FVD 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; 2023Q3: restricted; 2023Q4: 16,469 shares; 2024Q1: 17,093 shares; 2024Q2: 22,478 shares; 2024Q3: 29,324 shares; 2024Q4: 24,759 shares; 2025Q1: 23,829 shares; 2025Q2: 22,557 shares 22,557 $1.01M 0.01% -1,272 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; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,787 shares; 2025Q2: 12,215 shares 12,215 $1.01M 0.01% +428 Timeline CHE CHEMED CORP NEW More: the full row for CHEMED CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,235 shares; 2025Q1: 1,827 shares; 2025Q2: 2,056 shares 2,056 $1M 0.01% +229 Timeline FV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 19,879 shares; 2024Q1: 18,796 shares; 2024Q2: 18,892 shares; 2024Q3: 18,720 shares; 2024Q4: 18,353 shares; 2025Q1: 17,696 shares; 2025Q2: 16,881 shares 16,881 $1M 0.01% -815 Timeline STAG STAG INDUSTRIAL INC More: the full row for STAG INDUSTRIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 17,981 shares; 2024Q1: 20,261 shares; 2024Q2: 21,644 shares; 2024Q3: 21,318 shares; 2024Q4: 21,695 shares; 2025Q1: 26,650 shares; 2025Q2: 27,571 shares 27,571 $1M 0.01% +921 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; 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; 2025Q2: 19,615 shares 19,615 $996K 0.01% +10,784 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q2: 22,754 shares 22,754 $982K 0.01% +8,249 Timeline LFUS LITTELFUSE INC More: the full row for LITTELFUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q2: 4,321 shares 4,321 $980K 0.01% +758 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; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 51,497 shares; 2024Q4: 52,497 shares; 2025Q1: 49,080 shares; 2025Q2: 46,956 shares 46,956 $980K 0.01% -2,124 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; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 2,539 shares; 2024Q4: 2,555 shares; 2025Q1: 7,577 shares; 2025Q2: 7,675 shares 7,675 $973K 0.01% +98 Timeline SPGP 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; 2023Q3: restricted; 2023Q4: 43,177 shares; 2024Q1: 47,596 shares; 2024Q2: 49,049 shares; 2024Q3: 50,139 shares; 2024Q4: 33,585 shares; 2025Q1: 28,324 shares; 2025Q2: 9,010 shares 9,010 $971K 0.01% -19,314 Timeline KIM KIMCO REALTY CORP More: the full row for KIMCO REALTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 40,091 shares; 2024Q2: 40,103 shares; 2024Q3: 42,579 shares; 2024Q4: 42,980 shares; 2025Q1: 44,797 shares; 2025Q2: 45,592 shares 45,592 $958K 0.01% +795 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; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,752 shares; 2025Q2: 23,639 shares 23,639 $957K 0.01% +12,887 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; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,766 shares; 2025Q2: 23,853 shares 23,853 $953K 0.01% +9,087 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q2: 7,651 shares 7,651 $946K 0.01% +127 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; 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; 2025Q2: 5,379 shares 5,379 $938K 0.01% -23 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; 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; 2025Q2: 3,461 shares 3,461 $932K 0.01% -13 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; 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; 2025Q2: 17,286 shares 17,286 $932K 0.01% +1,941 Timeline NGVT INGEVITY CORP More: the full row for INGEVITY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q2: 21,489 shares 21,489 $926K 0.01% +3,952 Timeline IWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q2: 10,855 shares 10,855 $914K 0.01% +189 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 49,551 shares; 2024Q1: 49,597 shares; 2024Q2: 49,781 shares; 2024Q3: 84,530 shares; 2024Q4: 50,516 shares; 2025Q1: 50,412 shares; 2025Q2: 49,857 shares 49,857 $904K 0.01% -555 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 13,155 shares; 2024Q1: 16,845 shares; 2024Q2: 16,771 shares; 2024Q3: 17,804 shares; 2024Q4: 17,756 shares; 2025Q1: 17,282 shares; 2025Q2: 8,898 shares 8,898 $893K 0.01% -8,384 Timeline AZTA AZENTA INC More: the full row for AZENTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 14,837 shares; 2025Q1: 20,557 shares; 2025Q2: 28,971 shares 28,971 $892K 0.01% +8,414 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; 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; 2025Q2: 14,173 shares 14,173 $890K 0.01% +2,291 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q2: 15,131 shares 15,131 $882K 0.01% -1,010 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q2: 5,629 shares 5,629 $878K 0.01% +259 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q2: 5,053 shares 5,053 $876K 0.01% +370 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; 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; 2025Q2: 13,665 shares 13,665 $864K 0.01% +928 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; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 5,944 shares; 2025Q1: 9,837 shares; 2025Q2: 10,261 shares 10,261 $852K 0.01% +424 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; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 2,550 shares; 2024Q3: 2,550 shares; 2024Q4: 2,550 shares; 2025Q1: 7,978 shares; 2025Q2: 8,138 shares 8,138 $845K 0.01% +160 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; 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; 2025Q2: 16,417 shares 16,417 $844K 0.01% +281 Timeline RRX REGAL REXNORD CORPORATION More: the full row for REGAL REXNORD CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 4,102 shares; 2024Q1: 4,088 shares; 2024Q2: 4,045 shares; 2024Q3: 3,898 shares; 2024Q4: 3,962 shares; 2025Q1: 11,682 shares; 2025Q2: 5,821 shares 5,821 $844K 0.01% -5,861 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; 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; 2025Q2: 16,764 shares 16,764 $843K 0.01% 0 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; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 6,546 shares; 2024Q4: 13,719 shares; 2025Q1: 16,167 shares; 2025Q2: 16,167 shares 16,167 $841K 0.01% 0 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; 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; 2025Q2: 17,432 shares 17,432 $839K 0.01% +809 Timeline MTRN MATERION CORP More: the full row for MATERION CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q2: 10,352 shares 10,352 $822K 0.01% -39 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; 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; 2025Q2: 38,632 shares 38,632 $819K 0.01% -2,788 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; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 3,525 shares; 2025Q1: 4,062 shares; 2025Q2: 5,262 shares 5,262 $817K 0.01% +1,200 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; 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; 2025Q2: 23,742 shares 23,742 $817K 0.01% 0 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; 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; 2025Q2: 2,057 shares 2,057 $816K 0.01% +108 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; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 23,034 shares; 2025Q2: 23,747 shares 23,747 $812K 0.01% +713 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; 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; 2025Q2: 11,049 shares 11,049 $805K 0.01% -139 Timeline CRWS CROWN CRAFTS INC More: the full row for CROWN CRAFTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 241,686 shares; 2024Q1: 242,128 shares; 2024Q2: 242,548 shares; 2024Q3: 278,113 shares; 2024Q4: 278,592 shares; 2025Q1: 279,112 shares; 2025Q2: 279,796 shares 279,796 $803K 0.01% +684 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; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 148,322 shares; 2025Q1: 148,322 shares; 2025Q2: 148,322 shares 148,322 $801K 0.01% 0 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q2: 7,144 shares 7,144 $800K 0.01% -111 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q2: 14,925 shares 14,925 $795K 0.01% -781 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; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,446 shares; 2025Q2: 9,192 shares 9,192 $791K 0.01% +4,746 Timeline FMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,547 shares 17,547 $787K 0.01% new 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; 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; 2025Q2: 12,516 shares 12,516 $786K 0.01% +27 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; 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; 2025Q2: 14,399 shares 14,399 $783K 0.01% +332 HUBG HUB GROUP INC More: the full row for HUB GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 11,268 shares; 2024Q1: 22,484 shares; 2024Q2: 22,493 shares; 2024Q3: 22,274 shares; 2024Q4: 22,618 shares; 2025Q1: 29,551 shares; 2025Q2: 23,358 shares 23,358 $781K 0.01% -6,193 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q2: 3,261 shares 3,261 $780K 0.01% -151 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q2: 10,347 shares 10,347 $771K 0.01% -416 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 3,326 shares; 2024Q1: 2,238 shares; 2024Q2: 2,430 shares; 2024Q3: 2,556 shares; 2024Q4: 2,139 shares; 2025Q1: 3,258 shares; 2025Q2: 1,639 shares 1,639 $767K 0.01% -1,619 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; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19,606 shares; 2025Q2: 19,606 shares 19,606 $764K 0.01% 0 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; 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; 2025Q2: 17,222 shares 17,222 $764K 0.01% +374 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q2: 3,217 shares 3,217 $764K 0.01% -79 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; 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; 2025Q2: 6,719 shares 6,719 $762K 0.01% +985 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q2: 7,482 shares 7,482 $755K 0.01% -209 Timeline IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q2: 7,946 shares 7,946 $753K 0.01% +89 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; 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; 2025Q2: 4,491 shares 4,491 $753K 0.01% +189 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; 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; 2025Q2: 68,881 shares 68,881 $747K 0.01% +871 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; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 17,353 shares; 2024Q4: 17,258 shares; 2025Q1: 17,219 shares; 2025Q2: 17,276 shares 17,276 $745K 0.01% +57 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 55,786 shares; 2024Q1: 61,183 shares; 2024Q2: 64,453 shares; 2024Q3: 70,644 shares; 2024Q4: 62,261 shares; 2025Q1: 20,028 shares; 2025Q2: 10,592 shares 10,592 $745K 0.01% -9,436 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; 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; 2025Q2: 2,193 shares 2,193 $745K 0.01% +19 Timeline VCEL VERICEL CORP More: the full row for VERICEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q2: 17,446 shares 17,446 $742K 0.01% +7,022 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 1,906 shares; 2024Q1: 1,952 shares; 2024Q2: 1,945 shares; 2024Q3: 2,069 shares; 2024Q4: 2,059 shares; 2025Q1: 5,224 shares; 2025Q2: 2,756 shares 2,756 $736K 0.01% -2,468 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; 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; 2025Q2: 2,974 shares 2,974 $735K 0.01% -30 Timeline KBR KBR INC More: the full row for KBR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q2: 15,293 shares 15,293 $733K 0.01% +643 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; 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; 2025Q2: 7,943 shares 7,943 $724K 0.01% +518 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; 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; 2025Q2: 28,570 shares 28,570 $723K 0.01% +38 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; 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; 2025Q2: 7,315 shares 7,315 $721K 0.01% -529 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; 2023Q3: restricted; 2023Q4: 78,981 shares; 2024Q1: 82,858 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 32,341 shares; 2025Q2: 34,798 shares 34,798 $719K 0.01% +2,457 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; 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; 2025Q2: 4,397 shares 4,397 $714K 0.01% +53 Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 4,852 shares; 2024Q1: 5,049 shares; 2024Q2: 5,049 shares; 2024Q3: 4,058 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,734 shares 5,734 $713K 0.01% new Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q2: 16,969 shares 16,969 $713K 0.01% -722 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; 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; 2025Q2: 7,872 shares 7,872 $704K 0.01% +333 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; 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; 2025Q2: 13,900 shares 13,900 $703K 0.01% +80 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; 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; 2025Q2: 8,608 shares 8,608 $701K 0.01% +213 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; 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; 2025Q2: 21,986 shares 21,986 $698K 0.01% +763 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; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 7,360 shares; 2025Q1: 19,002 shares; 2025Q2: 20,182 shares 20,182 $698K 0.01% +1,180 Timeline RBA RB GLOBAL INC More: the full row for RB GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,565 shares 6,565 $697K 0.01% new 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; 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; 2025Q2: 2,798 shares 2,798 $697K 0.01% +70 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q2: 15,947 shares 15,947 $692K 0.01% +5,904 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q2: 6,125 shares 6,125 $688K 0.01% -59 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; 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; 2025Q2: 3,233 shares 3,233 $688K 0.01% -158 Timeline IYY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q2: 4,465 shares 4,465 $674K 0.01% +6 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; 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; 2025Q2: 16,786 shares 16,786 $672K 0.01% +1,912 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; 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; 2025Q2: 39,587 shares 39,587 $671K 0.01% 0 Timeline AIR AAR CORP More: the full row for AAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q2: 9,737 shares 9,737 $670K 0.01% +310 Timeline NLR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,947 shares 5,947 $661K 0.01% new 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; 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; 2025Q2: 6,835 shares 6,835 $660K 0.01% +126 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; 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; 2025Q2: 2,933 shares 2,933 $660K 0.01% -31 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; 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; 2025Q2: 9,046 shares 9,046 $658K 0.01% +832 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q2: 9,507 shares 9,507 $655K 0.01% +264 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; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 4,654 shares; 2025Q1: 4,617 shares; 2025Q2: 4,610 shares 4,610 $654K 0.01% -7 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; 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; 2025Q2: 47,581 shares 47,581 $653K 0.01% -14,788 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; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,060 shares; 2025Q2: 2,083 shares 2,083 $652K 0.01% +23 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; 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; 2025Q2: 6,511 shares 6,511 $647K 0.01% +330 Timeline VCYT VERACYTE INC More: the full row for VERACYTE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q2: 23,923 shares 23,923 $647K 0.01% +1,337 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; 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; 2025Q2: 6,632 shares 6,632 $642K 0.01% +230 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; 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; 2025Q2: 22,676 shares 22,676 $636K 0.01% +5 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; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 2,116 shares; 2025Q1: 2,582 shares; 2025Q2: 6,303 shares 6,303 $632K 0.01% +3,721 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; 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; 2025Q2: 1,925 shares 1,925 $631K 0.01% 0 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 13,904 shares; 2024Q1: 14,125 shares; 2024Q2: 14,221 shares; 2024Q3: 13,856 shares; 2024Q4: 13,290 shares; 2025Q1: 3,309 shares; 2025Q2: 1,767 shares 1,767 $631K 0.01% -1,542 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; 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; 2025Q2: 9,156 shares 9,156 $626K 0.01% +3,294 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q2: 20,760 shares 20,760 $622K 0.01% -4,147 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q2: 9,305 shares 9,305 $621K 0.01% +82 Timeline KAI KADANT INC More: the full row for KADANT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,732 shares; 2024Q4: 1,761 shares; 2025Q1: 1,915 shares; 2025Q2: 1,956 shares 1,956 $621K 0.01% +41 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; 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; 2025Q2: 9,636 shares 9,636 $618K 0.01% -416 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; 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; 2025Q2: 11,712 shares 11,712 $618K 0.01% -306 Timeline CALF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 11,794 shares; 2024Q1: 19,026 shares; 2024Q2: 14,291 shares; 2024Q3: 71,956 shares; 2024Q4: 35,481 shares; 2025Q1: 31,224 shares; 2025Q2: 15,399 shares 15,399 $613K 0.01% -15,825 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 13,967 shares; 2024Q1: 14,197 shares; 2024Q2: 13,269 shares; 2024Q3: 10,277 shares; 2024Q4: 9,525 shares; 2025Q1: 60,096 shares; 2025Q2: 12,431 shares 12,431 $611K 0.01% -47,665 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; 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; 2025Q2: 9,479 shares 9,479 $610K 0.01% -2,824 Timeline TXT TEXTRON INC More: the full row for TEXTRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q2: 7,588 shares 7,588 $609K 0.01% +215 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 10,122 shares; 2024Q1: 10,264 shares; 2024Q2: 10,351 shares; 2024Q3: 10,216 shares; 2024Q4: 10,136 shares; 2025Q1: 3,371 shares; 2025Q2: 1,154 shares 1,154 $609K 0.01% -2,217 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q2: 6,477 shares 6,477 $608K 0.01% +916 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; 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; 2025Q2: 4,106 shares 4,106 $606K 0.01% -30 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q2: 7,370 shares 7,370 $606K 0.01% -11 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; 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; 2025Q2: 11,461 shares 11,461 $605K 0.01% -656 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; 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; 2025Q2: 55,344 shares 55,344 $600K 0.01% +1,000 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 12,682 shares; 2024Q1: 12,682 shares; 2024Q2: 21,682 shares; 2024Q3: 14,007 shares; 2024Q4: 14,062 shares; 2025Q1: 14,146 shares; 2025Q2: 3,888 shares 3,888 $599K 0.01% -10,258 Timeline ONT ONTERRIS INC More: the full row for ONTERRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 5,707 shares; 2024Q3: 24,388 shares; 2024Q4: not reported; 2025Q1: 12,233 shares; 2025Q2: 27,233 shares 27,233 $596K 0.01% +15,000 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q2: 9,385 shares 9,385 $593K 0.01% -377 Timeline EUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 13,424 shares; 2024Q3: 12,989 shares; 2024Q4: 13,354 shares; 2025Q1: 13,574 shares; 2025Q2: 13,574 shares 13,574 $591K 0.01% 0 Timeline OKLO OKLO INC More: the full row for OKLO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,525 shares 10,525 $589K 0.01% new Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q2: 1,173 shares 1,173 $588K 0.01% -27 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q2: 8,025 shares 8,025 $583K 0.01% +287 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 16,702 shares; 2024Q1: 16,838 shares; 2024Q2: 18,868 shares; 2024Q3: 18,354 shares; 2024Q4: 18,698 shares; 2025Q1: 4,125 shares; 2025Q2: 2,414 shares 2,414 $580K 0.01% -1,711 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; 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; 2025Q2: 3,928 shares 3,928 $579K 0.01% -11 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; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,915 shares; 2025Q2: 19,853 shares 19,853 $575K 0.01% +4,938 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 29,173 shares; 2024Q4: 16,777 shares; 2025Q1: 16,503 shares; 2025Q2: 9,811 shares 9,811 $572K 0.01% -6,692 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 3,280 shares; 2024Q1: 5,382 shares; 2024Q2: 6,317 shares; 2024Q3: 5,884 shares; 2024Q4: 5,872 shares; 2025Q1: 5,413 shares; 2025Q2: 2,089 shares 2,089 $571K 0.01% -3,324 Timeline SMR NUSCALE PWR CORP More: the full row for NUSCALE PWR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,383 shares 14,383 $569K 0.01% new 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; 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; 2025Q2: 6,659 shares 6,659 $561K 0.01% -6 Timeline TRMK TRUSTMARK CORP More: the full row for TRUSTMARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q2: 15,381 shares 15,381 $561K 0.01% 0 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; 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; 2025Q2: 23,274 shares 23,274 $558K 0.01% +3,178 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q2: 5,092 shares 5,092 $558K 0.01% 0 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; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,706 shares; 2025Q2: 2,795 shares 2,795 $552K 0.01% +89 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; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 695 shares; 2025Q2: 718 shares 718 $551K 0.01% +23 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; 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; 2025Q2: 4,502 shares 4,502 $548K 0.01% -11 Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q2: 2,233 shares 2,233 $546K 0.01% +68 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; 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; 2025Q2: 9,933 shares 9,933 $546K 0.01% -172 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 5,446 shares; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,103 shares 4,103 $543K 0.01% new Timeline QCJA 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; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 26,261 shares 26,261 $542K 0.01% new Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,635 shares 12,635 $541K 0.01% new Timeline BLCO BAUSCH PLUS LOMB CORP More: the full row for BAUSCH PLUS LOMB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 41,424 shares 41,424 $539K 0.01% new 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; 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; 2025Q2: 3,986 shares 3,986 $539K 0.01% -2,036 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; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,959 shares; 2025Q2: 9,828 shares 9,828 $535K 0.01% +869 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q2: 20,770 shares 20,770 $534K 0.01% -2,776 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; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 4,019 shares; 2024Q3: 10,710 shares; 2024Q4: 6,229 shares; 2025Q1: 5,771 shares; 2025Q2: 5,659 shares 5,659 $531K 0.01% -112 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,770 shares; 2025Q2: 2,720 shares 2,720 $527K 0.01% -50 Timeline USIG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q2: 10,202 shares 10,202 $525K 0.01% +156 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; 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; 2025Q2: 13,530 shares 13,530 $520K 0.01% +313 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; 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; 2025Q2: 10,165 shares 10,165 $519K 0.01% +6,098 Timeline DUOL DUOLINGO INC More: the full row for DUOLINGO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,220 shares; 2025Q2: 1,257 shares 1,257 $515K 0.01% +37 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q2: 1,510 shares 1,510 $513K 0.01% -303 Timeline URA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,125 shares 13,125 $509K 0.01% new Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 26,359 shares; 2024Q1: 28,093 shares; 2024Q2: 28,361 shares; 2024Q3: 28,725 shares; 2024Q4: 30,664 shares; 2025Q1: 14,642 shares; 2025Q2: 7,901 shares 7,901 $509K 0.01% -6,741 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; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 11,898 shares; 2024Q4: 10,748 shares; 2025Q1: 9,986 shares; 2025Q2: 10,563 shares 10,563 $508K 0.01% +577 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; 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; 2025Q2: 8,300 shares 8,300 $507K 0.01% 0 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; 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; 2025Q2: 6,107 shares 6,107 $507K 0.01% -389 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; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 7,966 shares; 2025Q1: 13,638 shares; 2025Q2: 14,156 shares 14,156 $504K 0.01% +518 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; 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; 2025Q2: 11,938 shares 11,938 $500K 0.01% +328 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; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 9,375 shares; 2025Q1: 10,574 shares; 2025Q2: 9,568 shares 9,568 $498K 0.01% -1,006 Timeline IPAR INTERPARFUMS INC More: the full row for INTERPARFUMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q2: 3,793 shares 3,793 $498K 0.01% -1,773 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; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 5,571 shares; 2025Q1: 5,553 shares; 2025Q2: 8,136 shares 8,136 $498K 0.01% +2,583 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q2: 4,825 shares 4,825 $497K 0.01% +246 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; 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; 2025Q2: 4,734 shares 4,734 $491K 0.01% -9 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; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 19,900 shares; 2024Q4: 19,500 shares; 2025Q1: 18,000 shares; 2025Q2: 13,500 shares 13,500 $486K 0.01% -4,500 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q2: 5,749 shares 5,749 $481K 0.01% +676 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; 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; 2025Q2: 2,541 shares 2,541 $480K 0.01% +65 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q2: 12,640 shares 12,640 $480K 0.01% 0 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; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,887 shares; 2025Q2: 10,367 shares 10,367 $480K 0.01% +480 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,205 shares 4,205 $476K 0.01% new Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 14,742 shares; 2024Q3: 12,514 shares; 2024Q4: 8,897 shares; 2025Q1: 7,351 shares; 2025Q2: 6,279 shares 6,279 $476K 0.01% -1,072 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; 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; 2025Q2: 10,645 shares 10,645 $476K 0.01% -1,449 Timeline LKQ LKQ CORP More: the full row for LKQ CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q2: 12,810 shares 12,810 $474K 0.01% -944 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q2: 4,695 shares 4,695 $473K 0.01% +174 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; 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; 2025Q2: 9,653 shares 9,653 $472K 0.01% -662 Timeline DXJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 2,353 shares; 2024Q3: 6,492 shares; 2024Q4: 6,266 shares; 2025Q1: 6,241 shares; 2025Q2: 4,126 shares 4,126 $472K 0.01% -2,115 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; 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; 2025Q2: 6,921 shares 6,921 $471K 0.01% +85 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; 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; 2025Q2: 8,678 shares 8,678 $471K 0.01% +3,642 Timeline THRM GENTHERM INC More: the full row for GENTHERM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,637 shares 16,637 $471K 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; 2023Q3: restricted; 2023Q4: 5,275 shares; 2024Q1: 5,310 shares; 2024Q2: 5,400 shares; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,062 shares; 2025Q2: 5,135 shares 5,135 $469K 0.01% +73 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; 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; 2025Q2: 9,533 shares 9,533 $467K 0.01% -636 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; 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; 2025Q2: 14,222 shares 14,222 $464K 0.01% -224 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; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,212 shares; 2025Q2: 15,750 shares 15,750 $463K 0.01% +538 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; 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; 2025Q2: 5,817 shares 5,817 $461K 0.01% -6,443 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; 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; 2025Q2: 1,881 shares 1,881 $461K 0.01% +526 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; 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; 2025Q2: 1,442 shares 1,442 $453K 0.01% -1,207 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q2: 3,358 shares 3,358 $447K 0.01% -133 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; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 33,160 shares; 2024Q4: 33,540 shares; 2025Q1: 6,514 shares; 2025Q2: 3,797 shares 3,797 $444K 0.01% -2,717 Timeline FTV FORTIVE CORP More: the full row for FORTIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q2: 8,478 shares 8,478 $442K 0.01% -357 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; 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; 2025Q2: 9,059 shares 9,059 $441K 0.01% +262 Timeline XSD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,719 shares 1,719 $441K 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; 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; 2025Q2: 23,811 shares 23,811 $440K 0.01% +392 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; 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; 2025Q2: 8,996 shares 8,996 $439K 0.01% +22 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; 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; 2025Q2: 9,097 shares 9,097 $435K 0.01% +42 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; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 5,645 shares; 2025Q1: 5,529 shares; 2025Q2: 5,613 shares 5,613 $432K 0.01% +84 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 1,643 shares; 2024Q1: 1,818 shares; 2024Q2: 1,820 shares; 2024Q3: 1,881 shares; 2024Q4: 1,848 shares; 2025Q1: 2,097 shares; 2025Q2: 822 shares 822 $432K 0.01% -1,275 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; 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; 2025Q2: 4,696 shares 4,696 $428K 0.01% +84 Timeline IDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q2: 4,079 shares 4,079 $427K 0.01% +9 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; 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; 2025Q2: 17,456 shares 17,456 $426K 0.01% +1,222 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; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,779 shares; 2025Q2: 9,911 shares 9,911 $425K 0.01% +2,132 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; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,207 shares; 2025Q2: 9,750 shares 9,750 $425K 0.01% +1,543 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; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 608 shares; 2024Q2: 585 shares; 2024Q3: 634 shares; 2024Q4: 607 shares; 2025Q1: 610 shares; 2025Q2: 563 shares 563 $424K 0.01% -47 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; 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; 2025Q2: 47,522 shares 47,522 $424K 0.01% +68 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q2: 3,271 shares 3,271 $421K 0.01% -1,245 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; 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; 2025Q2: 2,579 shares 2,579 $420K 0.01% -1,620 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; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,925 shares; 2025Q2: 5,158 shares 5,158 $420K 0.01% -2,767 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; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 7,650 shares; 2024Q4: not reported; 2025Q1: 9,822 shares; 2025Q2: 9,824 shares 9,824 $420K 0.01% +2 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; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 9,866 shares; 2024Q3: 28,214 shares; 2024Q4: 10,461 shares; 2025Q1: 15,239 shares; 2025Q2: 12,477 shares 12,477 $419K 0.01% -2,762 Timeline TEAM ATLASSIAN CORPORATION More: the full row for ATLASSIAN CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q2: 2,044 shares 2,044 $415K 0.01% -117 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 26,903 shares; 2024Q1: 24,627 shares; 2024Q2: 22,019 shares; 2024Q3: 23,751 shares; 2024Q4: 23,059 shares; 2025Q1: 139,214 shares; 2025Q2: 20,187 shares 20,187 $413K 0.01% -119,027 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; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 9,186 shares; 2024Q4: 13,602 shares; 2025Q1: 13,299 shares; 2025Q2: 14,077 shares 14,077 $412K 0.01% +778 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; 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; 2025Q2: 4,030 shares 4,030 $408K <0.01% -13 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; 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; 2025Q2: 35,595 shares 35,595 $408K <0.01% -7,420 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; 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; 2025Q2: 7,380 shares 7,380 $404K <0.01% 0 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; 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; 2025Q2: 3,170 shares 3,170 $404K <0.01% +41 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; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,749 shares; 2025Q2: 15,605 shares 15,605 $403K <0.01% +856 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q2: 1,674 shares 1,674 $402K <0.01% -1,348 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q2: 2,940 shares 2,940 $398K <0.01% +1,222 Timeline FIVN FIVE9 INC More: the full row for FIVE9 INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q2: 14,943 shares 14,943 $396K <0.01% -5,486 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; 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; 2025Q2: 47,151 shares 47,151 $393K <0.01% -1,107 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; 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; 2025Q2: 3,418 shares 3,418 $391K <0.01% -72 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; 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; 2025Q2: 1,530 shares 1,530 $384K <0.01% -483 Timeline WHR WHIRLPOOL CORP More: the full row for WHIRLPOOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 6,015 shares; 2024Q4: 4,009 shares; 2025Q1: 4,217 shares; 2025Q2: 3,783 shares 3,783 $384K <0.01% -434 Timeline LEU CENTRUS ENERGY CORP More: the full row for CENTRUS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,097 shares 2,097 $384K <0.01% new 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; 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; 2025Q2: 15,076 shares 15,076 $383K <0.01% -587 Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q2: 13,595 shares 13,595 $382K <0.01% +643 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; 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; 2025Q2: 11,186 shares 11,186 $378K <0.01% -498 Timeline IEUR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q2: 5,691 shares 5,691 $377K <0.01% 0 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; 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; 2025Q2: 8,273 shares 8,273 $376K <0.01% -1,452 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; 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; 2025Q2: 27,316 shares 27,316 $375K <0.01% +650 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 5,996 shares; 2024Q4: 5,169 shares; 2025Q1: 3,047 shares; 2025Q2: 3,253 shares 3,253 $375K <0.01% +206 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; 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; 2025Q2: 4,662 shares 4,662 $374K <0.01% +154 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; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,668 shares; 2024Q3: 1,428 shares; 2024Q4: 1,340 shares; 2025Q1: 1,389 shares; 2025Q2: 1,425 shares 1,425 $374K <0.01% +36 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; 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; 2025Q2: 5,016 shares 5,016 $374K <0.01% +410 Timeline EWY ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q2: 5,208 shares 5,208 $374K <0.01% -3,048 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; 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; 2025Q2: 9,338 shares 9,338 $372K <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; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,681 shares; 2025Q2: 6,681 shares 6,681 $367K <0.01% 0 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; 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; 2025Q2: 6,317 shares 6,317 $365K <0.01% +26 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; 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; 2025Q2: 4,554 shares 4,554 $365K <0.01% +1 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q2: 4,094 shares 4,094 $361K <0.01% -65 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; 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; 2025Q2: 2,480 shares 2,480 $358K <0.01% -148 Timeline GGG GRACO INC More: the full row for GRACO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 2,376 shares; 2024Q1: 2,376 shares; 2024Q2: 2,628 shares; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,221 shares; 2025Q2: 4,157 shares 4,157 $357K <0.01% -64 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,671 shares 5,671 $355K <0.01% new Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,018 shares 4,018 $353K <0.01% new Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q2: 3,939 shares 3,939 $352K <0.01% -100 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; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 21,959 shares; 2025Q1: 44,979 shares; 2025Q2: 22,934 shares 22,934 $350K <0.01% -22,045 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; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 7,201 shares; 2024Q4: 7,690 shares; 2025Q1: 9,440 shares; 2025Q2: 9,394 shares 9,394 $349K <0.01% -46 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; 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; 2025Q2: 11,459 shares 11,459 $347K <0.01% -3,668 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; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 4,749 shares; 2025Q1: 3,883 shares; 2025Q2: 3,553 shares 3,553 $346K <0.01% -330 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; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 1,200 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares 2,000 $346K <0.01% 0 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; 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; 2025Q2: 4,156 shares 4,156 $346K <0.01% +530 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; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 4,688 shares; 2024Q4: 2,481 shares; 2025Q1: 4,156 shares; 2025Q2: 3,543 shares 3,543 $345K <0.01% -613 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; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,183 shares; 2024Q4: not reported; 2025Q1: 1,356 shares; 2025Q2: 2,134 shares 2,134 $344K <0.01% +778 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; 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; 2025Q2: 4,432 shares 4,432 $343K <0.01% -359 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q2: 4,520 shares 4,520 $343K <0.01% +839 Timeline INFY INFOSYS LTD More: the full row for INFOSYS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 196,295 shares; 2024Q1: 190,756 shares; 2024Q2: 192,793 shares; 2024Q3: 134,952 shares; 2024Q4: 137,022 shares; 2025Q1: 215,284 shares; 2025Q2: 18,457 shares 18,457 $342K <0.01% -196,827 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q2: 3,177 shares 3,177 $334K <0.01% -3,611 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; 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; 2025Q2: 4,514 shares 4,514 $334K <0.01% -256 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; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,734 shares; 2025Q2: 2,721 shares 2,721 $334K <0.01% -13 Timeline BOTZ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,092 shares 10,092 $330K <0.01% new Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 3,875 shares; 2024Q1: 4,749 shares; 2024Q2: 4,725 shares; 2024Q3: 6,077 shares; 2024Q4: 1,334 shares; 2025Q1: not reported; 2025Q2: 1,465 shares 1,465 $328K <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; 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; 2025Q2: 15,541 shares 15,541 $327K <0.01% +693 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; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 903 shares; 2025Q2: 1,339 shares 1,339 $326K <0.01% +436 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; 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; 2025Q2: 44,000 shares 44,000 $325K <0.01% -300 Timeline IGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 5,782 shares; 2024Q3: 5,782 shares; 2024Q4: 5,736 shares; 2025Q1: 5,839 shares; 2025Q2: 5,472 shares 5,472 $324K <0.01% -367 Timeline AA ALCOA CORP More: the full row for ALCOA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 11,807 shares; 2024Q4: 11,887 shares; 2025Q1: 10,506 shares; 2025Q2: 10,884 shares 10,884 $321K <0.01% +378 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; 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; 2025Q2: 3,647 shares 3,647 $320K <0.01% +5 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; 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; 2025Q2: 20,025 shares 20,025 $320K <0.01% -1,686 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q2: 4,135 shares 4,135 $320K <0.01% +660 Timeline IAT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q2: 6,385 shares 6,385 $317K <0.01% +12 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; 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; 2025Q2: 4,161 shares 4,161 $311K <0.01% 0 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; 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; 2025Q2: 12,829 shares 12,829 $308K <0.01% 0 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; 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; 2025Q2: 3,487 shares 3,487 $304K <0.01% +6 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; 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; 2025Q2: 2,797 shares 2,797 $304K <0.01% -10 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; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 5,280 shares; 2024Q4: not reported; 2025Q1: 5,231 shares; 2025Q2: 7,288 shares 7,288 $303K <0.01% +2,057 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; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 75,400 shares; 2024Q4: 37,300 shares; 2025Q1: 39,852 shares; 2025Q2: 36,553 shares 36,553 $302K <0.01% -3,299 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; 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; 2025Q2: 1,363 shares 1,363 $302K <0.01% -10 Timeline ILCV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 8,860 shares; 2025Q1: 8,902 shares; 2025Q2: 3,595 shares 3,595 $300K <0.01% -5,307 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; 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; 2025Q2: 1,955 shares 1,955 $300K <0.01% -1,936 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; 2023Q3: restricted; 2023Q4: 684 shares; 2024Q1: 709 shares; 2024Q2: 693 shares; 2024Q3: 1,336 shares; 2024Q4: 668 shares; 2025Q1: 668 shares; 2025Q2: 668 shares 668 $299K <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; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,761 shares; 2025Q2: 14,456 shares 14,456 $297K <0.01% +1,695 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 4,316 shares; 2024Q1: 2,559 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 371 shares; 2025Q2: 372 shares 372 $296K <0.01% +1 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; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 2,007 shares; 2024Q2: not reported; 2024Q3: 2,007 shares; 2024Q4: 2,007 shares; 2025Q1: 2,003 shares; 2025Q2: 2,003 shares 2,003 $290K <0.01% 0 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; 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; 2025Q2: 6,747 shares 6,747 $287K <0.01% +3 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; 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; 2025Q2: 1,517 shares 1,517 $287K <0.01% 0 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; 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; 2025Q2: 1,307 shares 1,307 $286K <0.01% -23 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,447 shares 4,447 $283K <0.01% new Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 4,057 shares; 2025Q1: not reported; 2025Q2: 4,021 shares 4,021 $283K <0.01% new 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; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,256 shares; 2025Q2: 14,394 shares 14,394 $281K <0.01% +138 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; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 4,870 shares; 2024Q4: 4,805 shares; 2025Q1: 4,000 shares; 2025Q2: 4,000 shares 4,000 $280K <0.01% 0 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q2: 1,477 shares 1,477 $279K <0.01% -397 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; 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; 2025Q2: 5,150 shares 5,150 $277K <0.01% 0 Timeline GNMA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q2: 6,302 shares 6,302 $277K <0.01% 0 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; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 2,486 shares; 2025Q1: 2,519 shares; 2025Q2: 2,758 shares 2,758 $275K <0.01% +239 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; 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; 2025Q2: 14,154 shares 14,154 $274K <0.01% +49 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; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 11,491 shares; 2025Q1: 11,838 shares; 2025Q2: 12,143 shares 12,143 $271K <0.01% +305 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; 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; 2025Q2: 12,534 shares 12,534 $270K <0.01% +288 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,090 shares 2,090 $268K <0.01% new 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; 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; 2025Q2: 10,290 shares 10,290 $267K <0.01% +184 Timeline STNE STONECO LTD More: the full row for STONECO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q2: 16,635 shares 16,635 $267K <0.01% +2,021 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; 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; 2025Q2: 1,642 shares 1,642 $265K <0.01% -205 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; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 9,526 shares; 2024Q4: not reported; 2025Q1: 6,454 shares; 2025Q2: 6,255 shares 6,255 $264K <0.01% -199 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; 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; 2025Q2: 7,305 shares 7,305 $263K <0.01% 0 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; 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; 2025Q2: 10,156 shares 10,156 $262K <0.01% +8 Timeline FYC 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; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 2,761 shares; 2025Q1: not reported; 2025Q2: 3,286 shares 3,286 $262K <0.01% new 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; 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; 2025Q2: 9,501 shares 9,501 $261K <0.01% -14,557 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q2: 3,844 shares 3,844 $261K <0.01% -26 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; 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; 2025Q2: 30,565 shares 30,565 $260K <0.01% 0 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q2: 1,723 shares 1,723 $260K <0.01% -3 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; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 5,000 shares; 2024Q3: 5,000 shares; 2024Q4: 5,201 shares; 2025Q1: 5,361 shares; 2025Q2: 5,361 shares 5,361 $259K <0.01% 0 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; 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; 2025Q2: 3,162 shares 3,162 $258K <0.01% 0 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; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 26,228 shares; 2025Q1: 24,046 shares; 2025Q2: 25,010 shares 25,010 $258K <0.01% +964 Timeline OSK OSHKOSH CORP More: the full row for OSHKOSH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q2: 2,265 shares 2,265 $257K <0.01% -3,537 Timeline HELO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,105 shares 4,105 $257K <0.01% new 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; 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; 2025Q2: 2,972 shares 2,972 $256K <0.01% -900 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; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 6,600 shares; 2024Q4: 9,152 shares; 2025Q1: 8,362 shares; 2025Q2: 8,132 shares 8,132 $255K <0.01% -230 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; 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; 2025Q2: 4,051 shares 4,051 $254K <0.01% 0 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; 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; 2025Q2: 2,350 shares 2,350 $253K <0.01% -1,909 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; 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; 2025Q2: 15,005 shares 15,005 $251K <0.01% +849 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; 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; 2025Q2: 58,936 shares 58,936 $250K <0.01% 0 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; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 19,858 shares; 2024Q4: 9,985 shares; 2025Q1: 11,095 shares; 2025Q2: 10,480 shares 10,480 $250K <0.01% -615 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; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 4,238 shares; 2025Q1: 4,059 shares; 2025Q2: 2,743 shares 2,743 $249K <0.01% -1,316 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; 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; 2025Q2: 19,218 shares 19,218 $249K <0.01% +170 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; 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; 2025Q2: 3,925 shares 3,925 $249K <0.01% 0 Timeline L LOEWS CORP More: the full row for LOEWS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 2,591 shares; 2024Q4: 2,591 shares; 2025Q1: 2,591 shares; 2025Q2: 2,716 shares 2,716 $249K <0.01% +125 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; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 235 shares; 2024Q4: 235 shares; 2025Q1: 235 shares; 2025Q2: 235 shares 235 $249K <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; 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; 2025Q2: 6,885 shares 6,885 $247K <0.01% +20 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; 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; 2025Q2: 3,049 shares 3,049 $246K <0.01% -2,076 Timeline K KELLANOVA More: the full row for KELLANOVA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q2: 3,093 shares 3,093 $246K <0.01% -1,214 Timeline VTHR VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,612 shares; 2024Q4: 805 shares; 2025Q1: not reported; 2025Q2: 897 shares 897 $245K <0.01% new Timeline SN SHARKNINJA INC More: the full row for SHARKNINJA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,471 shares 2,471 $245K <0.01% new Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 3,455 shares; 2024Q3: not reported; 2024Q4: 2,844 shares; 2025Q1: not reported; 2025Q2: 2,310 shares 2,310 $244K <0.01% new Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 696 shares 696 $244K <0.01% new Timeline ICOP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,065 shares 8,065 $241K <0.01% new Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,236 shares 4,236 $239K <0.01% new 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; 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; 2025Q2: 11,628 shares 11,628 $237K <0.01% +536 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,993 shares 5,993 $237K <0.01% new Timeline VTRS VIATRIS INC More: the full row for VIATRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q2: 26,424 shares 26,424 $236K <0.01% -465 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,096 shares 2,096 $236K <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; 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; 2025Q2: 1,522 shares 1,522 $234K <0.01% 0 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 6,125 shares; 2024Q4: 5,398 shares; 2025Q1: 5,598 shares; 2025Q2: 5,403 shares 5,403 $234K <0.01% -195 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,043 shares 5,043 $233K <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; 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; 2025Q2: 5,118 shares 5,118 $232K <0.01% +97 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; 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; 2025Q2: 1,961 shares 1,961 $231K <0.01% +51 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q2: 399 shares 399 $231K <0.01% -428 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; 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; 2025Q2: 3,478 shares 3,478 $231K <0.01% 0 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 496 shares; 2024Q1: 493 shares; 2024Q2: 499 shares; 2024Q3: 493 shares; 2024Q4: 493 shares; 2025Q1: 522 shares; 2025Q2: 522 shares 522 $231K <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; 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; 2025Q2: 39,468 shares 39,468 $230K <0.01% 0 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,718 shares; 2025Q2: 2,721 shares 2,721 $229K <0.01% +3 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; 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; 2025Q2: 4,083 shares 4,083 $228K <0.01% -290 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; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 4,155 shares; 2024Q4: 4,175 shares; 2025Q1: 4,410 shares; 2025Q2: 4,429 shares 4,429 $228K <0.01% +19 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; 2023Q3: restricted; 2023Q4: 9,400 shares; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,185 shares; 2025Q2: 1,905 shares 1,905 $227K <0.01% -280 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; 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; 2025Q2: 1,030 shares 1,030 $226K <0.01% -1 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q2: 3,355 shares 3,355 $226K <0.01% -148 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; 2023Q3: restricted; 2023Q4: 12,493 shares; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,480 shares; 2025Q2: 3,588 shares 3,588 $225K <0.01% +108 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; 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; 2025Q2: 2,961 shares 2,961 $225K <0.01% +53 Timeline LYV LIVE NATION ENTERTAINMENT IN More: the full row for LIVE NATION ENTERTAINMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,477 shares 1,477 $223K <0.01% new Timeline CVNA CARVANA CO More: the full row for CARVANA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 662 shares 662 $223K <0.01% new Timeline EYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,140 shares 6,140 $222K <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; 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; 2025Q2: 20,559 shares 20,559 $222K <0.01% 0 Timeline IOT SAMSARA INC More: the full row for SAMSARA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,771 shares; 2025Q2: 5,571 shares 5,571 $222K <0.01% -200 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; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 2,786 shares; 2024Q4: not reported; 2025Q1: 1,469 shares; 2025Q2: 1,466 shares 1,466 $221K <0.01% -3 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; 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; 2025Q2: 11,578 shares 11,578 $220K <0.01% -16,403 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q2: 1,318 shares 1,318 $219K <0.01% -130 Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 8,068 shares; 2024Q4: not reported; 2025Q1: 5,418 shares; 2025Q2: 5,418 shares 5,418 $219K <0.01% 0 Timeline IHDG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 6,890 shares; 2024Q1: 6,892 shares; 2024Q2: 6,895 shares; 2024Q3: 13,792 shares; 2024Q4: 7,634 shares; 2025Q1: not reported; 2025Q2: 4,847 shares 4,847 $219K <0.01% new Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 6,681 shares; 2024Q1: 6,571 shares; 2024Q2: 6,529 shares; 2024Q3: 11,266 shares; 2024Q4: 6,457 shares; 2025Q1: not reported; 2025Q2: 4,313 shares 4,313 $216K <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; 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; 2025Q2: 1,896 shares 1,896 $216K <0.01% 0 Timeline ILCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 2,529 shares; 2024Q3: 2,529 shares; 2024Q4: 2,529 shares; 2025Q1: 2,529 shares; 2025Q2: 2,209 shares 2,209 $214K <0.01% -320 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; 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; 2025Q2: 3,065 shares 3,065 $213K <0.01% -30 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; 2023Q3: restricted; 2023Q4: 5,535 shares; 2024Q1: 5,542 shares; 2024Q2: not reported; 2024Q3: 8,390 shares; 2024Q4: not reported; 2025Q1: 4,688 shares; 2025Q2: 4,706 shares 4,706 $210K <0.01% +18 Timeline ITB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q2: 2,249 shares 2,249 $210K <0.01% -216 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 799 shares; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 957 shares 957 $209K <0.01% new Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 56 shares; 2025Q2: 56 shares 56 $208K <0.01% 0 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 1,279 shares; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,247 shares; 2025Q1: not reported; 2025Q2: 1,254 shares 1,254 $205K <0.01% new Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,162 shares 1,162 $205K <0.01% new Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,069 shares 5,069 $204K <0.01% new Timeline IYM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q2: 1,455 shares 1,455 $204K <0.01% -335 Timeline MTW MANITOWOC CO INC More: the full row for MANITOWOC CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,875 shares 16,875 $203K <0.01% new Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 4,749 shares; 2024Q2: 4,767 shares; 2024Q3: 5,117 shares; 2024Q4: 1,537 shares; 2025Q1: not reported; 2025Q2: 1,537 shares 1,537 $202K <0.01% new 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; 2023Q3: restricted; 2023Q4: 16,800 shares; 2024Q1: 16,800 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 23,942 shares; 2025Q2: 22,742 shares 22,742 $201K <0.01% -1,200 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 525 shares 525 $201K <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; 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; 2025Q2: 1,657 shares 1,657 $201K <0.01% -1 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; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 31,470 shares; 2024Q4: 30,000 shares; 2025Q1: 30,000 shares; 2025Q2: 28,500 shares 28,500 $186K <0.01% -1,500 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; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 10,505 shares; 2024Q4: 10,505 shares; 2025Q1: 10,505 shares; 2025Q2: 30,564 shares 30,564 $176K <0.01% +20,059 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; 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; 2025Q2: 35,395 shares 35,395 $170K <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; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 23,000 shares; 2024Q4: 23,000 shares; 2025Q1: 22,000 shares; 2025Q2: 15,500 shares 15,500 $133K <0.01% -6,500 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; 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; 2025Q2: 10,702 shares 10,702 $130K <0.01% 0 Timeline FIRST TR EXCH TRD ALPHA FD I FIRST TR EXCH TRD ALPHA FD I More: the full row for FIRST TR EXCH TRD ALPHA FD I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,409 shares 10,409 $125K <0.01% new 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; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 100,254 shares; 2024Q4: 100,254 shares; 2025Q1: 100,254 shares; 2025Q2: 89,300 shares 89,300 $120K <0.01% -10,954 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; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,852 shares; 2025Q2: 10,668 shares 10,668 $109K <0.01% -1,184 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; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 12,878 shares; 2024Q3: 10,878 shares; 2024Q4: 10,878 shares; 2025Q1: 10,878 shares; 2025Q2: 11,238 shares 11,238 $103K <0.01% +360 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; 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; 2025Q2: 18,161 shares 18,161 $103K <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; 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; 2025Q2: 48,000 shares 48,000 $101K <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; 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; 2025Q2: 20,000 shares 20,000 $94.6K <0.01% 0 Timeline 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; 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; 2025Q2: 13,789 shares 13,789 $90.7K <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; 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; 2025Q2: 15,076 shares 15,076 $87.4K <0.01% 0 Timeline PGEN PRECIGEN INC More: the full row for PRECIGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q2: 49,065 shares 49,065 $69.7K <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; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares 10,000 $57.5K <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; 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; 2025Q2: 10,000 shares 10,000 $43.1K <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; 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; 2025Q2: 11,796 shares 11,796 $35K <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; 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; 2025Q2: 30,000 shares 30,000 $24K <0.01% 0 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; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 30,500 shares; 2024Q3: 101,000 shares; 2024Q4: 50,500 shares; 2025Q1: 50,500 shares; 2025Q2: 50,500 shares 50,500 $24K <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; 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; 2025Q2: 43,046 shares 43,046 $17.8K <0.01% +10,000