4: 62,972 shares 62,972 $917K 0.01% 0 Timeline MFIC MIDCAP FINANCIAL INVSTMNT CO More: the full row for MIDCAP FINANCIAL INVSTMNT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83,491 shares; 2024Q4: 84,491 shares; 2025Q1: 84,191 shares; 2025Q2: 84,191 shares; 2025Q3: 84,737 shares; 2025Q4: 79,954 shares 79,954 $915K 0.01% -4,783 Timeline CPZ CALAMOS LNG SHR EQT DYNAMIC More: the full row for CALAMOS LNG SHR EQT DYNAMIC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,900 shares; 2024Q4: 59,870 shares; 2025Q1: 59,190 shares; 2025Q2: 49,745 shares; 2025Q3: 49,920 shares; 2025Q4: 62,115 shares 62,115 $908K 0.01% +12,195 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: 6,521 shares; 2024Q4: 6,853 shares; 2025Q1: 6,859 shares; 2025Q2: 6,844 shares; 2025Q3: 6,912 shares; 2025Q4: 6,935 shares 6,935 $905K 0.01% +23 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: 11,951 shares; 2024Q4: 14,506 shares; 2025Q1: 15,391 shares; 2025Q2: 14,473 shares; 2025Q3: 13,765 shares; 2025Q4: 11,099 shares 11,099 $900K 0.01% -2,666 Timeline DPZ DOMINOS PIZZA INC More: the full row for DOMINOS PIZZA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,382 shares; 2024Q4: 2,413 shares; 2025Q1: 2,315 shares; 2025Q2: 2,170 shares; 2025Q3: 2,162 shares; 2025Q4: 2,149 shares 2,149 $896K 0.01% -13 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 186,892 shares; 2024Q4: 94,086 shares; 2025Q1: 62,390 shares; 2025Q2: 55,638 shares; 2025Q3: 44,196 shares; 2025Q4: 38,176 shares 38,176 $893K 0.01% -6,020 Timeline PSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,747 shares; 2024Q4: 75,747 shares; 2025Q1: 69,474 shares; 2025Q2: 38,787 shares; 2025Q3: 36,405 shares; 2025Q4: 20,410 shares 20,410 $892K 0.01% -15,995 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,415 shares; 2024Q4: 6,484 shares; 2025Q1: 6,381 shares; 2025Q2: 6,317 shares; 2025Q3: 6,057 shares; 2025Q4: 6,452 shares 6,452 $890K 0.01% +395 Timeline FTRE FORTREA HLDGS INC More: the full row for FORTREA 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: 50,958 shares 50,958 $879K 0.01% new 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: 17,230 shares; 2024Q4: 16,353 shares; 2025Q1: 13,953 shares; 2025Q2: 10,400 shares; 2025Q3: 9,488 shares; 2025Q4: 10,774 shares 10,774 $876K 0.01% +1,286 Timeline GBIL 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: 14,743 shares; 2024Q4: 9,748 shares; 2025Q1: 9,748 shares; 2025Q2: 9,748 shares; 2025Q3: 8,728 shares; 2025Q4: 8,672 shares 8,672 $867K 0.01% -56 Timeline PCH POTLATCHDELTIC CORP More: the full row for POTLATCHDELTIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,333 shares; 2024Q4: 7,995 shares; 2025Q1: 7,385 shares; 2025Q2: 7,574 shares; 2025Q3: 23,275 shares; 2025Q4: 21,774 shares 21,774 $866K 0.01% -1,501 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: 13,973 shares; 2024Q4: 13,995 shares; 2025Q1: 13,652 shares; 2025Q2: 12,308 shares; 2025Q3: 11,146 shares; 2025Q4: 11,214 shares 11,214 $860K 0.01% +68 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,004 shares; 2024Q4: 11,326 shares; 2025Q1: 15,635 shares; 2025Q2: 15,849 shares; 2025Q3: 14,813 shares; 2025Q4: 15,176 shares 15,176 $855K 0.01% +363 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: 3,103 shares; 2024Q4: 2,988 shares; 2025Q1: 2,973 shares; 2025Q2: 3,253 shares; 2025Q3: 3,908 shares; 2025Q4: 4,208 shares 4,208 $855K 0.01% +300 Timeline RSPU 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: 11,623 shares; 2025Q2: 11,596 shares; 2025Q3: 11,517 shares; 2025Q4: 11,404 shares 11,404 $853K 0.01% -113 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,918 shares; 2024Q4: 4,918 shares; 2025Q1: 4,837 shares; 2025Q2: 4,841 shares; 2025Q3: 5,111 shares; 2025Q4: 5,169 shares 5,169 $844K 0.01% +58 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,943 shares; 2024Q4: 20,215 shares; 2025Q1: 16,899 shares; 2025Q2: 18,216 shares; 2025Q3: 18,945 shares; 2025Q4: 18,946 shares 18,946 $841K 0.01% +1 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: 1,663 shares; 2024Q4: 1,895 shares; 2025Q1: 1,703 shares; 2025Q2: 1,819 shares; 2025Q3: 1,829 shares; 2025Q4: 1,892 shares 1,892 $840K 0.01% +63 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: 10,220 shares; 2024Q4: 8,973 shares; 2025Q1: 10,488 shares; 2025Q2: 10,865 shares; 2025Q3: 10,420 shares; 2025Q4: 10,365 shares 10,365 $839K 0.01% -55 Timeline FUMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,611 shares; 2024Q4: 41,611 shares; 2025Q1: 41,611 shares; 2025Q2: 41,611 shares; 2025Q3: 41,611 shares; 2025Q4: 41,611 shares 41,611 $835K 0.01% 0 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: 46,880 shares; 2024Q4: 60,014 shares; 2025Q1: 60,014 shares; 2025Q2: 11,219 shares; 2025Q3: 11,219 shares; 2025Q4: 16,905 shares 16,905 $828K 0.01% +5,686 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: 11,899 shares; 2024Q4: 11,373 shares; 2025Q1: 10,713 shares; 2025Q2: 10,713 shares; 2025Q3: 10,713 shares; 2025Q4: 10,713 shares 10,713 $824K 0.01% 0 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: 3,176 shares; 2024Q4: 3,144 shares; 2025Q1: 3,425 shares; 2025Q2: 3,547 shares; 2025Q3: 3,475 shares; 2025Q4: 3,486 shares 3,486 $817K 0.01% +11 Timeline KCE 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: 5,551 shares; 2025Q2: 5,538 shares; 2025Q3: 5,500 shares; 2025Q4: 5,446 shares 5,446 $817K 0.01% -54 Timeline EIPI 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: 43,560 shares; 2024Q4: 42,493 shares; 2025Q1: 42,399 shares; 2025Q2: 42,413 shares; 2025Q3: 42,424 shares; 2025Q4: 40,960 shares 40,960 $814K 0.01% -1,464 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: 4,844 shares; 2024Q4: 4,330 shares; 2025Q1: 4,298 shares; 2025Q2: 4,300 shares; 2025Q3: 4,302 shares; 2025Q4: 3,889 shares 3,889 $813K 0.01% -413 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,741 shares; 2024Q4: 1,841 shares; 2025Q1: 2,047 shares; 2025Q2: 2,053 shares; 2025Q3: 2,104 shares; 2025Q4: 2,086 shares 2,086 $812K 0.01% -18 Timeline NDSN NORDSON CORP More: the full row for NORDSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,542 shares; 2024Q4: 1,937 shares; 2025Q1: 2,728 shares; 2025Q2: 2,901 shares; 2025Q3: 3,332 shares; 2025Q4: 3,361 shares 3,361 $808K 0.01% +29 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: 19,673 shares; 2024Q4: 20,298 shares; 2025Q1: 6,840 shares; 2025Q2: 8,592 shares; 2025Q3: 7,606 shares; 2025Q4: 7,569 shares 7,569 $808K 0.01% -37 Timeline WING WINGSTOP INC More: the full row for WINGSTOP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,873 shares; 2024Q4: 1,773 shares; 2025Q1: 3,803 shares; 2025Q2: 3,778 shares; 2025Q3: 3,473 shares; 2025Q4: 3,381 shares 3,381 $806K 0.01% -92 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,074 shares; 2024Q4: 4,765 shares; 2025Q1: 3,856 shares; 2025Q2: 6,073 shares; 2025Q3: 4,813 shares; 2025Q4: 4,995 shares 4,995 $806K 0.01% +182 Timeline EMO CLEARBRIDGE ENERGY MIDSTREAM More: the full row for CLEARBRIDGE ENERGY MIDSTREAM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,384 shares; 2025Q1: 4,653 shares; 2025Q2: 8,783 shares; 2025Q3: 14,872 shares; 2025Q4: 18,027 shares 18,027 $805K 0.01% +3,155 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: 8,084 shares; 2024Q4: 7,863 shares; 2025Q1: 7,769 shares; 2025Q2: 5,265 shares; 2025Q3: 5,482 shares; 2025Q4: 5,423 shares 5,423 $804K 0.01% -59 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,893 shares; 2024Q4: 12,508 shares; 2025Q1: 10,541 shares; 2025Q2: 16,633 shares; 2025Q3: 18,495 shares; 2025Q4: 19,964 shares 19,964 $803K 0.01% +1,469 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,316 shares; 2024Q4: 23,555 shares; 2025Q1: 20,235 shares; 2025Q2: 17,055 shares; 2025Q3: 14,167 shares; 2025Q4: 13,869 shares 13,869 $797K 0.01% -298 Timeline CGNX COGNEX CORP More: the full row for COGNEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,845 shares; 2024Q4: 16,096 shares; 2025Q1: 23,278 shares; 2025Q2: 19,752 shares; 2025Q3: 23,038 shares; 2025Q4: 22,153 shares 22,153 $797K 0.01% -885 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: 9,095 shares; 2024Q4: 9,060 shares; 2025Q1: 9,060 shares; 2025Q2: 9,240 shares; 2025Q3: 9,240 shares; 2025Q4: 9,240 shares 9,240 $797K 0.01% 0 Timeline HQH ABRDN HEALTHCARE INVESTORS More: the full row for ABRDN HEALTHCARE INVESTORS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,195 shares; 2024Q4: 28,849 shares; 2025Q1: 29,029 shares; 2025Q2: 32,917 shares; 2025Q3: 26,809 shares; 2025Q4: 41,807 shares 41,807 $792K 0.01% +14,998 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91,424 shares; 2024Q4: 91,858 shares; 2025Q1: 101,684 shares; 2025Q2: 103,554 shares; 2025Q3: 98,467 shares; 2025Q4: 8,863 shares 8,863 $789K 0.01% -89,604 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: 6,326 shares; 2024Q4: 6,128 shares; 2025Q1: 6,042 shares; 2025Q2: 6,270 shares; 2025Q3: 5,587 shares; 2025Q4: 3,047 shares 3,047 $789K 0.01% -2,540 Timeline RDIV 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: 15,224 shares; 2024Q4: 15,226 shares; 2025Q1: 15,000 shares; 2025Q2: 15,000 shares; 2025Q3: 15,000 shares; 2025Q4: 15,000 shares 15,000 $781K 0.01% 0 Timeline RSPG 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: 9,961 shares; 2025Q2: 9,939 shares; 2025Q3: 9,874 shares; 2025Q4: 9,781 shares 9,781 $778K 0.01% -93 Timeline SPBU AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS 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: 31,025 shares; 2025Q2: 34,985 shares; 2025Q3: 27,635 shares; 2025Q4: 27,440 shares 27,440 $772K 0.01% -195 Timeline TDVI 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: 9,030 shares; 2025Q2: 22,336 shares; 2025Q3: 27,336 shares; 2025Q4: 27,767 shares 27,767 $770K 0.01% +431 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,242 shares; 2025Q3: 1,851 shares; 2025Q4: 3,038 shares 3,038 $768K 0.01% +1,187 Timeline SBRA SABRA HEALTH CARE REIT INC More: the full row for SABRA HEALTH CARE REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,448 shares; 2024Q4: 41,448 shares; 2025Q1: 42,492 shares; 2025Q2: 40,473 shares; 2025Q3: 40,482 shares; 2025Q4: 40,480 shares 40,480 $767K 0.01% -2 Timeline SWK STANLEY BLACK & DECKER INC More: the full row for STANLEY BLACK & DECKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,556 shares; 2024Q4: 9,825 shares; 2025Q1: 7,348 shares; 2025Q2: 9,360 shares; 2025Q3: 10,372 shares; 2025Q4: 9,819 shares 9,819 $766K 0.01% -553 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,363 shares; 2024Q4: 20,181 shares; 2025Q1: 20,431 shares; 2025Q2: 20,181 shares; 2025Q3: 19,358 shares; 2025Q4: 6,258 shares 6,258 $761K 0.01% -13,100 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: 16,534 shares; 2024Q4: 21,456 shares; 2025Q1: 17,427 shares; 2025Q2: 15,317 shares; 2025Q3: 13,622 shares; 2025Q4: 11,595 shares 11,595 $755K 0.01% -2,027 Timeline ASA ASA GOLD AND PRECIOUS MTLS L More: the full row for ASA GOLD AND PRECIOUS MTLS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,053 shares; 2024Q4: 24,180 shares; 2025Q1: 19,112 shares; 2025Q2: 16,674 shares; 2025Q3: 14,944 shares; 2025Q4: 12,604 shares 12,604 $752K 0.01% -2,340 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,088 shares; 2024Q4: 17,384 shares; 2025Q1: 15,054 shares; 2025Q2: 14,032 shares; 2025Q3: 13,290 shares; 2025Q4: 31,228 shares 31,228 $749K 0.01% +17,938 Timeline SON SONOCO PRODS CO More: the full row for SONOCO PRODS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,178 shares; 2024Q4: 19,532 shares; 2025Q1: 19,173 shares; 2025Q2: 18,958 shares; 2025Q3: 18,810 shares; 2025Q4: 17,081 shares 17,081 $745K 0.01% -1,729 Timeline FNDA 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: 8,055 shares; 2024Q4: 18,410 shares; 2025Q1: 20,994 shares; 2025Q2: 22,726 shares; 2025Q3: 23,622 shares; 2025Q4: 23,653 shares 23,653 $745K 0.01% +31 Timeline PCG PG&E CORP More: the full row for PG&E CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,507 shares; 2024Q4: 33,329 shares; 2025Q1: 37,236 shares; 2025Q2: 35,842 shares; 2025Q3: 38,530 shares; 2025Q4: 46,123 shares 46,123 $741K 0.01% +7,593 Timeline GXC 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: not reported; 2025Q2: not reported; 2025Q3: 7,780 shares; 2025Q4: 7,648 shares 7,648 $740K 0.01% -132 Timeline FFWM FIRST FNDTN INC More: the full row for FIRST FNDTN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,000 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 120,000 shares; 2025Q4: 120,000 shares 120,000 $739K 0.01% 0 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,000 shares; 2024Q4: 13,392 shares; 2025Q1: 14,559 shares; 2025Q2: 13,904 shares; 2025Q3: 12,515 shares; 2025Q4: 11,454 shares 11,454 $737K 0.01% -1,061 Timeline EEMA 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: not reported; 2025Q2: 8,642 shares; 2025Q3: 8,567 shares; 2025Q4: 7,782 shares 7,782 $732K 0.01% -785 Timeline ZTR VIRTUS TOTAL RETURN FD INC More: the full row for VIRTUS TOTAL RETURN FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 134,007 shares; 2024Q4: 129,904 shares; 2025Q1: 123,703 shares; 2025Q2: 158,294 shares; 2025Q3: 158,639 shares; 2025Q4: 115,879 shares 115,879 $730K 0.01% -42,760 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,157 shares; 2024Q4: 6,105 shares; 2025Q1: 5,995 shares; 2025Q2: 6,477 shares; 2025Q3: 6,465 shares; 2025Q4: 6,469 shares 6,469 $729K 0.01% +4 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: 14,829 shares; 2024Q4: 14,327 shares; 2025Q1: 12,821 shares; 2025Q2: 11,872 shares; 2025Q3: 11,283 shares; 2025Q4: 8,505 shares 8,505 $728K 0.01% -2,778 Timeline THQ ABRDN HEALTHCARE OPPORTUNITI More: the full row for ABRDN HEALTHCARE OPPORTUNITI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,182 shares; 2024Q4: 11,932 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,188 shares; 2025Q4: 37,790 shares 37,790 $723K 0.01% +24,602 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,770 shares; 2024Q4: 4,000 shares; 2025Q1: 4,510 shares; 2025Q2: 4,665 shares; 2025Q3: 6,519 shares; 2025Q4: 6,604 shares 6,604 $722K 0.01% +85 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,139 shares; 2024Q4: 9,176 shares; 2025Q1: 9,383 shares; 2025Q2: 11,938 shares; 2025Q3: 11,986 shares; 2025Q4: 15,809 shares 15,809 $720K 0.01% +3,823 Timeline NXTG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,570 shares; 2024Q4: 6,738 shares; 2025Q1: 6,629 shares; 2025Q2: 6,634 shares; 2025Q3: 6,638 shares; 2025Q4: 6,642 shares 6,642 $716K 0.01% +4 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: 15,915 shares; 2024Q4: 15,900 shares; 2025Q1: 14,370 shares; 2025Q2: 14,370 shares; 2025Q3: 14,370 shares; 2025Q4: 15,305 shares 15,305 $714K 0.01% +935 Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,703 shares; 2024Q4: 4,652 shares; 2025Q1: 4,588 shares; 2025Q2: 3,838 shares; 2025Q3: 3,518 shares; 2025Q4: 2,925 shares 2,925 $711K 0.01% -593 Timeline FXH FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,564 shares; 2024Q4: 6,514 shares; 2025Q1: 6,127 shares; 2025Q2: 6,127 shares; 2025Q3: 6,197 shares; 2025Q4: 6,197 shares 6,197 $705K 0.01% 0 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: 2,102 shares; 2024Q4: 2,366 shares; 2025Q1: 2,217 shares; 2025Q2: 2,298 shares; 2025Q3: 2,291 shares; 2025Q4: 2,236 shares 2,236 $704K 0.01% -55 Timeline SLI STANDARD LITHIUM CORP More: the full row for STANDARD LITHIUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 307,524 shares; 2024Q4: 238,855 shares; 2025Q1: 247,005 shares; 2025Q2: 273,275 shares; 2025Q3: 260,830 shares; 2025Q4: 157,355 shares 157,355 $703K 0.01% -103,475 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,434 shares; 2024Q4: 4,634 shares; 2025Q1: 4,604 shares; 2025Q2: 4,404 shares; 2025Q3: 4,484 shares; 2025Q4: 4,520 shares 4,520 $701K 0.01% +36 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: 5,083 shares; 2024Q4: 5,458 shares; 2025Q1: 5,680 shares; 2025Q2: 6,584 shares; 2025Q3: 6,512 shares; 2025Q4: 6,661 shares 6,661 $700K 0.01% +149 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,431 shares; 2024Q4: 6,431 shares; 2025Q1: 6,431 shares; 2025Q2: 6,431 shares; 2025Q3: 6,327 shares; 2025Q4: 6,656 shares 6,656 $699K 0.01% +329 Timeline GDXJ VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,983 shares; 2024Q4: 11,261 shares; 2025Q1: 10,020 shares; 2025Q2: 7,914 shares; 2025Q3: 7,099 shares; 2025Q4: 6,136 shares 6,136 $698K 0.01% -963 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,146 shares; 2024Q4: 5,152 shares; 2025Q1: 5,005 shares; 2025Q2: 5,007 shares; 2025Q3: 5,021 shares; 2025Q4: 5,229 shares 5,229 $698K 0.01% +208 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: 14,395 shares; 2024Q4: 14,983 shares; 2025Q1: 15,113 shares; 2025Q2: 12,708 shares; 2025Q3: 11,434 shares; 2025Q4: 13,014 shares 13,014 $698K 0.01% +1,580 Timeline FMX FOMENTO ECONOMICO MEXICANO S More: the full row for FOMENTO ECONOMICO MEXICANO S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,444 shares; 2024Q4: 5,816 shares; 2025Q1: 5,937 shares; 2025Q2: 5,925 shares; 2025Q3: 6,801 shares; 2025Q4: 6,876 shares 6,876 $695K 0.01% +75 Timeline NFJ VIRTUS DIVIDEND INTEREST & P More: the full row for VIRTUS DIVIDEND INTEREST & P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,648 shares; 2024Q4: 34,783 shares; 2025Q1: 35,473 shares; 2025Q2: 37,953 shares; 2025Q3: 55,577 shares; 2025Q4: 53,864 shares 53,864 $694K 0.01% -1,713 Timeline MODL VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS 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: 6,440 shares; 2025Q2: 15,890 shares; 2025Q3: 15,890 shares; 2025Q4: 14,600 shares 14,600 $694K 0.01% -1,290 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: 11,262 shares; 2024Q4: 10,690 shares; 2025Q1: 10,661 shares; 2025Q2: 10,206 shares; 2025Q3: 9,975 shares; 2025Q4: 10,151 shares 10,151 $694K 0.01% +176 Timeline CTRA COTERRA ENERGY INC More: the full row for COTERRA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,926 shares; 2024Q4: 39,980 shares; 2025Q1: 27,003 shares; 2025Q2: 24,626 shares; 2025Q3: 29,610 shares; 2025Q4: 26,337 shares 26,337 $693K 0.01% -3,273 Timeline CWB 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: 105,529 shares; 2024Q4: 105,439 shares; 2025Q1: 95,693 shares; 2025Q2: 8,359 shares; 2025Q3: 8,207 shares; 2025Q4: 7,770 shares 7,770 $693K 0.01% -437 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: 6,476 shares; 2024Q4: 6,045 shares; 2025Q1: 5,343 shares; 2025Q2: 6,422 shares; 2025Q3: 7,123 shares; 2025Q4: 7,498 shares 7,498 $687K 0.01% +375 Timeline PSIX POWER SOLUTIONS INTL INC More: the full row for POWER SOLUTIONS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,635 shares; 2025Q4: 12,000 shares 12,000 $686K 0.01% -635 Timeline GGZ GABELLI GLOBAL SMALL & MID C More: the full row for GABELLI GLOBAL SMALL & MID C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,195 shares; 2024Q4: 70,685 shares; 2025Q1: 67,509 shares; 2025Q2: 63,089 shares; 2025Q3: 53,419 shares; 2025Q4: 45,449 shares 45,449 $682K 0.01% -7,970 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,293 shares; 2024Q4: 6,543 shares; 2025Q1: 12,366 shares; 2025Q2: 10,277 shares; 2025Q3: 8,582 shares; 2025Q4: 7,423 shares 7,423 $679K 0.01% -1,159 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,557 shares; 2024Q4: 3,135 shares; 2025Q1: 2,854 shares; 2025Q2: 3,778 shares; 2025Q3: 4,659 shares; 2025Q4: 6,443 shares 6,443 $679K 0.01% +1,784 Timeline VDE 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: 6,144 shares; 2024Q4: 6,031 shares; 2025Q1: 5,472 shares; 2025Q2: 5,401 shares; 2025Q3: 5,347 shares; 2025Q4: 5,372 shares 5,372 $676K 0.01% +25 Timeline EMLP FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,011 shares; 2024Q4: 17,845 shares; 2025Q1: 17,847 shares; 2025Q2: 17,850 shares; 2025Q3: 17,852 shares; 2025Q4: 17,855 shares 17,855 $676K 0.01% +3 Timeline PAVE 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: 13,524 shares; 2024Q4: 14,766 shares; 2025Q1: 14,307 shares; 2025Q2: 14,355 shares; 2025Q3: 14,108 shares; 2025Q4: 14,108 shares 14,108 $674K 0.01% 0 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,945 shares; 2024Q4: 4,285 shares; 2025Q1: 4,161 shares; 2025Q2: 4,367 shares; 2025Q3: 4,261 shares; 2025Q4: 4,479 shares 4,479 $673K 0.01% +218 Timeline QTEC 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: 2,127 shares; 2025Q3: 2,343 shares; 2025Q4: 2,920 shares 2,920 $672K 0.01% +577 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: 16,952 shares; 2024Q4: 16,782 shares; 2025Q1: 19,850 shares; 2025Q2: 18,850 shares; 2025Q3: 18,443 shares; 2025Q4: 19,167 shares 19,167 $671K 0.01% +724 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,145 shares; 2024Q4: 2,189 shares; 2025Q1: 2,172 shares; 2025Q2: 1,781 shares; 2025Q3: 1,365 shares; 2025Q4: 1,367 shares 1,367 $670K 0.01% +2 Timeline NHI NATIONAL HEALTH INVS INC More: the full row for NATIONAL HEALTH INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,566 shares; 2024Q4: 8,096 shares; 2025Q1: 7,820 shares; 2025Q2: 8,662 shares; 2025Q3: 8,718 shares; 2025Q4: 8,773 shares 8,773 $670K 0.01% +55 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,975 shares; 2024Q4: 3,968 shares; 2025Q1: 20,022 shares; 2025Q2: 4,780 shares; 2025Q3: 4,693 shares; 2025Q4: 4,924 shares 4,924 $670K 0.01% +231 Timeline BST BLACKROCK SCIENCE & TECHNOLO More: the full row for BLACKROCK SCIENCE & TECHNOLO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,035 shares; 2024Q4: 16,185 shares; 2025Q1: 15,985 shares; 2025Q2: 16,485 shares; 2025Q3: 16,485 shares; 2025Q4: 16,485 shares 16,485 $668K 0.01% 0 Timeline HEI-A HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,072 shares; 2024Q4: 3,186 shares; 2025Q1: 2,691 shares; 2025Q2: 2,665 shares; 2025Q3: 2,577 shares; 2025Q4: 2,628 shares 2,628 $663K 0.01% +51 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: 35,686 shares; 2024Q4: 21,855 shares; 2025Q1: 22,005 shares; 2025Q2: 28,755 shares; 2025Q3: 60,692 shares; 2025Q4: 56,975 shares 56,975 $663K 0.01% -3,717 Timeline TBUX T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale 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: 13,250 shares 13,250 $661K 0.01% new 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: 18,690 shares; 2024Q4: 18,906 shares; 2025Q1: 18,114 shares; 2025Q2: 17,630 shares; 2025Q3: 20,179 shares; 2025Q4: 15,978 shares 15,978 $660K 0.01% -4,201 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,894 shares; 2024Q4: 13,999 shares; 2025Q1: 14,805 shares; 2025Q2: 14,893 shares; 2025Q3: 12,960 shares; 2025Q4: 12,885 shares 12,885 $655K 0.01% -75 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,924 shares; 2024Q4: 9,097 shares; 2025Q1: 15,459 shares; 2025Q2: 15,435 shares; 2025Q3: 13,044 shares; 2025Q4: 17,700 shares 17,700 $655K 0.01% +4,656 Timeline AMTM AMENTUM HOLDINGS INC More: the full row for AMENTUM HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,926 shares; 2024Q4: 36,702 shares; 2025Q1: 32,729 shares; 2025Q2: 27,900 shares; 2025Q3: 25,956 shares; 2025Q4: 22,555 shares 22,555 $654K 0.01% -3,401 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD 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: not reported; 2025Q3: not reported; 2025Q4: 13,875 shares 13,875 $649K 0.01% new 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: 15,375 shares; 2024Q4: 15,375 shares; 2025Q1: 15,375 shares; 2025Q2: 16,575 shares; 2025Q3: 16,485 shares; 2025Q4: 27,303 shares 27,303 $646K 0.01% +10,818 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: 3,538 shares; 2024Q4: 2,697 shares; 2025Q1: 2,699 shares; 2025Q2: 2,241 shares; 2025Q3: 3,291 shares; 2025Q4: 3,332 shares 3,332 $645K 0.01% +41 Timeline LYV LIVE NATION ENTERTAINMENT IN More: the full row for LIVE NATION ENTERTAINMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,732 shares; 2024Q4: 5,946 shares; 2025Q1: 5,256 shares; 2025Q2: 5,179 shares; 2025Q3: 4,409 shares; 2025Q4: 4,516 shares 4,516 $644K 0.01% +107 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,105 shares; 2024Q4: 3,180 shares; 2025Q1: 3,092 shares; 2025Q2: 3,104 shares; 2025Q3: 3,135 shares; 2025Q4: 3,167 shares 3,167 $642K 0.01% +32 Timeline LYG LLOYDS BANKING GROUP PLC More: the full row for LLOYDS BANKING GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 153,074 shares; 2024Q4: 157,627 shares; 2025Q1: 161,640 shares; 2025Q2: 125,555 shares; 2025Q3: 117,449 shares; 2025Q4: 120,951 shares 120,951 $641K 0.01% +3,502 Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,317 shares; 2024Q4: 3,617 shares; 2025Q1: 3,317 shares; 2025Q2: 3,317 shares; 2025Q3: 3,117 shares; 2025Q4: 3,117 shares 3,117 $639K 0.01% 0 Timeline LRGE LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,906 shares; 2024Q4: 8,906 shares; 2025Q1: 8,906 shares; 2025Q2: 9,306 shares; 2025Q3: 9,306 shares; 2025Q4: 7,723 shares 7,723 $636K 0.01% -1,583 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,031 shares; 2024Q4: 12,130 shares; 2025Q1: 11,691 shares; 2025Q2: 11,451 shares; 2025Q3: 9,889 shares; 2025Q4: 7,162 shares 7,162 $632K 0.01% -2,727 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: 4,469 shares; 2024Q4: 4,126 shares; 2025Q1: 2,456 shares; 2025Q2: 2,190 shares; 2025Q3: 2,262 shares; 2025Q4: 2,600 shares 2,600 $631K 0.01% +338 Timeline CR CRANE COMPANY More: the full row for CRANE COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,858 shares; 2024Q4: 3,654 shares; 2025Q1: 3,594 shares; 2025Q2: 3,694 shares; 2025Q3: 3,420 shares; 2025Q4: 3,418 shares 3,418 $630K 0.01% -2 Timeline FMDE 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: 9,399 shares; 2025Q4: 17,245 shares 17,245 $627K 0.01% +7,846 Timeline FDD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,158 shares; 2024Q4: 39,583 shares; 2025Q1: 35,958 shares; 2025Q2: 35,758 shares; 2025Q3: 35,758 shares; 2025Q4: 35,758 shares 35,758 $626K 0.01% 0 Timeline BOTZ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,067 shares; 2024Q4: 8,032 shares; 2025Q1: 7,662 shares; 2025Q2: 8,289 shares; 2025Q3: 16,523 shares; 2025Q4: 17,236 shares 17,236 $624K 0.01% +713 Timeline FYX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,500 shares; 2024Q4: 5,500 shares; 2025Q1: 5,500 shares; 2025Q2: 5,500 shares; 2025Q3: 5,500 shares; 2025Q4: 5,500 shares 5,500 $622K 0.01% 0 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,060 shares; 2024Q4: 1,060 shares; 2025Q1: 1,056 shares; 2025Q2: 1,025 shares; 2025Q3: 1,005 shares; 2025Q4: 2,163 shares 2,163 $621K 0.01% +1,158 Timeline U UNITY SOFTWARE INC More: the full row for UNITY SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,355 shares; 2025Q3: 11,826 shares; 2025Q4: 14,062 shares 14,062 $621K 0.01% +2,236 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: 4,906 shares; 2024Q4: 4,710 shares; 2025Q1: 4,886 shares; 2025Q2: 4,822 shares; 2025Q3: 5,102 shares; 2025Q4: 5,854 shares 5,854 $617K 0.01% +752 Timeline MLPX 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: 10,145 shares; 2024Q4: 10,145 shares; 2025Q1: 10,145 shares; 2025Q2: 10,145 shares; 2025Q3: 10,145 shares; 2025Q4: 10,145 shares 10,145 $614K 0.01% 0 Timeline FBNC FIRST BANCORP N C More: the full row for FIRST BANCORP N C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,370 shares; 2024Q4: 7,428 shares; 2025Q1: 7,428 shares; 2025Q2: 6,370 shares; 2025Q3: 6,370 shares; 2025Q4: 12,075 shares 12,075 $613K 0.01% +5,705 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,358 shares; 2024Q4: 5,852 shares; 2025Q1: 4,410 shares; 2025Q2: 4,410 shares; 2025Q3: 4,610 shares; 2025Q4: 5,573 shares 5,573 $613K 0.01% +963 Timeline CVNA CARVANA CO More: the full row for CARVANA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,451 shares; 2025Q2: 1,451 shares; 2025Q3: 1,454 shares; 2025Q4: 1,451 shares 1,451 $612K 0.01% -3 Timeline MBB 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: 9,544 shares; 2024Q4: 20,077 shares; 2025Q1: 6,915 shares; 2025Q2: 6,929 shares; 2025Q3: 6,813 shares; 2025Q4: 6,375 shares 6,375 $607K 0.01% -438 Timeline EXEL EXELIXIS INC More: the full row for EXELIXIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,689 shares; 2024Q4: 8,939 shares; 2025Q1: 73,398 shares; 2025Q2: 8,973 shares; 2025Q3: 8,944 shares; 2025Q4: 13,803 shares 13,803 $605K 0.01% +4,859 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,551 shares; 2024Q4: 4,474 shares; 2025Q1: 4,555 shares; 2025Q2: 4,855 shares; 2025Q3: 4,599 shares; 2025Q4: 4,643 shares 4,643 $599K 0.01% +44 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,441 shares; 2024Q4: 9,345 shares; 2025Q1: 9,044 shares; 2025Q2: 9,022 shares; 2025Q3: 4,911 shares; 2025Q4: 2,787 shares 2,787 $599K 0.01% -2,124 Timeline KBE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,491 shares; 2024Q4: 9,241 shares; 2025Q1: 9,422 shares; 2025Q2: 10,110 shares; 2025Q3: 9,860 shares; 2025Q4: 9,860 shares 9,860 $598K 0.01% 0 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,767 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,424 shares; 2025Q3: 3,802 shares; 2025Q4: 3,223 shares 3,223 $595K 0.01% -579 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: 45,286 shares; 2024Q4: 39,890 shares; 2025Q1: 37,270 shares; 2025Q2: 34,729 shares; 2025Q3: 26,925 shares; 2025Q4: 20,594 shares 20,594 $594K 0.01% -6,331 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,836 shares; 2025Q2: 4,767 shares; 2025Q3: 4,522 shares; 2025Q4: 5,242 shares 5,242 $593K 0.01% +720 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,014 shares; 2024Q4: 2,015 shares; 2025Q1: 1,976 shares; 2025Q2: 1,942 shares; 2025Q3: 1,895 shares; 2025Q4: 1,752 shares 1,752 $592K 0.01% -143 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale 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: 6,931 shares 6,931 $590K 0.01% new Timeline ABEV AMBEV SA More: the full row for AMBEV SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 166,988 shares; 2024Q4: 173,066 shares; 2025Q1: 213,591 shares; 2025Q2: 215,041 shares; 2025Q3: 237,509 shares; 2025Q4: 238,790 shares 238,790 $590K 0.01% +1,281 Timeline PJAN 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: 15,030 shares; 2024Q4: 15,030 shares; 2025Q1: 15,830 shares; 2025Q2: 15,830 shares; 2025Q3: 15,830 shares; 2025Q4: 12,530 shares 12,530 $589K 0.01% -3,300 Timeline LDUR PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,125 shares; 2024Q4: 6,125 shares; 2025Q1: 6,277 shares; 2025Q2: 6,125 shares; 2025Q3: 6,125 shares; 2025Q4: 6,125 shares 6,125 $588K 0.01% 0 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,993 shares; 2024Q4: 8,009 shares; 2025Q1: 5,688 shares; 2025Q2: 5,135 shares; 2025Q3: 5,042 shares; 2025Q4: 5,144 shares 5,144 $585K 0.01% +102 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: 326 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 298 shares; 2025Q3: not reported; 2025Q4: 642 shares 642 $582K 0.01% new Timeline TTAN SERVICETITAN INC More: the full row for SERVICETITAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,528 shares; 2025Q4: 5,457 shares 5,457 $581K 0.01% -3,071 Timeline FXO FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,578 shares; 2024Q4: 9,687 shares; 2025Q1: 9,587 shares; 2025Q2: 9,590 shares; 2025Q3: 9,594 shares; 2025Q4: 9,598 shares 9,598 $579K 0.01% +4 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,895 shares; 2024Q4: 2,899 shares; 2025Q1: 2,892 shares; 2025Q2: 2,894 shares; 2025Q3: 2,895 shares; 2025Q4: 2,713 shares 2,713 $573K 0.01% -182 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,064 shares; 2024Q4: 3,064 shares; 2025Q1: 2,891 shares; 2025Q2: 3,997 shares; 2025Q3: 5,070 shares; 2025Q4: 5,030 shares 5,030 $573K 0.01% -40 Timeline WTW WILLIS TOWERS WATSON PLC LTD More: the full row for WILLIS TOWERS WATSON PLC LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,087 shares; 2024Q4: 1,663 shares; 2025Q1: 1,852 shares; 2025Q2: 1,636 shares; 2025Q3: 1,859 shares; 2025Q4: 1,743 shares 1,743 $573K 0.01% -116 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,785 shares 11,785 $573K 0.01% new Timeline MANH MANHATTAN ASSOCIATES INC More: the full row for MANHATTAN ASSOCIATES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,533 shares; 2024Q4: 3,498 shares; 2025Q1: 3,206 shares; 2025Q2: 4,377 shares; 2025Q3: 3,236 shares; 2025Q4: 3,288 shares 3,288 $570K 0.01% +52 Timeline FCBC FIRST CMNTY BANKSHARES INC V More: the full row for FIRST CMNTY BANKSHARES INC V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,106 shares; 2024Q4: 14,281 shares; 2025Q1: 14,186 shares; 2025Q2: 16,947 shares; 2025Q3: 16,869 shares; 2025Q4: 16,869 shares 16,869 $569K 0.01% 0 Timeline BALT 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: 16,338 shares; 2025Q3: 16,893 shares; 2025Q4: 16,893 shares 16,893 $566K 0.01% 0 Timeline GENI GENIUS SPORTS LIMITED More: the full row for GENIUS SPORTS LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,039 shares; 2025Q4: 51,277 shares 51,277 $565K 0.01% +39,238 Timeline FEOE RBB FUND TRUST More: the full row for RBB FUND 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: 5,000 shares; 2025Q3: 10,650 shares; 2025Q4: 11,675 shares 11,675 $565K 0.01% +1,025 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: 10,432 shares; 2024Q4: 10,432 shares; 2025Q1: 10,890 shares; 2025Q2: 10,865 shares; 2025Q3: 10,865 shares; 2025Q4: 12,139 shares 12,139 $562K 0.01% +1,274 Timeline TRP TC ENERGY CORP More: the full row for TC ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,383 shares; 2024Q4: 11,019 shares; 2025Q1: 9,650 shares; 2025Q2: 10,096 shares; 2025Q3: 9,848 shares; 2025Q4: 10,200 shares 10,200 $561K 0.01% +352 Timeline HESM HESS MIDSTREAM LP More: the full row for HESS MIDSTREAM LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92,281 shares; 2024Q4: 103,169 shares; 2025Q1: 111,214 shares; 2025Q2: 43,865 shares; 2025Q3: 21,357 shares; 2025Q4: 16,221 shares 16,221 $560K 0.01% -5,136 Timeline HUBS HUBSPOT INC More: the full row for HUBSPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,800 shares; 2024Q4: 1,788 shares; 2025Q1: 1,686 shares; 2025Q2: 1,614 shares; 2025Q3: 1,462 shares; 2025Q4: 1,393 shares 1,393 $559K 0.01% -69 Timeline DOC HEALTHPEAK PROPERTIES INC More: the full row for HEALTHPEAK PROPERTIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,113 shares; 2024Q4: 13,280 shares; 2025Q1: 14,290 shares; 2025Q2: 14,424 shares; 2025Q3: 36,681 shares; 2025Q4: 34,759 shares 34,759 $559K 0.01% -1,922 Timeline IHF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,775 shares; 2024Q4: 4,775 shares; 2025Q1: 4,875 shares; 2025Q2: 4,875 shares; 2025Q3: 14,732 shares; 2025Q4: 11,652 shares 11,652 $559K 0.01% -3,080 Timeline LVHD LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,515 shares; 2024Q4: 13,265 shares; 2025Q1: 13,265 shares; 2025Q2: 13,265 shares; 2025Q3: 13,795 shares; 2025Q4: 13,970 shares 13,970 $557K 0.01% +175 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: 2,640 shares; 2024Q4: 2,640 shares; 2025Q1: 2,981 shares; 2025Q2: 3,144 shares; 2025Q3: 3,386 shares; 2025Q4: 3,440 shares 3,440 $553K 0.01% +54 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,315 shares; 2024Q4: 12,233 shares; 2025Q1: 12,273 shares; 2025Q2: 8,623 shares; 2025Q3: 8,723 shares; 2025Q4: 8,423 shares 8,423 $548K 0.01% -300 Timeline WSR WHITESTONE REIT More: the full row for WHITESTONE REIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,529 shares; 2024Q4: 33,529 shares; 2025Q1: 39,360 shares; 2025Q2: 39,360 shares; 2025Q3: 39,360 shares; 2025Q4: 39,360 shares 39,360 $547K 0.01% 0 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: 6,968 shares; 2024Q4: 6,791 shares; 2025Q1: 6,791 shares; 2025Q2: 5,858 shares; 2025Q3: 5,657 shares; 2025Q4: 5,661 shares 5,661 $545K 0.01% +4 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: 5,316 shares; 2024Q4: 5,361 shares; 2025Q1: 5,244 shares; 2025Q2: 5,246 shares; 2025Q3: 5,249 shares; 2025Q4: 5,228 shares 5,228 $544K 0.01% -21 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,378 shares; 2025Q3: 2,269 shares; 2025Q4: 2,655 shares 2,655 $544K 0.01% +386 Timeline TECH BIO-TECHNE CORP More: the full row for BIO-TECHNE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,012 shares; 2024Q4: 8,846 shares; 2025Q1: 7,782 shares; 2025Q2: 8,149 shares; 2025Q3: 8,422 shares; 2025Q4: 9,246 shares 9,246 $544K 0.01% +824 Timeline IAT 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: 23,926 shares; 2024Q4: 14,940 shares; 2025Q1: 14,180 shares; 2025Q2: 11,087 shares; 2025Q3: 10,983 shares; 2025Q4: 9,796 shares 9,796 $540K 0.01% -1,187 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,534 shares; 2024Q4: 10,482 shares; 2025Q1: 8,102 shares; 2025Q2: 7,382 shares; 2025Q3: 6,871 shares; 2025Q4: 5,259 shares 5,259 $539K 0.01% -1,612 Timeline WHR WHIRLPOOL CORP More: the full row for WHIRLPOOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,938 shares; 2024Q4: not reported; 2025Q1: 6,258 shares; 2025Q2: 8,143 shares; 2025Q3: 8,182 shares; 2025Q4: 7,244 shares 7,244 $537K 0.01% -938 Timeline GL GLOBE LIFE INC More: the full row for GLOBE LIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,265 shares; 2024Q4: 5,230 shares; 2025Q1: 28,061 shares; 2025Q2: 4,806 shares; 2025Q3: 3,868 shares; 2025Q4: 3,837 shares 3,837 $537K 0.01% -31 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,626 shares 6,626 $535K 0.01% new Timeline ARCB ARCBEST CORP More: the full row for ARCBEST CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,958 shares; 2024Q4: 8,128 shares; 2025Q1: 8,540 shares; 2025Q2: 6,840 shares; 2025Q3: 6,759 shares; 2025Q4: 6,909 shares 6,909 $535K 0.01% +150 Timeline LNC LINCOLN NATL CORP IND More: the full row for LINCOLN NATL CORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,702 shares; 2024Q4: 13,902 shares; 2025Q1: 13,677 shares; 2025Q2: 12,602 shares; 2025Q3: 12,602 shares; 2025Q4: 12,002 shares 12,002 $534K 0.01% -600 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,827 shares; 2024Q4: 1,977 shares; 2025Q1: 2,095 shares; 2025Q2: 1,505 shares; 2025Q3: 1,496 shares; 2025Q4: 2,341 shares 2,341 $534K 0.01% +845 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: 3,707 shares; 2024Q4: 3,707 shares; 2025Q1: 3,744 shares; 2025Q2: 3,744 shares; 2025Q3: 3,744 shares; 2025Q4: 3,744 shares 3,744 $530K 0.01% 0 Timeline FLO FLOWERS FOODS INC More: the full row for FLOWERS FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 48,642 shares 48,642 $529K 0.01% new Timeline VGI VIRTUS GLOBAL MULTI-SECTOR I More: the full row for VIRTUS GLOBAL MULTI-SECTOR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91,050 shares; 2024Q4: 86,040 shares; 2025Q1: 85,490 shares; 2025Q2: 85,275 shares; 2025Q3: 68,029 shares; 2025Q4: 67,489 shares 67,489 $529K 0.01% -540 Timeline COWZ 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: 14,465 shares; 2024Q4: 11,779 shares; 2025Q1: 9,257 shares; 2025Q2: 8,931 shares; 2025Q3: 8,931 shares; 2025Q4: 8,731 shares 8,731 $525K 0.01% -200 Timeline SPSM 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: 11,118 shares; 2024Q4: 10,783 shares; 2025Q1: 10,713 shares; 2025Q2: 10,875 shares; 2025Q3: 10,958 shares; 2025Q4: 11,196 shares 11,196 $525K 0.01% +238 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,495 shares; 2024Q4: 76,041 shares; 2025Q1: 73,294 shares; 2025Q2: 22,051 shares; 2025Q3: 8,638 shares; 2025Q4: 5,089 shares 5,089 $521K 0.01% -3,549 Timeline VNOM VIPER ENERGY INC More: the full row for VIPER ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,704 shares; 2025Q4: 13,475 shares 13,475 $521K 0.01% +771 Timeline JMST 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: 13,039 shares; 2025Q3: 14,899 shares; 2025Q4: 10,199 shares 10,199 $520K 0.01% -4,700 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: 4,319 shares; 2025Q2: 4,408 shares; 2025Q3: 4,129 shares; 2025Q4: 4,328 shares 4,328 $516K 0.01% +199 Timeline YUMC YUM CHINA HLDGS INC More: the full row for YUM CHINA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,238 shares; 2024Q4: 10,060 shares; 2025Q1: 16,834 shares; 2025Q2: 10,061 shares; 2025Q3: 10,787 shares; 2025Q4: 10,787 shares 10,787 $515K 0.01% 0 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: 15,079 shares; 2024Q4: 10,837 shares; 2025Q1: 11,535 shares; 2025Q2: 18,455 shares; 2025Q3: 19,322 shares; 2025Q4: 12,521 shares 12,521 $515K 0.01% -6,801 Timeline GWRE GUIDEWIRE SOFTWARE INC More: the full row for GUIDEWIRE SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,365 shares; 2024Q4: 2,518 shares; 2025Q1: 2,255 shares; 2025Q2: 2,176 shares; 2025Q3: 2,079 shares; 2025Q4: 2,538 shares 2,538 $510K 0.01% +459 Timeline AROC ARCHROCK INC More: the full row for ARCHROCK INC Quarterly shares; oldest to newest; scale 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: 19,532 shares 19,532 $508K 0.01% new 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: 10,498 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 21,890 shares; 2025Q3: 24,900 shares; 2025Q4: 20,965 shares 20,965 $505K 0.01% -3,935 Timeline CYBERARK SOFTWARE LTD/ISRAEL CYBERARK SOFTWARE LTD/ISRAEL More: the full row for CYBERARK SOFTWARE LTD/ISRAEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,400 shares; 2024Q4: 2,545 shares; 2025Q1: 2,476 shares; 2025Q2: 2,980 shares; 2025Q3: 2,456 shares; 2025Q4: 1,125 shares 1,125 $502K 0.01% -1,331 SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,353 shares; 2024Q4: 3,181 shares; 2025Q1: 3,003 shares; 2025Q2: 3,003 shares; 2025Q3: 2,869 shares; 2025Q4: 2,708 shares 2,708 $501K 0.01% -161 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,147 shares; 2024Q4: 10,147 shares; 2025Q1: 10,147 shares; 2025Q2: 10,814 shares; 2025Q3: 5,814 shares; 2025Q4: 5,381 shares 5,381 $501K 0.01% -433 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: 3,633 shares; 2025Q1: 2,565 shares; 2025Q2: 2,947 shares; 2025Q3: 3,289 shares; 2025Q4: 2,945 shares 2,945 $499K 0.01% -344 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,681 shares; 2024Q4: 7,591 shares; 2025Q1: 7,415 shares; 2025Q2: 10,432 shares; 2025Q3: 11,542 shares; 2025Q4: 11,151 shares 11,151 $499K 0.01% -391 Timeline QRVO QORVO INC More: the full row for QORVO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,942 shares; 2024Q4: 8,300 shares; 2025Q1: 6,981 shares; 2025Q2: 6,703 shares; 2025Q3: 5,866 shares; 2025Q4: 5,892 shares 5,892 $498K 0.01% +26 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,015 shares; 2024Q4: 1,167 shares; 2025Q1: 1,119 shares; 2025Q2: 1,119 shares; 2025Q3: 1,119 shares; 2025Q4: 1,119 shares 1,119 $497K 0.01% 0 Timeline XSMO 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: 7,174 shares; 2024Q4: 7,032 shares; 2025Q1: 6,874 shares; 2025Q2: 6,874 shares; 2025Q3: 6,874 shares; 2025Q4: 6,874 shares 6,874 $495K 0.01% 0 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: 44,757 shares; 2024Q4: 12,989 shares; 2025Q1: 12,489 shares; 2025Q2: 12,889 shares; 2025Q3: 12,564 shares; 2025Q4: 14,105 shares 14,105 $495K 0.01% +1,541 Timeline PBR 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 41,714 shares 41,714 $494K 0.01% new 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: 7,789 shares; 2024Q4: 7,540 shares; 2025Q1: 7,544 shares; 2025Q2: 7,214 shares; 2025Q3: 7,254 shares; 2025Q4: 6,663 shares 6,663 $492K 0.01% -591 Timeline IRTC IRHYTHM HOLDINGS INC More: the full row for IRHYTHM 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: 2,122 shares; 2025Q2: 2,166 shares; 2025Q3: 2,306 shares; 2025Q4: 2,766 shares 2,766 $491K 0.01% +460 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,768 shares; 2024Q4: 5,569 shares; 2025Q1: 7,021 shares; 2025Q2: 6,925 shares; 2025Q3: 7,039 shares; 2025Q4: 7,280 shares 7,280 $489K 0.01% +241 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: 5,730 shares; 2024Q4: 5,332 shares; 2025Q1: 5,090 shares; 2025Q2: 5,018 shares; 2025Q3: 4,868 shares; 2025Q4: 4,795 shares 4,795 $489K 0.01% -73 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,756 shares; 2024Q4: 6,070 shares; 2025Q1: 6,199 shares; 2025Q2: 6,876 shares; 2025Q3: 6,710 shares; 2025Q4: 10,593 shares 10,593 $486K 0.01% +3,883 Timeline WEX WEX INC More: the full row for WEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,258 shares; 2024Q4: 12,018 shares; 2025Q1: 11,114 shares; 2025Q2: 10,022 shares; 2025Q3: 3,259 shares; 2025Q4: 3,259 shares 3,259 $486K 0.01% 0 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: not reported; 2025Q2: 4,253 shares; 2025Q3: 4,243 shares; 2025Q4: 4,543 shares 4,543 $485K 0.01% +300 Timeline GMAR 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: 14,363 shares; 2024Q4: 14,363 shares; 2025Q1: 14,151 shares; 2025Q2: 14,151 shares; 2025Q3: 14,151 shares; 2025Q4: 11,821 shares 11,821 $484K 0.01% -2,330 Timeline OKTA OKTA INC More: the full row for OKTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,139 shares; 2024Q4: 3,296 shares; 2025Q1: 3,417 shares; 2025Q2: 5,287 shares; 2025Q3: 5,395 shares; 2025Q4: 5,582 shares 5,582 $483K 0.01% +187 Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,176 shares; 2024Q4: 1,165 shares; 2025Q1: 1,692 shares; 2025Q2: 1,973 shares; 2025Q3: 2,080 shares; 2025Q4: 2,168 shares 2,168 $483K 0.01% +88 Timeline DKNG DRAFTKINGS INC NEW More: the full row for DRAFTKINGS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,278 shares; 2024Q4: 30,678 shares; 2025Q1: 38,730 shares; 2025Q2: 41,098 shares; 2025Q3: 39,268 shares; 2025Q4: 13,986 shares 13,986 $482K 0.01% -25,282 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,465 shares; 2024Q4: 836 shares; 2025Q1: 458 shares; 2025Q2: 434 shares; 2025Q3: 448 shares; 2025Q4: 396 shares 396 $481K 0.01% -52 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: 1,054 shares; 2024Q4: 1,038 shares; 2025Q1: 2,258 shares; 2025Q2: 1,696 shares; 2025Q3: 1,570 shares; 2025Q4: 1,341 shares 1,341 $479K 0.01% -229 Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,914 shares; 2024Q4: 6,116 shares; 2025Q1: 6,065 shares; 2025Q2: 7,223 shares; 2025Q3: 6,877 shares; 2025Q4: 5,313 shares 5,313 $478K 0.01% -1,564 Timeline GSIG GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares 10,000 $477K 0.01% 0 Timeline BROS DUTCH BROS INC More: the full row for DUTCH BROS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,528 shares; 2024Q4: 4,966 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,090 shares; 2025Q4: 7,780 shares 7,780 $476K 0.01% +2,690 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,106 shares; 2024Q4: 12,302 shares; 2025Q1: 12,634 shares; 2025Q2: 10,927 shares; 2025Q3: 8,282 shares; 2025Q4: 7,861 shares 7,861 $475K 0.01% -421 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: 3,567 shares; 2025Q2: not reported; 2025Q3: 1,057 shares; 2025Q4: 2,282 shares 2,282 $473K 0.01% +1,225 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,490 shares; 2024Q4: 7,463 shares; 2025Q1: 6,237 shares; 2025Q2: 6,502 shares; 2025Q3: 5,476 shares; 2025Q4: 5,417 shares 5,417 $472K 0.01% -59 Timeline LEU CENTRUS ENERGY CORP More: the full row for CENTRUS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,212 shares; 2025Q4: 1,944 shares 1,944 $472K 0.01% -1,268 Timeline FXR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,369 shares; 2024Q4: 6,453 shares; 2025Q1: 6,029 shares; 2025Q2: 6,029 shares; 2025Q3: 6,029 shares; 2025Q4: 5,883 shares 5,883 $470K 0.01% -146 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,938 shares 2,938 $468K 0.01% new Timeline JAVA 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: 6,205 shares; 2024Q4: 6,260 shares; 2025Q1: 6,260 shares; 2025Q2: 6,260 shares; 2025Q3: 6,260 shares; 2025Q4: 6,520 shares 6,520 $468K 0.01% +260 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,726 shares; 2024Q4: 2,701 shares; 2025Q1: 3,793 shares; 2025Q2: 3,516 shares; 2025Q3: 3,584 shares; 2025Q4: 3,618 shares 3,618 $467K 0.01% +34 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,067 shares 20,067 $465K 0.01% new 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: 3,750 shares; 2024Q4: 3,362 shares; 2025Q1: 3,378 shares; 2025Q2: 3,385 shares; 2025Q3: 3,396 shares; 2025Q4: 3,410 shares 3,410 $464K 0.01% +14 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: not reported; 2025Q2: not reported; 2025Q3: 1,678 shares; 2025Q4: 2,999 shares 2,999 $459K 0.01% +1,321 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,950 shares; 2024Q4: 4,725 shares; 2025Q1: 4,710 shares; 2025Q2: 4,735 shares; 2025Q3: 5,090 shares; 2025Q4: 5,222 shares 5,222 $456K 0.01% +132 Timeline FDS FACTSET RESH SYS INC More: the full row for FACTSET RESH SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,858 shares; 2024Q4: 8,705 shares; 2025Q1: 8,578 shares; 2025Q2: 7,697 shares; 2025Q3: 6,291 shares; 2025Q4: 1,568 shares 1,568 $455K 0.01% -4,723 Timeline NLR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,827 shares; 2025Q3: 2,345 shares; 2025Q4: 3,654 shares 3,654 $454K 0.01% +1,309 Timeline MDB MONGODB INC More: the full row for MONGODB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,057 shares; 2024Q4: 1,014 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 867 shares; 2025Q4: 1,080 shares 1,080 $453K 0.01% +213 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,121 shares; 2024Q4: 10,693 shares; 2025Q1: 9,362 shares; 2025Q2: 9,537 shares; 2025Q3: 10,213 shares; 2025Q4: 10,219 shares 10,219 $453K 0.01% +6 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,718 shares; 2024Q4: 1,733 shares; 2025Q1: 1,722 shares; 2025Q2: 1,472 shares; 2025Q3: 1,575 shares; 2025Q4: 2,112 shares 2,112 $452K 0.01% +537 Timeline TKO TKO GROUP HOLDINGS INC More: the full row for TKO GROUP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,171 shares; 2024Q4: 2,165 shares; 2025Q1: 2,048 shares; 2025Q2: 1,895 shares; 2025Q3: 2,104 shares; 2025Q4: 2,160 shares 2,160 $451K 0.01% +56 Timeline ARKF 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: 10,815 shares; 2024Q4: 9,520 shares; 2025Q1: 8,900 shares; 2025Q2: 10,153 shares; 2025Q3: 15,018 shares; 2025Q4: 9,433 shares 9,433 $449K 0.01% -5,585 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,556 shares; 2024Q4: 8,556 shares; 2025Q1: 9,219 shares; 2025Q2: 9,236 shares; 2025Q3: 9,236 shares; 2025Q4: 9,791 shares 9,791 $445K 0.01% +555 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 600 shares; 2024Q4: 599 shares; 2025Q1: 213 shares; 2025Q2: 212 shares; 2025Q3: 208 shares; 2025Q4: 207 shares 207 $445K 0.01% -1 Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,055 shares; 2024Q4: 41,009 shares; 2025Q1: 40,351 shares; 2025Q2: 42,536 shares; 2025Q3: 41,520 shares; 2025Q4: 41,390 shares 41,390 $444K 0.01% -130 Timeline ARKW 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: 4,318 shares; 2024Q4: 3,000 shares; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares 3,000 $443K 0.01% 0 Timeline EVSD MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,451 shares 8,451 $435K 0.01% new Timeline CSTL CASTLE BIOSCIENCES INC More: the full row for CASTLE BIOSCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,095 shares; 2024Q4: 14,439 shares; 2025Q1: 13,639 shares; 2025Q2: 11,386 shares; 2025Q3: 11,122 shares; 2025Q4: 11,122 shares 11,122 $433K 0.01% 0 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: 13,735 shares; 2024Q4: 12,050 shares; 2025Q1: 12,051 shares; 2025Q2: 11,962 shares; 2025Q3: 11,481 shares; 2025Q4: 11,919 shares 11,919 $432K 0.01% +438 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: 9,571 shares; 2024Q4: 8,216 shares; 2025Q1: 8,398 shares; 2025Q2: 9,167 shares; 2025Q3: 6,953 shares; 2025Q4: 6,955 shares 6,955 $432K 0.01% +2 Timeline BEN FRANKLIN TEMPLETON INC More: the full row for FRANKLIN TEMPLETON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,646 shares; 2024Q4: 15,745 shares; 2025Q1: 55,654 shares; 2025Q2: 57,595 shares; 2025Q3: 18,140 shares; 2025Q4: 18,055 shares 18,055 $431K 0.01% -85 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: 5,596 shares; 2024Q4: 5,010 shares; 2025Q1: 4,964 shares; 2025Q2: 4,926 shares; 2025Q3: 3,926 shares; 2025Q4: 4,318 shares 4,318 $431K 0.01% +392 Timeline PHYL PGIM ETF TR More: the full row for PGIM 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: 13,164 shares; 2025Q3: 13,300 shares; 2025Q4: 12,003 shares 12,003 $426K 0.01% -1,297 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,358 shares; 2024Q4: 13,358 shares; 2025Q1: 13,014 shares; 2025Q2: 13,020 shares; 2025Q3: 13,118 shares; 2025Q4: 5,962 shares 5,962 $426K 0.01% -7,156 Timeline KIO KKR INCOME OPPORTUNITIES FD More: the full row for KKR INCOME OPPORTUNITIES FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,852 shares; 2024Q4: 26,852 shares; 2025Q1: 26,852 shares; 2025Q2: 31,621 shares; 2025Q3: 31,643 shares; 2025Q4: 36,668 shares 36,668 $425K 0.01% +5,025 Timeline SFD SMITHFIELD FOODS INC More: the full row for SMITHFIELD FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 45,608 shares; 2025Q3: not reported; 2025Q4: 18,927 shares 18,927 $423K 0.01% new 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: 504 shares; 2025Q1: 517 shares; 2025Q2: 633 shares; 2025Q3: 568 shares; 2025Q4: 501 shares 501 $421K 0.01% -67 Timeline RACE FERRARI N V More: the full row for FERRARI N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,233 shares; 2024Q4: 1,239 shares; 2025Q1: 1,225 shares; 2025Q2: 1,204 shares; 2025Q3: 1,405 shares; 2025Q4: 1,139 shares 1,139 $421K 0.01% -266 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,582 shares; 2024Q4: 2,505 shares; 2025Q1: 1,686 shares; 2025Q2: 2,361 shares; 2025Q3: 1,582 shares; 2025Q4: 2,022 shares 2,022 $420K 0.01% +440 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,447 shares; 2024Q4: 3,680 shares; 2025Q1: 3,546 shares; 2025Q2: 2,897 shares; 2025Q3: 3,257 shares; 2025Q4: 6,310 shares 6,310 $419K 0.01% +3,053 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: 3,796 shares; 2024Q4: 3,150 shares; 2025Q1: 1,629 shares; 2025Q2: 1,606 shares; 2025Q3: 1,299 shares; 2025Q4: 1,327 shares 1,327 $418K 0.01% +28 Timeline JEMA 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: 11,650 shares; 2024Q4: 11,800 shares; 2025Q1: 11,800 shares; 2025Q2: 9,800 shares; 2025Q3: 9,800 shares; 2025Q4: 8,500 shares 8,500 $416K 0.01% -1,300 Timeline EWY 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: 7,642 shares; 2024Q4: 4,360 shares; 2025Q1: 4,280 shares; 2025Q2: 4,280 shares; 2025Q3: 4,750 shares; 2025Q4: 4,280 shares 4,280 $416K 0.01% -470 Timeline DRS LEONARDO DRS INC More: the full row for LEONARDO DRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,656 shares; 2024Q4: 13,308 shares; 2025Q1: 11,977 shares; 2025Q2: 11,870 shares; 2025Q3: 11,776 shares; 2025Q4: 12,165 shares 12,165 $415K 0.01% +389 Timeline HLIT HARMONIC INC More: the full row for HARMONIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 39,345 shares; 2025Q4: 41,893 shares 41,893 $414K 0.01% +2,548 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,401 shares; 2024Q4: 4,065 shares; 2025Q1: 4,065 shares; 2025Q2: 4,065 shares; 2025Q3: 4,065 shares; 2025Q4: 4,036 shares 4,036 $414K 0.01% -29 Timeline NHC NATIONAL HEALTHCARE CORP More: the full row for NATIONAL HEALTHCARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,018 shares; 2024Q4: 3,018 shares; 2025Q1: 3,018 shares; 2025Q2: 3,018 shares; 2025Q3: 3,018 shares; 2025Q4: 3,018 shares 3,018 $414K 0.01% 0 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: 749 shares; 2025Q3: 782 shares; 2025Q4: 908 shares 908 $413K 0.01% +126 Timeline PODD INSULET CORP More: the full row for INSULET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,406 shares; 2024Q4: 1,401 shares; 2025Q1: 1,420 shares; 2025Q2: 1,499 shares; 2025Q3: 1,456 shares; 2025Q4: 1,451 shares 1,451 $412K 0.01% -5 Timeline VOD VODAFONE GROUP PLC More: the full row for VODAFONE GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,452 shares; 2024Q4: 39,447 shares; 2025Q1: 36,259 shares; 2025Q2: 35,264 shares; 2025Q3: 33,133 shares; 2025Q4: 31,024 shares 31,024 $410K 0.01% -2,109 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: 954 shares; 2024Q4: 948 shares; 2025Q1: 893 shares; 2025Q2: 748 shares; 2025Q3: 541 shares; 2025Q4: 530 shares 530 $409K 0.01% -11 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: 2,413 shares; 2024Q4: 2,408 shares; 2025Q1: 2,379 shares; 2025Q2: 2,545 shares; 2025Q3: 2,552 shares; 2025Q4: 2,441 shares 2,441 $409K 0.01% -111 Timeline PID 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: 12,034 shares; 2024Q4: 13,517 shares; 2025Q1: 18,201 shares; 2025Q2: 19,800 shares; 2025Q3: 19,994 shares; 2025Q4: 18,588 shares 18,588 $409K 0.01% -1,406 Timeline DJUL 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: 8,585 shares; 2024Q4: 8,585 shares; 2025Q1: 8,585 shares; 2025Q2: 8,585 shares; 2025Q3: 8,585 shares; 2025Q4: 8,585 shares 8,585 $408K 0.01% 0 Timeline CBSH COMMERCE BANCSHARES INC More: the full row for COMMERCE BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,895 shares; 2024Q4: 11,433 shares; 2025Q1: 7,491 shares; 2025Q2: 7,330 shares; 2025Q3: 7,435 shares; 2025Q4: 7,500 shares 7,500 $408K 0.01% +65 Timeline ELF E L F BEAUTY INC More: the full row for E L F BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,931 shares; 2024Q4: 6,484 shares; 2025Q1: 4,810 shares; 2025Q2: 4,988 shares; 2025Q3: 11,453 shares; 2025Q4: 5,365 shares 5,365 $408K 0.01% -6,088 Timeline SJNK 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: 24,118 shares; 2024Q4: 23,667 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,057 shares 16,057 $407K 0.01% new Timeline OVV OVINTIV INC More: the full row for OVINTIV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,324 shares; 2025Q4: 10,352 shares 10,352 $406K 0.01% +1,028 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: 1,771 shares; 2024Q4: 1,739 shares; 2025Q1: 2,294 shares; 2025Q2: 1,683 shares; 2025Q3: 1,216 shares; 2025Q4: 1,202 shares 1,202 $404K 0.01% -14 Timeline CRDO CREDO TECHNOLOGY GROUP HOLDI More: the full row for CREDO TECHNOLOGY GROUP HOLDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,545 shares; 2025Q3: 7,371 shares; 2025Q4: 2,802 shares 2,802 $403K 0.01% -4,569 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: 2,711 shares; 2024Q4: 3,902 shares; 2025Q1: 3,968 shares; 2025Q2: 3,990 shares; 2025Q3: 4,076 shares; 2025Q4: 4,139 shares 4,139 $401K <0.01% +63 Timeline HQL ABRDN LIFE SCIENCES INVESTOR More: the full row for ABRDN LIFE SCIENCES INVESTOR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,707 shares; 2024Q4: 12,389 shares; 2025Q1: 19,336 shares; 2025Q2: 21,231 shares; 2025Q3: 23,869 shares; 2025Q4: 23,869 shares 23,869 $401K <0.01% 0 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: 3,280 shares; 2024Q4: 2,985 shares; 2025Q1: 2,770 shares; 2025Q2: 2,770 shares; 2025Q3: 2,770 shares; 2025Q4: 2,770 shares 2,770 $397K <0.01% 0 Timeline SEI SOLARIS ENERGY INFRAS INC More: the full row for SOLARIS ENERGY INFRAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,675 shares; 2025Q4: 8,619 shares 8,619 $396K <0.01% +944 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: 105,240 shares; 2024Q4: 22,775 shares; 2025Q1: 16,562 shares; 2025Q2: 13,626 shares; 2025Q3: 13,652 shares; 2025Q4: 13,168 shares 13,168 $392K <0.01% -484 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,070 shares; 2024Q4: 2,010 shares; 2025Q1: 1,937 shares; 2025Q2: 6,120 shares; 2025Q3: 5,786 shares; 2025Q4: 6,076 shares 6,076 $391K <0.01% +290 Timeline GDMN 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: not reported; 2025Q3: not reported; 2025Q4: 4,200 shares 4,200 $391K <0.01% new Timeline AVB AVALONBAY CMNTYS INC More: the full row for AVALONBAY CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,169 shares; 2024Q4: 2,042 shares; 2025Q1: 2,076 shares; 2025Q2: 26,985 shares; 2025Q3: 3,378 shares; 2025Q4: 2,154 shares 2,154 $391K <0.01% -1,224 Timeline SCI SERVICE CORP INTL More: the full row for SERVICE CORP INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,000 shares; 2024Q4: 5,000 shares; 2025Q1: 5,000 shares; 2025Q2: 5,000 shares; 2025Q3: 5,000 shares; 2025Q4: 5,000 shares 5,000 $390K <0.01% 0 Timeline P EVERPURE INC More: the full row for EVERPURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,503 shares; 2024Q4: 9,913 shares; 2025Q1: 8,822 shares; 2025Q2: 8,980 shares; 2025Q3: 6,266 shares; 2025Q4: 5,815 shares 5,815 $390K <0.01% -451 Timeline KRP KIMBELL RTY PARTNERS LP More: the full row for KIMBELL RTY PARTNERS LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,063 shares; 2024Q4: 56,665 shares; 2025Q1: 44,500 shares; 2025Q2: 39,050 shares; 2025Q3: 40,025 shares; 2025Q4: 33,075 shares 33,075 $389K <0.01% -6,950 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,171 shares 5,171 $388K <0.01% new Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,816 shares; 2024Q4: 4,617 shares; 2025Q1: 4,447 shares; 2025Q2: 3,107 shares; 2025Q3: 3,099 shares; 2025Q4: 3,103 shares 3,103 $387K <0.01% +4 Timeline CLF CLEVELAND-CLIFFS INC NEW More: the full row for CLEVELAND-CLIFFS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,086 shares; 2024Q4: 14,159 shares; 2025Q1: 32,964 shares; 2025Q2: 20,148 shares; 2025Q3: 28,433 shares; 2025Q4: 29,108 shares 29,108 $387K <0.01% +675 Timeline EVR EVERCORE INC More: the full row for EVERCORE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,118 shares; 2025Q3: 1,108 shares; 2025Q4: 1,136 shares 1,136 $387K <0.01% +28 Timeline BLFS BIOLIFE SOLUTIONS INC More: the full row for BIOLIFE SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,841 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,953 shares; 2025Q4: 15,953 shares 15,953 $386K <0.01% 0 Timeline FTHI 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: 16,275 shares 16,275 $384K <0.01% new Timeline RDDT REDDIT INC More: the full row for REDDIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,767 shares; 2025Q3: 13,423 shares; 2025Q4: 1,667 shares 1,667 $383K <0.01% -11,756 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: 3,037 shares; 2024Q4: 14,303 shares; 2025Q1: 14,411 shares; 2025Q2: 13,582 shares; 2025Q3: 13,375 shares; 2025Q4: 14,967 shares 14,967 $383K <0.01% +1,592 Timeline CALF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,881 shares; 2024Q4: 7,408 shares; 2025Q1: 7,144 shares; 2025Q2: 8,293 shares; 2025Q3: 9,438 shares; 2025Q4: 8,623 shares 8,623 $383K <0.01% -815 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: 2,324 shares; 2024Q4: 2,531 shares; 2025Q1: 2,522 shares; 2025Q2: 2,525 shares; 2025Q3: 2,387 shares; 2025Q4: 2,376 shares 2,376 $382K <0.01% -11 Timeline MSM MSC INDL DIRECT INC More: the full row for MSC INDL DIRECT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,956 shares; 2025Q4: 4,501 shares 4,501 $379K <0.01% -4,455 Timeline ALAB ASTERA LABS INC More: the full row for ASTERA LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 106,088 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,271 shares 2,271 $378K <0.01% new Timeline XPO XPO INC More: the full row for XPO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,377 shares; 2024Q4: 2,234 shares; 2025Q1: 2,156 shares; 2025Q2: 2,103 shares; 2025Q3: 2,488 shares; 2025Q4: 2,770 shares 2,770 $376K <0.01% +282 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: not reported; 2025Q2: 1,600 shares; 2025Q3: 1,705 shares; 2025Q4: 2,197 shares 2,197 $376K <0.01% +492 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,024 shares; 2024Q4: 1,907 shares; 2025Q1: 1,972 shares; 2025Q2: 1,664 shares; 2025Q3: 1,757 shares; 2025Q4: 1,340 shares 1,340 $374K <0.01% -417 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: 2,328 shares; 2024Q4: 2,303 shares; 2025Q1: 1,761 shares; 2025Q2: 1,780 shares; 2025Q3: 1,659 shares; 2025Q4: 2,072 shares 2,072 $373K <0.01% +413 Timeline SIL 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: 8,179 shares; 2024Q4: 7,853 shares; 2025Q1: 8,109 shares; 2025Q2: 6,347 shares; 2025Q3: 4,902 shares; 2025Q4: 4,462 shares 4,462 $373K <0.01% -440 Timeline PREF PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,417 shares; 2025Q3: 20,688 shares; 2025Q4: 19,536 shares 19,536 $373K <0.01% -1,152 Timeline CHI CALAMOS CONV OPPORTUNITIES & More: the full row for CALAMOS CONV OPPORTUNITIES & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,562 shares; 2024Q4: 35,540 shares; 2025Q1: 35,540 shares; 2025Q2: 35,540 shares; 2025Q3: 35,540 shares; 2025Q4: 35,540 shares 35,540 $372K <0.01% 0 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: 2,298 shares; 2024Q4: 1,557 shares; 2025Q1: 1,483 shares; 2025Q2: 2,141 shares; 2025Q3: 1,448 shares; 2025Q4: 1,476 shares 1,476 $372K <0.01% +28 Timeline DRIV 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: 12,526 shares; 2024Q4: 12,526 shares; 2025Q1: 12,545 shares; 2025Q2: 12,545 shares; 2025Q3: 12,556 shares; 2025Q4: 12,556 shares 12,556 $371K <0.01% 0 Timeline XSD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,152 shares; 2025Q3: 1,152 shares; 2025Q4: 1,152 shares 1,152 $370K <0.01% 0 Timeline TCAF T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,000 shares; 2025Q4: 9,660 shares 9,660 $369K <0.01% +660 Timeline TEVA TEVA PHARMACEUTICAL INDS LTD More: the full row for TEVA PHARMACEUTICAL INDS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,128 shares; 2024Q4: 12,798 shares; 2025Q1: 12,248 shares; 2025Q2: 12,228 shares; 2025Q3: 12,183 shares; 2025Q4: 11,803 shares 11,803 $368K <0.01% -380 Timeline FTXO 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: 9,723 shares 9,723 $367K <0.01% new Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,534 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,893 shares 15,893 $366K <0.01% new Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,790 shares; 2024Q4: 4,502 shares; 2025Q1: 3,246 shares; 2025Q2: 3,246 shares; 2025Q3: 3,246 shares; 2025Q4: 4,075 shares 4,075 $364K <0.01% +829 Timeline INGR INGREDION INC More: the full row for INGREDION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,025 shares; 2024Q4: 4,029 shares; 2025Q1: 3,837 shares; 2025Q2: 3,519 shares; 2025Q3: 3,205 shares; 2025Q4: 3,305 shares 3,305 $364K <0.01% +100 Timeline IEO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,892 shares; 2024Q4: 4,707 shares; 2025Q1: 4,607 shares; 2025Q2: 4,382 shares; 2025Q3: 4,382 shares; 2025Q4: 4,082 shares 4,082 $364K <0.01% -300 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: not reported; 2025Q2: 667 shares; 2025Q3: 585 shares; 2025Q4: 712 shares 712 $364K <0.01% +127 Timeline NIM NUVEEN SELECT MAT MUN FD More: the full row for NUVEEN SELECT MAT MUN FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,700 shares; 2024Q4: 30,700 shares; 2025Q1: 30,700 shares; 2025Q2: 28,000 shares; 2025Q3: 39,000 shares; 2025Q4: 39,000 shares 39,000 $363K <0.01% 0 Timeline GPN GLOBAL PMTS INC More: the full row for GLOBAL PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,160 shares; 2024Q4: 11,026 shares; 2025Q1: 5,195 shares; 2025Q2: 3,240 shares; 2025Q3: 2,918 shares; 2025Q4: 4,393 shares 4,393 $363K <0.01% +1,475 Timeline MLN 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: 19,708 shares; 2024Q4: 19,881 shares; 2025Q1: 20,888 shares; 2025Q2: 21,503 shares; 2025Q3: 21,088 shares; 2025Q4: 20,667 shares 20,667 $362K <0.01% -421 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,575 shares; 2024Q4: 1,745 shares; 2025Q1: 1,697 shares; 2025Q2: 1,699 shares; 2025Q3: 1,792 shares; 2025Q4: 1,858 shares 1,858 $361K <0.01% +66 Timeline SGI SOMNIGROUP INTERNATIONAL INC More: the full row for SOMNIGROUP INTERNATIONAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,962 shares; 2025Q2: 4,052 shares; 2025Q3: 4,048 shares; 2025Q4: 4,042 shares 4,042 $361K <0.01% -6 Timeline MATX MATSON INC More: the full row for MATSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,835 shares; 2024Q4: 4,688 shares; 2025Q1: 4,852 shares; 2025Q2: 4,721 shares; 2025Q3: 4,731 shares; 2025Q4: 2,907 shares 2,907 $359K <0.01% -1,824 Timeline VRNS VARONIS SYS INC More: the full row for VARONIS SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,888 shares; 2024Q4: 7,838 shares; 2025Q1: 8,057 shares; 2025Q2: 8,934 shares; 2025Q3: 9,105 shares; 2025Q4: 10,883 shares 10,883 $357K <0.01% +1,778 Timeline BF-B BROWN FORMAN CORP More: the full row for BROWN FORMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,971 shares; 2024Q4: not reported; 2025Q1: 6,676 shares; 2025Q2: 21,898 shares; 2025Q3: 21,973 shares; 2025Q4: 13,675 shares 13,675 $356K <0.01% -8,298 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,560 shares; 2024Q4: 7,368 shares; 2025Q1: 10,682 shares; 2025Q2: 7,527 shares; 2025Q3: 5,144 shares; 2025Q4: 5,212 shares 5,212 $355K <0.01% +68 Timeline FG F&G ANNUITIES & LIFE INC More: the full row for F&G ANNUITIES & LIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,423 shares 11,423 $352K <0.01% new Timeline BAB 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: 13,176 shares; 2024Q4: 13,235 shares; 2025Q1: 13,269 shares; 2025Q2: 13,435 shares; 2025Q3: 13,146 shares; 2025Q4: 12,906 shares 12,906 $351K <0.01% -240 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 897 shares; 2024Q4: 750 shares; 2025Q1: 733 shares; 2025Q2: 661 shares; 2025Q3: 648 shares; 2025Q4: 634 shares 634 $350K <0.01% -14 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: 2,795 shares; 2024Q4: 2,795 shares; 2025Q1: 2,795 shares; 2025Q2: 2,795 shares; 2025Q3: 2,795 shares; 2025Q4: 2,795 shares 2,795 $350K <0.01% 0 Timeline ZBRA ZEBRA TECHNOLOGIES CORPORATI More: the full row for ZEBRA TECHNOLOGIES CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,977 shares; 2024Q4: 1,932 shares; 2025Q1: 2,004 shares; 2025Q2: 2,672 shares; 2025Q3: 2,614 shares; 2025Q4: 1,432 shares 1,432 $348K <0.01% -1,182 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,228 shares; 2024Q4: 14,961 shares; 2025Q1: 17,001 shares; 2025Q2: 15,577 shares; 2025Q3: 15,507 shares; 2025Q4: 12,345 shares 12,345 $347K <0.01% -3,162 Timeline INFL LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,800 shares; 2025Q4: 7,800 shares 7,800 $347K <0.01% 0 Timeline CGSM 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: 43,365 shares; 2024Q4: 44,805 shares; 2025Q1: 43,855 shares; 2025Q2: 11,995 shares; 2025Q3: 11,940 shares; 2025Q4: 13,075 shares 13,075 $344K <0.01% +1,135 Timeline HMC HONDA MOTOR CO LTD More: the full row for HONDA MOTOR CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,118 shares; 2024Q4: 13,204 shares; 2025Q1: 14,414 shares; 2025Q2: 12,110 shares; 2025Q3: 11,504 shares; 2025Q4: 11,666 shares 11,666 $344K <0.01% +162 Timeline CSM PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,408 shares; 2024Q4: 4,408 shares; 2025Q1: 4,297 shares; 2025Q2: 4,297 shares; 2025Q3: 4,297 shares; 2025Q4: 4,297 shares 4,297 $342K <0.01% 0 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,583 shares; 2024Q4: 6,392 shares; 2025Q1: 5,669 shares; 2025Q2: 5,692 shares; 2025Q3: 4,218 shares; 2025Q4: 4,170 shares 4,170 $342K <0.01% -48 Timeline ARR ARMOUR RESIDENTIAL REIT INC More: the full row for ARMOUR RESIDENTIAL REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,580 shares; 2025Q2: 42,953 shares; 2025Q3: 18,395 shares; 2025Q4: 19,310 shares 19,310 $342K <0.01% +915 Timeline ANDE ANDERSONS INC More: the full row for ANDERSONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,405 shares; 2025Q2: 6,405 shares; 2025Q3: 6,405 shares; 2025Q4: 6,405 shares 6,405 $341K <0.01% 0 Timeline GLOB GLOBANT S A More: the full row for GLOBANT S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,539 shares; 2024Q4: 2,769 shares; 2025Q1: 2,756 shares; 2025Q2: not reported; 2025Q3: 5,043 shares; 2025Q4: 5,201 shares 5,201 $340K <0.01% +158 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: 18,173 shares; 2025Q1: 17,433 shares; 2025Q2: 15,653 shares; 2025Q3: 21,485 shares; 2025Q4: 17,752 shares 17,752 $339K <0.01% -3,733 Timeline FRT FEDERAL RLTY INVT TR NEW More: the full row for FEDERAL RLTY INVT TR NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,052 shares; 2024Q4: 4,196 shares; 2025Q1: 4,040 shares; 2025Q2: 2,411 shares; 2025Q3: 3,585 shares; 2025Q4: 3,363 shares 3,363 $339K <0.01% -222 Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,996 shares; 2024Q4: 1,355 shares; 2025Q1: 1,270 shares; 2025Q2: 1,265 shares; 2025Q3: 1,262 shares; 2025Q4: 1,224 shares 1,224 $339K <0.01% -38 Timeline HRI HERC HLDGS INC More: the full row for HERC 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: 1,956 shares; 2025Q4: 2,282 shares 2,282 $339K <0.01% +326 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: not reported; 2025Q3: 4,697 shares; 2025Q4: 3,080 shares 3,080 $338K <0.01% -1,617 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: 635 shares; 2025Q3: 699 shares; 2025Q4: 845 shares 845 $336K <0.01% +146 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,544 shares; 2024Q4: 14,154 shares; 2025Q1: 8,238 shares; 2025Q2: 7,933 shares; 2025Q3: 7,903 shares; 2025Q4: 7,697 shares 7,697 $336K <0.01% -206 Timeline MAA MID-AMER APT CMNTYS INC More: the full row for MID-AMER APT CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,696 shares; 2024Q4: 2,692 shares; 2025Q1: 2,762 shares; 2025Q2: 2,867 shares; 2025Q3: 2,790 shares; 2025Q4: 2,415 shares 2,415 $335K <0.01% -375 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: 9,000 shares; 2024Q4: 8,300 shares; 2025Q1: 8,100 shares; 2025Q2: 8,000 shares; 2025Q3: 8,000 shares; 2025Q4: 8,000 shares 8,000 $335K <0.01% 0 Timeline CVCO CAVCO INDS INC DEL More: the full row for CAVCO INDS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 606 shares; 2024Q4: 606 shares; 2025Q1: 629 shares; 2025Q2: 564 shares; 2025Q3: 564 shares; 2025Q4: 564 shares 564 $333K <0.01% 0 Timeline BBAG 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: 13,975 shares; 2024Q4: 13,975 shares; 2025Q1: 10,625 shares; 2025Q2: 7,785 shares; 2025Q3: 7,785 shares; 2025Q4: 7,135 shares 7,135 $331K <0.01% -650 Timeline CWAN CLEARWATER ANALYTICS HLDGS I More: the full row for CLEARWATER ANALYTICS HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,977 shares; 2025Q1: not reported; 2025Q2: 10,921 shares; 2025Q3: 14,193 shares; 2025Q4: 13,730 shares 13,730 $331K <0.01% -463 Timeline