APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,512 shares; 2024Q4: 14,214 shares; 2025Q1: 15,757 shares; 2025Q2: 13,303 shares; 2025Q3: 12,600 shares; 2025Q4: 10,462 shares 10,462 $1.51M 0.01% -2,138 Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,801 shares; 2024Q4: 32,962 shares; 2025Q1: 36,518 shares; 2025Q2: 44,187 shares; 2025Q3: 50,818 shares; 2025Q4: 50,818 shares 50,818 $1.5M 0.01% 0 Timeline EXE EXPAND ENERGY CORPORATION More: the full row for EXPAND ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,834 shares; 2024Q4: 3,319 shares; 2025Q1: 3,768 shares; 2025Q2: 4,483 shares; 2025Q3: 3,597 shares; 2025Q4: 13,610 shares 13,610 $1.5M 0.01% +10,013 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,256 shares; 2024Q4: 15,470 shares; 2025Q1: 19,765 shares; 2025Q2: 20,991 shares; 2025Q3: 18,574 shares; 2025Q4: 14,499 shares 14,499 $1.48M 0.01% -4,075 Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,474 shares; 2024Q4: 8,454 shares; 2025Q1: 7,553 shares; 2025Q2: 7,296 shares; 2025Q3: 7,296 shares; 2025Q4: 7,225 shares 7,225 $1.48M 0.01% -71 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,640 shares; 2024Q4: 5,269 shares; 2025Q1: 23,964 shares; 2025Q2: 26,281 shares; 2025Q3: 24,453 shares; 2025Q4: 24,611 shares 24,611 $1.48M 0.01% +158 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,057 shares; 2025Q1: 11,314 shares; 2025Q2: 7,144 shares; 2025Q3: 6,619 shares; 2025Q4: 6,493 shares 6,493 $1.48M 0.01% -126 Timeline FDL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 80,894 shares; 2025Q3: 36,450 shares; 2025Q4: 32,913 shares 32,913 $1.46M 0.01% -3,537 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,936 shares; 2024Q4: 4,505 shares; 2025Q1: 16,212 shares; 2025Q2: 16,946 shares; 2025Q3: 17,492 shares; 2025Q4: 11,579 shares 11,579 $1.46M 0.01% -5,913 Timeline BSJQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 31,200 shares; 2025Q1: 34,800 shares; 2025Q2: 59,268 shares; 2025Q3: 78,390 shares; 2025Q4: 62,369 shares 62,369 $1.46M 0.01% -16,021 Timeline ING ING GROEP N.V. More: the full row for ING GROEP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,536 shares; 2024Q4: 59,099 shares; 2025Q1: 60,932 shares; 2025Q2: 61,937 shares; 2025Q3: 57,746 shares; 2025Q4: 51,756 shares 51,756 $1.45M 0.01% -5,990 Timeline IBTG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 200 shares; 2025Q1: 62,388 shares; 2025Q2: 62,388 shares; 2025Q3: 62,388 shares; 2025Q4: 62,913 shares 62,913 $1.44M 0.01% +525 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,964 shares; 2024Q4: 30,827 shares; 2025Q1: 23,101 shares; 2025Q2: 22,807 shares; 2025Q3: 8,123 shares; 2025Q4: 21,241 shares 21,241 $1.43M 0.01% +13,118 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,907 shares; 2024Q4: 7,905 shares; 2025Q1: 9,382 shares; 2025Q2: 8,296 shares; 2025Q3: 8,763 shares; 2025Q4: 8,939 shares 8,939 $1.42M 0.01% +176 Timeline SMCI SUPER MICRO COMPUTER INC More: the full row for SUPER MICRO COMPUTER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,734 shares; 2025Q1: 3,995 shares; 2025Q2: 10,101 shares; 2025Q3: 24,872 shares; 2025Q4: 48,625 shares 48,625 $1.42M 0.01% +23,753 Timeline IBP INSTALLED BLDG PRODS INC More: the full row for INSTALLED BLDG PRODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 152 shares; 2024Q4: 152 shares; 2025Q1: 64 shares; 2025Q2: not reported; 2025Q3: 3,503 shares; 2025Q4: 5,478 shares 5,478 $1.42M 0.01% +1,975 Timeline DOX AMDOCS LTD More: the full row for AMDOCS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,029 shares; 2024Q4: 29,049 shares; 2025Q1: 30,464 shares; 2025Q2: 24,130 shares; 2025Q3: 22,001 shares; 2025Q4: 17,248 shares 17,248 $1.39M 0.01% -4,753 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,183 shares; 2024Q4: 19,082 shares; 2025Q1: 3,219 shares; 2025Q2: 3,108 shares; 2025Q3: 1,830 shares; 2025Q4: 7,392 shares 7,392 $1.37M 0.01% +5,562 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94,598 shares; 2024Q4: 44,975 shares; 2025Q1: 42,038 shares; 2025Q2: 55,946 shares; 2025Q3: 38,659 shares; 2025Q4: 35,446 shares 35,446 $1.36M 0.01% -3,213 Timeline IBDR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,834 shares; 2024Q4: 48,569 shares; 2025Q1: 69,932 shares; 2025Q2: 70,952 shares; 2025Q3: 70,620 shares; 2025Q4: 55,774 shares 55,774 $1.35M 0.01% -14,846 Timeline VFMV VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,338 shares 10,338 $1.35M 0.01% new Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 53 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,600 shares 3,600 $1.34M 0.01% new Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 444 shares; 2024Q4: 194 shares; 2025Q1: 195 shares; 2025Q2: 505 shares; 2025Q3: 23,687 shares; 2025Q4: 24,529 shares 24,529 $1.31M 0.01% +842 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 668 shares; 2024Q4: 2,358 shares; 2025Q1: 2,943 shares; 2025Q2: 5,940 shares; 2025Q3: 4,162 shares; 2025Q4: 6,374 shares 6,374 $1.31M 0.01% +2,212 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,141 shares; 2024Q4: 2,464 shares; 2025Q1: 2,396 shares; 2025Q2: 4,154 shares; 2025Q3: 2,860 shares; 2025Q4: 8,072 shares 8,072 $1.31M 0.01% +5,212 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 800 shares; 2024Q4: 800 shares; 2025Q1: 800 shares; 2025Q2: 932 shares; 2025Q3: 932 shares; 2025Q4: 15,674 shares 15,674 $1.29M 0.01% +14,742 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,315 shares; 2024Q4: 3,455 shares; 2025Q1: 3,184 shares; 2025Q2: 3,318 shares; 2025Q3: 3,785 shares; 2025Q4: 3,735 shares 3,735 $1.29M 0.01% -50 Timeline FESM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,170 shares; 2025Q1: 21,221 shares; 2025Q2: 40,146 shares; 2025Q3: 40,152 shares; 2025Q4: 34,059 shares 34,059 $1.29M 0.01% -6,093 Timeline NXE NEXGEN ENERGY LTD More: the full row for NEXGEN ENERGY LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,214 shares; 2024Q4: 70,044 shares; 2025Q1: 143,231 shares; 2025Q2: 122,933 shares; 2025Q3: 143,664 shares; 2025Q4: 137,466 shares 137,466 $1.26M 0.01% -6,198 Timeline IGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,130 shares; 2024Q4: 4,759 shares; 2025Q1: 4,610 shares; 2025Q2: 18,353 shares; 2025Q3: 20,778 shares; 2025Q4: 30,206 shares 30,206 $1.26M 0.01% +9,428 Timeline DTM DT MIDSTREAM INC More: the full row for DT MIDSTREAM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,137 shares; 2024Q4: 15,892 shares; 2025Q1: 10,178 shares; 2025Q2: 10,357 shares; 2025Q3: 11,594 shares; 2025Q4: 10,340 shares 10,340 $1.24M 0.01% -1,254 Timeline MOO VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 315 shares; 2025Q3: 315 shares; 2025Q4: 16,995 shares 16,995 $1.24M 0.01% +16,680 Timeline HOLX HOLOGIC INC More: the full row for HOLOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,407 shares; 2024Q4: 15,315 shares; 2025Q1: 17,669 shares; 2025Q2: 18,706 shares; 2025Q3: 18,827 shares; 2025Q4: 16,381 shares 16,381 $1.22M 0.01% -2,446 Timeline SN SHARKNINJA INC More: the full row for SHARKNINJA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 59 shares; 2025Q2: 63 shares; 2025Q3: 47 shares; 2025Q4: 10,870 shares 10,870 $1.22M 0.01% +10,823 Timeline OMF ONEMAIN HLDGS INC More: the full row for ONEMAIN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 990 shares; 2024Q4: 16,831 shares; 2025Q1: 17,080 shares; 2025Q2: 16,548 shares; 2025Q3: 17,050 shares; 2025Q4: 17,853 shares 17,853 $1.21M 0.01% +803 Timeline REET ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,065 shares; 2024Q4: 36,978 shares; 2025Q1: 37,437 shares; 2025Q2: 40,855 shares; 2025Q3: 49,123 shares; 2025Q4: 48,191 shares 48,191 $1.2M 0.01% -932 Timeline P EVERPURE INC More: the full row for EVERPURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 105 shares; 2025Q2: 107 shares; 2025Q3: 3,718 shares; 2025Q4: 17,884 shares 17,884 $1.2M 0.01% +14,166 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 271 shares; 2024Q4: 320 shares; 2025Q1: 4,933 shares; 2025Q2: 4,808 shares; 2025Q3: 9,345 shares; 2025Q4: 10,036 shares 10,036 $1.2M 0.01% +691 Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,941 shares; 2024Q4: 4,361 shares; 2025Q1: 4,361 shares; 2025Q2: 4,361 shares; 2025Q3: 14,513 shares; 2025Q4: 13,329 shares 13,329 $1.19M 0.01% -1,184 Timeline JBND J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,300 shares 21,300 $1.15M 0.01% new Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,163 shares; 2024Q4: 4,997 shares; 2025Q1: 10,900 shares; 2025Q2: 10,890 shares; 2025Q3: 10,339 shares; 2025Q4: 1,966 shares 1,966 $1.14M 0.01% -8,373 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,207 shares; 2024Q4: 6,932 shares; 2025Q1: 7,373 shares; 2025Q2: 7,556 shares; 2025Q3: 7,176 shares; 2025Q4: 7,371 shares 7,371 $1.14M 0.01% +195 Timeline CPA COPA HOLDINGS SA More: the full row for COPA HOLDINGS SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,653 shares; 2025Q1: 8,740 shares; 2025Q2: 8,733 shares; 2025Q3: 8,915 shares; 2025Q4: 9,321 shares 9,321 $1.12M 0.01% +406 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,309 shares; 2024Q4: 5,609 shares; 2025Q1: 5,249 shares; 2025Q2: 5,347 shares; 2025Q3: 4,405 shares; 2025Q4: 5,177 shares 5,177 $1.11M 0.01% +772 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,212 shares; 2024Q4: 8,559 shares; 2025Q1: 4,579 shares; 2025Q2: 23,011 shares; 2025Q3: 19,554 shares; 2025Q4: 42,326 shares 42,326 $1.11M 0.01% +22,772 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,062 shares; 2024Q4: 7,841 shares; 2025Q1: 7,536 shares; 2025Q2: 5,864 shares; 2025Q3: 6,138 shares; 2025Q4: 12,285 shares 12,285 $1.09M 0.01% +6,147 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,809 shares; 2024Q4: 12,095 shares; 2025Q1: 5,220 shares; 2025Q2: 5,199 shares; 2025Q3: 5,585 shares; 2025Q4: 12,119 shares 12,119 $1.08M 0.01% +6,534 Timeline RGTI RIGETTI COMPUTING INC More: the full row for RIGETTI COMPUTING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,025 shares; 2025Q2: 36,175 shares; 2025Q3: 45,247 shares; 2025Q4: 48,871 shares 48,871 $1.08M 0.01% +3,624 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,771 shares; 2024Q4: 9,998 shares; 2025Q1: 16,859 shares; 2025Q2: 10,723 shares; 2025Q3: 10,837 shares; 2025Q4: 10,506 shares 10,506 $1.08M 0.01% -331 Timeline TGB TASEKO MINES LTD More: the full row for TASEKO MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,900 shares; 2024Q4: 12,165 shares; 2025Q1: 62,032 shares; 2025Q2: 62,032 shares; 2025Q3: 189,032 shares; 2025Q4: 189,032 shares 189,032 $1.07M 0.01% 0 Timeline SII SPROTT INC More: the full row for SPROTT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,324 shares; 2024Q4: 1,324 shares; 2025Q1: 1,324 shares; 2025Q2: 2,786 shares; 2025Q3: 3,786 shares; 2025Q4: 11,164 shares 11,164 $1.06M 0.01% +7,378 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 260 shares; 2024Q4: 337 shares; 2025Q1: 205 shares; 2025Q2: 210 shares; 2025Q3: 318 shares; 2025Q4: 1,915 shares 1,915 $1.06M 0.01% +1,597 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 115,834 shares; 2024Q4: 22,193 shares; 2025Q1: 39,177 shares; 2025Q2: 34,161 shares; 2025Q3: 24,948 shares; 2025Q4: 13,590 shares 13,590 $1.06M 0.01% -11,358 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,943 shares; 2024Q4: 10,553 shares; 2025Q1: 9,184 shares; 2025Q2: 8,974 shares; 2025Q3: 8,879 shares; 2025Q4: 8,534 shares 8,534 $1.05M 0.01% -345 Timeline SPRX LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 26,107 shares; 2025Q2: 25,611 shares; 2025Q3: 25,309 shares; 2025Q4: 27,129 shares 27,129 $1.04M 0.01% +1,820 Timeline KOF COCA-COLA FEMSA SAB DE CV More: the full row for COCA-COLA FEMSA SAB DE CV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,573 shares; 2024Q4: 10,646 shares; 2025Q1: 10,841 shares; 2025Q2: 11,463 shares; 2025Q3: 11,718 shares; 2025Q4: 10,969 shares 10,969 $1.04M 0.01% -749 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,317 shares; 2024Q4: 4,594 shares; 2025Q1: 4,236 shares; 2025Q2: 3,395 shares; 2025Q3: 3,597 shares; 2025Q4: 6,024 shares 6,024 $1.04M 0.01% +2,427 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 122,072 shares; 2024Q4: 128,351 shares; 2025Q1: 127,431 shares; 2025Q2: 124,048 shares; 2025Q3: 120,469 shares; 2025Q4: 27,903 shares 27,903 $1.03M 0.01% -92,566 Timeline VUSB 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,267 shares; 2024Q4: 2,621 shares; 2025Q1: 1,637 shares; 2025Q2: 20,759 shares; 2025Q3: 20,759 shares; 2025Q4: 20,645 shares 20,645 $1.03M 0.01% -114 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,450 shares; 2024Q4: 22,450 shares; 2025Q1: 22,450 shares; 2025Q2: 22,450 shares; 2025Q3: 22,450 shares; 2025Q4: 22,450 shares 22,450 $1.02M 0.01% 0 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,631 shares; 2024Q4: 20,963 shares; 2025Q1: 20,805 shares; 2025Q2: 20,678 shares; 2025Q3: 20,483 shares; 2025Q4: 20,728 shares 20,728 $1.02M 0.01% +245 Timeline CPB THE CAMPBELLS COMPANY More: the full row for THE CAMPBELLS COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,456 shares; 2024Q4: 42,514 shares; 2025Q1: 48,066 shares; 2025Q2: 49,459 shares; 2025Q3: 45,331 shares; 2025Q4: 36,191 shares 36,191 $1.01M 0.01% -9,140 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 837 shares; 2024Q4: 764 shares; 2025Q1: 1,912 shares; 2025Q2: 1,555 shares; 2025Q3: 1,602 shares; 2025Q4: 1,766 shares 1,766 $1.01M 0.01% +164 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,976 shares; 2024Q4: 8,076 shares; 2025Q1: 8,076 shares; 2025Q2: 8,997 shares; 2025Q3: 17,146 shares; 2025Q4: 21,002 shares 21,002 $1M 0.01% +3,856 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,640 shares; 2024Q4: 2,420 shares; 2025Q1: 2,473 shares; 2025Q2: 2,446 shares; 2025Q3: 3,120 shares; 2025Q4: 9,396 shares 9,396 $1M 0.01% +6,276 Timeline HYS PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,263 shares; 2024Q4: 10,086 shares; 2025Q1: 9,274 shares; 2025Q2: 10,388 shares; 2025Q3: 10,612 shares; 2025Q4: 10,556 shares 10,556 $1000K 0.01% -56 Timeline BKLN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,417 shares; 2024Q4: 43,417 shares; 2025Q1: 60,136 shares; 2025Q2: 61,991 shares; 2025Q3: 52,116 shares; 2025Q4: 47,391 shares 47,391 $995K 0.01% -4,725 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,314 shares; 2024Q4: 2,051 shares; 2025Q1: 2,048 shares; 2025Q2: 2,062 shares; 2025Q3: 1,992 shares; 2025Q4: 2,687 shares 2,687 $990K 0.01% +695 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,126 shares; 2024Q4: 623 shares; 2025Q1: 617 shares; 2025Q2: 617 shares; 2025Q3: 9,901 shares; 2025Q4: 12,302 shares 12,302 $987K 0.01% +2,401 Timeline CLBT CELLEBRITE DI LTD More: the full row for CELLEBRITE DI LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,638 shares; 2024Q4: 47,497 shares; 2025Q1: 49,224 shares; 2025Q2: 52,977 shares; 2025Q3: 54,435 shares; 2025Q4: 54,399 shares 54,399 $981K 0.01% -36 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,100 shares; 2024Q4: 10,183 shares; 2025Q1: 12,203 shares; 2025Q2: 12,251 shares; 2025Q3: 9,178 shares; 2025Q4: 7,984 shares 7,984 $971K 0.01% -1,194 Timeline IXJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,862 shares; 2024Q4: 6,405 shares; 2025Q1: 7,097 shares; 2025Q2: 6,583 shares; 2025Q3: 6,451 shares; 2025Q4: 9,941 shares 9,941 $967K 0.01% +3,490 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,178 shares; 2024Q4: 11,024 shares; 2025Q1: 16,133 shares; 2025Q2: 16,529 shares; 2025Q3: 9,450 shares; 2025Q4: 3,978 shares 3,978 $966K 0.01% -5,472 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,208 shares; 2024Q4: 708 shares; 2025Q1: 731 shares; 2025Q2: 862 shares; 2025Q3: 8,241 shares; 2025Q4: 9,538 shares 9,538 $962K 0.01% +1,297 Timeline BBCA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,665 shares; 2024Q4: 3,473 shares; 2025Q1: 3,769 shares; 2025Q2: 5,060 shares; 2025Q3: 11,752 shares; 2025Q4: 10,321 shares 10,321 $960K 0.01% -1,431 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,614 shares; 2024Q4: 19,411 shares; 2025Q1: 19,375 shares; 2025Q2: 19,598 shares; 2025Q3: 18,489 shares; 2025Q4: 16,878 shares 16,878 $956K 0.01% -1,611 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 829 shares; 2024Q4: 2,060 shares; 2025Q1: 1,737 shares; 2025Q2: 4,575 shares; 2025Q3: 4,181 shares; 2025Q4: 4,444 shares 4,444 $952K 0.01% +263 Timeline PDS PRECISION DRILLING CORP More: the full row for PRECISION DRILLING CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,663 shares; 2024Q4: 22,920 shares; 2025Q1: 15,335 shares; 2025Q2: 14,508 shares; 2025Q3: 14,161 shares; 2025Q4: 13,696 shares 13,696 $952K 0.01% -465 Timeline SUNC SUNOCOCORP LLC More: the full row for SUNOCOCORP LLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,273 shares 19,273 $949K 0.01% new Timeline OFG OFG BANCORP More: the full row for OFG BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,672 shares; 2024Q4: 21,041 shares; 2025Q1: 21,351 shares; 2025Q2: 21,342 shares; 2025Q3: 21,942 shares; 2025Q4: 23,022 shares 23,022 $943K 0.01% +1,080 Timeline HMY HARMONY GOLD MNG LTD More: the full row for HARMONY GOLD MNG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,422 shares; 2024Q4: 35,918 shares; 2025Q1: 39,685 shares; 2025Q2: 45,122 shares; 2025Q3: 46,838 shares; 2025Q4: 47,079 shares 47,079 $936K 0.01% +241 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,533 shares; 2024Q4: 12,498 shares; 2025Q1: 13,243 shares; 2025Q2: 19,998 shares; 2025Q3: 19,473 shares; 2025Q4: 20,123 shares 20,123 $932K 0.01% +650 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,878 shares; 2024Q4: 17,203 shares; 2025Q1: 16,578 shares; 2025Q2: 17,898 shares; 2025Q3: 17,256 shares; 2025Q4: 14,666 shares 14,666 $931K 0.01% -2,590 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,190 shares 14,190 $928K 0.01% new Timeline ISTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,489 shares; 2024Q4: 11,463 shares; 2025Q1: 16,609 shares; 2025Q2: 16,929 shares; 2025Q3: 17,647 shares; 2025Q4: 19,014 shares 19,014 $927K 0.01% +1,367 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,793 shares; 2024Q4: 3,834 shares; 2025Q1: 4,060 shares; 2025Q2: 5,077 shares; 2025Q3: 5,850 shares; 2025Q4: 6,506 shares 6,506 $918K 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 20,452 shares; 2025Q1: 30,852 shares; 2025Q2: 29,952 shares; 2025Q3: 29,966 shares; 2025Q4: 121,971 shares 121,971 $917K 0.01% +92,005 Timeline DSGX DESCARTES SYS GROUP INC More: the full row for DESCARTES SYS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,291 shares; 2024Q4: 8,866 shares; 2025Q1: 9,345 shares; 2025Q2: 10,707 shares; 2025Q3: 12,635 shares; 2025Q4: 10,434 shares 10,434 $912K 0.01% -2,201 Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,225 shares; 2024Q4: 5,552 shares; 2025Q1: 7,628 shares; 2025Q2: 6,493 shares; 2025Q3: 7,436 shares; 2025Q4: 6,395 shares 6,395 $910K 0.01% -1,041 Timeline COM DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,730 shares; 2024Q4: 60,463 shares; 2025Q1: 65,505 shares; 2025Q2: 62,838 shares; 2025Q3: 43,167 shares; 2025Q4: 30,763 shares 30,763 $909K 0.01% -12,404 Timeline IBDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 486 shares; 2024Q4: 12,793 shares; 2025Q1: 31,434 shares; 2025Q2: 37,181 shares; 2025Q3: 37,025 shares; 2025Q4: 38,751 shares 38,751 $907K 0.01% +1,726 Timeline ICOP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 30,338 shares; 2025Q4: 20,337 shares 20,337 $901K 0.01% -10,001 Timeline ACM AECOM More: the full row for AECOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,543 shares; 2024Q4: 7,703 shares; 2025Q1: 9,127 shares; 2025Q2: 8,102 shares; 2025Q3: 8,052 shares; 2025Q4: 9,406 shares 9,406 $896K 0.01% +1,354 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,591 shares; 2024Q4: 2,683 shares; 2025Q1: 1,616 shares; 2025Q2: 655 shares; 2025Q3: 655 shares; 2025Q4: 7,342 shares 7,342 $895K 0.01% +6,687 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 870 shares; 2024Q4: 994 shares; 2025Q1: 1,004 shares; 2025Q2: 992 shares; 2025Q3: 1,025 shares; 2025Q4: 1,159 shares 1,159 $887K 0.01% +134 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84,707 shares; 2024Q4: 87,093 shares; 2025Q1: 12,558 shares; 2025Q2: 3,307 shares; 2025Q3: 2,902 shares; 2025Q4: 2,819 shares 2,819 $875K 0.01% -83 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,426 shares; 2024Q4: 6,923 shares; 2025Q1: 5,612 shares; 2025Q2: 5,202 shares; 2025Q3: 3,209 shares; 2025Q4: 3,225 shares 3,225 $874K 0.01% +16 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,322 shares; 2024Q4: 9,653 shares; 2025Q1: 13,319 shares; 2025Q2: 14,295 shares; 2025Q3: 16,003 shares; 2025Q4: 15,885 shares 15,885 $869K 0.01% -118 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,969 shares; 2024Q4: 84,013 shares; 2025Q1: 140,488 shares; 2025Q2: 116,915 shares; 2025Q3: 10,414 shares; 2025Q4: 10,938 shares 10,938 $868K 0.01% +524 Timeline DOO BRP INC More: the full row for BRP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,732 shares; 2024Q4: 56,309 shares; 2025Q1: 27,949 shares; 2025Q2: 17,417 shares; 2025Q3: 14,743 shares; 2025Q4: 12,192 shares 12,192 $860K 0.01% -2,551 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 850 shares; 2025Q1: 5,562 shares; 2025Q2: 8,549 shares; 2025Q3: 9,809 shares; 2025Q4: 10,031 shares 10,031 $839K 0.01% +222 Timeline DNN DENISON MINES CORP More: the full row for DENISON MINES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 113 shares; 2024Q4: 5,250 shares; 2025Q1: 10,141 shares; 2025Q2: 322,108 shares; 2025Q3: 283,055 shares; 2025Q4: 317,490 shares 317,490 $837K 0.01% +34,435 Timeline SPSK TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,368 shares; 2024Q4: 29,168 shares; 2025Q1: 29,704 shares; 2025Q2: 32,549 shares; 2025Q3: 36,549 shares; 2025Q4: 45,880 shares 45,880 $837K 0.01% +9,331 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,487 shares; 2024Q4: 11,280 shares; 2025Q1: 11,201 shares; 2025Q2: 11,201 shares; 2025Q3: 13,834 shares; 2025Q4: 5,628 shares 5,628 $837K 0.01% -8,206 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 117,934 shares; 2024Q4: 59,660 shares; 2025Q1: 34,360 shares; 2025Q2: 34,831 shares; 2025Q3: 31,335 shares; 2025Q4: 14,324 shares 14,324 $836K 0.01% -17,011 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,635 shares; 2024Q4: 18,525 shares; 2025Q1: 18,122 shares; 2025Q2: 19,651 shares; 2025Q3: 21,925 shares; 2025Q4: 31,171 shares 31,171 $832K 0.01% +9,246 Timeline CG CARLYLE GROUP INC More: the full row for CARLYLE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,336 shares; 2024Q4: 17,621 shares; 2025Q1: 16,880 shares; 2025Q2: 18,275 shares; 2025Q3: 17,716 shares; 2025Q4: 14,066 shares 14,066 $831K 0.01% -3,650 Timeline FLS FLOWSERVE CORP More: the full row for FLOWSERVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,212 shares; 2024Q4: 15,146 shares; 2025Q1: 14,083 shares; 2025Q2: 15,774 shares; 2025Q3: 15,005 shares; 2025Q4: 11,889 shares 11,889 $825K 0.01% -3,116 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,009 shares; 2024Q4: 11,845 shares; 2025Q1: 12,398 shares; 2025Q2: 11,923 shares; 2025Q3: 4,813 shares; 2025Q4: 5,038 shares 5,038 $820K 0.01% +225 Timeline MLI MUELLER INDS INC More: the full row for MUELLER INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,677 shares; 2024Q4: 1,385 shares; 2025Q1: 1,378 shares; 2025Q2: 1,744 shares; 2025Q3: 1,829 shares; 2025Q4: 7,117 shares 7,117 $817K 0.01% +5,288 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,600 shares; 2025Q1: 13,958 shares; 2025Q2: 15,271 shares; 2025Q3: 13,720 shares; 2025Q4: 14,058 shares 14,058 $817K 0.01% +338 Timeline FQAL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,402 shares; 2024Q4: 9,402 shares; 2025Q1: 9,048 shares; 2025Q2: 9,879 shares; 2025Q3: 10,430 shares; 2025Q4: 10,734 shares 10,734 $811K 0.01% +304 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,511 shares; 2024Q4: 61,807 shares; 2025Q1: 64,559 shares; 2025Q2: 21,642 shares; 2025Q3: 37,703 shares; 2025Q4: 35,157 shares 35,157 $809K 0.01% -2,546 Timeline OVV OVINTIV INC More: the full row for OVINTIV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,658 shares; 2024Q4: 39,051 shares; 2025Q1: 13,953 shares; 2025Q2: 22,601 shares; 2025Q3: 21,822 shares; 2025Q4: 20,435 shares 20,435 $800K <0.01% -1,387 Timeline SEIC SEI INVTS CO More: the full row for SEI INVTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,982 shares; 2024Q4: 13,019 shares; 2025Q1: 12,460 shares; 2025Q2: 34,103 shares; 2025Q3: 32,806 shares; 2025Q4: 9,720 shares 9,720 $797K <0.01% -23,086 Timeline CGIE CAPITAL GROUP INTERNATIONAL More: the full row for CAPITAL GROUP INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 22,922 shares 22,922 $797K <0.01% new Timeline NCLH NORWEGIAN CRUISE LINE HLDGS More: the full row for NORWEGIAN CRUISE LINE HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 511,558 shares; 2024Q4: 513,040 shares; 2025Q1: 512,488 shares; 2025Q2: 35,730 shares; 2025Q3: 35,093 shares; 2025Q4: 35,293 shares 35,293 $788K <0.01% +200 Timeline IYY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,545 shares; 2024Q4: 5,385 shares; 2025Q1: 5,001 shares; 2025Q2: 5,001 shares; 2025Q3: 4,949 shares; 2025Q4: 4,706 shares 4,706 $780K <0.01% -243 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: 1 shares; 2025Q1: 7 shares; 2025Q2: 7 shares; 2025Q3: 7 shares; 2025Q4: 1 shares 1 $754K <0.01% -6 Timeline KRP KIMBELL RTY PARTNERS LP More: the full row for KIMBELL RTY PARTNERS LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,287 shares; 2024Q4: 4,287 shares; 2025Q1: 8,787 shares; 2025Q2: 8,787 shares; 2025Q3: 38,433 shares; 2025Q4: 63,809 shares 63,809 $749K <0.01% +25,376 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,873 shares; 2024Q4: 10,999 shares; 2025Q1: 11,612 shares; 2025Q2: 11,524 shares; 2025Q3: 11,211 shares; 2025Q4: 11,149 shares 11,149 $748K <0.01% -62 Timeline ARE ALEXANDRIA REAL ESTATE EQ IN More: the full row for ALEXANDRIA REAL ESTATE EQ IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 141,153 shares; 2024Q4: 150,687 shares; 2025Q1: 168,444 shares; 2025Q2: 68,862 shares; 2025Q3: 56,788 shares; 2025Q4: 15,286 shares 15,286 $748K <0.01% -41,502 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,807 shares; 2024Q4: 4,912 shares; 2025Q1: 4,761 shares; 2025Q2: 4,380 shares; 2025Q3: 4,580 shares; 2025Q4: 4,595 shares 4,595 $747K <0.01% +15 Timeline VALE VALE S A More: the full row for VALE S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94,495 shares; 2024Q4: 90,370 shares; 2025Q1: 86,520 shares; 2025Q2: 2,496 shares; 2025Q3: 2,350 shares; 2025Q4: 57,020 shares 57,020 $742K <0.01% +54,670 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,658 shares; 2025Q4: 9,956 shares 9,956 $738K <0.01% +3,298 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 254,020 shares; 2024Q4: 270,313 shares; 2025Q1: 269,138 shares; 2025Q2: 229,861 shares; 2025Q3: 15,089 shares; 2025Q4: 13,550 shares 13,550 $731K <0.01% -1,539 Timeline CVNA CARVANA CO More: the full row for CARVANA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57 shares; 2024Q4: 52 shares; 2025Q1: 2,141 shares; 2025Q2: 4,327 shares; 2025Q3: 1,117 shares; 2025Q4: 1,699 shares 1,699 $717K <0.01% +582 Timeline ATAT ATOUR LIFESTYLE HLDGS LTD More: the full row for ATOUR LIFESTYLE HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,480 shares; 2025Q2: 17,529 shares; 2025Q3: 18,084 shares; 2025Q4: 18,196 shares 18,196 $717K <0.01% +112 Timeline CRCL CIRCLE INTERNET GROUP INC More: the full row for CIRCLE INTERNET GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 384 shares; 2025Q4: 9,012 shares 9,012 $715K <0.01% +8,628 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 286 shares; 2024Q4: 286 shares; 2025Q1: 326 shares; 2025Q2: 10,469 shares; 2025Q3: 6,560 shares; 2025Q4: 9,323 shares 9,323 $715K <0.01% +2,763 Timeline VCLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,453 shares; 2024Q4: 9,787 shares; 2025Q1: 14,091 shares; 2025Q2: 9,794 shares; 2025Q3: 9,675 shares; 2025Q4: 9,425 shares 9,425 $715K <0.01% -250 Timeline FIG FIGMA INC More: the full row for FIGMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,987 shares; 2025Q4: 19,084 shares 19,084 $713K <0.01% +8,097 Timeline FHB FIRST HAWAIIAN INC More: the full row for FIRST HAWAIIAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,148 shares; 2024Q4: 42,728 shares; 2025Q1: 41,495 shares; 2025Q2: 36,424 shares; 2025Q3: 35,035 shares; 2025Q4: 28,116 shares 28,116 $711K <0.01% -6,919 Timeline GPI GROUP 1 AUTOMOTIVE INC More: the full row for GROUP 1 AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,511 shares; 2024Q4: 2,486 shares; 2025Q1: 2,376 shares; 2025Q2: 1,995 shares; 2025Q3: 1,881 shares; 2025Q4: 1,784 shares 1,784 $701K <0.01% -97 Timeline DRD DRDGOLD LIMITED More: the full row for DRDGOLD LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 420 shares; 2024Q4: 420 shares; 2025Q1: 420 shares; 2025Q2: 420 shares; 2025Q3: 420 shares; 2025Q4: 22,568 shares 22,568 $699K <0.01% +22,148 Timeline TEM TEMPUS AI INC More: the full row for TEMPUS AI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,225 shares; 2025Q2: 9,179 shares; 2025Q3: 9,614 shares; 2025Q4: 11,799 shares 11,799 $697K <0.01% +2,185 Timeline FTSL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,801 shares 14,801 $679K <0.01% new Timeline CDX SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,900 shares; 2025Q3: 22,900 shares; 2025Q4: 30,400 shares 30,400 $676K <0.01% +7,500 Timeline TBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,200 shares; 2025Q3: 15,000 shares; 2025Q4: 13,529 shares 13,529 $675K <0.01% -1,471 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,425 shares; 2024Q4: 4,566 shares; 2025Q1: 4,709 shares; 2025Q2: 4,813 shares; 2025Q3: 5,034 shares; 2025Q4: 5,121 shares 5,121 $668K <0.01% +87 Timeline GRAB GRAB HOLDINGS LIMITED More: the full row for GRAB HOLDINGS LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 64,278 shares; 2025Q4: 134,142 shares 134,142 $668K <0.01% +69,864 Timeline AFRM AFFIRM HLDGS INC More: the full row for AFFIRM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,049 shares; 2024Q4: 14,178 shares; 2025Q1: 9,258 shares; 2025Q2: 8,706 shares; 2025Q3: 8,545 shares; 2025Q4: 8,902 shares 8,902 $662K <0.01% +357 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 225 shares; 2024Q4: 2,316 shares; 2025Q1: 2,530 shares; 2025Q2: 2,283 shares; 2025Q3: 3,514 shares; 2025Q4: 3,789 shares 3,789 $660K <0.01% +275 Timeline NVMI NOVA LTD More: the full row for NOVA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 46 shares; 2025Q1: 174 shares; 2025Q2: 1,949 shares; 2025Q3: 2,006 shares; 2025Q4: 2,007 shares 2,007 $659K <0.01% +1 Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,043 shares; 2024Q4: 3,095 shares; 2025Q1: 3,111 shares; 2025Q2: 3,293 shares; 2025Q3: 3,365 shares; 2025Q4: 3,487 shares 3,487 $646K <0.01% +122 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,889 shares; 2024Q4: 9,579 shares; 2025Q1: 8,113 shares; 2025Q2: 16,822 shares; 2025Q3: 16,885 shares; 2025Q4: 16,042 shares 16,042 $644K <0.01% -843 Timeline BCI ABRDN ETFS More: the full row for ABRDN ETFS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 32,921 shares; 2025Q4: 32,921 shares 32,921 $643K <0.01% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,234 shares; 2024Q4: 9,234 shares; 2025Q1: 9,310 shares; 2025Q2: 8,670 shares; 2025Q3: 8,407 shares; 2025Q4: 8,907 shares 8,907 $636K <0.01% +500 Timeline AKO-B EMBOTELLADORA ANDINA S A More: the full row for EMBOTELLADORA ANDINA S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,956 shares; 2024Q4: 18,588 shares; 2025Q1: 20,047 shares; 2025Q2: 22,288 shares; 2025Q3: 23,298 shares; 2025Q4: 23,439 shares 23,439 $635K <0.01% +141 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 156 shares; 2025Q1: 156 shares; 2025Q2: 156 shares; 2025Q3: 156 shares; 2025Q4: 5,568 shares 5,568 $634K <0.01% +5,412 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 224 shares; 2024Q4: 228 shares; 2025Q1: 1,728 shares; 2025Q2: 2,478 shares; 2025Q3: 2,478 shares; 2025Q4: 2,440 shares 2,440 $629K <0.01% -38 Timeline HLAL LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,373 shares; 2024Q4: 14,373 shares; 2025Q1: 10,343 shares; 2025Q2: 10,417 shares; 2025Q3: 9,982 shares; 2025Q4: 10,024 shares 10,024 $621K <0.01% +42 Timeline IBDS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,493 shares; 2024Q4: 3,212 shares; 2025Q1: 20,801 shares; 2025Q2: 23,354 shares; 2025Q3: 23,208 shares; 2025Q4: 25,340 shares 25,340 $615K <0.01% +2,132 Timeline JOBY JOBY AVIATION INC More: the full row for JOBY AVIATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 300 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 100 shares; 2025Q4: 46,244 shares 46,244 $610K <0.01% +46,144 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,425 shares; 2024Q4: 4,166 shares; 2025Q1: 3,768 shares; 2025Q2: 3,061 shares; 2025Q3: 3,222 shares; 2025Q4: 1,590 shares 1,590 $609K <0.01% -1,632 Timeline TAC TRANSALTA CORP More: the full row for TRANSALTA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 900,787 shares; 2024Q4: 461,550 shares; 2025Q1: 59,022 shares; 2025Q2: 70,554 shares; 2025Q3: 55,412 shares; 2025Q4: 48,141 shares 48,141 $608K <0.01% -7,271 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,414 shares; 2024Q4: 5,280 shares; 2025Q1: 5,876 shares; 2025Q2: 3,517 shares; 2025Q3: 2,692 shares; 2025Q4: 13,019 shares 13,019 $606K <0.01% +10,327 Timeline TIMB TIM S A More: the full row for TIM S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,642 shares; 2024Q4: 27,088 shares; 2025Q1: 27,936 shares; 2025Q2: 29,937 shares; 2025Q3: 30,747 shares; 2025Q4: 30,825 shares 30,825 $600K <0.01% +78 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,561 shares; 2024Q4: 3,299 shares; 2025Q1: 4,744 shares; 2025Q2: 4,954 shares; 2025Q3: 4,793 shares; 2025Q4: 5,164 shares 5,164 $595K <0.01% +371 Timeline KEP KOREA ELEC PWR CORP More: the full row for KOREA ELEC PWR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 956 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 247 shares; 2025Q3: 4,824 shares; 2025Q4: 36,072 shares 36,072 $594K <0.01% +31,248 Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 195 shares; 2024Q4: 1,877 shares; 2025Q1: 2,381 shares; 2025Q2: 1,374 shares; 2025Q3: 1,381 shares; 2025Q4: 1,220 shares 1,220 $594K <0.01% -161 Timeline KRE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,207 shares; 2024Q4: 9,207 shares; 2025Q1: 17,928 shares; 2025Q2: 7,172 shares; 2025Q3: 7,572 shares; 2025Q4: 9,090 shares 9,090 $589K <0.01% +1,518 Timeline TSAT TELESAT CORP More: the full row for TELESAT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,000 shares; 2025Q3: 15,981 shares; 2025Q4: 20,882 shares 20,882 $586K <0.01% +4,901 Timeline PROF PROFOUND MED CORP More: the full row for PROFOUND MED CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,887 shares; 2024Q4: 25,402 shares; 2025Q1: 41,153 shares; 2025Q2: 56,073 shares; 2025Q3: 75,293 shares; 2025Q4: 77,493 shares 77,493 $582K <0.01% +2,200 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,894 shares; 2024Q4: 2,241 shares; 2025Q1: 2,034 shares; 2025Q2: 2,075 shares; 2025Q3: 2,124 shares; 2025Q4: 2,107 shares 2,107 $580K <0.01% -17 Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,205 shares; 2024Q4: 18,860 shares; 2025Q1: 19,732 shares; 2025Q2: 21,484 shares; 2025Q3: 14,834 shares; 2025Q4: 15,085 shares 15,085 $578K <0.01% +251 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,679 shares; 2024Q4: 12,591 shares; 2025Q1: 743 shares; 2025Q2: 713 shares; 2025Q3: 2,844 shares; 2025Q4: 3,159 shares 3,159 $575K <0.01% +315 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,517 shares; 2024Q4: 3,485 shares; 2025Q1: 3,386 shares; 2025Q2: 3,407 shares; 2025Q3: 4,252 shares; 2025Q4: 4,084 shares 4,084 $573K <0.01% -168 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,353 shares; 2024Q4: 45,022 shares; 2025Q1: 45,988 shares; 2025Q2: 3,197 shares; 2025Q3: 3,369 shares; 2025Q4: 4,039 shares 4,039 $571K <0.01% +670 Timeline MAGS LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,631 shares; 2025Q4: 8,567 shares 8,567 $565K <0.01% +3,936 Timeline RSPD INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,892 shares 9,892 $564K <0.01% new Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,663 shares; 2024Q4: 1,671 shares; 2025Q1: 1,663 shares; 2025Q2: 1,828 shares; 2025Q3: 4,186 shares; 2025Q4: 8,331 shares 8,331 $560K <0.01% +4,145 Timeline GRNY TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,983 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 600 shares; 2025Q4: 22,606 shares 22,606 $559K <0.01% +22,006 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,628 shares; 2024Q4: 14,876 shares; 2025Q1: 145,164 shares; 2025Q2: 137,551 shares; 2025Q3: 16,239 shares; 2025Q4: 20,274 shares 20,274 $557K <0.01% +4,035 Timeline WHR WHIRLPOOL CORP More: the full row for WHIRLPOOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 145 shares; 2024Q4: 320 shares; 2025Q1: 137 shares; 2025Q2: 137 shares; 2025Q3: 137 shares; 2025Q4: 7,665 shares 7,665 $553K <0.01% +7,528 Timeline FVR FRONTVIEW REIT INC More: the full row for FRONTVIEW REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 37,500 shares; 2025Q4: 37,500 shares 37,500 $550K <0.01% 0 Timeline MAT MATTEL INC More: the full row for MATTEL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,480 shares; 2024Q4: 18,749 shares; 2025Q1: 17,831 shares; 2025Q2: 23,622 shares; 2025Q3: 26,639 shares; 2025Q4: 27,559 shares 27,559 $547K <0.01% +920 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,916 shares; 2024Q4: 45,688 shares; 2025Q1: 20,271 shares; 2025Q2: 2,756 shares; 2025Q3: 2,807 shares; 2025Q4: 2,949 shares 2,949 $546K <0.01% +142 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,901 shares; 2024Q4: 26,363 shares; 2025Q1: 54,858 shares; 2025Q2: 59,889 shares; 2025Q3: 64,914 shares; 2025Q4: 13,551 shares 13,551 $545K <0.01% -51,363 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 119 shares; 2024Q4: 315 shares; 2025Q1: 341 shares; 2025Q2: 347 shares; 2025Q3: 342 shares; 2025Q4: 252 shares 252 $542K <0.01% -90 Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,244 shares; 2024Q4: 18,064 shares; 2025Q1: 20,277 shares; 2025Q2: 16,345 shares; 2025Q3: 17,586 shares; 2025Q4: 17,674 shares 17,674 $540K <0.01% +88 Timeline BTE BAYTEX ENERGY CORP More: the full row for BAYTEX ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,568 shares; 2024Q4: 64,758 shares; 2025Q1: 60,757 shares; 2025Q2: 180,702 shares; 2025Q3: 184,461 shares; 2025Q4: 166,123 shares 166,123 $536K <0.01% -18,338 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,870 shares; 2024Q4: 5,069 shares; 2025Q1: 5,962 shares; 2025Q2: 6,154 shares; 2025Q3: 6,693 shares; 2025Q4: 6,241 shares 6,241 $532K <0.01% -452 Timeline OSCR OSCAR HEALTH INC More: the full row for OSCAR HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,605 shares; 2025Q4: 36,927 shares 36,927 $530K <0.01% +16,322 Timeline LSPD LIGHTSPEED COMMERCE INC More: the full row for LIGHTSPEED COMMERCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,585 shares; 2024Q4: 36,738 shares; 2025Q1: 39,830 shares; 2025Q2: 43,231 shares; 2025Q3: 47,580 shares; 2025Q4: 44,037 shares 44,037 $530K <0.01% -3,543 Timeline FWONK LIBERTY MEDIA CORP DEL More: the full row for LIBERTY MEDIA CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,195 shares; 2024Q4: 9,565 shares; 2025Q1: 9,327 shares; 2025Q2: 9,400 shares; 2025Q3: 6,947 shares; 2025Q4: 5,362 shares 5,362 $528K <0.01% -1,585 Timeline EFXT ENERFLEX LTD More: the full row for ENERFLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,118 shares; 2024Q4: 17,522 shares; 2025Q1: 20,530 shares; 2025Q2: 23,628 shares; 2025Q3: 26,298 shares; 2025Q4: 34,182 shares 34,182 $525K <0.01% +7,884 Timeline BL BLACKLINE INC More: the full row for BLACKLINE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,500 shares 9,500 $525K <0.01% new Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 713 shares; 2024Q4: 335 shares; 2025Q1: 1,179 shares; 2025Q2: 1,112 shares; 2025Q3: 971 shares; 2025Q4: 1,544 shares 1,544 $525K <0.01% +573 Timeline FXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,021 shares; 2024Q4: not reported; 2025Q1: 5,683 shares; 2025Q2: 58,039 shares; 2025Q3: 18,005 shares; 2025Q4: 13,672 shares 13,672 $523K <0.01% -4,333 Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 272 shares; 2024Q4: 196 shares; 2025Q1: 196 shares; 2025Q2: 185 shares; 2025Q3: 3,897 shares; 2025Q4: 5,771 shares 5,771 $519K <0.01% +1,874 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,987 shares; 2024Q4: 9,845 shares; 2025Q1: 9,322 shares; 2025Q2: 10,317 shares; 2025Q3: 10,317 shares; 2025Q4: 10,247 shares 10,247 $512K <0.01% -70 Timeline EDU NEW ORIENTAL ED & TECHNOLOGY More: the full row for NEW ORIENTAL ED & TECHNOLOGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,049 shares; 2024Q4: 8,157 shares; 2025Q1: 8,336 shares; 2025Q2: 8,890 shares; 2025Q3: 9,108 shares; 2025Q4: 9,151 shares 9,151 $503K <0.01% +43 Timeline ERO ERO COPPER CORP More: the full row for ERO COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,672 shares; 2024Q4: 10,672 shares; 2025Q1: 10,672 shares; 2025Q2: 9,972 shares; 2025Q3: 17,472 shares; 2025Q4: 17,852 shares 17,852 $503K <0.01% +380 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,099 shares; 2024Q4: 3,906 shares; 2025Q1: 3,906 shares; 2025Q2: 3,877 shares; 2025Q3: 3,877 shares; 2025Q4: 4,120 shares 4,120 $498K <0.01% +243 Timeline TS TENARIS S A More: the full row for TENARIS S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 915 shares; 2024Q4: 915 shares; 2025Q1: 1,881 shares; 2025Q2: 12,312 shares; 2025Q3: 12,746 shares; 2025Q4: 12,907 shares 12,907 $496K <0.01% +161 Timeline GH GUARDANT HEALTH INC More: the full row for GUARDANT HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,295 shares; 2024Q4: 2,929 shares; 2025Q1: 2,889 shares; 2025Q2: 4,740 shares; 2025Q3: 4,891 shares; 2025Q4: 4,856 shares 4,856 $496K <0.01% -35 Timeline SFM SPROUTS FMRS MKT INC More: the full row for SPROUTS FMRS MKT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 523 shares; 2024Q4: 970 shares; 2025Q1: 802 shares; 2025Q2: 3,851 shares; 2025Q3: 403 shares; 2025Q4: 6,176 shares 6,176 $492K <0.01% +5,773 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,003 shares; 2024Q4: 2,132 shares; 2025Q1: 2,559 shares; 2025Q2: 3,409 shares; 2025Q3: 3,909 shares; 2025Q4: 4,677 shares 4,677 $491K <0.01% +768 Timeline QQQE DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,280 shares; 2024Q4: 2,280 shares; 2025Q1: 2,580 shares; 2025Q2: 4,800 shares; 2025Q3: 4,800 shares; 2025Q4: 4,800 shares 4,800 $491K <0.01% 0 Timeline DPZ DOMINOS PIZZA INC More: the full row for DOMINOS PIZZA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 820 shares; 2024Q4: 873 shares; 2025Q1: 227 shares; 2025Q2: 234 shares; 2025Q3: 1,085 shares; 2025Q4: 1,163 shares 1,163 $484K <0.01% +78 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 12,440 shares; 2025Q1: 10,000 shares; 2025Q2: 11,275 shares; 2025Q3: 19,964 shares; 2025Q4: 49,252 shares 49,252 $483K <0.01% +29,288 Timeline POST POST HLDGS INC More: the full row for POST HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 330 shares; 2024Q4: 5,605 shares; 2025Q1: 5,068 shares; 2025Q2: 6,780 shares; 2025Q3: 5,136 shares; 2025Q4: 4,870 shares 4,870 $482K <0.01% -266 Timeline CRDO CREDO TECHNOLOGY GROUP HOLDI More: the full row for CREDO TECHNOLOGY GROUP HOLDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 3,021 shares; 2025Q2: 4,096 shares; 2025Q3: 3,296 shares; 2025Q4: 3,343 shares 3,343 $481K <0.01% +47 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,443 shares; 2024Q4: 7,939 shares; 2025Q1: 1,458 shares; 2025Q2: 1,058 shares; 2025Q3: 2,981 shares; 2025Q4: 4,253 shares 4,253 $476K <0.01% +1,272 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,694 shares; 2024Q4: 40,685 shares; 2025Q1: 43,004 shares; 2025Q2: 43,295 shares; 2025Q3: 271,602 shares; 2025Q4: 16,420 shares 16,420 $473K <0.01% -255,182 Timeline WFG WEST FRASER TIMBER CO LTD More: the full row for WEST FRASER TIMBER CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,676 shares; 2024Q4: 17,726 shares; 2025Q1: 18,353 shares; 2025Q2: 22,051 shares; 2025Q3: 21,064 shares; 2025Q4: 7,848 shares 7,848 $473K <0.01% -13,216 Timeline KNSA KINIKSA PHARMACEUTICALS INTL More: the full row for KINIKSA PHARMACEUTICALS INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 100 shares; 2025Q2: 115 shares; 2025Q3: 2,040 shares; 2025Q4: 11,447 shares 11,447 $471K <0.01% +9,407 Timeline QBTS D-WAVE QUANTUM INC More: the full row for D-WAVE QUANTUM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,095 shares; 2024Q4: 4,095 shares; 2025Q1: 7,086 shares; 2025Q2: 3,431 shares; 2025Q3: 11,627 shares; 2025Q4: 17,824 shares 17,824 $466K <0.01% +6,197 Timeline VIST VISTA ENERGY S.A.B. DE C.V. More: the full row for VISTA ENERGY S.A.B. DE C.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,210 shares; 2024Q4: 28,672 shares; 2025Q1: 28,466 shares; 2025Q2: 10,362 shares; 2025Q3: 10,138 shares; 2025Q4: 9,550 shares 9,550 $465K <0.01% -588 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,981 shares; 2024Q4: 13,554 shares; 2025Q1: 562 shares; 2025Q2: 537 shares; 2025Q3: 6,491 shares; 2025Q4: 4,523 shares 4,523 $461K <0.01% -1,968 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83 shares; 2024Q4: 104 shares; 2025Q1: 2,169 shares; 2025Q2: 2,342 shares; 2025Q3: 2,169 shares; 2025Q4: 2,169 shares 2,169 $459K <0.01% 0 Timeline MDB MONGODB INC More: the full row for MONGODB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,452 shares; 2024Q4: 1,557 shares; 2025Q1: 2,115 shares; 2025Q2: 1,715 shares; 2025Q3: 1,527 shares; 2025Q4: 1,086 shares 1,086 $456K <0.01% -441 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,280 shares; 2024Q4: 125 shares; 2025Q1: 2,693 shares; 2025Q2: 3,945 shares; 2025Q3: 2,806 shares; 2025Q4: 225 shares 225 $453K <0.01% -2,581 Timeline TEVA TEVA PHARMACEUTICAL INDS LTD More: the full row for TEVA PHARMACEUTICAL INDS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,699 shares; 2024Q4: 15,599 shares; 2025Q1: 15,102 shares; 2025Q2: 14,019 shares; 2025Q3: 13,819 shares; 2025Q4: 14,519 shares 14,519 $453K <0.01% +700 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 514 shares; 2024Q4: 514 shares; 2025Q1: 574 shares; 2025Q2: 30,074 shares; 2025Q3: 30,074 shares; 2025Q4: 30,574 shares 30,574 $442K <0.01% +500 Timeline LION LIONSGATE STUDIOS CORP More: the full row for LIONSGATE STUDIOS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 504 shares; 2025Q3: 57,753 shares; 2025Q4: 48,185 shares 48,185 $440K <0.01% -9,568 Timeline RQI COHEN & STEERS QUALITY INCOM More: the full row for COHEN & STEERS QUALITY INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,000 shares; 2024Q4: 22,000 shares; 2025Q1: 31,000 shares; 2025Q2: 27,000 shares; 2025Q3: 27,000 shares; 2025Q4: 38,500 shares 38,500 $440K <0.01% +11,500 Timeline FTV FORTIVE CORP More: the full row for FORTIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 8,212 shares; 2025Q4: 7,941 shares 7,941 $438K <0.01% -271 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,965 shares; 2024Q4: 4,918 shares; 2025Q1: 4,773 shares; 2025Q2: 4,772 shares; 2025Q3: 4,616 shares; 2025Q4: 4,390 shares 4,390 $438K <0.01% -226 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,053 shares; 2024Q4: 4,569 shares; 2025Q1: 4,744 shares; 2025Q2: 4,772 shares; 2025Q3: 4,772 shares; 2025Q4: 4,772 shares 4,772 $436K <0.01% 0 Timeline FEZ SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,705 shares; 2024Q4: 5,705 shares; 2025Q1: 6,802 shares; 2025Q2: 6,802 shares; 2025Q3: 6,802 shares; 2025Q4: 6,802 shares 6,802 $435K <0.01% 0 Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,120 shares; 2024Q4: 1,154 shares; 2025Q1: 1,381 shares; 2025Q2: 1,341 shares; 2025Q3: 1,363 shares; 2025Q4: 1,788 shares 1,788 $431K <0.01% +425 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,615 shares; 2024Q4: 2,911 shares; 2025Q1: 2,763 shares; 2025Q2: 2,742 shares; 2025Q3: 2,803 shares; 2025Q4: 3,491 shares 3,491 $429K <0.01% +688 Timeline MEOH METHANEX CORP More: the full row for METHANEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,479 shares; 2024Q4: 4,107 shares; 2025Q1: 4,065 shares; 2025Q2: 5,997 shares; 2025Q3: 7,606 shares; 2025Q4: 10,788 shares 10,788 $428K <0.01% +3,182 Timeline HEDJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,700 shares; 2025Q2: 1,700 shares; 2025Q3: 2,569 shares; 2025Q4: 8,099 shares 8,099 $428K <0.01% +5,530 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,977 shares; 2024Q4: 2,977 shares; 2025Q1: 2,977 shares; 2025Q2: 2,977 shares; 2025Q3: 2,977 shares; 2025Q4: 2,977 shares 2,977 $427K <0.01% 0 Timeline ELAN ELANCO ANIMAL HEALTH INC More: the full row for ELANCO ANIMAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 333,966 shares; 2024Q4: 17,415 shares; 2025Q1: 12,127 shares; 2025Q2: 12,188 shares; 2025Q3: 19,729 shares; 2025Q4: 18,832 shares 18,832 $426K <0.01% -897 Timeline KMX CARMAX INC More: the full row for CARMAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31 shares; 2024Q4: 31 shares; 2025Q1: 25 shares; 2025Q2: 5,477 shares; 2025Q3: 9,832 shares; 2025Q4: 11,003 shares 11,003 $425K <0.01% +1,171 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,591 shares; 2024Q4: 4,591 shares; 2025Q1: 7,875 shares; 2025Q2: 4,656 shares; 2025Q3: 4,656 shares; 2025Q4: 4,843 shares 4,843 $423K <0.01% +187 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,717 shares; 2024Q4: 1,996 shares; 2025Q1: 2,089 shares; 2025Q2: 7,855 shares; 2025Q3: 1,567 shares; 2025Q4: 1,421 shares 1,421 $421K <0.01% -146 Timeline LDUR PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 610 shares; 2024Q4: 345 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,360 shares 4,360 $418K <0.01% new Timeline MNDY MONDAY COM LTD More: the full row for MONDAY COM LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,884 shares; 2025Q4: 2,816 shares 2,816 $415K <0.01% -68 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,165 shares; 2024Q4: 2,169 shares; 2025Q1: 1,249 shares; 2025Q2: 1,945 shares; 2025Q3: 3,069 shares; 2025Q4: 2,876 shares 2,876 $412K <0.01% -193 Timeline ADPV SERIES PORTFOLIOS TR More: the full row for SERIES PORTFOLIOS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,639 shares; 2025Q2: 9,639 shares; 2025Q3: 9,639 shares; 2025Q4: 9,597 shares 9,597 $411K <0.01% -42 Timeline QUBT QUANTUM COMPUTING INC More: the full row for QUANTUM COMPUTING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 400 shares; 2025Q2: 450 shares; 2025Q3: 8,027 shares; 2025Q4: 39,938 shares 39,938 $410K <0.01% +31,911 Timeline HAS HASBRO INC More: the full row for HASBRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 511 shares; 2024Q4: 1,443 shares; 2025Q1: 1,631 shares; 2025Q2: 1,845 shares; 2025Q3: 80,193 shares; 2025Q4: 4,990 shares 4,990 $409K <0.01% -75,203 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,020 shares; 2025Q3: 5,791 shares; 2025Q4: 5,812 shares 5,812 $405K <0.01% +21 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,314 shares; 2024Q4: 1,314 shares; 2025Q1: 1,314 shares; 2025Q2: 1,314 shares; 2025Q3: 1,314 shares; 2025Q4: 1,663 shares 1,663 $401K <0.01% +349 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,188 shares; 2024Q4: 724 shares; 2025Q1: 15,992 shares; 2025Q2: not reported; 2025Q3: 12,629 shares; 2025Q4: 11,324 shares 11,324 $397K <0.01% -1,305 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,778 shares; 2024Q4: 32,734 shares; 2025Q1: 8,157 shares; 2025Q2: 6,543 shares; 2025Q3: 5,802 shares; 2025Q4: 4,755 shares 4,755 $394K <0.01% -1,047 Timeline TW TRADEWEB MKTS INC More: the full row for TRADEWEB MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 110 shares; 2024Q4: 2,148 shares; 2025Q1: 5,415 shares; 2025Q2: 8,057 shares; 2025Q3: 3,185 shares; 2025Q4: 3,654 shares 3,654 $393K <0.01% +469 Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,638 shares; 2024Q4: 14,134 shares; 2025Q1: 14,112 shares; 2025Q2: 14,112 shares; 2025Q3: 15,120 shares; 2025Q4: 15,120 shares 15,120 $389K <0.01% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,121 shares; 2024Q4: 7,908 shares; 2025Q1: 31,416 shares; 2025Q2: 473,288 shares; 2025Q3: 26,706 shares; 2025Q4: 23,313 shares 23,313 $388K <0.01% -3,393 Timeline EUFN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,164 shares; 2025Q2: 8,198 shares; 2025Q3: 7,411 shares; 2025Q4: 10,337 shares 10,337 $383K <0.01% +2,926 Timeline GOOS CANADA GOOSE HLDGS INC More: the full row for CANADA GOOSE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,987 shares; 2024Q4: 39,265 shares; 2025Q1: 38,447 shares; 2025Q2: 38,484 shares; 2025Q3: 30,492 shares; 2025Q4: 29,284 shares 29,284 $379K <0.01% -1,208 Timeline L LOEWS CORP More: the full row for LOEWS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 150 shares; 2025Q2: 100 shares; 2025Q3: 1,100 shares; 2025Q4: 3,594 shares 3,594 $378K <0.01% +2,494 Timeline ARKF ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,698 shares; 2024Q4: 6,982 shares; 2025Q1: 6,371 shares; 2025Q2: 5,764 shares; 2025Q3: 8,233 shares; 2025Q4: 7,932 shares 7,932 $378K <0.01% -301 Timeline KDEF EXCHANGE LISTED FDS TR More: the full row for EXCHANGE LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,646 shares; 2025Q4: 8,674 shares 8,674 $377K <0.01% +2,028 Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,332 shares; 2024Q4: 2,582 shares; 2025Q1: 2,674 shares; 2025Q2: 1,727 shares; 2025Q3: 1,721 shares; 2025Q4: 1,686 shares 1,686 $375K <0.01% -35 Timeline HAFN HAFNIA LTD More: the full row for HAFNIA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 22,833 shares; 2025Q1: 23,521 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 70,428 shares 70,428 $375K <0.01% new Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 255 shares; 2024Q4: 2,553 shares; 2025Q1: 263 shares; 2025Q2: 274 shares; 2025Q3: 621 shares; 2025Q4: 2,326 shares 2,326 $374K <0.01% +1,705 Timeline IDLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,053 shares; 2025Q2: 11,053 shares; 2025Q3: 11,053 shares; 2025Q4: 11,022 shares 11,022 $373K <0.01% -31 Timeline IYC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 349 shares; 2024Q4: 349 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 3,617 shares 3,617 $373K <0.01% +3,317 Timeline YYY AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 32,091 shares; 2025Q4: 32,091 shares 32,091 $370K <0.01% 0 Timeline MRP MILLROSE PPTYS INC More: the full row for MILLROSE PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,258 shares; 2025Q2: 5,355 shares; 2025Q3: 13,006 shares; 2025Q4: 12,291 shares 12,291 $367K <0.01% -715 Timeline VNET VNET GROUP INC More: the full row for VNET GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,205 shares; 2025Q2: 50,437 shares; 2025Q3: 46,343 shares; 2025Q4: 43,352 shares 43,352 $366K <0.01% -2,991 Timeline CARG CARGURUS INC More: the full row for CARGURUS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,418 shares; 2024Q4: 10,189 shares; 2025Q1: 10,016 shares; 2025Q2: 10,000 shares; 2025Q3: 10,160 shares; 2025Q4: 9,467 shares 9,467 $363K <0.01% -693 Timeline DC DAKOTA GOLD CORP More: the full row for DAKOTA GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83,451 shares; 2024Q4: not reported; 2025Q1: 133,000 shares; 2025Q2: 133,334 shares; 2025Q3: 79,000 shares; 2025Q4: 63,900 shares 63,900 $362K <0.01% -15,100 Timeline CORP PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,702 shares; 2024Q4: 3,702 shares; 2025Q1: 3,702 shares; 2025Q2: 3,702 shares; 2025Q3: 3,702 shares; 2025Q4: 3,702 shares 3,702 $362K <0.01% 0 Timeline VET VERMILION ENERGY INC More: the full row for VERMILION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 947,726 shares; 2024Q4: 653,935 shares; 2025Q1: 52,764 shares; 2025Q2: 60,151 shares; 2025Q3: 50,276 shares; 2025Q4: 43,476 shares 43,476 $361K <0.01% -6,800 Timeline MOS MOSAIC CO More: the full row for MOSAIC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,020 shares; 2024Q4: 560 shares; 2025Q1: 11,816 shares; 2025Q2: 12,149 shares; 2025Q3: 29,420 shares; 2025Q4: 14,946 shares 14,946 $360K <0.01% -14,474 Timeline IEO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,702 shares; 2024Q4: 3,865 shares; 2025Q1: 3,964 shares; 2025Q2: 3,964 shares; 2025Q3: 4,178 shares; 2025Q4: 3,988 shares 3,988 $356K <0.01% -190 Timeline ICLN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,702 shares; 2024Q4: 24,745 shares; 2025Q1: 22,836 shares; 2025Q2: 19,591 shares; 2025Q3: 18,713 shares; 2025Q4: 21,649 shares 21,649 $355K <0.01% +2,936 Timeline QQQJ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,660 shares; 2024Q4: 13,943 shares; 2025Q1: 14,458 shares; 2025Q2: 14,194 shares; 2025Q3: 14,186 shares; 2025Q4: 9,583 shares 9,583 $353K <0.01% -4,603 Timeline SIZE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,047 shares; 2024Q4: 1,334 shares; 2025Q1: 1,927 shares; 2025Q2: 1,927 shares; 2025Q3: 2,170 shares; 2025Q4: 2,150 shares 2,150 $347K <0.01% -20 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,841 shares; 2024Q4: 1,811 shares; 2025Q1: 1,857 shares; 2025Q2: 1,701 shares; 2025Q3: 1,701 shares; 2025Q4: 1,193 shares 1,193 $346K <0.01% -508 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,751 shares; 2024Q4: 4,905 shares; 2025Q1: 293 shares; 2025Q2: 304 shares; 2025Q3: 247 shares; 2025Q4: 259 shares 259 $344K <0.01% +12 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,301 shares; 2024Q4: 9,756 shares; 2025Q1: 11,734 shares; 2025Q2: 10,735 shares; 2025Q3: 11,103 shares; 2025Q4: 11,103 shares 11,103 $344K <0.01% 0 Timeline TAP MOLSON COORS BEVERAGE CO More: the full row for MOLSON COORS BEVERAGE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,765 shares; 2024Q4: 7,014 shares; 2025Q1: 7,164 shares; 2025Q2: 7,259 shares; 2025Q3: 7,647 shares; 2025Q4: 7,350 shares 7,350 $343K <0.01% -297 Timeline WYNN WYNN RESORTS LTD More: the full row for WYNN RESORTS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 704 shares; 2024Q4: 340 shares; 2025Q1: 380 shares; 2025Q2: 230 shares; 2025Q3: 901 shares; 2025Q4: 2,852 shares 2,852 $343K <0.01% +1,951 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,005 shares; 2024Q4: 3,031 shares; 2025Q1: 3,235 shares; 2025Q2: 2,208 shares; 2025Q3: 2,014 shares; 2025Q4: 2,014 shares 2,014 $341K <0.01% 0 Timeline CELH CELSIUS HLDGS INC More: the full row for CELSIUS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,701 shares; 2024Q4: 6,709 shares; 2025Q1: 4,419 shares; 2025Q2: 3,130 shares; 2025Q3: 3,611 shares; 2025Q4: 7,421 shares 7,421 $339K <0.01% +3,810 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,715 shares; 2024Q4: 2,715 shares; 2025Q1: 5,245 shares; 2025Q2: 5,356 shares; 2025Q3: 5,461 shares; 2025Q4: 4,962 shares 4,962 $339K <0.01% -499 Timeline AUR AURORA INNOVATION INC More: the full row for AURORA INNOVATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,001 shares; 2024Q4: 2,001 shares; 2025Q1: 2,001 shares; 2025Q2: 2,501 shares; 2025Q3: 3,501 shares; 2025Q4: 88,236 shares 88,236 $339K <0.01% +84,735 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,488 shares; 2024Q4: 4,856 shares; 2025Q1: 4,723 shares; 2025Q2: 4,501 shares; 2025Q3: 2,965 shares; 2025Q4: 2,948 shares 2,948 $331K <0.01% -17 Timeline WEN WENDYS CO More: the full row for WENDYS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 600 shares; 2024Q4: 600 shares; 2025Q1: 600 shares; 2025Q2: 600 shares; 2025Q3: 700 shares; 2025Q4: 39,394 shares 39,394 $328K <0.01% +38,694 Timeline BSAC BANCO SANTANDER CHILE NEW More: the full row for BANCO SANTANDER CHILE NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 667 shares; 2025Q2: 10,502 shares; 2025Q3: 11,625 shares; 2025Q4: 10,540 shares 10,540 $328K <0.01% -1,085 Timeline RSPT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 632,398 shares; 2024Q4: 372,254 shares; 2025Q1: 203,795 shares; 2025Q2: 3,834 shares; 2025Q3: 7,200 shares; 2025Q4: 7,200 shares 7,200 $327K <0.01% 0 Timeline GSHD GOOSEHEAD INS INC More: the full row for GOOSEHEAD INS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,444 shares; 2024Q4: 4,444 shares; 2025Q1: 4,449 shares; 2025Q2: 4,444 shares; 2025Q3: 4,444 shares; 2025Q4: 4,444 shares 4,444 $327K <0.01% 0 Timeline MTD METTLER TOLEDO INTERNATIONAL More: the full row for METTLER TOLEDO INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 151 shares; 2024Q4: 153 shares; 2025Q1: 152 shares; 2025Q2: 234 shares; 2025Q3: 240 shares; 2025Q4: 233 shares 233 $325K <0.01% -7 Timeline QTUM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 338 shares; 2024Q4: 338 shares; 2025Q1: 338 shares; 2025Q2: 537 shares; 2025Q3: 537 shares; 2025Q4: 2,931 shares 2,931 $321K <0.01% +2,394 Timeline PHO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,369 shares; 2024Q4: 4,369 shares; 2025Q1: 4,369 shares; 2025Q2: 4,169 shares; 2025Q3: 3,909 shares; 2025Q4: 4,552 shares 4,552 $320K <0.01% +643 Timeline KBWB INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 105 shares; 2024Q4: 105 shares; 2025Q1: 105 shares; 2025Q2: 3,419 shares; 2025Q3: 3,889 shares; 2025Q4: 3,768 shares 3,768 $318K <0.01% -121 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,578 shares; 2024Q4: 1,674 shares; 2025Q1: 1,540 shares; 2025Q2: 1,517 shares; 2025Q3: 1,375 shares; 2025Q4: 1,658 shares 1,658 $317K <0.01% +283 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,963 shares; 2024Q4: 1,912 shares; 2025Q1: 1,492 shares; 2025Q2: 1,593 shares; 2025Q3: 1,598 shares; 2025Q4: 1,599 shares 1,599 $315K <0.01% +1 Timeline CGBL CAPITAL GROUP CORE BALANCED More: the full row for CAPITAL GROUP CORE BALANCED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 850 shares; 2024Q4: 5,645 shares; 2025Q1: 5,645 shares; 2025Q2: 5,645 shares; 2025Q3: 6,490 shares; 2025Q4: 8,920 shares 8,920 $315K <0.01% +2,430 Timeline IAG IAMGOLD CORP More: the full row for IAMGOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,751 shares; 2024Q4: 25,507 shares; 2025Q1: 315,876 shares; 2025Q2: 11,508 shares; 2025Q3: 12,371 shares; 2025Q4: 19,072 shares 19,072 $313K <0.01% +6,701 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,478 shares; 2024Q4: 7,398 shares; 2025Q1: 6,802 shares; 2025Q2: 4,554 shares; 2025Q3: 698 shares; 2025Q4: 1,690 shares 1,690 $312K <0.01% +992 Timeline QFIN QFIN HOLDINGS INC More: the full row for QFIN HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 407 shares; 2025Q1: 1,534 shares; 2025Q2: 16,530 shares; 2025Q3: 16,959 shares; 2025Q4: 16,123 shares 16,123 $311K <0.01% -836 Timeline OPRA OPERA LTD More: the full row for OPERA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,863 shares; 2025Q2: 22,098 shares; 2025Q3: 22,867 shares; 2025Q4: 21,927 shares 21,927 $310K <0.01% -940 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 910 shares; 2024Q4: 910 shares; 2025Q1: 902 shares; 2025Q2: 902 shares; 2025Q3: 902 shares; 2025Q4: 1,983 shares 1,983 $310K <0.01% +1,081 Timeline NULV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,787 shares; 2024Q4: 4,701 shares; 2025Q1: 5,762 shares; 2025Q2: 6,138 shares; 2025Q3: 6,138 shares; 2025Q4: 6,846 shares 6,846 $308K <0.01% +708 Timeline VAW VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,832 shares; 2024Q4: 2,848 shares; 2025Q1: 3,163 shares; 2025Q2: 3,658 shares; 2025Q3: 1,713 shares; 2025Q4: 1,486 shares 1,486 $308K <0.01% -227 Timeline KBH KB HOME More: the full row for KB HOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,687 shares; 2024Q4: 3,096 shares; 2025Q1: 3,086 shares; 2025Q2: 3,158 shares; 2025Q3: 5,450 shares; 2025Q4: 5,437 shares 5,437 $307K <0.01% -13 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,035 shares; 2024Q4: 62,912 shares; 2025Q1: 68,761 shares; 2025Q2: 15,167 shares; 2025Q3: 15,689 shares; 2025Q4: 18,589 shares 18,589 $306K <0.01% +2,900 Timeline ZVIA ZEVIA PBC More: the full row for ZEVIA PBC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 91,365 shares; 2025Q2: 59,846 shares; 2025Q3: 122,805 shares; 2025Q4: 131,042 shares 131,042 $303K <0.01% +8,237 Timeline VNOM VIPER ENERGY INC More: the full row for VIPER ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,679 shares; 2025Q4: 7,812 shares 7,812 $302K <0.01% +133 Timeline APTV APTIV PLC More: the full row for APTIV PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5 shares; 2025Q1: 5 shares; 2025Q2: 5 shares; 2025Q3: 3,632 shares; 2025Q4: 3,952 shares 3,952 $301K <0.01% +320 Timeline LVHD LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,262 shares; 2025Q1: 7,394 shares; 2025Q2: 7,129 shares; 2025Q3: 7,129 shares; 2025Q4: 7,453 shares 7,453 $297K <0.01% +324 Timeline FLG FLAGSTAR BANK NATIONAL ASSOC More: the full row for FLAGSTAR BANK NATIONAL ASSOC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,813 shares; 2024Q4: 24,008 shares; 2025Q1: 23,870 shares; 2025Q2: 21,868 shares; 2025Q3: 23,036 shares; 2025Q4: 23,586 shares 23,586 $297K <0.01% +550 Timeline EVX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,454 shares; 2024Q4: 1,404 shares; 2025Q1: 6,908 shares; 2025Q2: 7,158 shares; 2025Q3: 7,158 shares; 2025Q4: 7,759 shares 7,759 $296K <0.01% +601 Timeline FTLS FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,948 shares; 2025Q1: 3,263 shares; 2025Q2: 3,263 shares; 2025Q3: 1,449 shares; 2025Q4: 4,156 shares 4,156 $295K <0.01% +2,707 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 379 shares; 2024Q4: 511 shares; 2025Q1: 123 shares; 2025Q2: 430 shares; 2025Q3: 593 shares; 2025Q4: 430 shares 430 $291K <0.01% -163 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,637 shares; 2024Q4: 2,182 shares; 2025Q1: 2,866 shares; 2025Q2: 3,232 shares; 2025Q3: 3,098 shares; 2025Q4: 5,970 shares 5,970 $289K <0.01% +2,872 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,494 shares; 2024Q4: 1,438 shares; 2025Q1: 1,600 shares; 2025Q2: 1,598 shares; 2025Q3: 1,369 shares; 2025Q4: 1,367 shares 1,367 $289K <0.01% -2 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,139 shares; 2024Q4: 1,139 shares; 2025Q1: 1,150 shares; 2025Q2: 1,300 shares; 2025Q3: 1,300 shares; 2025Q4: 1,399 shares 1,399 $289K <0.01% +99 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,189 shares; 2024Q4: 3,183 shares; 2025Q1: 3,114 shares; 2025Q2: 3,493 shares; 2025Q3: 3,730 shares; 2025Q4: 5,855 shares 5,855 $288K <0.01% +2,125 Timeline CRL CHARLES RIV LABS INTL INC More: the full row for CHARLES RIV LABS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,722 shares; 2024Q4: 1,351 shares; 2025Q1: 1,383 shares; 2025Q2: 1,445 shares; 2025Q3: 1,448 shares; 2025Q4: 1,437 shares 1,437 $287K <0.01% -11 Timeline ACWV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,146 shares; 2025Q2: 2,411 shares; 2025Q3: 2,411 shares; 2025Q4: 2,407 shares 2,407 $286K <0.01% -4 Timeline EXEL EXELIXIS INC More: the full row for EXELIXIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,346 shares; 2025Q2: 15,033 shares; 2025Q3: 6,500 shares; 2025Q4: 6,500 shares 6,500 $285K <0.01% 0 Timeline TRMD TORM PLC More: the full row for TORM PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,396 shares; 2024Q4: 14,588 shares; 2025Q1: 13,696 shares; 2025Q2: 13,572 shares; 2025Q3: 13,293 shares; 2025Q4: 14,496 shares 14,496 $284K <0.01% +1,203 Timeline IBDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 22,495 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,962 shares 12,962 $283K <0.01% new Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 920 shares; 2024Q4: 1,192 shares; 2025Q1: 1,198 shares; 2025Q2: 969 shares; 2025Q3: 1,023 shares; 2025Q4: 1,017 shares 1,017 $280K <0.01% -6 Timeline VNQI VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,100 shares; 2024Q4: 6,100 shares; 2025Q1: 6,100 shares; 2025Q2: 6,100 shares; 2025Q3: 6,100 shares; 2025Q4: 6,100 shares 6,100 $280K <0.01% 0 Timeline WLDN WILLDAN GROUP INC More: the full row for WILLDAN GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,699 shares 2,699 $279K <0.01% new Timeline MBLY MOBILEYE GLOBAL INC More: the full row for MOBILEYE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,542 shares; 2024Q4: 28,344 shares; 2025Q1: 27,582 shares; 2025Q2: 27,802 shares; 2025Q3: 27,964 shares; 2025Q4: 26,756 shares 26,756 $279K <0.01% -1,208 Timeline QSPT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,837 shares 8,837 $279K <0.01% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 110 shares; 2024Q4: 110 shares; 2025Q1: 110 shares; 2025Q2: 5,610 shares; 2025Q3: 5,295 shares; 2025Q4: 5,295 shares 5,295 $279K <0.01% 0 Timeline NICE NICE LTD More: the full row for NICE LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,366 shares; 2024Q4: 2,403 shares; 2025Q1: 2,483 shares; 2025Q2: 2,200 shares; 2025Q3: 2,534 shares; 2025Q4: 2,462 shares 2,462 $278K <0.01% -72 Timeline DCBO DOCEBO INC More: the full row for DOCEBO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,808 shares; 2024Q4: 9,125 shares; 2025Q1: 8,787 shares; 2025Q2: 4,575 shares; 2025Q3: 6,380 shares; 2025Q4: 12,685 shares 12,685 $278K <0.01% +6,305 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 349 shares; 2024Q4: 319 shares; 2025Q1: 336 shares; 2025Q2: 540 shares; 2025Q3: 479 shares; 2025Q4: 483 shares 483 $277K <0.01% +4 Timeline AVTR AVANTOR INC More: the full row for AVANTOR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,798 shares; 2024Q4: 24,817 shares; 2025Q1: 31,386 shares; 2025Q2: 38,011 shares; 2025Q3: 38,977 shares; 2025Q4: 24,100 shares 24,100 $276K <0.01% -14,877 Timeline FINV FINVOLUTION GROUP More: the full row for FINVOLUTION GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,747 shares; 2025Q2: 55,262 shares; 2025Q3: 57,684 shares; 2025Q4: 52,939 shares 52,939 $276K <0.01% -4,745 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,776 shares; 2024Q4: 10,621 shares; 2025Q1: 10,474 shares; 2025Q2: 1,659 shares; 2025Q3: 1,863 shares; 2025Q4: 1,820 shares 1,820 $275K <0.01% -43 Timeline IYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,778 shares; 2024Q4: 1,706 shares; 2025Q1: 1,706 shares; 2025Q2: 1,808 shares; 2025Q3: 2,206 shares; 2025Q4: 2,134 shares 2,134 $275K <0.01% -72 Timeline CPK CHESAPEAKE UTILS CORP More: the full row for CHESAPEAKE UTILS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,676 shares; 2024Q4: 1,969 shares; 2025Q1: 2,064 shares; 2025Q2: 2,135 shares; 2025Q3: 2,231 shares; 2025Q4: 2,209 shares 2,209 $275K <0.01% -22 Timeline TXT TEXTRON INC More: the full row for TEXTRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5 shares; 2025Q2: not reported; 2025Q3: 3,150 shares; 2025Q4: 3,150 shares 3,150 $275K <0.01% 0 Timeline BXSL BLACKSTONE SECD LENDING FD More: the full row for BLACKSTONE SECD LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 315 shares; 2024Q4: 10,409 shares; 2025Q1: 10,409 shares; 2025Q2: 10,409 shares; 2025Q3: 10,409 shares; 2025Q4: 10,409 shares 10,409 $274K <0.01% 0 Timeline IONQ IONQ INC More: the full row for IONQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 802 shares; 2025Q1: 785 shares; 2025Q2: 1,008 shares; 2025Q3: 1,730 shares; 2025Q4: 6,062 shares 6,062 $272K <0.01% +4,332 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 872 shares; 2024Q4: 872 shares; 2025Q1: 872 shares; 2025Q2: 872 shares; 2025Q3: 2,642 shares; 2025Q4: 2,642 shares 2,642 $269K <0.01% 0 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,173 shares; 2024Q4: 5,521 shares; 2025Q1: 5,565 shares; 2025Q2: 5,701 shares; 2025Q3: 5,629 shares; 2025Q4: 1,084 shares 1,084 $268K <0.01% -4,545 Timeline EPI WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,755 shares; 2024Q4: 5,755 shares; 2025Q1: 5,755 shares; 2025Q2: 28,855 shares; 2025Q3: 5,755 shares; 2025Q4: 5,755 shares 5,755 $266K <0.01% 0 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,000 shares; 2024Q4: 16,000 shares; 2025Q1: 5,000 shares; 2025Q2: 5,401 shares; 2025Q3: 5,000 shares; 2025Q4: 5,254 shares 5,254 $266K <0.01% +254 Timeline SE SEA LTD More: the full row for SEA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 599 shares; 2024Q4: 344 shares; 2025Q1: 11,001 shares; 2025Q2: 30,028 shares; 2025Q3: 13,207 shares; 2025Q4: 2,058 shares 2,058 $262K <0.01% -11,149 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,995 shares; 2024Q4: 1,935 shares; 2025Q1: 2,277 shares; 2025Q2: 5,227 shares; 2025Q3: 6,455 shares; 2025Q4: 5,286 shares 5,286 $262K <0.01% -1,169 Timeline LMND LEMONADE INC More: the full row for LEMONADE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,000 shares; 2024Q4: 1,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 3,550 shares; 2025Q4: 3,671 shares 3,671 $261K <0.01% +121 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,623 shares; 2024Q4: 5,395 shares; 2025Q1: 779 shares; 2025Q2: 925 shares; 2025Q3: 900 shares; 2025Q4: 899 shares 899 $261K <0.01% -1 Timeline SPHD INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,180 shares; 2024Q4: 5,407 shares; 2025Q1: 5,407 shares; 2025Q2: 5,426 shares; 2025Q3: 5,426 shares; 2025Q4: 5,426 shares 5,426 $260K <0.01% 0 Timeline IYJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,140 shares; 2024Q4: 2,140 shares; 2025Q1: 1,980 shares; 2025Q2: 1,680 shares; 2025Q3: 1,680 shares; 2025Q4: 1,757 shares 1,757 $260K <0.01% +77 Timeline CGW INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,500 shares; 2024Q4: 2,500 shares; 2025Q1: 2,790 shares; 2025Q2: 2,650 shares; 2025Q3: 4,123 shares; 2025Q4: 4,123 shares 4,123 $259K <0.01% 0 Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,224 shares; 2024Q4: 1,224 shares; 2025Q1: 1,224 shares; 2025Q2: 5,874 shares; 2025Q3: 5,461 shares; 2025Q4: 5,112 shares 5,112 $258K <0.01% -349 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,073 shares; 2024Q4: 54,992 shares; 2025Q1: 25,937 shares; 2025Q2: 24,317 shares; 2025Q3: 3,941 shares; 2025Q4: 1,866 shares 1,866 $257K <0.01% -2,075 Timeline ROBO EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,590 shares; 2024Q4: 2,620 shares; 2025Q1: 2,620 shares; 2025Q2: 2,620 shares; 2025Q3: 2,620 shares; 2025Q4: 3,687 shares 3,687 $255K <0.01% +1,067 Timeline PTC PTC INC More: the full row for PTC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20 shares; 2024Q4: 20 shares; 2025Q1: 20 shares; 2025Q2: 20 shares; 2025Q3: 20 shares; 2025Q4: 1,461 shares 1,461 $255K <0.01% +1,441 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,378 shares; 2024Q4: 942 shares; 2025Q1: 962 shares; 2025Q2: 996 shares; 2025Q3: 1,038 shares; 2025Q4: 998 shares 998 $253K <0.01% -40 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,827 shares; 2024Q4: 2,836 shares; 2025Q1: 2,846 shares; 2025Q2: 2,882 shares; 2025Q3: 3,673 shares; 2025Q4: 3,711 shares 3,711 $253K <0.01% +38 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,935 shares; 2024Q4: 4,541 shares; 2025Q1: 4,475 shares; 2025Q2: 4,471 shares; 2025Q3: 4,560 shares; 2025Q4: 6,415 shares 6,415 $251K <0.01% +1,855 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 921 shares; 2024Q4: 761 shares; 2025Q1: 764 shares; 2025Q2: 876 shares; 2025Q3: 607 shares; 2025Q4: 533 shares 533 $250K <0.01% -74 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,448 shares; 2024Q4: 7,318 shares; 2025Q1: 6,594 shares; 2025Q2: 5,565 shares; 2025Q3: 10,749 shares; 2025Q4: 9,100 shares 9,100 $250K <0.01% -1,649 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,268 shares; 2024Q4: 7,915 shares; 2025Q1: 8,261 shares; 2025Q2: 1,793 shares; 2025Q3: 1,721 shares; 2025Q4: 1,658 shares 1,658 $249K <0.01% -63 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,112 shares; 2024Q4: 5,544 shares; 2025Q1: 9,004 shares; 2025Q2: 9,437 shares; 2025Q3: 6,022 shares; 2025Q4: 2,359 shares 2,359 $247K <0.01% -3,663 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,044 shares; 2024Q4: 3,813 shares; 2025Q1: 11,492 shares; 2025Q2: 13,027 shares; 2025Q3: 1,819 shares; 2025Q4: 951 shares 951 $246K <0.01% -868 Timeline IDGT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,140 shares; 2025Q2: 2,350 shares; 2025Q3: 2,770 shares; 2025Q4: 2,860 shares 2,860 $243K <0.01% +90 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23 shares; 2024Q4: 11 shares; 2025Q1: 9,157 shares; 2025Q2: 8,841 shares; 2025Q3: 7,661 shares; 2025Q4: 1,068 shares 1,068 $242K <0.01% -6,593 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,706 shares; 2024Q4: 5,497 shares; 2025Q1: 6,550 shares; 2025Q2: 4,122 shares; 2025Q3: 3,439 shares; 2025Q4: 10,304 shares 10,304 $241K <0.01% +6,865 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,754 shares 4,754 $239K <0.01% new Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 206 shares; 2024Q4: 272 shares; 2025Q1: 161 shares; 2025Q2: 214 shares; 2025Q3: 571 shares; 2025Q4: 748 shares 748 $239K <0.01% +177 Timeline LYV LIVE NATION ENTERTAINMENT IN More: the full row for LIVE NATION ENTERTAINMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,039 shares; 2024Q4: 954 shares; 2025Q1: 1,534 shares; 2025Q2: 1,534 shares; 2025Q3: 3,307 shares; 2025Q4: 1,672 shares 1,672 $238K <0.01% -1,635 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 734 shares; 2024Q4: 730 shares; 2025Q1: 399 shares; 2025Q2: 559 shares; 2025Q3: 598 shares; 2025Q4: 953 shares 953 $235K <0.01% +355 Timeline BIDU BAIDU INC More: the full row for BAIDU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 192 shares; 2024Q4: 92 shares; 2025Q1: 242 shares; 2025Q2: 242 shares; 2025Q3: 180 shares; 2025Q4: 1,780 shares 1,780 $232K <0.01% +1,600 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 400 shares; 2024Q4: 400 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares 2,000 $227K <0.01% 0 Timeline CCEP COCA-COLA EUROPACIFIC PARTNE More: the full row for COCA-COLA EUROPACIFIC PARTNE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,089 shares; 2024Q4: 1,757 shares; 2025Q1: 2,140 shares; 2025Q2: 2,244 shares; 2025Q3: 2,320 shares; 2025Q4: 2,491 shares 2,491 $226K <0.01% +171 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,636 shares; 2024Q4: 11,913 shares; 2025Q1: 9,552 shares; 2025Q2: 179 shares; 2025Q3: 996 shares; 2025Q4: 1,077 shares 1,077 $221K <0.01% +81 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,932 shares; 2024Q4: 23,826 shares; 2025Q1: 8,808 shares; 2025Q2: 8,068 shares; 2025Q3: 6,816 shares; 2025Q4: 1,226 shares 1,226 $221K <0.01% -5,590 Timeline NGD NEW GOLD INC More: the full row for NEW GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83,299 shares; 2024Q4: 92,967 shares; 2025Q1: 26,585 shares; 2025Q2: 23,813 shares; 2025Q3: 25,942 shares; 2025Q4: 25,314 shares 25,314 $220K <0.01% -628 Timeline ABEV AMBEV SA More: the full row for AMBEV SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,300 shares; 2024Q4: 148,739 shares; 2025Q1: 89,250 shares; 2025Q2: 89,250 shares; 2025Q3: 89,250 shares; 2025Q4: 89,250 shares 89,250 $220K <0.01% 0 Timeline MKC-V MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,252 shares; 2024Q4: 6,252 shares; 2025Q1: 6,252 shares; 2025Q2: 6,252 shares; 2025Q3: 6,252 shares; 2025Q4: 3,252 shares 3,252 $219K <0.01% -3,000 Timeline NFG NATIONAL FUEL GAS CO More: the full row for NATIONAL FUEL GAS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 25,423 shares; 2025Q2: 28,458 shares; 2025Q3: 31,952 shares; 2025Q4: 2,732 shares 2,732 $219K <0.01% -29,220 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10 shares; 2024Q4: 1,724 shares; 2025Q1: 4,000 shares; 2025Q2: 4,000 shares; 2025Q3: 4,000 shares; 2025Q4: 4,000 shares 4,000 $218K <0.01% 0 Timeline CF CF INDUSTRIES HOLD More: the full row for CF INDUSTRIES HOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,071 shares; 2024Q4: 4,732 shares; 2025Q1: 4,823 shares; 2025Q2: 4,515 shares; 2025Q3: 3,226 shares; 2025Q4: 2,818 shares 2,818 $218K <0.01% -408 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,287 shares; 2024Q4: 2,275 shares; 2025Q1: 2,275 shares; 2025Q2: 2,238 shares; 2025Q3: 1,376 shares; 2025Q4: 2,696 shares 2,696 $217K <0.01% +1,320 Timeline NLR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 290 shares; 2024Q4: 540 shares; 2025Q1: 290 shares; 2025Q2: 290 shares; 2025Q3: 290 shares; 2025Q4: 1,745 shares 1,745 $216K <0.01% +1,455 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,127 shares; 2024Q4: 1,198 shares; 2025Q1: 1,136 shares; 2025Q2: 3,572 shares; 2025Q3: 1,543 shares; 2025Q4: 1,568 shares 1,568 $216K <0.01% +25 Timeline IQDG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,895 shares; 2024Q4: 2,895 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,085 shares; 2025Q4: 5,185 shares 5,185 $215K <0.01% +100 Timeline SPYD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,890 shares; 2024Q4: 2,740 shares; 2025Q1: 2,416 shares; 2025Q2: 2,577 shares; 2025Q3: 5,074 shares; 2025Q4: 4,962 shares 4,962 $215K <0.01% -112 Timeline ESLT ELBIT SYS LTD More: the full row for ELBIT SYS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8 shares; 2024Q4: 28 shares; 2025Q1: 13,787 shares; 2025Q2: 74 shares; 2025Q3: 210 shares; 2025Q4: 368 shares 368 $212K <0.01% +158 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,077 shares; 2024Q4: 1,016 shares; 2025Q1: 1,172 shares; 2025Q2: 2,441 shares; 2025Q3: 2,545 shares; 2025Q4: 3,025 shares 3,025 $212K <0.01% +480 Timeline SPUS TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,553 shares; 2024Q4: 771 shares; 2025Q1: 855 shares; 2025Q2: 855 shares; 2025Q3: 1,110 shares; 2025Q4: 4,126 shares 4,126 $211K <0.01% +3,016 Timeline EUAD SPINNAKER ETF SERIES More: the full row for SPINNAKER ETF SERIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,933 shares; 2025Q2: 3,333 shares; 2025Q3: 3,543 shares; 2025Q4: 4,988 shares 4,988 $210K <0.01% +1,445 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,785 shares; 2024Q4: 24,785 shares; 2025Q1: 25,785 shares; 2025Q2: 24,785 shares; 2025Q3: 24,785 shares; 2025Q4: 24,785 shares 24,785 $210K <0.01% 0 Timeline AA ALCOA CORP More: the full row for ALCOA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,906 shares; 2024Q4: 2,794 shares; 2025Q1: 2,794 shares; 2025Q2: 6,000 shares; 2025Q3: 5,994 shares; 2025Q4: 3,944 shares 3,944 $209K <0.01% -2,050 Timeline EIS ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,385 shares; 2025Q3: 1,880 shares; 2025Q4: 1,880 shares 1,880 $206K <0.01% 0 Timeline VVR INVESCO SR INCOME TR More: the full row for INVESCO SR INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 170,500 shares; 2024Q4: 175,500 shares; 2025Q1: 302,500 shares; 2025Q2: 297,000 shares; 2025Q3: 221,000 shares; 2025Q4: 63,000 shares 63,000 $206K <0.01% -158,000 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,826 shares; 2024Q4: 7,853 shares; 2025Q1: 8,480 shares; 2025Q2: 8,836 shares; 2025Q3: 12,930 shares; 2025Q4: 1,314 shares 1,314 $206K <0.01% -11,616 Timeline BRBR BELLRING BRANDS INC More: the full row for BELLRING BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 858 shares; 2024Q4: 1,577 shares; 2025Q1: 2,089 shares; 2025Q2: 351 shares; 2025Q3: 49 shares; 2025Q4: 7,574 shares 7,574 $202K <0.01% +7,525 Timeline AIPO TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,150 shares 9,150 $202K <0.01% new Timeline VFF VILLAGE FARMS INTL INC More: the full row for VILLAGE FARMS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,436 shares; 2024Q4: 57,436 shares; 2025Q1: 56,025 shares; 2025Q2: 56,025 shares; 2025Q3: 55,640 shares; 2025Q4: 55,460 shares 55,460 $202K <0.01% -180 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 720 shares; 2024Q4: 720 shares; 2025Q1: 811 shares; 2025Q2: 690 shares; 2025Q3: 690 shares; 2025Q4: 955 shares 955 $201K <0.01% +265 Timeline BOTZ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,267 shares; 2024Q4: 50,513 shares; 2025Q1: 3,938 shares; 2025Q2: 3,928 shares; 2025Q3: 4,757 shares; 2025Q4: 5,527 shares 5,527 $200K <0.01% +770 Timeline PTON PELOTON INTERACTIVE INC More: the full row for PELOTON INTERACTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,838 shares; 2024Q4: 48,705 shares; 2025Q1: 86,451 shares; 2025Q2: 98,388 shares; 2025Q3: 106,500 shares; 2025Q4: 32,078 shares 32,078 $197K <0.01% -74,422 Timeline NVR NVR INC More: the full row for NVR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14 shares; 2024Q4: 36 shares; 2025Q1: 34 shares; 2025Q2: 36 shares; 2025Q3: 35 shares; 2025Q4: 27 shares 27 $197K <0.01% -8 Timeline ISRA VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,067 shares; 2025Q4: 3,350 shares 3,350 $197K <0.01% +1,283 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32 shares; 2024Q4: 32 shares; 2025Q1: 21 shares; 2025Q2: 21 shares; 2025Q3: 21 shares; 2025Q4: 442 shares 442 $196K <0.01% +421 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 465 shares; 2025Q4: 1,280 shares 1,280 $196K <0.01% +815 Timeline PRI PRIMERICA INC More: the full row for PRIMERICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 618 shares; 2024Q4: 603 shares; 2025Q1: 2,237 shares; 2025Q2: 704 shares; 2025Q3: 710 shares; 2025Q4: 757 shares 757 $195K <0.01% +47 Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,291 shares; 2024Q4: 6,291 shares; 2025Q1: 6,291 shares; 2025Q2: 4,145 shares; 2025Q3: 4,145 shares; 2025Q4: 4,145 shares 4,145 $194K <0.01% 0 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 964 shares; 2024Q4: 514 shares; 2025Q1: 502 shares; 2025Q2: 702 shares; 2025Q3: 802 shares; 2025Q4: 762 shares 762 $193K <0.01% -40 Timeline WH WYNDHAM HOTELS & RESORTS INC More: the full row for WYNDHAM HOTELS & RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,000 shares; 2024Q4: 3,000 shares; 2025Q1: 2,500 shares; 2025Q2: 2,550 shares; 2025Q3: 2,550 shares; 2025Q4: 2,550 shares 2,550 $193K <0.01% 0 Timeline QYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,900 shares; 2024Q4: 8,900 shares; 2025Q1: 8,900 shares; 2025Q2: 8,900 shares; 2025Q3: 10,900 shares; 2025Q4: 10,900 shares 10,900 $193K <0.01% 0 Timeline HOG HARLEY DAVIDSON INC More: the full row for HARLEY DAVIDSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,776 shares; 2024Q4: 42,589 shares; 2025Q1: 32,358 shares; 2025Q2: 29,288 shares; 2025Q3: 20,778 shares; 2025Q4: 9,215 shares 9,215 $189K <0.01% -11,563 Timeline RL RALPH LAUREN CORP More: the full row for RALPH LAUREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12 shares; 2025Q2: 171 shares; 2025Q3: 515 shares; 2025Q4: 533 shares 533 $188K <0.01% +18 Timeline VONE VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,587 shares; 2024Q4: 1,617 shares; 2025Q1: 1,617 shares; 2025Q2: 628 shares; 2025Q3: 681 shares; 2025Q4: 609 shares 609 $188K <0.01% -72 Timeline PPLT ABRDN PLATINUM ETF TRUST More: the full row for ABRDN PLATINUM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 345 shares; 2025Q2: 345 shares; 2025Q3: 345 shares; 2025Q4: 1,005 shares 1,005 $187K <0.01% +660 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,286 shares 2,286 $187K <0.01% new Timeline FXE INVESCO CURRENCYSHARES EURO More: the full row for INVESCO CURRENCYSHARES EURO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,720 shares; 2025Q3: 1,720 shares; 2025Q4: 1,720 shares 1,720 $186K <0.01% 0 Timeline DRS LEONARDO DRS INC More: the full row for LEONARDO DRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1 shares; 2025Q1: 5,134 shares; 2025Q2: 5,345 shares; 2025Q3: 5,489 shares; 2025Q4: 5,459 shares 5,459 $186K <0.01% -30 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,781 shares; 2024Q4: 1,781 shares; 2025Q1: 1,781 shares; 2025Q2: 1,781 shares; 2025Q3: 1,781 shares; 2025Q4: 2,194 shares 2,194 $186K <0.01% +413 Timeline COKE COCA COLA CONS INC More: the full row for COCA COLA CONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 135 shares; 2024Q4: 135 shares; 2025Q1: 135 shares; 2025Q2: 1,200 shares; 2025Q3: 1,200 shares; 2025Q4: 1,200 shares 1,200 $184K <0.01% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,692 shares; 2024Q4: 1,691 shares; 2025Q1: 1,691 shares; 2025Q2: 1,741 shares; 2025Q3: 1,891 shares; 2025Q4: 1,891 shares 1,891 $184K <0.01% 0 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,589 shares; 2024Q4: 2,645 shares; 2025Q1: 1,850 shares; 2025Q2: 1,927 shares; 2025Q3: 1,850 shares; 2025Q4: 1,650 shares 1,650 $182K <0.01% -200 Timeline VMD VIEMED HEALTHCARE INC More: the full row for VIEMED HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,658 shares; 2024Q4: 12,269 shares; 2025Q1: 13,691 shares; 2025Q2: 14,417 shares; 2025Q3: 20,224 shares; 2025Q4: 24,465 shares 24,465 $182K <0.01% +4,241 Timeline GLPI GAMING & LEISURE P More: the full row for GAMING & LEISURE P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,000 shares; 2025Q1: 4,000 shares; 2025Q2: 4,000 shares; 2025Q3: 4,636 shares; 2025Q4: 4,000 shares 4,000 $179K <0.01% -636 Timeline TTD THE TRADE DESK INC More: the full row for THE TRADE DESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,401 shares; 2024Q4: 39,822 shares; 2025Q1: 11,214 shares; 2025Q2: 17,273 shares; 2025Q3: 30,832 shares; 2025Q4: 4,678 shares 4,678 $178K <0.01% -26,154 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,817 shares; 2024Q4: 1,850 shares; 2025Q1: 1,846 shares; 2025Q2: 2,046 shares; 2025Q3: 1,987 shares; 2025Q4: 2,130 shares 2,130 $177K <0.01% +143 Timeline BJ BJS WHSL CLUB HLDGS INC More: the full row for BJS WHSL CLUB HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8 shares; 2024Q4: 784 shares; 2025Q1: 5,574 shares; 2025Q2: 5,989 shares; 2025Q3: 1,444 shares; 2025Q4: 1,954 shares 1,954 $176K <0.01% +510 Timeline KBE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,383 shares; 2024Q4: 2,883 shares; 2025Q1: 2,809 shares; 2025Q2: 3,509 shares; 2025Q3: 2,809 shares; 2025Q4: 2,889 shares 2,889 $175K <0.01% +80 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 722 shares; 2024Q4: 170 shares; 2025Q1: 88 shares; 2025Q2: 1,975 shares; 2025Q3: 1,721 shares; 2025Q4: 2,262 shares 2,262 $175K <0.01% +541 Timeline TCHP T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 230 shares; 2024Q4: 3,603 shares; 2025Q1: 1,561 shares; 2025Q2: 4,561 shares; 2025Q3: 4,561 shares; 2025Q4: 3,541 shares 3,541 $175K <0.01% -1,020 Timeline UHS UNIVERSAL HLTH SVCS INC More: the full row for UNIVERSAL HLTH SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 800 shares; 2024Q4: 800 shares; 2025Q1: 800 shares; 2025Q2: 800 shares; 2025Q3: 800 shares; 2025Q4: 800 shares 800 $174K <0.01% 0 Timeline FIW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,405 shares; 2024Q4: 1,405 shares; 2025Q1: 1,405 shares; 2025Q2: 1,605 shares; 2025Q3: 1,605 shares; 2025Q4: 1,605 shares 1,605 $174K <0.01% 0 Timeline CRS CARPENTER TECHNOLOGY CORP More: the full row for CARPENTER TECHNOLOGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 548 shares 548 $172K <0.01% new Timeline DRIV GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,762 shares; 2024Q4: 9,406 shares; 2025Q1: 7,604 shares; 2025Q2: 7,600 shares; 2025Q3: 7,390 shares; 2025Q4: 5,845 shares 5,845 $172K <0.01% -1,545 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 929 shares; 2024Q4: 1,071 shares; 2025Q1: 859 shares; 2025Q2: 910 shares; 2025Q3: 978 shares; 2025Q4: 1,444 shares 1,444 $172K <0.01% +466 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,879 shares; 2024Q4: 6,696 shares; 2025Q1: 6,087 shares; 2025Q2: 5,155 shares; 2025Q3: 2,393 shares; 2025Q4: 1,550 shares 1,550 $169K <0.01% -843 Timeline COLB COLUMBIA BKG SYS INC More: the full row for COLUMBIA BKG SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,109 shares; 2024Q4: 5,562 shares; 2025Q1: 6,490 shares; 2025Q2: 5,750 shares; 2025Q3: 5,601 shares; 2025Q4: 5,949 shares 5,949 $166K <0.01% +348 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,983 shares; 2024Q4: 3,505 shares; 2025Q1: 1,778 shares; 2025Q2: 2,810 shares; 2025Q3: 2,590 shares; 2025Q4: 2,609 shares 2,609 $166K <0.01% +19 Timeline QXO QXO INC More: the full row for QXO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,716 shares; 2025Q3: 7,412 shares; 2025Q4: 8,517 shares 8,517 $164K <0.01% +1,105 Timeline VIAV VIAVI SOLUTIONS INC More: the full row for VIAVI SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,705 shares; 2024Q4: 9,389 shares; 2025Q1: 9,044 shares; 2025Q2: 9,090 shares; 2025Q3: 9,065 shares; 2025Q4: 9,068 shares 9,068 $162K <0.01% +3 Timeline HL HECLA MINING COMPANY More: the full row for HECLA MINING COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,113 shares; 2024Q4: 3,113 shares; 2025Q1: 3,113 shares; 2025Q2: 3,122 shares; 2025Q3: 8,113 shares; 2025Q4: 8,393 shares 8,393 $161K <0.01% +280 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 313 shares; 2024Q4: 222 shares; 2025Q1: 1,077 shares; 2025Q2: 1,071 shares; 2025Q3: 1,195 shares; 2025Q4: 1,180 shares 1,180 $161K <0.01% -15 Timeline TYL TYLER TECHNOLOGIES INC More: the full row for TYLER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 291 shares; 2024Q4: 715 shares; 2025Q1: 343 shares; 2025Q2: 351 shares; 2025Q3: 355 shares; 2025Q4: 354 shares 354 $161K <0.01% -1 Timeline SGI SOMNIGROUP INTERNATIONAL INC More: the full row for SOMNIGROUP INTERNATIONAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,210 shares; 2024Q4: 15,446 shares; 2025Q1: 12,366 shares; 2025Q2: 5,518 shares; 2025Q3: 5,156 shares; 2025Q4: 1,793 shares 1,793 $160K <0.01% -3,363 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,637 shares; 2024Q4: 1,805 shares; 2025Q1: 1,859 shares; 2025Q2: 2,097 shares; 2025Q3: 5,470 shares; 2025Q4: 4,365 shares 4,365 $160K <0.01% -1,105 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,720 shares; 2024Q4: 12,067 shares; 2025Q1: 11,570 shares; 2025Q2: 11,714 shares; 2025Q3: 1,160 shares; 2025Q4: 1,203 shares 1,203 $160K <0.01% +43 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 244 shares; 2024Q4: 349 shares; 2025Q1: 421 shares; 2025Q2: 452 shares; 2025Q3: 1,136 shares; 2025Q4: 1,357 shares 1,357 $159K <0.01% +221 Timeline SB SAFE BULKERS INC More: the full row for SAFE BULKERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 33,000 shares; 2025Q3: 33,000 shares; 2025Q4: 33,000 shares 33,000 $159K <0.01% 0 Timeline GRND GRINDR INC More: the full row for GRINDR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,700 shares 11,700 $158K <0.01% new Timeline TRMB TRIMBLE INC More: the full row for TRIMBLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,000 shares; 2024Q4: 2,014 shares; 2025Q1: 2,611 shares; 2025Q2: 2,020 shares; 2025Q3: 2,020 shares; 2025Q4: 2,020 shares 2,020 $158K <0.01% 0 Timeline KXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 800 shares; 2025Q1: not reported; 2025Q2: 1,350 shares; 2025Q3: 2,976 shares; 2025Q4: 2,429 shares 2,429 $157K <0.01% -547 Timeline RXRX RECURSION PHARMACEUTICALS IN More: the full row for RECURSION PHARMACEUTICALS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 200 shares; 2024Q4: 431 shares; 2025Q1: 3,431 shares; 2025Q2: 5,631 shares; 2025Q3: 5,631 shares; 2025Q4: 38,331 shares 38,331 $156K <0.01% +32,700 Timeline VZLA VIZSLA SILVER CORP More: the full row for VIZSLA SILVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,400 shares; 2025Q4: 28,350 shares 28,350 $155K <0.01% +15,950 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,971 shares; 2024Q4: 12,485 shares; 2025Q1: 302 shares; 2025Q2: 344 shares; 2025Q3: 345 shares; 2025Q4: 348 shares 348 $155K <0.01% +3 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,577 shares; 2024Q4: 4,179 shares; 2025Q1: 4,179 shares; 2025Q2: 3,226 shares; 2025Q3: 3,226 shares; 2025Q4: 3,226 shares 3,226 $154K <0.01% 0 Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 650 shares; 2024Q4: 650 shares; 2025Q1: 675 shares; 2025Q2: 650 shares; 2025Q3: 784 shares; 2025Q4: 891 shares 891 $154K <0.01% +107 Timeline USAS AMERICAS GOLD AND SILVER COR More: the full row for AMERICAS GOLD AND SILVER COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 32,486 shares; 2025Q4: 29,986 shares 29,986 $153K <0.01% -2,500 Timeline AOK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,947 shares; 2024Q4: 6,973 shares; 2025Q1: 1,617 shares; 2025Q2: 1,574 shares; 2025Q3: 2,174 shares; 2025Q4: 3,781 shares 3,781 $152K <0.01% +1,607 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 557 shares; 2024Q4: 4,096 shares; 2025Q1: 4,715 shares; 2025Q2: 5,373 shares; 2025Q3: 4,068 shares; 2025Q4: 5,929 shares 5,929 $152K <0.01% +1,861 Timeline NU NU HLDGS LTD More: the full row for NU HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,685 shares; 2024Q4: 4,900 shares; 2025Q1: 800 shares; 2025Q2: 6,352 shares; 2025Q3: 7,324 shares; 2025Q4: 9,044 shares 9,044 $151K <0.01% +1,720 Timeline BB BLACKBERRY LTD More: the full row for BLACKBERRY LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,313 shares; 2024Q4: 76,781 shares; 2025Q1: 62,668 shares; 2025Q2: 54,512 shares; 2025Q3: 39,500 shares; 2025Q4: 39,918 shares 39,918 $151K <0.01% +418 Timeline UFOX ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,575 shares; 2024Q4: 1,575 shares; 2025Q1: 355 shares; 2025Q2: 355 shares; 2025Q3: 355 shares; 2025Q4: 2,355 shares 2,355 $150K <0.01% +2,000 Timeline GCC WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,129 shares; 2025Q2: 7,129 shares; 2025Q3: 7,129 shares; 2025Q4: 7,107 shares 7,107 $150K <0.01% -22 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,375 shares 3,375 $150K <0.01% new Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 146 shares; 2024Q4: 144 shares; 2025Q1: 135 shares; 2025Q2: 164 shares; 2025Q3: 162 shares; 2025Q4: 165 shares 165 $150K <0.01% +3 Timeline OPLN OPENLANE INC More: the full row for OPENLANE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,260 shares; 2024Q4: 6,260 shares; 2025Q1: 6,260 shares; 2025Q2: 6,569 shares; 2025Q3: 6,169 shares; 2025Q4: 5,000 shares 5,000 $149K <0.01% -1,169 Timeline MTZ MASTEC INC More: the full row for MASTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 650 shares; 2024Q4: 650 shares; 2025Q1: 650 shares; 2025Q2: 650 shares; 2025Q3: 1,937 shares; 2025Q4: 684 shares 684 $149K <0.01% -1,253 Timeline IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2 shares; 2024Q4: 1,921 shares; 2025Q1: 1,500 shares; 2025Q2: 1,500 shares; 2025Q3: 1,500 shares; 2025Q4: 1,581 shares 1,581 $148K <0.01% +81 Timeline CMRE COSTAMARE INC More: the full row for COSTAMARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,400 shares; 2025Q3: 9,400 shares; 2025Q4: 9,400 shares 9,400 $148K <0.01% 0 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 305 shares; 2024Q4: 305 shares; 2025Q1: 835 shares; 2025Q2: 835 shares; 2025Q3: 1,480 shares; 2025Q4: 1,480 shares 1,480 $147K <0.01% 0 Timeline ZIM ZIM INTEGRATED SHIPPING SERV More: the full row for ZIM INTEGRATED SHIPPING SERV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 6,700 shares; 2025Q3: 6,760 shares; 2025Q4: 6,800 shares 6,800 $144K <0.01% +40 Timeline BNT BROOKFIELD WEALTH SOL LTD More: the full row for BROOKFIELD WEALTH SOL LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,557 shares; 2024Q4: 4,566 shares; 2025Q1: 2,412 shares; 2025Q2: 2,478 shares; 2025Q3: 2,256 shares; 2025Q4: 3,281 shares 3,281 $144K <0.01% +1,025 Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,118 shares; 2024Q4: 1,671 shares; 2025Q1: 1,776 shares; 2025Q2: 19,691 shares; 2025Q3: 2,299 shares; 2025Q4: 1,851 shares 1,851 $143K <0.01% -448 Timeline FUL FULLER H B CO More: the full row for FULLER H B CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 800 shares; 2025Q4: 2,394 shares 2,394 $142K <0.01% +1,594 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,100 shares; 2024Q4: 1,100 shares; 2025Q1: 1,100 shares; 2025Q2: 1,100 shares; 2025Q3: 1,100 shares; 2025Q4: 1,100 shares 1,100 $142K <0.01% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,764 shares; 2024Q4: 4,071 shares; 2025Q1: 4,413 shares; 2025Q2: 4,902 shares; 2025Q3: 5,152 shares; 2025Q4: 5,888 shares 5,888 $141K <0.01% +736 Timeline ARKX ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,877 shares 4,877 $141K <0.01% new Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares 1,000 $141K <0.01% 0 Timeline AVB AVALONBAY CMNTYS INC More: the full row for AVALONBAY CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,509 shares; 2024Q4: 4,809 shares; 2025Q1: 5,212 shares; 2025Q2: 1,048 shares; 2025Q3: 675 shares; 2025Q4: 776 shares 776 $141K <0.01% +101 Timeline AOR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 609 shares; 2024Q4: 1,609 shares; 2025Q1: 1,609 shares; 2025Q2: 1,609 shares; 2025Q3: 2,150 shares; 2025Q4: 2,164 shares 2,164 $141K <0.01% +14 Timeline CAG CONAGRA BRANDS INC More: the full row for CONAGRA BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 1,170 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 8,017 shares 8,017 $139K <0.01% +7,017 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 749 shares; 2024Q4: 660 shares; 2025Q1: 680 shares; 2025Q2: 676 shares; 2025Q3: 687 shares; 2025Q4: 676 shares 676 $138K <0.01% -11 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,282 shares; 2024Q4: 1,681 shares; 2025Q1: 1,550 shares; 2025Q2: 1,260 shares; 2025Q3: 1,260 shares; 2025Q4: 1,668 shares 1,668 $135K <0.01% +408 Timeline LVS LAS VEGAS SANDS CORP More: the full row for LAS VEGAS SANDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,151 shares; 2024Q4: 11,073 shares; 2025Q1: 11,645 shares; 2025Q2: 11,608 shares; 2025Q3: 8,789 shares; 2025Q4: 2,068 shares 2,068 $135K <0.01% -6,721 Timeline AIVI WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,600 shares; 2024Q4: 2,600 shares; 2025Q1: 2,600 shares; 2025Q2: 2,600 shares; 2025Q3: 2,600 shares; 2025Q4: 2,600 shares 2,600 $134K <0.01% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 593 shares; 2024Q4: 950 shares; 2025Q1: 593 shares; 2025Q2: 550 shares; 2025Q3: 550 shares; 2025Q4: 535 shares 535 $134K <0.01% -15 Timeline MSM MSC INDL DIRECT INC More: the full row for MSC INDL DIRECT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 569 shares; 2024Q4: 1,230 shares; 2025Q1: 1,488 shares; 2025Q2: 1,539 shares; 2025Q3: 1,539 shares; 2025Q4: 1,592 shares 1,592 $134K <0.01% +53 Timeline VNO VORNADO RLTY TR More: the full row for VORNADO RLTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,000 shares; 2024Q4: 4,000 shares; 2025Q1: 4,000 shares; 2025Q2: 4,000 shares; 2025Q3: 11,000 shares; 2025Q4: 4,000 shares 4,000 $133K <0.01% -7,000 Timeline ALNY ALNYLAM PHARMACEUTICALS INC More: the full row for ALNYLAM PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30 shares; 2024Q4: 30 shares; 2025Q1: 30 shares; 2025Q2: 30 shares; 2025Q3: 330 shares; 2025Q4: 330 shares 330 $131K <0.01% 0 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35 shares; 2024Q4: 135 shares; 2025Q1: 35 shares; 2025Q2: 35 shares; 2025Q3: 460 shares; 2025Q4: 561 shares 561 $131K <0.01% +101 Timeline DXJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,016 shares; 2024Q4: 869 shares; 2025Q1: 32,770 shares; 2025Q2: 35,111 shares; 2025Q3: 869 shares; 2025Q4: 909 shares 909 $131K <0.01% +40 Timeline FPH FIVE POINT HOLDINGS LLC More: the full row for FIVE POINT HOLDINGS LLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,990 shares; 2024Q4: 24,755 shares; 2025Q1: 23,900 shares; 2025Q2: 24,043 shares; 2025Q3: 24,403 shares; 2025Q4: 23,343 shares 23,343 $130K <0.01% -1,060 Timeline SWKS SKYWORKS SOLUTIONS INC More: the full row for SKYWORKS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,227 shares; 2024Q4: 1,586 shares; 2025Q1: 1,696 shares; 2025Q2: 1,456 shares; 2025Q3: 1,579 shares; 2025Q4: 2,051 shares 2,051 $130K <0.01% +472 Timeline R RYDER SYS INC More: the full row for RYDER SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 520 shares; 2024Q4: 520 shares; 2025Q1: 520 shares; 2025Q2: 520 shares; 2025Q3: 520 shares; 2025Q4: 675 shares 675 $129K <0.01% +155 Timeline CROX CROCS INC More: the full row for CROCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 129 shares; 2024Q4: 678 shares; 2025Q1: 390 shares; 2025Q2: not reported; 2025Q3: 37,726 shares; 2025Q4: 1,500 shares 1,500 $128K <0.01% -36,226 Timeline PODD INSULET CORP More: the full row for INSULET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12 shares; 2025Q2: 21 shares; 2025Q3: 444 shares; 2025Q4: 450 shares 450 $128K <0.01% +6 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,585 shares; 2024Q4: 3,631 shares; 2025Q1: 3,988 shares; 2025Q2: 4,114 shares; 2025Q3: 3,890 shares; 2025Q4: 4,513 shares 4,513 $127K <0.01% +623 Timeline VEGN ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,832 shares; 2024Q4: 1,832 shares; 2025Q1: 1,693 shares; 2025Q2: 1,693 shares; 2025Q3: 1,693 shares; 2025Q4: 2,083 shares 2,083 $127K <0.01% +390 Timeline NIO NIO INC More: the full row for NIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,501 shares; 2024Q4: 21,653 shares; 2025Q1: 18,668 shares; 2025Q2: 18,523 shares; 2025Q3: 22,298 shares; 2025Q4: 24,884 shares 24,884 $127K <0.01% +2,586 Timeline NOK NOKIA CORP More: the full row for NOKIA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,275 shares; 2024Q4: 19,275 shares; 2025Q1: 19,275 shares; 2025Q2: 19,275 shares; 2025Q3: 19,025 shares; 2025Q4: 19,370 shares 19,370 $125K <0.01% +345 Timeline GME GAMESTOP CORP More: the full row for GAMESTOP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,651 shares; 2024Q4: 1,681 shares; 2025Q1: 1,651 shares; 2025Q2: 1,699 shares; 2025Q3: 4,899 shares; 2025Q4: 6,207 shares 6,207 $125K <0.01% +1,308 Timeline EWBC EAST WEST BANCORP INC More: the full row for EAST WEST BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 59 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,089 shares 1,089 $122K <0.01% new Timeline SNPE DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,163 shares; 2024Q4: 2,163 shares; 2025Q1: 2,163 shares; 2025Q2: 2,163 shares; 2025Q3: 1,955 shares; 2025Q4: 1,955 shares 1,955 $122K <0.01% 0 Timeline CART MAPLEBEAR INC More: the full row for MAPLEBEAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,628 shares; 2025Q4: 2,709 shares 2,709 $122K <0.01% +81 Timeline EWG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50 shares; 2024Q4: not reported; 2025Q1: 1,602 shares; 2025Q2: 7,422 shares; 2025Q3: 6,796 shares; 2025Q4: 2,863 shares 2,863 $122K <0.01% -3,933 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 850 shares; 2024Q4: 850 shares; 2025Q1: 850 shares; 2025Q2: 850 shares; 2025Q3: 850 shares; 2025Q4: 850 shares 850 $120K <0.01% 0 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,558 shares; 2024Q4: 2,434 shares; 2025Q1: 7,513 shares; 2025Q2: 3,104 shares; 2025Q3: 2,917 shares; 2025Q4: 1,630 shares 1,630 $120K <0.01% -1,287 Timeline IEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,350 shares; 2024Q4: 2,350 shares; 2025Q1: 2,350 shares; 2025Q2: 2,350 shares; 2025Q3: 2,350 shares; 2025Q4: 1,750 shares 1,750 $120K <0.01% -600 Timeline ONON ON HLDG AG More: the full row for ON HLDG AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,466 shares; 2024Q4: 27,450 shares; 2025Q1: 28,711 shares; 2025Q2: 27,346 shares; 2025Q3: 10,163 shares; 2025Q4: 2,556 shares 2,556 $119K <0.01% -7,607 Timeline FVC FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 136,849 shares; 2024Q4: 133,698 shares; 2025Q1: 132,455 shares; 2025Q2: 15,617 shares; 2025Q3: 3,262 shares; 2025Q4: 3,262 shares 3,262 $118K <0.01% 0 Timeline JBS JBS N.V. More: the full row for JBS N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,185 shares; 2025Q4: 8,185 shares 8,185 $118K <0.01% 0 Timeline