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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 4,093 shares; 2024Q1: 4,619 shares; 2024Q2: 2,862 shares; 2024Q3: 4,191 shares; 2024Q4: 3,410 shares; 2025Q1: 3,296 shares 3,296 $933K 0.01% -114 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,488 shares 3,488 $924K 0.01% new Timeline NWL NEWELL BRANDS INC More: the full row for NEWELL BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 148,322 shares; 2025Q1: 148,322 shares 148,322 $920K 0.01% 0 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 5,302 shares; 2024Q1: 5,836 shares; 2024Q2: 6,397 shares; 2024Q3: 7,466 shares; 2024Q4: 7,494 shares; 2025Q1: 7,524 shares 7,524 $901K 0.01% +30 Timeline FR FIRST INDL RLTY TR INC More: the full row for FIRST INDL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 16,541 shares; 2024Q1: 14,233 shares; 2024Q2: 14,452 shares; 2024Q3: 28,374 shares; 2024Q4: 14,518 shares; 2025Q1: 16,623 shares 16,623 $897K 0.01% +2,105 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 8,091 shares; 2024Q3: 7,664 shares; 2024Q4: 2,973 shares; 2025Q1: 2,913 shares 2,913 $889K 0.01% -60 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 5,051 shares; 2024Q1: 22,671 shares; 2024Q2: 6,369 shares; 2024Q3: 6,364 shares; 2024Q4: 5,575 shares; 2025Q1: 5,370 shares 5,370 $884K 0.01% -205 Timeline FNY 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,787 shares 11,787 $883K 0.01% new Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 29,173 shares; 2024Q4: 16,777 shares; 2025Q1: 16,503 shares 16,503 $882K 0.01% -274 Timeline IWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 7,653 shares; 2024Q1: 7,521 shares; 2024Q2: 9,403 shares; 2024Q3: 9,798 shares; 2024Q4: 8,924 shares; 2025Q1: 10,666 shares 10,666 $876K 0.01% +1,742 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 48,464 shares; 2024Q1: 3,387 shares; 2024Q2: 3,746 shares; 2024Q3: 50,486 shares; 2024Q4: 13,887 shares; 2025Q1: 17,691 shares 17,691 $873K 0.01% +3,804 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 50,109 shares; 2024Q1: 49,965 shares; 2024Q2: 50,325 shares; 2024Q3: 52,089 shares; 2024Q4: 54,800 shares; 2025Q1: 12,260 shares 12,260 $861K 0.01% -42,540 Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 236,960 shares; 2024Q1: 240,657 shares; 2024Q2: 242,497 shares; 2024Q3: 301,550 shares; 2024Q4: 298,842 shares; 2025Q1: 62,369 shares 62,369 $850K 0.01% -236,473 Timeline MTRN MATERION CORP More: the full row for MATERION CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 4,877 shares; 2024Q1: 6,610 shares; 2024Q2: 6,851 shares; 2024Q3: 7,507 shares; 2024Q4: 7,645 shares; 2025Q1: 10,391 shares 10,391 $848K 0.01% +2,746 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 21,866 shares; 2024Q1: 23,446 shares; 2024Q2: 22,856 shares; 2024Q3: 26,675 shares; 2024Q4: 26,300 shares; 2025Q1: 24,907 shares 24,907 $842K 0.01% -1,393 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 7,930 shares; 2024Q1: 7,982 shares; 2024Q2: 7,632 shares; 2024Q3: 8,899 shares; 2024Q4: 9,085 shares; 2025Q1: 8,642 shares 8,642 $841K 0.01% -443 Timeline CIVI CIVITAS RESOURCES INC More: the full row for CIVITAS RESOURCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 10,842 shares; 2024Q1: 11,152 shares; 2024Q2: 12,931 shares; 2024Q3: 15,940 shares; 2024Q4: 16,121 shares; 2025Q1: 24,058 shares 24,058 $839K 0.01% +7,937 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 16,919 shares; 2024Q1: 16,259 shares; 2024Q2: 15,467 shares; 2024Q3: 26,033 shares; 2024Q4: 16,956 shares; 2025Q1: 16,764 shares 16,764 $837K 0.01% -192 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 14,052 shares; 2024Q1: 12,833 shares; 2024Q2: 12,497 shares; 2024Q3: 12,899 shares; 2024Q4: 13,407 shares; 2025Q1: 11,188 shares 11,188 $836K 0.01% -2,219 Timeline LMAT LEMAITRE VASCULAR INC More: the full row for LEMAITRE VASCULAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 5,944 shares; 2025Q1: 9,837 shares 9,837 $825K 0.01% +3,893 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 4,304 shares; 2024Q1: 8,684 shares; 2024Q2: 13,664 shares; 2024Q3: 15,565 shares; 2024Q4: 15,706 shares; 2025Q1: 15,706 shares 15,706 $825K 0.01% 0 Timeline KD KYNDRYL HLDGS INC More: the full row for KYNDRYL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 14,977 shares; 2024Q2: 22,493 shares; 2024Q3: 25,074 shares; 2024Q4: 25,107 shares; 2025Q1: 26,144 shares 26,144 $821K 0.01% +1,037 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 10,261 shares; 2024Q1: 13,025 shares; 2024Q2: 13,025 shares; 2024Q3: 13,225 shares; 2024Q4: 13,128 shares; 2025Q1: 13,128 shares 13,128 $818K 0.01% 0 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 6,717 shares; 2024Q2: 6,770 shares; 2024Q3: 8,718 shares; 2024Q4: 8,801 shares; 2025Q1: 7,742 shares 7,742 $810K 0.01% -1,059 Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,174 shares; 2024Q1: 2,141 shares; 2024Q2: 1,967 shares; 2024Q3: 1,710 shares; 2024Q4: 1,501 shares; 2025Q1: 2,649 shares 2,649 $807K 0.01% +1,148 Timeline FHN FIRST HORIZON CORPORATION More: the full row for FIRST HORIZON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 10,796 shares; 2024Q1: 10,804 shares; 2024Q2: 10,814 shares; 2024Q3: 10,955 shares; 2024Q4: 10,914 shares; 2025Q1: 41,420 shares 41,420 $804K 0.01% +30,506 Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 6,546 shares; 2024Q4: 13,719 shares; 2025Q1: 16,167 shares 16,167 $802K 0.01% +2,448 Timeline SKOR FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,557 shares 16,557 $800K 0.01% new Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 4,470 shares; 2024Q1: 3,599 shares; 2024Q2: 3,236 shares; 2024Q3: 2,354 shares; 2024Q4: 2,029 shares; 2025Q1: 2,145 shares 2,145 $793K 0.01% +116 Timeline EG EVEREST GROUP LTD More: the full row for EVEREST GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,464 shares; 2024Q1: 2,084 shares; 2024Q2: 2,108 shares; 2024Q3: 4,561 shares; 2024Q4: 2,322 shares; 2025Q1: 2,174 shares 2,174 $790K 0.01% -148 Timeline CXT CRANE NXT CO More: the full row for CRANE NXT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 11,502 shares; 2024Q1: 14,546 shares; 2024Q2: 21,006 shares; 2024Q3: 16,781 shares; 2024Q4: 14,971 shares; 2025Q1: 15,345 shares 15,345 $789K 0.01% +374 Timeline FLTR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 11,532 shares; 2024Q4: 7,959 shares; 2025Q1: 30,744 shares 30,744 $786K 0.01% +22,785 Timeline WNS HLDGS LTD COM SHS WNS HLDGS LTD COM SHS More: the full row for WNS HLDGS LTD COM SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 13,469 shares; 2024Q2: 11,137 shares; 2024Q3: 7,015 shares; 2024Q4: 11,454 shares; 2025Q1: 12,737 shares 12,737 $783K 0.01% +1,283 NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 19,115 shares; 2024Q1: 16,193 shares; 2024Q2: 18,627 shares; 2024Q3: 17,469 shares; 2024Q4: 15,608 shares; 2025Q1: 16,141 shares 16,141 $779K 0.01% +533 Timeline SW SMURFIT WESTROCK PLC More: the full row for SMURFIT WESTROCK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 17,353 shares; 2024Q4: 17,258 shares; 2025Q1: 17,219 shares 17,219 $776K 0.01% -39 Timeline OGE OGE ENERGY CORP More: the full row for OGE ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 15,721 shares; 2024Q1: 16,061 shares; 2024Q2: 16,094 shares; 2024Q3: 19,291 shares; 2024Q4: 16,963 shares; 2025Q1: 16,848 shares 16,848 $774K 0.01% -115 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,041 shares; 2024Q1: 6,127 shares; 2024Q2: 6,109 shares; 2024Q3: 6,530 shares; 2024Q4: 5,592 shares; 2025Q1: 5,402 shares 5,402 $774K 0.01% -190 Timeline SIVR ABRDN SILVER ETF TRUST More: the full row for ABRDN SILVER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 26,007 shares; 2024Q1: 25,926 shares; 2024Q2: 26,107 shares; 2024Q3: 26,107 shares; 2024Q4: 23,742 shares; 2025Q1: 23,742 shares 23,742 $772K 0.01% 0 Timeline FDN 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 3,511 shares; 2024Q1: 3,405 shares; 2024Q2: 3,686 shares; 2024Q3: 4,266 shares; 2024Q4: 3,079 shares; 2025Q1: 3,474 shares 3,474 $772K 0.01% +395 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 6,209 shares; 2024Q1: 6,162 shares; 2024Q2: 5,336 shares; 2024Q3: 4,740 shares; 2024Q4: 4,466 shares; 2025Q1: 4,199 shares 4,199 $771K 0.01% -267 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 8,401 shares; 2024Q1: 8,728 shares; 2024Q2: 8,744 shares; 2024Q3: 9,130 shares; 2024Q4: 9,452 shares; 2025Q1: 9,251 shares 9,251 $770K 0.01% -201 Timeline CMCO COLUMBUS MCKINNON CORP N Y More: the full row for COLUMBUS MCKINNON CORP N Y Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 21,959 shares; 2025Q1: 44,979 shares 44,979 $761K 0.01% +23,020 Timeline NU NU HLDGS LTD More: the full row for NU HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 74,183 shares 74,183 $760K 0.01% new Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 3,994 shares; 2024Q1: 3,395 shares; 2024Q2: 3,869 shares; 2024Q3: 4,659 shares; 2024Q4: 3,756 shares; 2025Q1: 6,788 shares 6,788 $759K 0.01% +3,032 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 6,575 shares; 2024Q1: 5,051 shares; 2024Q2: 5,052 shares; 2024Q3: 5,533 shares; 2024Q4: 5,747 shares; 2025Q1: 5,734 shares 5,734 $758K 0.01% -13 Timeline IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 11,510 shares; 2024Q1: 12,431 shares; 2024Q2: 9,279 shares; 2024Q3: 9,098 shares; 2024Q4: 8,642 shares; 2025Q1: 7,857 shares 7,857 $752K 0.01% -785 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 2,550 shares; 2024Q3: 2,550 shares; 2024Q4: 2,550 shares; 2025Q1: 7,978 shares 7,978 $752K 0.01% +5,428 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 16,127 shares; 2024Q1: 14,924 shares; 2024Q2: 10,414 shares; 2024Q3: 9,876 shares; 2024Q4: 8,450 shares; 2025Q1: 7,691 shares 7,691 $749K 0.01% -759 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 2,539 shares; 2024Q4: 2,555 shares; 2025Q1: 7,577 shares 7,577 $747K 0.01% +5,022 Timeline ETHE GRAYSCALE ETHEREUM STAKING E More: the full row for GRAYSCALE ETHEREUM STAKING E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 51,497 shares; 2024Q4: 52,497 shares; 2025Q1: 49,080 shares 49,080 $747K 0.01% -3,417 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 11,420 shares; 2024Q1: 11,192 shares; 2024Q2: 13,124 shares; 2024Q3: 19,533 shares; 2024Q4: 12,676 shares; 2025Q1: 12,489 shares 12,489 $746K 0.01% -187 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,858 shares; 2024Q1: 2,689 shares; 2024Q2: 2,882 shares; 2024Q3: 2,730 shares; 2024Q4: 2,809 shares; 2025Q1: 3,004 shares 3,004 $745K 0.01% +195 Timeline AGYS AGILYSYS INC More: the full row for AGILYSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 10,774 shares; 2024Q1: 12,543 shares; 2024Q2: 12,564 shares; 2024Q3: 10,773 shares; 2024Q4: 8,766 shares; 2025Q1: 10,256 shares 10,256 $744K 0.01% +1,490 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 6,027 shares; 2024Q2: 6,040 shares; 2024Q3: 6,157 shares; 2024Q4: 6,216 shares; 2025Q1: 5,980 shares 5,980 $744K 0.01% -236 Timeline BL BLACKLINE INC More: the full row for BLACKLINE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 11,332 shares; 2025Q1: 15,178 shares 15,178 $735K 0.01% +3,846 Timeline KBR KBR INC More: the full row for KBR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 24,300 shares; 2024Q1: 24,404 shares; 2024Q2: 24,416 shares; 2024Q3: 23,623 shares; 2024Q4: 16,507 shares; 2025Q1: 14,650 shares 14,650 $730K 0.01% -1,857 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 9,029 shares; 2024Q1: 8,701 shares; 2024Q2: 7,747 shares; 2024Q3: 7,741 shares; 2024Q4: 7,725 shares; 2025Q1: 7,255 shares 7,255 $726K 0.01% -470 Timeline ILCV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 8,860 shares; 2025Q1: 8,902 shares 8,902 $725K 0.01% +42 Timeline FCFS FIRSTCASH HOLDINGS INC More: the full row for FIRSTCASH HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 28,584 shares; 2024Q1: 29,124 shares; 2024Q2: 29,308 shares; 2024Q3: 61,900 shares; 2024Q4: 31,334 shares; 2025Q1: 6,022 shares 6,022 $725K 0.01% -25,312 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,465 shares; 2024Q1: 2,590 shares; 2024Q2: 2,596 shares; 2024Q3: 4,478 shares; 2024Q4: 2,562 shares; 2025Q1: 2,728 shares 2,728 $722K 0.01% +166 Timeline CHRD CHORD ENERGY CORPORATION More: the full row for CHORD ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 4,210 shares; 2024Q1: 4,852 shares; 2024Q2: 5,108 shares; 2024Q3: 5,869 shares; 2024Q4: 5,729 shares; 2025Q1: 6,402 shares 6,402 $722K 0.01% +673 Timeline GFEB 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19,606 shares 19,606 $721K 0.01% new 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,274 shares; 2024Q1: 4,244 shares; 2024Q2: 4,257 shares; 2024Q3: 4,358 shares; 2024Q4: 4,382 shares; 2025Q1: 4,344 shares 4,344 $719K 0.01% -38 Timeline PNW PINNACLE WEST CAP CORP More: the full row for PINNACLE WEST CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 7,291 shares; 2024Q1: 7,745 shares; 2024Q2: 7,356 shares; 2024Q3: 7,585 shares; 2024Q4: 7,669 shares; 2025Q1: 7,539 shares 7,539 $718K 0.01% -130 Timeline AZTA AZENTA INC More: the full row for AZENTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 14,837 shares; 2025Q1: 20,557 shares 20,557 $712K 0.01% +5,720 Timeline TGTX TG THERAPEUTICS INC More: the full row for TG THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 19,900 shares; 2024Q4: 19,500 shares; 2025Q1: 18,000 shares 18,000 $710K 0.01% -1,500 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 13,770 shares; 2024Q1: 15,155 shares; 2024Q2: 18,539 shares; 2024Q3: 19,590 shares; 2024Q4: 14,574 shares; 2025Q1: 3,022 shares 3,022 $706K 0.01% -11,552 Timeline CG CARLYLE GROUP INC More: the full row for CARLYLE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 15,540 shares; 2024Q1: 15,390 shares; 2024Q2: 15,367 shares; 2024Q3: 14,709 shares; 2024Q4: 15,621 shares; 2025Q1: 16,136 shares 16,136 $703K 0.01% +515 Timeline LFUS LITTELFUSE INC More: the full row for LITTELFUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,781 shares; 2024Q1: 2,977 shares; 2024Q2: 2,553 shares; 2024Q3: 2,857 shares; 2024Q4: 2,688 shares; 2025Q1: 3,563 shares 3,563 $701K 0.01% +875 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 12,723 shares; 2024Q1: 12,827 shares; 2024Q2: 12,922 shares; 2024Q3: 13,034 shares; 2024Q4: 13,733 shares; 2025Q1: 13,820 shares 13,820 $698K 0.01% +87 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 6,051 shares; 2024Q1: 5,449 shares; 2024Q2: 5,488 shares; 2024Q3: 8,612 shares; 2024Q4: 9,643 shares; 2025Q1: 11,882 shares 11,882 $696K 0.01% +2,239 Timeline NGVT INGEVITY CORP More: the full row for INGEVITY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 9,125 shares; 2024Q1: 8,608 shares; 2024Q2: 11,226 shares; 2024Q3: 13,697 shares; 2024Q4: 13,786 shares; 2025Q1: 17,537 shares 17,537 $694K 0.01% +3,751 Timeline JMOM 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 8,695 shares; 2024Q1: 10,462 shares; 2024Q2: 11,416 shares; 2024Q3: 24,978 shares; 2024Q4: 14,512 shares; 2025Q1: 12,303 shares 12,303 $693K 0.01% -2,209 Timeline CACI CACI INTL INC More: the full row for CACI INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 3,084 shares; 2024Q1: 3,060 shares; 2024Q2: 3,226 shares; 2024Q3: 3,225 shares; 2024Q4: 2,045 shares; 2025Q1: 1,886 shares 1,886 $692K 0.01% -159 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 954 shares; 2024Q1: 2,072 shares; 2024Q2: 2,209 shares; 2024Q3: 1,834 shares; 2024Q4: 1,838 shares; 2025Q1: 1,956 shares 1,956 $690K 0.01% +118 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 23,564 shares; 2024Q1: 23,447 shares; 2024Q2: 25,228 shares; 2024Q3: 31,149 shares; 2024Q4: 23,943 shares; 2025Q1: 23,546 shares 23,546 $689K 0.01% -397 Timeline AZEK CO INC AZEK CO INC More: the full row for AZEK CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 17,307 shares; 2024Q1: 13,866 shares; 2024Q2: 14,023 shares; 2024Q3: 11,484 shares; 2024Q4: 11,244 shares; 2025Q1: 14,067 shares 14,067 $688K 0.01% +2,823 DXJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 2,353 shares; 2024Q3: 6,492 shares; 2024Q4: 6,266 shares; 2025Q1: 6,241 shares 6,241 $688K 0.01% -25 Timeline PSK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 21,751 shares; 2024Q1: 22,372 shares; 2024Q2: 20,272 shares; 2024Q3: 42,599 shares; 2024Q4: 20,622 shares; 2025Q1: 21,223 shares 21,223 $687K 0.01% +601 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,001 shares 14,001 $683K 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 53,135 shares; 2024Q1: 69,463 shares; 2024Q2: 120,472 shares; 2024Q3: 80,081 shares; 2024Q4: 80,742 shares; 2025Q1: 68,010 shares 68,010 $682K 0.01% -12,732 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 11,745 shares; 2024Q1: 11,656 shares; 2024Q2: 19,897 shares; 2024Q3: 11,248 shares; 2024Q4: 11,029 shares; 2025Q1: 10,763 shares 10,763 $677K 0.01% -266 Timeline VCYT VERACYTE INC More: the full row for VERACYTE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 16,171 shares; 2024Q1: 19,603 shares; 2024Q2: 19,670 shares; 2024Q3: 22,865 shares; 2024Q4: 23,132 shares; 2025Q1: 22,586 shares 22,586 $670K 0.01% -546 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 8,312 shares; 2024Q1: 10,974 shares; 2024Q2: 13,928 shares; 2024Q3: 25,170 shares; 2024Q4: 28,299 shares; 2025Q1: 28,532 shares 28,532 $668K 0.01% +233 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,388 shares; 2024Q1: 2,419 shares; 2024Q2: 2,417 shares; 2024Q3: 2,445 shares; 2024Q4: 11,965 shares; 2025Q1: 12,117 shares 12,117 $668K 0.01% +152 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 33,160 shares; 2024Q4: 33,540 shares; 2025Q1: 6,514 shares 6,514 $666K 0.01% -27,026 Timeline RWR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 6,099 shares; 2024Q1: 6,656 shares; 2024Q2: 7,263 shares; 2024Q3: 14,510 shares; 2024Q4: 6,995 shares; 2025Q1: 6,709 shares 6,709 $665K 0.01% -286 Timeline UFPI UFP INDUSTRIES INC More: the full row for UFP INDUSTRIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 8,135 shares; 2024Q1: 7,494 shares; 2024Q2: 6,340 shares; 2024Q3: 6,205 shares; 2024Q4: 5,707 shares; 2025Q1: 6,181 shares 6,181 $662K 0.01% +474 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 5,413 shares; 2024Q1: 5,064 shares; 2024Q2: 4,804 shares; 2024Q3: 4,787 shares; 2024Q4: 4,787 shares; 2025Q1: 4,683 shares 4,683 $658K 0.01% -104 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,365 shares; 2024Q1: 2,245 shares; 2024Q2: 2,104 shares; 2024Q3: 4,208 shares; 2024Q4: 2,102 shares; 2025Q1: 1,949 shares 1,949 $652K 0.01% -153 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 8,790 shares; 2024Q1: 7,893 shares; 2024Q2: 7,361 shares; 2024Q3: 7,383 shares; 2024Q4: 7,402 shares; 2025Q1: 7,425 shares 7,425 $647K 0.01% +23 Timeline FTV FORTIVE CORP More: the full row for FORTIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 11,097 shares; 2024Q1: 11,669 shares; 2024Q2: 22,180 shares; 2024Q3: 9,344 shares; 2024Q4: 9,038 shares; 2025Q1: 8,835 shares 8,835 $647K 0.01% -203 Timeline KAI KADANT INC More: the full row for KADANT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,732 shares; 2024Q4: 1,761 shares; 2025Q1: 1,915 shares 1,915 $645K 0.01% +154 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,277 shares; 2024Q1: 3,687 shares; 2024Q2: 3,535 shares; 2024Q3: 3,358 shares; 2024Q4: 3,390 shares; 2025Q1: 3,412 shares 3,412 $642K 0.01% +22 Timeline SSD SIMPSON MFG INC More: the full row for SIMPSON MFG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 3,525 shares; 2025Q1: 4,062 shares 4,062 $638K 0.01% +537 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 8,653 shares; 2024Q1: 8,813 shares; 2024Q2: 8,816 shares; 2024Q3: 17,420 shares; 2024Q4: 8,812 shares; 2025Q1: 9,243 shares 9,243 $637K 0.01% +431 Timeline HYDB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,516 shares 13,516 $636K 0.01% new Timeline IPAR INTERPARFUMS INC More: the full row for INTERPARFUMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 3,769 shares; 2024Q1: 3,779 shares; 2024Q2: 4,047 shares; 2024Q3: 4,546 shares; 2024Q4: 4,612 shares; 2025Q1: 5,566 shares 5,566 $634K 0.01% +954 Timeline GMAB GENMAB A/S More: the full row for GENMAB A/S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 78,981 shares; 2024Q1: 82,858 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 32,341 shares 32,341 $633K 0.01% new Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 4,654 shares; 2025Q1: 4,617 shares 4,617 $632K 0.01% -37 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 20,225 shares; 2024Q1: 19,449 shares; 2024Q2: 79,835 shares; 2024Q3: 18,114 shares; 2024Q4: 18,204 shares; 2025Q1: 12,094 shares 12,094 $630K 0.01% -6,110 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 9,793 shares; 2024Q1: 9,344 shares; 2024Q2: 9,327 shares; 2024Q3: 15,676 shares; 2024Q4: 8,635 shares; 2025Q1: 8,395 shares 8,395 $627K 0.01% -240 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 446 shares; 2024Q1: 459 shares; 2024Q2: 453 shares; 2024Q3: 475 shares; 2024Q4: 687 shares; 2025Q1: 941 shares 941 $624K 0.01% +254 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 12,948 shares; 2024Q2: 12,390 shares; 2024Q3: 12,718 shares; 2024Q4: 14,331 shares; 2025Q1: 14,505 shares 14,505 $617K 0.01% +174 Timeline LNSR LENSAR INC More: the full row for LENSAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 43,060 shares; 2024Q1: 43,060 shares; 2024Q2: 43,060 shares; 2024Q3: 43,060 shares; 2024Q4: 43,060 shares; 2025Q1: 43,060 shares 43,060 $608K 0.01% 0 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 11,898 shares; 2024Q4: 10,748 shares; 2025Q1: 9,986 shares 9,986 $608K 0.01% -762 Timeline IYY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 4,453 shares; 2024Q1: 4,460 shares; 2024Q2: 4,468 shares; 2024Q3: 4,443 shares; 2024Q4: 4,450 shares; 2025Q1: 4,459 shares 4,459 $607K 0.01% +9 Timeline MOD MODINE MFG CO More: the full row for MODINE MFG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 20,215 shares; 2024Q1: 12,086 shares; 2024Q2: 6,425 shares; 2024Q3: 6,101 shares; 2024Q4: not reported; 2025Q1: 7,844 shares 7,844 $602K 0.01% new Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,883 shares; 2024Q1: 2,926 shares; 2024Q2: 2,956 shares; 2024Q3: 5,834 shares; 2024Q4: 2,888 shares; 2025Q1: 2,964 shares 2,964 $597K 0.01% +76 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 8,073 shares; 2024Q1: 7,831 shares; 2024Q2: 7,624 shares; 2024Q3: 15,250 shares; 2024Q4: 22,615 shares; 2025Q1: 22,671 shares 22,671 $594K 0.01% +56 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 7,360 shares; 2025Q1: 19,002 shares 19,002 $593K 0.01% +11,642 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 5,652 shares; 2024Q1: 4,299 shares; 2024Q2: 9,730 shares; 2024Q3: not reported; 2024Q4: 4,657 shares; 2025Q1: 3,391 shares 3,391 $589K 0.01% -1,266 Timeline EUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 13,424 shares; 2024Q3: 12,989 shares; 2024Q4: 13,354 shares; 2025Q1: 13,574 shares 13,574 $588K 0.01% +220 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 4,842 shares; 2024Q1: 4,819 shares; 2024Q2: 5,229 shares; 2024Q3: 16,154 shares; 2024Q4: 7,973 shares; 2025Q1: 7,381 shares 7,381 $586K 0.01% -592 Timeline LKQ LKQ CORP More: the full row for LKQ CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 12,164 shares; 2024Q1: 14,819 shares; 2024Q2: 13,647 shares; 2024Q3: 15,235 shares; 2024Q4: 15,481 shares; 2025Q1: 13,754 shares 13,754 $585K 0.01% -1,727 Timeline ALGM ALLEGRO MICROSYSTEMS INC More: the full row for ALLEGRO MICROSYSTEMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 23,034 shares 23,034 $579K 0.01% new 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 16,409 shares; 2024Q1: 16,350 shares; 2024Q2: 16,276 shares; 2024Q3: 16,858 shares; 2024Q4: 15,948 shares; 2025Q1: 12,018 shares 12,018 $577K 0.01% -3,930 Timeline CAVA CAVA GROUP INC More: the full row for CAVA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 9,769 shares; 2024Q2: 9,763 shares; 2024Q3: 8,674 shares; 2024Q4: 5,019 shares; 2025Q1: 6,665 shares 6,665 $576K 0.01% +1,646 Timeline JPIN 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 10,390 shares; 2024Q1: 10,390 shares; 2024Q2: 9,710 shares; 2024Q3: 19,122 shares; 2024Q4: 10,130 shares; 2025Q1: 10,052 shares 10,052 $574K 0.01% -78 Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,165 shares; 2024Q1: 2,245 shares; 2024Q2: 2,165 shares; 2024Q3: 2,254 shares; 2024Q4: 2,165 shares; 2025Q1: 2,165 shares 2,165 $573K 0.01% 0 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,485 shares; 2024Q1: 7,548 shares; 2024Q2: 6,539 shares; 2024Q3: 6,540 shares; 2024Q4: 6,539 shares; 2025Q1: 6,184 shares 6,184 $561K 0.01% -355 Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 14,742 shares; 2024Q3: 12,514 shares; 2024Q4: 8,897 shares; 2025Q1: 7,351 shares 7,351 $559K 0.01% -1,546 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,056 shares; 2024Q1: 1,056 shares; 2024Q2: 1,063 shares; 2024Q3: 1,083 shares; 2024Q4: 1,185 shares; 2025Q1: 1,200 shares 1,200 $559K 0.01% +15 Timeline JJSF J & J SNACK FOODS CORP More: the full row for J & J SNACK FOODS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,531 shares; 2024Q1: 2,563 shares; 2024Q2: 2,560 shares; 2024Q3: 2,612 shares; 2024Q4: 2,653 shares; 2025Q1: 4,236 shares 4,236 $558K 0.01% +1,583 Timeline GJAN 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,766 shares 14,766 $556K 0.01% new Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,749 shares; 2024Q1: 1,603 shares; 2024Q2: 1,595 shares; 2024Q3: 1,771 shares; 2024Q4: 1,866 shares; 2025Q1: 1,813 shares 1,813 $556K 0.01% -53 Timeline FIVN FIVE9 INC More: the full row for FIVE9 INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 7,353 shares; 2024Q1: 9,872 shares; 2024Q2: 9,887 shares; 2024Q3: 13,272 shares; 2024Q4: 10,856 shares; 2025Q1: 20,429 shares 20,429 $555K 0.01% +9,573 Timeline SPXC SPX TECHNOLOGIES INC More: the full row for SPX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 9,838 shares; 2024Q1: 9,275 shares; 2024Q2: 9,290 shares; 2024Q3: 9,489 shares; 2024Q4: 5,209 shares; 2025Q1: 4,302 shares 4,302 $554K 0.01% -907 Timeline OSK OSHKOSH CORP More: the full row for OSHKOSH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 27,170 shares; 2024Q1: 27,309 shares; 2024Q2: 27,386 shares; 2024Q3: 30,251 shares; 2024Q4: 30,357 shares; 2025Q1: 5,802 shares 5,802 $546K 0.01% -24,555 Timeline TKR TIMKEN CO More: the full row for TIMKEN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 6,732 shares; 2024Q1: 6,706 shares; 2024Q2: 7,863 shares; 2024Q3: 8,286 shares; 2024Q4: 6,930 shares; 2025Q1: 7,574 shares 7,574 $544K 0.01% +644 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 4,482 shares; 2024Q1: 4,350 shares; 2024Q2: 4,502 shares; 2024Q3: 7,411 shares; 2024Q4: 4,167 shares; 2025Q1: 4,136 shares 4,136 $542K 0.01% -31 Timeline AIRR 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,925 shares 7,925 $541K 0.01% new 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,976 shares; 2024Q1: 1,976 shares; 2024Q2: 1,936 shares; 2024Q3: 1,936 shares; 2024Q4: 1,955 shares; 2025Q1: 3,891 shares 3,891 $541K 0.01% +1,936 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 5,143 shares; 2024Q1: 5,364 shares; 2024Q2: 6,424 shares; 2024Q3: 14,122 shares; 2024Q4: 8,533 shares; 2025Q1: 8,214 shares 8,214 $540K 0.01% -319 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 14,551 shares; 2024Q2: 8,990 shares; 2024Q3: 9,001 shares; 2024Q4: 9,826 shares; 2025Q1: 9,762 shares 9,762 $538K 0.01% -64 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 12,242 shares; 2024Q1: 15,381 shares; 2024Q2: 17,001 shares; 2024Q3: 34,600 shares; 2024Q4: 18,612 shares; 2025Q1: 14,874 shares 14,874 $537K 0.01% -3,738 Timeline SHOO MADDEN STEVEN LTD More: the full row for MADDEN STEVEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 17,396 shares; 2024Q1: 15,958 shares; 2024Q2: 15,967 shares; 2024Q3: 14,242 shares; 2024Q4: 12,187 shares; 2025Q1: 20,096 shares 20,096 $535K 0.01% +7,909 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,841 shares 12,841 $534K 0.01% new Timeline REXR REXFORD INDL RLTY INC More: the full row for REXFORD INDL RLTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 7,966 shares; 2025Q1: 13,638 shares 13,638 $534K 0.01% +5,672 Timeline TXT TEXTRON INC More: the full row for TEXTRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 8,088 shares; 2024Q1: 8,141 shares; 2024Q2: 8,170 shares; 2024Q3: 7,698 shares; 2024Q4: 7,729 shares; 2025Q1: 7,373 shares 7,373 $533K 0.01% -356 Timeline TRMK TRUSTMARK CORP More: the full row for TRUSTMARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 15,116 shares; 2024Q1: 15,271 shares; 2024Q2: 15,273 shares; 2024Q3: 30,758 shares; 2024Q4: 15,379 shares; 2025Q1: 15,381 shares 15,381 $530K 0.01% +2 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 12,775 shares; 2024Q1: 12,066 shares; 2024Q2: 11,721 shares; 2024Q3: 11,175 shares; 2024Q4: 10,675 shares; 2025Q1: 11,227 shares 11,227 $530K 0.01% +552 Timeline AIR AAR CORP More: the full row for AAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 10,297 shares; 2024Q1: 10,348 shares; 2024Q2: 10,325 shares; 2024Q3: 8,181 shares; 2024Q4: 6,883 shares; 2025Q1: 9,427 shares 9,427 $528K 0.01% +2,544 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 4,609 shares; 2024Q1: 4,699 shares; 2024Q2: 4,452 shares; 2024Q3: 9,391 shares; 2024Q4: 6,590 shares; 2025Q1: 6,496 shares 6,496 $527K 0.01% -94 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 26,985 shares; 2024Q1: 26,985 shares; 2024Q2: 111,911 shares; 2024Q3: 26,866 shares; 2024Q4: 27,146 shares; 2025Q1: 4,516 shares 4,516 $526K 0.01% -22,630 Timeline FPEI 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 14,494 shares; 2024Q2: 19,475 shares; 2024Q3: 29,836 shares; 2024Q4: 36,944 shares; 2025Q1: 27,981 shares 27,981 $523K 0.01% -8,963 Timeline ALGT ALLEGIANT TRAVEL CO More: the full row for ALLEGIANT TRAVEL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 6,977 shares; 2024Q1: 6,993 shares; 2024Q2: 6,961 shares; 2024Q3: 6,367 shares; 2024Q4: 6,403 shares; 2025Q1: 10,105 shares 10,105 $522K 0.01% +3,702 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,835 shares; 2024Q1: 3,177 shares; 2024Q2: 3,053 shares; 2024Q3: 2,739 shares; 2024Q4: 2,886 shares; 2025Q1: 5,561 shares 5,561 $521K 0.01% +2,675 Timeline ORI OLD REP INTL CORP More: the full row for OLD REP INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 12,596 shares; 2024Q1: 12,675 shares; 2024Q2: 12,701 shares; 2024Q3: 13,274 shares; 2024Q4: 13,418 shares; 2025Q1: 13,217 shares 13,217 $518K 0.01% -201 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 34,451 shares; 2024Q1: 33,800 shares; 2024Q2: 32,369 shares; 2024Q3: 25,302 shares; 2024Q4: 91,566 shares; 2025Q1: 15,127 shares 15,127 $518K 0.01% -76,439 Timeline HEI HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,500 shares; 2024Q1: 1,500 shares; 2024Q2: 1,500 shares; 2024Q3: 1,975 shares; 2024Q4: 1,965 shares; 2025Q1: 1,925 shares 1,925 $514K 0.01% -40 Timeline USIG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 4,612 shares; 2024Q2: 6,265 shares; 2024Q3: 6,154 shares; 2024Q4: 6,089 shares; 2025Q1: 10,046 shares 10,046 $513K 0.01% +3,957 Timeline TAXF AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 13,053 shares; 2024Q1: 13,082 shares; 2024Q2: 11,660 shares; 2024Q3: 11,492 shares; 2024Q4: 11,654 shares; 2025Q1: 10,315 shares 10,315 $510K 0.01% -1,339 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 4,019 shares; 2024Q3: 10,710 shares; 2024Q4: 6,229 shares; 2025Q1: 5,771 shares 5,771 $508K 0.01% -458 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 9,866 shares; 2024Q3: 28,214 shares; 2024Q4: 10,461 shares; 2025Q1: 15,239 shares 15,239 $507K 0.01% +4,778 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 8,287 shares; 2024Q1: 23,901 shares; 2024Q2: 9,333 shares; 2024Q3: 18,876 shares; 2024Q4: 9,501 shares; 2025Q1: 10,169 shares 10,169 $505K 0.01% +668 Timeline FDL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 6,575 shares; 2024Q1: 6,598 shares; 2024Q2: 10,454 shares; 2024Q3: 10,229 shares; 2024Q4: 11,139 shares; 2025Q1: 11,610 shares 11,610 $504K 0.01% +471 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 6,473 shares; 2024Q1: 7,762 shares; 2024Q2: 7,813 shares; 2024Q3: 7,813 shares; 2024Q4: 7,835 shares; 2025Q1: 7,738 shares 7,738 $492K 0.01% -97 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 5,168 shares; 2024Q1: 5,169 shares; 2024Q2: 4,903 shares; 2024Q3: 5,116 shares; 2024Q4: 4,741 shares; 2025Q1: 4,743 shares 4,743 $491K 0.01% +2 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 7,554 shares; 2024Q1: 7,776 shares; 2024Q2: 7,977 shares; 2024Q3: 9,459 shares; 2024Q4: 8,993 shares; 2025Q1: 9,223 shares 9,223 $488K 0.01% +230 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 9,375 shares; 2025Q1: 10,574 shares 10,574 $487K 0.01% +1,199 Timeline DLB DOLBY LABORATORIES INC More: the full row for DOLBY LABORATORIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 28,414 shares; 2024Q1: 28,821 shares; 2024Q2: 28,949 shares; 2024Q3: 32,062 shares; 2024Q4: 32,235 shares; 2025Q1: 6,052 shares 6,052 $486K 0.01% -26,183 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 5,724 shares; 2024Q1: 5,592 shares; 2024Q2: 4,922 shares; 2024Q3: 5,795 shares; 2024Q4: 6,838 shares; 2025Q1: 6,836 shares 6,836 $484K 0.01% -2 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 4,238 shares; 2025Q1: 4,059 shares 4,059 $478K 0.01% -179 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,237 shares; 2024Q1: 2,463 shares; 2024Q2: 2,461 shares; 2024Q3: 3,004 shares; 2024Q4: 2,188 shares; 2025Q1: 4,259 shares 4,259 $476K 0.01% +2,071 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 10,157 shares; 2024Q1: 9,041 shares; 2024Q2: 9,125 shares; 2024Q3: 7,579 shares; 2024Q4: 6,200 shares; 2025Q1: 4,579 shares 4,579 $474K 0.01% -1,621 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 14,215 shares; 2024Q1: 14,446 shares; 2024Q2: 14,456 shares; 2024Q3: 22,198 shares; 2024Q4: 14,332 shares; 2025Q1: 14,446 shares 14,446 $471K 0.01% +114 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,706 shares 2,706 $468K 0.01% new Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 5,653 shares; 2024Q1: 5,743 shares; 2024Q2: 5,802 shares; 2024Q3: 5,517 shares; 2024Q4: 5,557 shares; 2025Q1: 827 shares 827 $468K 0.01% -4,730 Timeline VCEL VERICEL CORP More: the full row for VERICEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 10,905 shares; 2024Q1: 8,340 shares; 2024Q2: 8,357 shares; 2024Q3: 11,576 shares; 2024Q4: 10,672 shares; 2025Q1: 10,424 shares 10,424 $465K 0.01% -248 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,959 shares 8,959 $464K 0.01% new Timeline DOX AMDOCS LTD More: the full row for AMDOCS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 5,275 shares; 2024Q1: 5,310 shares; 2024Q2: 5,400 shares; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,062 shares 5,062 $463K 0.01% new Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 11,044 shares; 2024Q1: 11,847 shares; 2024Q2: 10,936 shares; 2024Q3: 18,649 shares; 2024Q4: 9,810 shares; 2025Q1: 10,043 shares 10,043 $463K 0.01% +233 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 13,489 shares; 2024Q1: 11,912 shares; 2024Q2: 12,008 shares; 2024Q3: 14,048 shares; 2024Q4: 15,895 shares; 2025Q1: 2,637 shares 2,637 $462K 0.01% -13,258 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 60,885 shares; 2024Q1: 66,751 shares; 2024Q2: 58,993 shares; 2024Q3: 69,192 shares; 2024Q4: 42,170 shares; 2025Q1: 43,015 shares 43,015 $462K 0.01% +845 Timeline SKYY FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 4,370 shares; 2024Q1: 3,388 shares; 2024Q2: 4,812 shares; 2024Q3: 4,826 shares; 2024Q4: 4,736 shares; 2025Q1: 4,513 shares 4,513 $461K 0.01% -223 Timeline JAZZ JAZZ PHARMACEUTICALS PLC More: the full row for JAZZ PHARMACEUTICALS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 18,325 shares; 2024Q1: 18,564 shares; 2024Q2: 18,655 shares; 2024Q3: 19,106 shares; 2024Q4: 19,206 shares; 2025Q1: 3,699 shares 3,699 $459K 0.01% -15,507 Timeline TEAM ATLASSIAN CORPORATION More: the full row for ATLASSIAN CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 12,698 shares; 2024Q1: 12,688 shares; 2024Q2: 15,789 shares; 2024Q3: 19,962 shares; 2024Q4: 6,734 shares; 2025Q1: 2,161 shares 2,161 $459K 0.01% -4,573 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 12,699 shares; 2024Q1: 12,986 shares; 2024Q2: 12,780 shares; 2024Q3: 12,640 shares; 2024Q4: 12,640 shares; 2025Q1: 12,640 shares 12,640 $459K 0.01% 0 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,592 shares; 2024Q1: 2,648 shares; 2024Q2: 2,648 shares; 2024Q3: 2,592 shares; 2024Q4: 2,743 shares; 2025Q1: 4,521 shares 4,521 $455K 0.01% +1,778 Timeline PTLC PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 5,406 shares; 2024Q1: 5,430 shares; 2024Q2: 5,542 shares; 2024Q3: 10,984 shares; 2024Q4: 5,540 shares; 2025Q1: 8,831 shares 8,831 $454K 0.01% +3,291 Timeline BILL BILL HOLDINGS INC More: the full row for BILL HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,887 shares 9,887 $454K 0.01% new Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 3,471 shares; 2024Q1: 14,075 shares; 2024Q2: 14,075 shares; 2024Q3: 9,984 shares; 2024Q4: 9,984 shares; 2025Q1: 5,092 shares 5,092 $453K 0.01% -4,892 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 12,725 shares; 2024Q1: 12,527 shares; 2024Q2: 13,653 shares; 2024Q3: 15,837 shares; 2024Q4: 15,468 shares; 2025Q1: 15,663 shares 15,663 $453K 0.01% +195 Timeline EWY ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 51,035 shares; 2024Q1: 51,652 shares; 2024Q2: 51,744 shares; 2024Q3: 53,623 shares; 2024Q4: 51,611 shares; 2025Q1: 8,256 shares 8,256 $446K 0.01% -43,355 Timeline AVT AVNET INC More: the full row for AVNET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 8,590 shares; 2024Q1: 8,627 shares; 2024Q2: 8,617 shares; 2024Q3: 9,460 shares; 2024Q4: 9,551 shares; 2025Q1: 9,226 shares 9,226 $444K 0.01% -325 Timeline SLAB SILICON LABORATORIES INC More: the full row for SILICON LABORATORIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 5,268 shares; 2024Q1: 5,211 shares; 2024Q2: 4,670 shares; 2024Q3: 3,539 shares; 2024Q4: 4,401 shares; 2025Q1: 3,939 shares 3,939 $444K 0.01% -462 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 3,901 shares; 2024Q1: 3,942 shares; 2024Q2: 4,082 shares; 2024Q3: 4,601 shares; 2024Q4: 4,740 shares; 2025Q1: 4,612 shares 4,612 $444K 0.01% -128 Timeline ITM VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 5,054 shares; 2024Q1: 6,242 shares; 2024Q2: 6,624 shares; 2024Q3: 5,777 shares; 2024Q4: 9,855 shares; 2025Q1: 9,725 shares 9,725 $443K 0.01% -130 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,802 shares; 2024Q1: 2,802 shares; 2024Q2: 3,128 shares; 2024Q3: 3,331 shares; 2024Q4: 3,358 shares; 2025Q1: 3,491 shares 3,491 $435K 0.01% +133 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,600 shares; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 5,270 shares; 2024Q4: 2,957 shares; 2025Q1: 3,351 shares 3,351 $432K 0.01% +394 Timeline SHM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 7,109 shares; 2024Q1: 18,709 shares; 2024Q2: 8,476 shares; 2024Q3: 17,234 shares; 2024Q4: 8,626 shares; 2025Q1: 9,055 shares 9,055 $431K 0.01% +429 Timeline LOPE GRAND CANYON ED INC More: the full row for GRAND CANYON ED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,185 shares; 2024Q1: 2,208 shares; 2024Q2: 2,209 shares; 2024Q3: 2,393 shares; 2024Q4: 2,408 shares; 2025Q1: 2,476 shares 2,476 $428K 0.01% +68 Timeline COKE COCA COLA CONS INC More: the full row for COCA COLA CONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 455 shares; 2024Q1: 457 shares; 2024Q2: 350 shares; 2024Q3: 333 shares; 2024Q4: 338 shares; 2025Q1: 315 shares 315 $425K 0.01% -23 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,060 shares 2,060 $423K 0.01% new Timeline IFLN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 23,204 shares; 2024Q1: 22,805 shares; 2024Q2: 24,170 shares; 2024Q3: 24,172 shares; 2024Q4: 23,991 shares; 2025Q1: 23,419 shares 23,419 $423K 0.01% -572 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 5,501 shares; 2024Q1: 5,557 shares; 2024Q2: 5,731 shares; 2024Q3: 6,734 shares; 2024Q4: 2,019 shares; 2025Q1: 2,013 shares 2,013 $421K 0.01% -6 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 3,514 shares; 2024Q1: 3,514 shares; 2024Q2: 3,519 shares; 2024Q3: 6,975 shares; 2024Q4: 3,490 shares; 2025Q1: 3,490 shares 3,490 $420K 0.01% 0 Timeline PFL PIMCO INCOME STRATEGY FD More: the full row for PIMCO INCOME STRATEGY FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 45,611 shares; 2024Q1: 46,602 shares; 2024Q2: 47,635 shares; 2024Q3: 95,650 shares; 2024Q4: 47,277 shares; 2025Q1: 48,258 shares 48,258 $415K 0.01% +981 Timeline IDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 4,213 shares; 2024Q1: 4,194 shares; 2024Q2: 4,028 shares; 2024Q3: 4,040 shares; 2024Q4: 4,054 shares; 2025Q1: 4,070 shares 4,070 $413K 0.01% +16 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 16,532 shares; 2024Q1: 16,532 shares; 2024Q2: 16,532 shares; 2024Q3: 40,422 shares; 2024Q4: 20,211 shares; 2025Q1: 21,711 shares 21,711 $413K 0.01% +1,500 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 6,423 shares; 2024Q1: 6,298 shares; 2024Q2: 5,471 shares; 2024Q3: 5,471 shares; 2024Q4: 5,406 shares; 2025Q1: 5,073 shares 5,073 $405K 0.01% -333 Timeline GEN GEN DIGITAL INC More: the full row for GEN DIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,212 shares 15,212 $404K 0.01% new Timeline JNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 4,688 shares; 2024Q4: 2,481 shares; 2025Q1: 4,156 shares 4,156 $396K 0.01% +1,675 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 8,914 shares; 2024Q2: 8,852 shares; 2024Q3: 14,514 shares; 2024Q4: 17,492 shares; 2025Q1: 16,234 shares 16,234 $395K 0.01% -1,258 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 8,933 shares; 2024Q1: 8,946 shares; 2024Q2: 8,956 shares; 2024Q3: 8,962 shares; 2024Q4: 8,967 shares; 2025Q1: 8,974 shares 8,974 $393K 0.01% +7 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,752 shares 10,752 $391K 0.01% new Timeline ARLO ARLO TECHNOLOGIES INC More: the full row for ARLO TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 41,308 shares; 2024Q1: 41,308 shares; 2024Q2: 39,587 shares; 2024Q3: 39,587 shares; 2024Q4: 39,587 shares; 2025Q1: 39,587 shares 39,587 $391K 0.01% 0 Timeline VIOO 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 3,948 shares; 2024Q1: 3,948 shares; 2024Q2: 3,949 shares; 2024Q3: 3,949 shares; 2024Q4: 4,043 shares; 2025Q1: 4,043 shares 4,043 $390K 0.01% 0 Timeline PCOR PROCORE TECHNOLOGIES INC More: the full row for PROCORE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 5,187 shares; 2024Q2: 5,203 shares; 2024Q3: 6,465 shares; 2024Q4: 6,499 shares; 2025Q1: 5,862 shares 5,862 $387K 0.01% -637 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 7,650 shares; 2024Q4: not reported; 2025Q1: 9,822 shares 9,822 $387K 0.01% new Timeline ACHR ARCHER AVIATION INC More: the full row for ARCHER AVIATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 53,344 shares; 2024Q1: 53,344 shares; 2024Q2: 53,344 shares; 2024Q3: 53,344 shares; 2024Q4: 54,344 shares; 2025Q1: 54,344 shares 54,344 $386K 0.01% 0 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,915 shares 14,915 $386K <0.01% new Timeline GPK GRAPHIC PACKAGING HLDG CO More: the full row for GRAPHIC PACKAGING HLDG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 23,831 shares; 2024Q1: 18,020 shares; 2024Q2: 18,131 shares; 2024Q3: 18,368 shares; 2024Q4: 18,672 shares; 2025Q1: 14,848 shares 14,848 $385K <0.01% -3,824 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 5,140 shares; 2024Q1: 4,957 shares; 2024Q2: 9,895 shares; 2024Q3: 9,081 shares; 2024Q4: 4,796 shares; 2025Q1: 4,770 shares 4,770 $385K <0.01% -26 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 10,517 shares; 2024Q1: 10,517 shares; 2024Q2: 10,517 shares; 2024Q3: 9,338 shares; 2024Q4: 9,338 shares; 2025Q1: 9,338 shares 9,338 $383K <0.01% 0 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 608 shares; 2024Q2: 585 shares; 2024Q3: 634 shares; 2024Q4: 607 shares; 2025Q1: 610 shares 610 $382K <0.01% +3 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 695 shares 695 $382K <0.01% new Timeline FISR SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,749 shares 14,749 $382K <0.01% new Timeline WHR WHIRLPOOL CORP More: the full row for WHIRLPOOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 6,015 shares; 2024Q4: 4,009 shares; 2025Q1: 4,217 shares 4,217 $380K <0.01% +208 Timeline DUOL DUOLINGO INC More: the full row for DUOLINGO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,220 shares 1,220 $379K <0.01% new Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 6,987 shares; 2024Q1: 3,782 shares; 2024Q2: 3,984 shares; 2024Q3: 5,076 shares; 2024Q4: 10,199 shares; 2025Q1: 4,159 shares 4,159 $379K <0.01% -6,040 Timeline ATLC ATLANTICUS HOLDINGS CORP More: the full row for ATLANTICUS HOLDINGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 7,600 shares; 2024Q1: 7,380 shares; 2024Q2: 7,380 shares; 2024Q3: 7,380 shares; 2024Q4: 7,380 shares; 2025Q1: 7,380 shares 7,380 $377K <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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 3,849 shares; 2024Q1: 3,859 shares; 2024Q2: 3,872 shares; 2024Q3: 4,564 shares; 2024Q4: 4,226 shares; 2025Q1: 4,606 shares 4,606 $377K <0.01% +380 Timeline LEG LEGGETT & PLATT INC More: the full row for LEGGETT & PLATT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 48,522 shares; 2024Q1: 48,681 shares; 2024Q2: 48,913 shares; 2024Q3: 31,694 shares; 2024Q4: 47,407 shares; 2025Q1: 47,454 shares 47,454 $375K <0.01% +47 Timeline EMN EASTMAN CHEM CO More: the full row for EASTMAN CHEM CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 4,297 shares; 2024Q1: 4,206 shares; 2024Q2: 4,206 shares; 2024Q3: 4,164 shares; 2024Q4: 4,164 shares; 2025Q1: 4,161 shares 4,161 $367K <0.01% -3 Timeline USFD US FOODS HLDG CORP More: the full row for US FOODS HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 5,645 shares; 2025Q1: 5,529 shares 5,529 $362K <0.01% -116 Timeline NXST NEXSTAR MEDIA GROUP INC More: the full row for NEXSTAR MEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 1,200 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,000 shares 2,000 $358K <0.01% new 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 11,179 shares; 2024Q1: 11,245 shares; 2024Q2: 11,179 shares; 2024Q3: 11,237 shares; 2024Q4: 11,141 shares; 2025Q1: 11,684 shares 11,684 $358K <0.01% +543 Timeline LPX LOUISIANA PAC CORP More: the full row for LOUISIANA PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 3,872 shares; 2024Q1: 3,872 shares; 2024Q2: 3,872 shares; 2024Q3: 3,872 shares; 2024Q4: 3,872 shares; 2025Q1: 3,872 shares 3,872 $356K <0.01% 0 Timeline K KELLANOVA More: the full row for KELLANOVA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 9,887 shares; 2024Q1: 9,583 shares; 2024Q2: 11,101 shares; 2024Q3: 6,285 shares; 2024Q4: 4,305 shares; 2025Q1: 4,307 shares 4,307 $355K <0.01% +2 Timeline FDIQ 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 6,463 shares; 2024Q1: 6,500 shares; 2024Q2: 6,543 shares; 2024Q3: 6,575 shares; 2024Q4: 6,340 shares; 2025Q1: 6,291 shares 6,291 $353K <0.01% -49 Timeline OSEA HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 9,186 shares; 2024Q4: 13,602 shares; 2025Q1: 13,299 shares 13,299 $353K <0.01% -303 Timeline GGG GRACO INC More: the full row for GRACO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,376 shares; 2024Q1: 2,376 shares; 2024Q2: 2,628 shares; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,221 shares 4,221 $352K <0.01% new 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 4,749 shares; 2025Q1: 3,883 shares 3,883 $350K <0.01% -866 Timeline BG BUNGE GLOBAL SA More: the full row for BUNGE GLOBAL SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 4,597 shares; 2024Q1: 4,390 shares; 2024Q2: 4,400 shares; 2024Q3: 5,124 shares; 2024Q4: 5,180 shares; 2025Q1: 4,508 shares 4,508 $345K <0.01% -672 Timeline GXO GXO LOGISTICS INCORPORATED More: the full row for GXO LOGISTICS INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 8,141 shares; 2024Q2: 8,136 shares; 2024Q3: 9,018 shares; 2024Q4: 9,110 shares; 2025Q1: 8,797 shares 8,797 $344K <0.01% -313 Timeline IEUR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 6,910 shares; 2024Q1: 6,910 shares; 2024Q2: 6,910 shares; 2024Q3: 6,910 shares; 2024Q4: 5,691 shares; 2025Q1: 5,691 shares 5,691 $342K <0.01% 0 Timeline XLSR SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,681 shares 6,681 $339K <0.01% new Timeline EL LAUDER ESTEE COS INC More: the full row for LAUDER ESTEE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 10,846 shares; 2024Q1: 11,100 shares; 2024Q2: 10,165 shares; 2024Q3: 8,094 shares; 2024Q4: 5,912 shares; 2025Q1: 5,125 shares 5,125 $338K <0.01% -787 Timeline TDVG 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 8,082 shares; 2024Q1: 8,106 shares; 2024Q2: 8,125 shares; 2024Q3: 16,292 shares; 2024Q4: 8,168 shares; 2025Q1: 8,344 shares 8,344 $337K <0.01% +176 Timeline PFN PIMCO INCOME STRATEGY FD II More: the full row for PIMCO INCOME STRATEGY FD II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 100,284 shares; 2024Q1: 85,480 shares; 2024Q2: 54,918 shares; 2024Q3: 94,180 shares; 2024Q4: 43,282 shares; 2025Q1: 44,300 shares 44,300 $334K <0.01% +1,018 Timeline RIVN RIVIAN AUTOMOTIVE INC More: the full row for RIVIAN AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 26,533 shares; 2024Q1: 26,347 shares; 2024Q2: 51,395 shares; 2024Q3: 28,776 shares; 2024Q4: 27,066 shares; 2025Q1: 26,666 shares 26,666 $332K <0.01% -400 Timeline JGRO 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,446 shares 4,446 $328K <0.01% new Timeline MWA MUELLER WTR PRODS INC More: the full row for MUELLER WTR PRODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 12,724 shares; 2024Q1: 12,724 shares; 2024Q2: 12,724 shares; 2024Q3: 25,448 shares; 2024Q4: 12,724 shares; 2025Q1: 12,829 shares 12,829 $326K <0.01% +105 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,770 shares 2,770 $325K <0.01% new Timeline ARW ARROW ELECTRS INC More: the full row for ARROW ELECTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,953 shares; 2024Q1: 2,973 shares; 2024Q2: 2,977 shares; 2024Q3: 3,155 shares; 2024Q4: 3,197 shares; 2025Q1: 3,129 shares 3,129 $325K <0.01% -68 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,668 shares; 2024Q3: 1,428 shares; 2024Q4: 1,340 shares; 2025Q1: 1,389 shares 1,389 $323K <0.01% +49 Timeline CBRL CRACKER BARREL OLD CTRY STOR More: the full row for CRACKER BARREL OLD CTRY STOR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 8,371 shares; 2024Q1: 8,621 shares; 2024Q2: 8,621 shares; 2024Q3: 8,568 shares; 2024Q4: 8,315 shares; 2025Q1: 8,300 shares 8,300 $322K <0.01% -15 Timeline AA ALCOA CORP More: the full row for ALCOA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 11,807 shares; 2024Q4: 11,887 shares; 2025Q1: 10,506 shares 10,506 $320K <0.01% -1,381 Timeline IGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 5,782 shares; 2024Q3: 5,782 shares; 2024Q4: 5,736 shares; 2025Q1: 5,839 shares 5,839 $319K <0.01% +103 Timeline NCLH NORWEGIAN CRUISE LINE HLDGS More: the full row for NORWEGIAN CRUISE LINE HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 80,661 shares; 2024Q1: 81,893 shares; 2024Q2: 82,136 shares; 2024Q3: 88,208 shares; 2024Q4: 89,066 shares; 2025Q1: 16,785 shares 16,785 $318K <0.01% -72,281 Timeline RGA REINSURANCE GROUP AMER INC More: the full row for REINSURANCE GROUP AMER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,600 shares 1,600 $315K <0.01% new Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 8,370 shares; 2024Q1: 8,453 shares; 2024Q2: 2,643 shares; 2024Q3: 4,265 shares; 2024Q4: 3,162 shares; 2025Q1: 3,162 shares 3,162 $314K <0.01% 0 Timeline XLB 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,534 shares; 2024Q1: 3,923 shares; 2024Q2: 3,892 shares; 2024Q3: 5,155 shares; 2024Q4: 3,587 shares; 2025Q1: 3,642 shares 3,642 $313K <0.01% +55 Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,353 shares; 2024Q1: 1,383 shares; 2024Q2: 1,431 shares; 2024Q3: 1,442 shares; 2024Q4: 1,408 shares; 2025Q1: 1,373 shares 1,373 $313K <0.01% -35 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 235 shares; 2024Q4: 235 shares; 2025Q1: 235 shares 235 $312K <0.01% 0 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 4,000 shares; 2024Q1: 4,000 shares; 2024Q2: 4,000 shares; 2024Q3: 8,325 shares; 2024Q4: 4,551 shares; 2025Q1: 4,553 shares 4,553 $310K <0.01% +2 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,207 shares 8,207 $310K <0.01% new 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 17,677 shares; 2024Q1: 15,853 shares; 2024Q2: 18,118 shares; 2024Q3: 15,997 shares; 2024Q4: 11,678 shares; 2025Q1: 10,148 shares 10,148 $309K <0.01% -1,530 Timeline 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 1,695 shares; 2024Q2: 1,730 shares; 2024Q3: 2,607 shares; 2024Q4: 1,480 shares; 2025Q1: 1,847 shares 1,847 $307K <0.01% +367 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 4,274 shares; 2024Q1: 4,274 shares; 2024Q2: 4,293 shares; 2024Q3: 4,289 shares; 2024Q4: 4,289 shares; 2025Q1: 4,039 shares 4,039 $306K <0.01% -250 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 4,721 shares; 2024Q1: 4,826 shares; 2024Q2: 4,837 shares; 2024Q3: 4,952 shares; 2024Q4: 5,216 shares; 2025Q1: 5,036 shares 5,036 $306K <0.01% -180 Timeline BUG GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 7,201 shares; 2024Q4: 7,690 shares; 2025Q1: 9,440 shares 9,440 $305K <0.01% +1,750 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 684 shares; 2024Q1: 709 shares; 2024Q2: 693 shares; 2024Q3: 1,336 shares; 2024Q4: 668 shares; 2025Q1: 668 shares 668 $304K <0.01% 0 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 4,316 shares; 2024Q1: 2,559 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 371 shares 371 $302K <0.01% new Timeline WST WEST PHARMACEUTICAL SVSC INC More: the full row for WEST PHARMACEUTICAL SVSC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 1,543 shares; 2024Q2: 1,472 shares; 2024Q3: 1,407 shares; 2024Q4: 1,330 shares; 2025Q1: 1,330 shares 1,330 $298K <0.01% 0 Timeline IAT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 8,736 shares; 2024Q1: 7,916 shares; 2024Q2: 6,729 shares; 2024Q3: 6,225 shares; 2024Q4: 6,264 shares; 2025Q1: 6,373 shares 6,373 $297K <0.01% +109 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 5,829 shares; 2024Q1: 5,743 shares; 2024Q2: 4,044 shares; 2024Q3: 6,489 shares; 2024Q4: 4,630 shares; 2025Q1: 4,791 shares 4,791 $295K <0.01% +161 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 19,070 shares; 2024Q4: 7,881 shares; 2025Q1: 7,959 shares 7,959 $294K <0.01% +78 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 5,996 shares; 2024Q4: 5,169 shares; 2025Q1: 3,047 shares 3,047 $291K <0.01% -2,122 Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 5,033 shares; 2024Q1: 5,033 shares; 2024Q2: 4,575 shares; 2024Q3: 4,575 shares; 2024Q4: 4,104 shares; 2025Q1: 3,626 shares 3,626 $290K <0.01% -478 Timeline LBTYK LIBERTY GLOBAL LTD More: the full row for LIBERTY GLOBAL LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 26,228 shares; 2025Q1: 24,046 shares 24,046 $288K <0.01% -2,182 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,768 shares; 2024Q1: 1,636 shares; 2024Q2: not reported; 2024Q3: 1,690 shares; 2024Q4: 1,881 shares; 2025Q1: 1,874 shares 1,874 $287K <0.01% -7 Timeline CAG CONAGRA BRANDS INC More: the full row for CONAGRA BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 12,658 shares; 2024Q1: 13,020 shares; 2024Q2: 12,046 shares; 2024Q3: 11,717 shares; 2024Q4: 10,705 shares; 2025Q1: 10,707 shares 10,707 $286K <0.01% +2 Timeline RDVI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,955 shares 11,955 $284K <0.01% new 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,656 shares; 2024Q1: 2,706 shares; 2024Q2: 4,101 shares; 2024Q3: 8,004 shares; 2024Q4: 3,472 shares; 2025Q1: 3,481 shares 3,481 $281K <0.01% +9 Timeline STPZ PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 8,000 shares; 2024Q1: 8,000 shares; 2024Q2: 8,000 shares; 2024Q3: 8,000 shares; 2024Q4: 8,000 shares; 2025Q1: 5,150 shares 5,150 $278K <0.01% -2,850 Timeline BSCQ 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,256 shares 14,256 $278K <0.01% new Timeline GNMA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 9,130 shares; 2024Q1: 9,377 shares; 2024Q2: 8,877 shares; 2024Q3: 8,277 shares; 2024Q4: 8,095 shares; 2025Q1: 6,302 shares 6,302 $277K <0.01% -1,793 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 4,211 shares; 2024Q1: 3,793 shares; 2024Q2: 3,695 shares; 2024Q3: 4,238 shares; 2024Q4: 3,524 shares; 2025Q1: 3,681 shares 3,681 $276K <0.01% +157 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 6,029 shares; 2024Q1: 7,186 shares; 2024Q2: 6,951 shares; 2024Q3: 12,755 shares; 2024Q4: 5,805 shares; 2025Q1: 6,744 shares 6,744 $275K <0.01% +939 Timeline Z ZILLOW GROUP INC More: the full row for ZILLOW GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 4,870 shares; 2024Q4: 4,805 shares; 2025Q1: 4,000 shares 4,000 $274K <0.01% -805 Timeline XLC 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 4,157 shares; 2024Q1: 4,007 shares; 2024Q2: 3,941 shares; 2024Q3: 3,635 shares; 2024Q4: 2,806 shares; 2025Q1: 2,807 shares 2,807 $271K <0.01% +1 Timeline ACI ALBERTSONS COMPANIES INC More: the full row for ALBERTSONS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 10,795 shares; 2024Q1: 10,978 shares; 2024Q2: 11,995 shares; 2024Q3: 13,192 shares; 2024Q4: 13,307 shares; 2025Q1: 12,246 shares 12,246 $269K <0.01% -1,061 Timeline AG FIRST MAJESTIC SILVER CORP More: the full row for FIRST MAJESTIC SILVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 75,400 shares; 2024Q4: 37,300 shares; 2025Q1: 39,852 shares 39,852 $267K <0.01% +2,552 Timeline TDC TERADATA CORP DEL More: the full row for TERADATA CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 11,491 shares; 2025Q1: 11,838 shares 11,838 $266K <0.01% +347 Timeline MMIT NYLIM ACTIVE ETF TR More: the full row for NYLIM ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 19,858 shares; 2024Q4: 9,985 shares; 2025Q1: 11,095 shares 11,095 $266K <0.01% +1,110 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 496 shares; 2024Q1: 493 shares; 2024Q2: 499 shares; 2024Q3: 493 shares; 2024Q4: 493 shares; 2025Q1: 522 shares 522 $265K <0.01% +29 Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 16,480 shares; 2024Q1: 6,427 shares; 2024Q2: 5,566 shares; 2024Q3: 6,286 shares; 2024Q4: 5,426 shares; 2025Q1: 4,144 shares 4,144 $264K <0.01% -1,282 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 5,571 shares; 2025Q1: 5,553 shares 5,553 $260K <0.01% -18 Timeline OC OWENS CORNING NEW More: the full row for OWENS CORNING NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,908 shares; 2024Q4: 1,924 shares; 2025Q1: 1,818 shares 1,818 $260K <0.01% -106 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 2,116 shares; 2025Q1: 2,582 shares 2,582 $259K <0.01% +466 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 4,807 shares; 2024Q1: 4,775 shares; 2024Q2: 4,555 shares; 2024Q3: 4,472 shares; 2024Q4: 4,409 shares; 2025Q1: 4,051 shares 4,051 $258K <0.01% -358 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,779 shares 7,779 $258K <0.01% new Timeline BMI BADGER METER INC More: the full row for BADGER METER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 3,098 shares; 2024Q1: 2,115 shares; 2024Q2: 2,113 shares; 2024Q3: 2,211 shares; 2024Q4: 1,429 shares; 2025Q1: 1,355 shares 1,355 $258K <0.01% -74 Timeline CNQ CANADIAN NAT RES LTD MED TER More: the full row for CANADIAN NAT RES LTD MED TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 6,600 shares; 2024Q4: 9,152 shares; 2025Q1: 8,362 shares 8,362 $258K <0.01% -790 Timeline MPX MARINE PRODS CORP More: the full row for MARINE PRODS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 35,748 shares; 2024Q1: 35,748 shares; 2024Q2: 35,748 shares; 2024Q3: 35,748 shares; 2024Q4: 30,565 shares; 2025Q1: 30,565 shares 30,565 $256K <0.01% 0 Timeline SDVD 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,761 shares 12,761 $255K <0.01% new Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,081 shares 3,081 $254K <0.01% new Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 10,555 shares; 2024Q1: 12,506 shares; 2024Q2: 12,756 shares; 2024Q3: 13,456 shares; 2024Q4: 12,770 shares; 2025Q1: 12,952 shares 12,952 $253K <0.01% +182 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,734 shares 2,734 $249K <0.01% new Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,537 shares; 2024Q1: 1,481 shares; 2024Q2: 1,663 shares; 2024Q3: 1,444 shares; 2024Q4: 1,458 shares; 2025Q1: 1,448 shares 1,448 $248K <0.01% -10 Timeline DWX 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 9,526 shares; 2024Q4: not reported; 2025Q1: 6,454 shares 6,454 $248K <0.01% new Timeline ARE ALEXANDRIA REAL ESTATE EQ IN More: the full row for ALEXANDRIA REAL ESTATE EQ IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,656 shares 2,656 $246K <0.01% new Timeline ASH ASHLAND INC More: the full row for ASHLAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 3,560 shares; 2024Q2: 3,564 shares; 2024Q3: 3,964 shares; 2024Q4: 4,010 shares; 2025Q1: 4,141 shares 4,141 $246K <0.01% +131 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 3,154 shares; 2024Q1: 3,219 shares; 2024Q2: 3,870 shares; 2024Q3: 4,237 shares; 2024Q4: 3,927 shares; 2025Q1: 3,475 shares 3,475 $243K <0.01% -452 Timeline IYM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,930 shares; 2024Q1: 1,848 shares; 2024Q2: 1,841 shares; 2024Q3: 1,841 shares; 2024Q4: 1,788 shares; 2025Q1: 1,790 shares 1,790 $241K <0.01% +2 Timeline ALGN ALIGN TECHNOLOGY INC More: the full row for ALIGN TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,574 shares; 2024Q1: 1,571 shares; 2024Q2: 1,567 shares; 2024Q3: 1,554 shares; 2024Q4: 1,554 shares; 2025Q1: 1,517 shares 1,517 $241K <0.01% -37 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 4,619 shares; 2024Q1: 4,179 shares; 2024Q2: 4,407 shares; 2024Q3: 3,505 shares; 2024Q4: 2,642 shares; 2025Q1: 2,908 shares 2,908 $239K <0.01% +266 Timeline PEY INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 16,447 shares; 2024Q1: 16,291 shares; 2024Q2: 16,261 shares; 2024Q3: 19,077 shares; 2024Q4: 19,003 shares; 2025Q1: 11,092 shares 11,092 $238K <0.01% -7,911 Timeline L LOEWS CORP More: the full row for LOEWS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 2,591 shares; 2024Q4: 2,591 shares; 2025Q1: 2,591 shares 2,591 $238K <0.01% 0 Timeline ONTO ONTO INNOVATION INC More: the full row for ONTO INNOVATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 5,151 shares; 2024Q1: 5,045 shares; 2024Q2: 4,107 shares; 2024Q3: 3,308 shares; 2024Q4: 3,254 shares; 2025Q1: 1,958 shares 1,958 $238K <0.01% -1,296 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 9,400 shares; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,185 shares 2,185 $237K <0.01% new Timeline GATX GATX CORP More: the full row for GATX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 1,522 shares; 2024Q2: 3,044 shares; 2024Q3: 3,044 shares; 2024Q4: 1,522 shares; 2025Q1: 1,522 shares 1,522 $236K <0.01% 0 Timeline FOXF FOX FACTORY HLDG CORP More: the full row for FOX FACTORY HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 8,865 shares; 2024Q1: 9,004 shares; 2024Q2: 19,372 shares; 2024Q3: 23,306 shares; 2024Q4: 7,156 shares; 2025Q1: 10,106 shares 10,106 $236K <0.01% +2,950 Timeline ITB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,006 shares; 2024Q1: 2,245 shares; 2024Q2: 2,247 shares; 2024Q3: 2,262 shares; 2024Q4: 2,499 shares; 2025Q1: 2,465 shares 2,465 $235K <0.01% -34 Timeline VTRS VIATRIS INC More: the full row for VIATRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 33,404 shares; 2024Q1: 31,442 shares; 2024Q2: 28,658 shares; 2024Q3: 27,720 shares; 2024Q4: 25,194 shares; 2025Q1: 26,889 shares 26,889 $234K <0.01% +1,695 Timeline CNH CNH INDL N V More: the full row for CNH INDL N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 23,087 shares; 2024Q2: 24,251 shares; 2024Q3: 20,971 shares; 2024Q4: 18,367 shares; 2025Q1: 19,048 shares 19,048 $234K <0.01% +681 Timeline QSR RESTAURANT BRANDS INTL INC More: the full row for RESTAURANT BRANDS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 3,478 shares; 2024Q1: 3,478 shares; 2024Q2: 3,478 shares; 2024Q3: 3,478 shares; 2024Q4: 3,478 shares; 2025Q1: 3,478 shares 3,478 $232K <0.01% 0 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 5,742 shares; 2024Q1: 8,998 shares; 2024Q2: 9,000 shares; 2024Q3: 8,884 shares; 2024Q4: 4,651 shares; 2025Q1: 4,373 shares 4,373 $232K <0.01% -278 Timeline CNR CORE NATURAL RESOURCES INC More: the full row for CORE NATURAL RESOURCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,000 shares 3,000 $231K <0.01% new Timeline FBT FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,183 shares; 2024Q4: not reported; 2025Q1: 1,356 shares 1,356 $231K <0.01% new Timeline ATEN A10 NETWORKS INC More: the full row for A10 NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 15,253 shares; 2024Q1: 13,814 shares; 2024Q2: 13,870 shares; 2024Q3: 14,015 shares; 2024Q4: 14,063 shares; 2025Q1: 14,105 shares 14,105 $230K <0.01% +42 Timeline CALM CAL MAINE FOODS INC More: the full row for CAL MAINE FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 2,486 shares; 2025Q1: 2,519 shares 2,519 $229K <0.01% +33 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 4,155 shares; 2024Q4: 4,175 shares; 2025Q1: 4,410 shares 4,410 $227K <0.01% +235 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 4,195 shares; 2024Q1: 4,195 shares; 2024Q2: 3,779 shares; 2024Q3: 3,779 shares; 2024Q4: 3,925 shares; 2025Q1: 3,925 shares 3,925 $227K <0.01% 0 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 6,788 shares; 2024Q2: 6,810 shares; 2024Q3: 6,829 shares; 2024Q4: 6,847 shares; 2025Q1: 6,865 shares 6,865 $226K <0.01% +18 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,491 shares; 2024Q1: 1,477 shares; 2024Q2: 1,479 shares; 2024Q3: 2,958 shares; 2024Q4: 1,478 shares; 2025Q1: 1,031 shares 1,031 $226K <0.01% -447 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 65,674 shares; 2024Q1: 65,205 shares; 2024Q2: 58,936 shares; 2024Q3: 115,232 shares; 2024Q4: 58,936 shares; 2025Q1: 58,936 shares 58,936 $225K <0.01% 0 Timeline FPX 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 2,007 shares; 2024Q2: not reported; 2024Q3: 2,007 shares; 2024Q4: 2,007 shares; 2025Q1: 2,003 shares 2,003 $224K <0.01% -4 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,862 shares; 2024Q1: 1,761 shares; 2024Q2: 1,965 shares; 2024Q3: 1,795 shares; 2024Q4: 1,934 shares; 2025Q1: 1,910 shares 1,910 $223K <0.01% -24 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,941 shares; 2024Q1: 2,942 shares; 2024Q2: 2,967 shares; 2024Q3: 4,054 shares; 2024Q4: 2,627 shares; 2025Q1: 2,628 shares 2,628 $223K <0.01% +1 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 6,125 shares; 2024Q4: 5,398 shares; 2025Q1: 5,598 shares 5,598 $222K <0.01% +200 Timeline IOT SAMSARA INC More: the full row for SAMSARA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,771 shares 5,771 $221K <0.01% new Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 2,365 shares; 2024Q2: 2,188 shares; 2024Q3: 2,050 shares; 2024Q4: 2,011 shares; 2025Q1: 1,726 shares 1,726 $219K <0.01% -285 Timeline ROBT 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 5,000 shares; 2024Q3: 5,000 shares; 2024Q4: 5,201 shares; 2025Q1: 5,361 shares 5,361 $218K <0.01% +160 Timeline BLV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 8,044 shares; 2024Q1: 8,710 shares; 2024Q2: 11,663 shares; 2024Q3: 24,322 shares; 2024Q4: 7,352 shares; 2025Q1: 3,095 shares 3,095 $218K <0.01% -4,257 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,511 shares; 2024Q4: not reported; 2025Q1: 1,476 shares 1,476 $218K <0.01% new 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 13,547 shares; 2024Q1: 13,584 shares; 2024Q2: 13,584 shares; 2024Q3: 13,584 shares; 2024Q4: 14,156 shares; 2025Q1: 14,156 shares 14,156 $218K <0.01% 0 Timeline GAB GABELLI EQUITY TR INC More: the full row for GABELLI EQUITY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 39,468 shares; 2024Q1: 39,468 shares; 2024Q2: 39,468 shares; 2024Q3: 39,468 shares; 2024Q4: 39,468 shares; 2025Q1: 39,468 shares 39,468 $217K <0.01% 0 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 11,376 shares; 2024Q3: 12,712 shares; 2024Q4: not reported; 2025Q1: 3,163 shares 3,163 $217K <0.01% new Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 8,068 shares; 2024Q4: not reported; 2025Q1: 5,418 shares 5,418 $217K <0.01% new Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 5,280 shares; 2024Q4: not reported; 2025Q1: 5,231 shares 5,231 $215K <0.01% new Timeline MDYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 4,416 shares; 2024Q4: not reported; 2025Q1: 2,707 shares 2,707 $215K <0.01% new Timeline NICE NICE LTD More: the full row for NICE LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,733 shares; 2024Q1: 2,849 shares; 2024Q2: 2,591 shares; 2024Q3: 2,853 shares; 2024Q4: 1,797 shares; 2025Q1: 1,388 shares 1,388 $214K <0.01% -409 Timeline TTEK TETRA TECH INC NEW More: the full row for TETRA TECH INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,467 shares; 2024Q1: 1,467 shares; 2024Q2: 1,467 shares; 2024Q3: 7,335 shares; 2024Q4: 7,335 shares; 2025Q1: 7,305 shares 7,305 $214K <0.01% -30 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 56 shares 56 $214K <0.01% new Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 3,721 shares; 2024Q1: 3,730 shares; 2024Q2: not reported; 2024Q3: 6,080 shares; 2024Q4: 3,490 shares; 2025Q1: 3,503 shares 3,503 $212K <0.01% +13 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,718 shares 2,718 $212K <0.01% new Timeline TFI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 5,535 shares; 2024Q1: 5,542 shares; 2024Q2: not reported; 2024Q3: 8,390 shares; 2024Q4: not reported; 2025Q1: 4,688 shares 4,688 $211K <0.01% new Timeline DEM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 5,083 shares; 2024Q1: 5,096 shares; 2024Q2: 5,133 shares; 2024Q3: 8,970 shares; 2024Q4: 4,995 shares; 2025Q1: 5,021 shares 5,021 $211K <0.01% +26 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 8,420 shares; 2024Q1: 8,484 shares; 2024Q2: 8,581 shares; 2024Q3: 10,174 shares; 2024Q4: 6,467 shares; 2025Q1: 3,870 shares 3,870 $210K <0.01% -2,597 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,563 shares; 2024Q1: 2,439 shares; 2024Q2: 2,419 shares; 2024Q3: 2,518 shares; 2024Q4: 2,433 shares; 2025Q1: 2,315 shares 2,315 $210K <0.01% -118 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 4,815 shares; 2024Q1: 4,816 shares; 2024Q2: 4,817 shares; 2024Q3: 4,817 shares; 2024Q4: 4,417 shares; 2025Q1: 1,718 shares 1,718 $209K <0.01% -2,699 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 903 shares 903 $209K <0.01% new Timeline DES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 6,784 shares; 2024Q1: 7,286 shares; 2024Q2: 7,776 shares; 2024Q3: 6,068 shares; 2024Q4: not reported; 2025Q1: 6,496 shares 6,496 $208K <0.01% new 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 3,226 shares; 2024Q1: 3,021 shares; 2024Q2: 2,952 shares; 2024Q3: 2,576 shares; 2024Q4: 1,896 shares; 2025Q1: 1,896 shares 1,896 $207K <0.01% 0 Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 12,856 shares; 2024Q1: 11,948 shares; 2024Q2: 8,724 shares; 2024Q3: 8,814 shares; 2024Q4: not reported; 2025Q1: 4,067 shares 4,067 $207K <0.01% new Timeline ABR ARBOR REALTY TRUST INC More: the full row for ARBOR REALTY TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 19,600 shares; 2024Q4: 19,000 shares; 2025Q1: 17,500 shares 17,500 $206K <0.01% -1,500 Timeline DGT SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 2,786 shares; 2024Q4: not reported; 2025Q1: 1,469 shares 1,469 $205K <0.01% new Timeline ILCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 2,529 shares; 2024Q3: 2,529 shares; 2024Q4: 2,529 shares; 2025Q1: 2,529 shares 2,529 $205K <0.01% 0 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 12,493 shares; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,480 shares 3,480 $204K <0.01% new 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 2,845 shares; 2024Q3: 2,980 shares; 2024Q4: not reported; 2025Q1: 1,851 shares 1,851 $202K <0.01% new Timeline SITE SITEONE LANDSCAPE SUPPLY INC More: the full row for SITEONE LANDSCAPE SUPPLY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,453 shares; 2024Q1: 1,796 shares; 2024Q2: 1,745 shares; 2024Q3: 1,954 shares; 2024Q4: 1,658 shares; 2025Q1: 1,658 shares 1,658 $201K <0.01% 0 Timeline FSM FORTUNA MNG CORP More: the full row for FORTUNA MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 31,470 shares; 2024Q4: 30,000 shares; 2025Q1: 30,000 shares 30,000 $183K <0.01% 0 Timeline ONT ONTERRIS INC More: the full row for ONTERRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 5,707 shares; 2024Q3: 24,388 shares; 2024Q4: not reported; 2025Q1: 12,233 shares 12,233 $174K <0.01% new Timeline GDOT GREEN DOT CORP More: the full row for GREEN DOT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 20,559 shares; 2024Q1: 20,559 shares; 2024Q2: 20,559 shares; 2024Q3: 20,559 shares; 2024Q4: 20,559 shares; 2025Q1: 20,559 shares 20,559 $174K <0.01% 0 Timeline PHK PIMCO HIGH INCOME FD More: the full row for PIMCO HIGH INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 35,395 shares; 2024Q1: 41,008 shares; 2024Q2: 35,395 shares; 2024Q3: 35,395 shares; 2024Q4: 35,395 shares; 2025Q1: 35,395 shares 35,395 $173K <0.01% 0 Timeline STNE STONECO LTD More: the full row for STONECO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 16,640 shares; 2024Q1: 15,214 shares; 2024Q2: 14,614 shares; 2024Q3: 29,228 shares; 2024Q4: 14,614 shares; 2025Q1: 14,614 shares 14,614 $153K <0.01% 0 Timeline CDE COEUR MNG INC More: the full row for COEUR MNG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 16,800 shares; 2024Q1: 16,800 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 23,942 shares 23,942 $142K <0.01% new Timeline XEFRX EATON VANCE SR FLTNG RTE TR More: the full row for EATON VANCE SR FLTNG RTE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 11,587 shares; 2024Q1: 11,587 shares; 2024Q2: 11,587 shares; 2024Q3: 10,702 shares; 2024Q4: 10,702 shares; 2025Q1: 10,702 shares 10,702 $131K <0.01% 0 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 19,122 shares; 2025Q1: 19,122 shares 19,122 $128K <0.01% 0 Timeline ALLT ALLOT LTD More: the full row for ALLOT LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 23,000 shares; 2024Q4: 23,000 shares; 2025Q1: 22,000 shares 22,000 $126K <0.01% -1,000 Timeline KODK EASTMAN KODAK CO More: the full row for EASTMAN KODAK CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 18,161 shares; 2024Q1: 18,161 shares; 2024Q2: 18,161 shares; 2024Q3: 18,161 shares; 2024Q4: 18,161 shares; 2025Q1: 18,161 shares 18,161 $115K <0.01% 0 Timeline NEWP NEW PAC METALS CORP More: the full row for NEW PAC METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 100,254 shares; 2024Q4: 100,254 shares; 2025Q1: 100,254 shares 100,254 $111K <0.01% 0 Timeline RES RPC INC More: the full row for RPC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 26,672 shares; 2024Q1: 26,672 shares; 2024Q2: 53,344 shares; 2024Q3: 26,672 shares; 2024Q4: 20,000 shares; 2025Q1: 20,000 shares 20,000 $110K <0.01% 0 Timeline BGC BGC GROUP INC More: the full row for BGC GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,852 shares 11,852 $109K <0.01% new Timeline AMCOR PLC AMCOR PLC More: the full row for AMCOR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 12,878 shares; 2024Q3: 10,878 shares; 2024Q4: 10,878 shares; 2025Q1: 10,878 shares 10,878 $106K <0.01% 0 NMR NOMURA HLDGS INC More: the full row for NOMURA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 13,612 shares; 2024Q1: 13,612 shares; 2024Q2: 13,789 shares; 2024Q3: 13,789 shares; 2024Q4: 13,789 shares; 2025Q1: 13,789 shares 13,789 $84.8K <0.01% 0 Timeline GUT GABELLI UTIL TR More: the full row for GABELLI UTIL TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 15,076 shares; 2024Q1: 15,076 shares; 2024Q2: 15,076 shares; 2024Q3: 27,102 shares; 2024Q4: 15,148 shares; 2025Q1: 15,076 shares 15,076 $80.5K <0.01% -72 Timeline PGEN PRECIGEN INC More: the full row for PRECIGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 49,065 shares; 2024Q1: 49,065 shares; 2024Q2: 49,065 shares; 2024Q3: 98,130 shares; 2024Q4: 49,065 shares; 2025Q1: 49,065 shares 49,065 $73.1K <0.01% 0 Timeline HRTX HERON THERAPEUTICS INC More: the full row for HERON THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 31,847 shares; 2024Q3: 31,847 shares; 2024Q4: 31,847 shares; 2025Q1: 31,847 shares 31,847 $70.1K <0.01% 0 Timeline EQX EQUINOX GOLD CORP More: the full row for EQUINOX GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares 10,000 $68.8K <0.01% 0 Timeline MPT MEDICAL PROPERTIES TRUST INC More: the full row for MEDICAL PROPERTIES TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 10,000 shares; 2024Q1: 11,132 shares; 2024Q2: 10,000 shares; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares 10,000 $60.3K <0.01% 0 Timeline GALT GALECTIN THERAPEUTICS INC More: the full row for GALECTIN THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 48,000 shares; 2024Q1: 48,000 shares; 2024Q2: 48,000 shares; 2024Q3: 48,000 shares; 2024Q4: 48,000 shares; 2025Q1: 48,000 shares 48,000 $58.6K <0.01% 0 Timeline KOS KOSMOS ENERGY LTD More: the full row for KOSMOS ENERGY LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 22,884 shares; 2024Q4: 120,677 shares; 2025Q1: 17,297 shares 17,297 $39.4K <0.01% -103,380 Timeline UUUU ENERGY FUELS INC More: the full row for ENERGY FUELS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 10,505 shares; 2024Q4: 10,505 shares; 2025Q1: 10,505 shares 10,505 $39.2K <0.01% 0 Timeline XBIT XBIOTECH INC More: the full row for XBIOTECH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 11,796 shares; 2024Q1: 11,796 shares; 2024Q2: 11,796 shares; 2024Q3: 11,796 shares; 2024Q4: 11,796 shares; 2025Q1: 11,796 shares 11,796 $38.2K <0.01% 0 Timeline CLEARSIDE BIOMEDICAL INC CLEARSIDE BIOMEDICAL INC More: the full row for CLEARSIDE BIOMEDICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 53,071 shares; 2024Q1: 53,071 shares; 2024Q2: 53,071 shares; 2024Q3: 53,071 shares; 2024Q4: 30,000 shares; 2025Q1: 30,000 shares 30,000 $27.5K <0.01% 0 ABEV AMBEV SA More: the full row for AMBEV SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 10,000 shares; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares 10,000 $23.3K <0.01% 0 Timeline OPTT OCEAN PWR TECHNOLOGIES INC More: the full row for OCEAN PWR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 30,500 shares; 2024Q3: 101,000 shares; 2024Q4: 50,500 shares; 2025Q1: 50,500 shares 50,500 $23K <0.01% 0 Timeline TILRAY INC TILRAY INC More: the full row for TILRAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 11,046 shares; 2024Q2: 13,046 shares; 2024Q3: 36,092 shares; 2024Q4: 13,046 shares; 2025Q1: 33,046 shares 33,046 $21.7K <0.01% +20,000 SOLIDION TECHNOLOGY INC SOLIDION TECHNOLOGY INC More: the full row for SOLIDION TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 10,000 shares; 2024Q2: not reported; 2024Q3: 29,000 shares; 2024Q4: 44,000 shares; 2025Q1: 44,000 shares 44,000 $5.31K <0.01% 0