WBIY ABSOLUTE SHS TR More: the full row for ABSOLUTE SHS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 931,812 shares; 2024Q4: 911,784 shares; 2025Q1: 827,120 shares; 2025Q2: 826,826 shares; 2025Q3: 781,274 shares; 2025Q4: 785,446 shares 785,446 $25.1M 6.55% +4,172 Timeline WBIL ABSOLUTE SHS TR More: the full row for ABSOLUTE SHS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 732,888 shares; 2024Q4: 667,908 shares; 2025Q1: 674,626 shares; 2025Q2: 652,922 shares; 2025Q3: 610,171 shares; 2025Q4: 544,469 shares 544,469 $18.9M 4.94% -65,702 Timeline WBIG ABSOLUTE SHS TR More: the full row for ABSOLUTE SHS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,094,469 shares; 2024Q4: 988,187 shares; 2025Q1: 995,593 shares; 2025Q2: 964,848 shares; 2025Q3: 901,987 shares; 2025Q4: 789,915 shares 789,915 $18.5M 4.83% -112,072 Timeline WBIF ABSOLUTE SHS TR More: the full row for ABSOLUTE SHS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 713,380 shares; 2024Q4: 647,123 shares; 2025Q1: 652,270 shares; 2025Q2: 631,156 shares; 2025Q3: 590,166 shares; 2025Q4: 525,564 shares 525,564 $16.3M 4.24% -64,602 Timeline VFLO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 233,718 shares; 2024Q4: 267,266 shares; 2025Q1: 248,409 shares; 2025Q2: 243,062 shares; 2025Q3: 160,664 shares; 2025Q4: 165,435 shares 165,435 $6.51M 1.7% +4,771 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,271 shares; 2024Q4: 8,194 shares; 2025Q1: 17,310 shares; 2025Q2: 9,086 shares; 2025Q3: 9,699 shares; 2025Q4: 10,519 shares 10,519 $6.46M 1.68% +820 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 21,415 shares; 2025Q3: 21,444 shares; 2025Q4: 22,943 shares 22,943 $5.8M 1.51% +1,499 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: 247,669 shares; 2024Q4: 243,802 shares; 2025Q1: 255,259 shares; 2025Q2: 243,134 shares; 2025Q3: 195,248 shares; 2025Q4: 184,776 shares 184,776 $5.47M 1.42% -10,472 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 203,177 shares; 2025Q3: 193,665 shares; 2025Q4: 190,378 shares 190,378 $4.99M 1.3% -3,287 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 64,165 shares; 2025Q3: 61,164 shares; 2025Q4: 60,128 shares 60,128 $4.96M 1.29% -1,036 Timeline KRBN KRANESHARES TRUST More: the full row for KRANESHARES 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: 46,452 shares; 2025Q2: 67,357 shares; 2025Q3: 101,677 shares; 2025Q4: 123,829 shares 123,829 $4.38M 1.14% +22,152 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: 42,886 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,566 shares; 2025Q3: 59,803 shares; 2025Q4: 71,075 shares 71,075 $3.83M 1% +11,272 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,456 shares; 2025Q2: 11,125 shares; 2025Q3: 35,768 shares; 2025Q4: 47,359 shares 47,359 $3.48M 0.91% +11,591 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 128,801 shares; 2025Q1: 110,208 shares; 2025Q2: 149,419 shares; 2025Q3: 134,728 shares; 2025Q4: 133,493 shares 133,493 $3.32M 0.87% -1,235 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,576 shares; 2024Q4: 77,179 shares; 2025Q1: 79,790 shares; 2025Q2: 77,494 shares; 2025Q3: 82,859 shares; 2025Q4: 80,442 shares 80,442 $3.28M 0.85% -2,417 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,922 shares; 2024Q4: 24,389 shares; 2025Q1: 48,011 shares; 2025Q2: 35,520 shares; 2025Q3: 27,251 shares; 2025Q4: 31,393 shares 31,393 $3.11M 0.81% +4,142 Timeline PTLC PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 111,193 shares; 2024Q4: 113,514 shares; 2025Q1: 62,989 shares; 2025Q2: 62,439 shares; 2025Q3: 45,905 shares; 2025Q4: 53,541 shares 53,541 $2.98M 0.78% +7,636 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,310 shares; 2024Q4: 6,566 shares; 2025Q1: not reported; 2025Q2: 3,040 shares; 2025Q3: 6,581 shares; 2025Q4: 7,910 shares 7,910 $2.93M 0.76% +1,329 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,653 shares; 2024Q4: 64,505 shares; 2025Q1: 56,853 shares; 2025Q2: 43,467 shares; 2025Q3: 58,022 shares; 2025Q4: 50,697 shares 50,697 $2.92M 0.76% -7,325 Timeline SMH 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: 2,369 shares; 2024Q4: 2,736 shares; 2025Q1: 3,326 shares; 2025Q2: 3,661 shares; 2025Q3: 5,241 shares; 2025Q4: 7,941 shares 7,941 $2.86M 0.75% +2,700 Timeline SOXQ 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: 18,226 shares; 2025Q2: 31,074 shares; 2025Q3: 46,306 shares; 2025Q4: 50,847 shares 50,847 $2.84M 0.74% +4,541 Timeline EIX EDISON INTL More: the full row for EDISON 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: not reported; 2025Q2: not reported; 2025Q3: 52,876 shares; 2025Q4: 46,443 shares 46,443 $2.79M 0.73% -6,433 Timeline AGZ 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: 29,109 shares; 2024Q4: 28,259 shares; 2025Q1: 34,961 shares; 2025Q2: 32,636 shares; 2025Q3: 21,892 shares; 2025Q4: 24,410 shares 24,410 $2.69M 0.7% +2,518 Timeline PTMC PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 193,281 shares; 2024Q4: 199,294 shares; 2025Q1: 94,424 shares; 2025Q2: 87,320 shares; 2025Q3: 82,855 shares; 2025Q4: 73,842 shares 73,842 $2.63M 0.69% -9,013 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: 122,388 shares; 2024Q4: 103,716 shares; 2025Q1: 113,135 shares; 2025Q2: 51,802 shares; 2025Q3: 144,926 shares; 2025Q4: 147,155 shares 147,155 $2.55M 0.66% +2,229 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: 27,475 shares; 2024Q4: 37,358 shares; 2025Q1: 30,695 shares; 2025Q2: 28,269 shares; 2025Q3: 38,457 shares; 2025Q4: 84,167 shares 84,167 $2.35M 0.61% +45,710 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: 6,332 shares; 2024Q4: 60,690 shares; 2025Q1: 3,641 shares; 2025Q2: 27,090 shares; 2025Q3: 24,404 shares; 2025Q4: 19,863 shares 19,863 $2.28M 0.59% -4,541 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET 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: 2,695 shares; 2025Q2: 11,022 shares; 2025Q3: 7,409 shares; 2025Q4: 7,280 shares 7,280 $2.28M 0.59% -129 Timeline YUMC YUM CHINA HLDGS INC More: the full row for YUM CHINA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,289 shares; 2024Q4: 26,365 shares; 2025Q1: 6,274 shares; 2025Q2: 48,416 shares; 2025Q3: 51,806 shares; 2025Q4: 47,465 shares 47,465 $2.27M 0.59% -4,341 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: 6,355 shares; 2024Q4: not reported; 2025Q1: 10,088 shares; 2025Q2: 7,559 shares; 2025Q3: 1,193 shares; 2025Q4: 8,528 shares 8,528 $2.2M 0.57% +7,335 Timeline AIT APPLIED INDL TECHNOLOGIES IN More: the full row for APPLIED INDL TECHNOLOGIES IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 963 shares; 2025Q3: 2,629 shares; 2025Q4: 8,450 shares 8,450 $2.17M 0.57% +5,821 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,882 shares; 2024Q4: 7,963 shares; 2025Q1: 1,821 shares; 2025Q2: 3,795 shares; 2025Q3: 5,824 shares; 2025Q4: 6,185 shares 6,185 $2.17M 0.57% +361 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,108 shares 6,108 $2.16M 0.56% new Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,561 shares; 2025Q1: not reported; 2025Q2: 2,501 shares; 2025Q3: not reported; 2025Q4: 7,927 shares 7,927 $2.13M 0.55% new Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,425 shares; 2024Q4: 12,453 shares; 2025Q1: 14,017 shares; 2025Q2: 12,344 shares; 2025Q3: 12,196 shares; 2025Q4: 7,607 shares 7,607 $2.07M 0.54% -4,589 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,678 shares; 2024Q4: 4,371 shares; 2025Q1: 21,568 shares; 2025Q2: 13,941 shares; 2025Q3: 13,051 shares; 2025Q4: 10,977 shares 10,977 $2.05M 0.53% -2,074 Timeline EMN EASTMAN CHEM CO More: the full row for EASTMAN CHEM CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 31,688 shares 31,688 $2.02M 0.53% new 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: 17,153 shares; 2024Q4: 22,125 shares; 2025Q1: 17,821 shares; 2025Q2: 40,185 shares; 2025Q3: 30,062 shares; 2025Q4: 29,610 shares 29,610 $2M 0.52% -452 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,069 shares; 2025Q1: 4,451 shares; 2025Q2: 3,483 shares; 2025Q3: 832 shares; 2025Q4: 8,809 shares 8,809 $1.97M 0.51% +7,977 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 23,906 shares 23,906 $1.91M 0.5% new Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 590 shares; 2025Q1: 2,978 shares; 2025Q2: 1,388 shares; 2025Q3: 4,485 shares; 2025Q4: 4,162 shares 4,162 $1.87M 0.49% -323 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: 20,058 shares; 2024Q4: 19,696 shares; 2025Q1: 25,202 shares; 2025Q2: 24,559 shares; 2025Q3: 25,381 shares; 2025Q4: 22,975 shares 22,975 $1.78M 0.47% -2,406 Timeline RTH 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: 3,319 shares; 2024Q4: 3,030 shares; 2025Q1: 1,670 shares; 2025Q2: 1,878 shares; 2025Q3: 5,331 shares; 2025Q4: 7,105 shares 7,105 $1.77M 0.46% +1,774 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 31,409 shares; 2025Q1: 19,000 shares; 2025Q2: 42,245 shares; 2025Q3: 58,027 shares; 2025Q4: 27,322 shares 27,322 $1.76M 0.46% -30,705 Timeline WU WESTERN UN CO More: the full row for WESTERN UN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,487 shares; 2024Q4: 85,843 shares; 2025Q1: 97,000 shares; 2025Q2: 103,798 shares; 2025Q3: 155,265 shares; 2025Q4: 188,215 shares 188,215 $1.75M 0.46% +32,950 Timeline HRB BLOCK H & R INC More: the full row for BLOCK H & R INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,344 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,957 shares; 2025Q3: 12,122 shares; 2025Q4: 39,809 shares 39,809 $1.73M 0.45% +27,687 Timeline DKS DICKS SPORTING GOODS INC More: the full row for DICKS SPORTING GOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,092 shares; 2024Q4: 2,231 shares; 2025Q1: not reported; 2025Q2: 4,925 shares; 2025Q3: 5,865 shares; 2025Q4: 8,749 shares 8,749 $1.73M 0.45% +2,884 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,728 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,934 shares; 2025Q4: 9,844 shares 9,844 $1.68M 0.44% +7,910 Timeline GVI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,791 shares; 2024Q4: 11,676 shares; 2025Q1: 18,529 shares; 2025Q2: 18,404 shares; 2025Q3: 16,994 shares; 2025Q4: 14,974 shares 14,974 $1.61M 0.42% -2,020 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,609 shares; 2024Q4: not reported; 2025Q1: 3,563 shares; 2025Q2: 2,209 shares; 2025Q3: 1,627 shares; 2025Q4: 1,902 shares 1,902 $1.56M 0.41% +275 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,719 shares; 2025Q1: 485 shares; 2025Q2: not reported; 2025Q3: 901 shares; 2025Q4: 2,720 shares 2,720 $1.55M 0.4% +1,819 Timeline COWG PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 21,183 shares; 2025Q2: 21,957 shares; 2025Q3: 32,285 shares; 2025Q4: 43,159 shares 43,159 $1.52M 0.4% +10,874 Timeline CIVI CIVITAS RESOURCES INC More: the full row for CIVITAS RESOURCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 55,323 shares 55,323 $1.5M 0.39% new Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 21,855 shares; 2025Q2: 12,050 shares; 2025Q3: 7,803 shares; 2025Q4: 10,867 shares 10,867 $1.5M 0.39% +3,064 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,716 shares; 2025Q2: not reported; 2025Q3: 861 shares; 2025Q4: 3,192 shares 3,192 $1.49M 0.39% +2,331 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,084 shares; 2025Q1: 4,120 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,218 shares 5,218 $1.48M 0.39% new Timeline HRL HORMEL FOODS CORP More: the full row for HORMEL FOODS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 84,764 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19,644 shares; 2025Q4: 61,050 shares 61,050 $1.45M 0.38% +41,406 Timeline SWK STANLEY BLACK & DECKER INC More: the full row for STANLEY BLACK & DECKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,532 shares; 2025Q3: not reported; 2025Q4: 19,302 shares 19,302 $1.43M 0.37% new Timeline SFLO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 50,458 shares; 2025Q2: 48,688 shares; 2025Q3: 44,570 shares; 2025Q4: 48,574 shares 48,574 $1.43M 0.37% +4,004 Timeline XMLV 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: 4,492 shares; 2024Q4: not reported; 2025Q1: 51,573 shares; 2025Q2: 51,249 shares; 2025Q3: 24,130 shares; 2025Q4: 22,894 shares 22,894 $1.43M 0.37% -1,236 Timeline PMBS 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: not reported; 2024Q4: not reported; 2025Q1: 35,870 shares; 2025Q2: 34,682 shares; 2025Q3: 30,225 shares; 2025Q4: 28,287 shares 28,287 $1.41M 0.37% -1,938 Timeline ALTL PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,712 shares; 2024Q4: 40,713 shares; 2025Q1: 86,117 shares; 2025Q2: 85,841 shares; 2025Q3: 30,765 shares; 2025Q4: 32,185 shares 32,185 $1.38M 0.36% +1,420 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19,232 shares; 2025Q2: not reported; 2025Q3: 36,542 shares; 2025Q4: 20,345 shares 20,345 $1.37M 0.36% -16,197 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: 5,988 shares; 2024Q4: 15,612 shares; 2025Q1: 7,440 shares; 2025Q2: 5,371 shares; 2025Q3: 2,950 shares; 2025Q4: 5,654 shares 5,654 $1.36M 0.36% +2,704 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,696 shares; 2024Q4: 68,309 shares; 2025Q1: 59,479 shares; 2025Q2: 57,325 shares; 2025Q3: 54,749 shares; 2025Q4: 50,874 shares 50,874 $1.35M 0.35% -3,875 Timeline AGZD 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: 152,632 shares; 2024Q4: 87,082 shares; 2025Q1: 40,871 shares; 2025Q2: 96,233 shares; 2025Q3: 78,032 shares; 2025Q4: 59,875 shares 59,875 $1.35M 0.35% -18,157 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,592 shares; 2025Q4: 6,257 shares 6,257 $1.34M 0.35% +3,665 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,686 shares; 2025Q2: 3,261 shares; 2025Q3: 11,041 shares; 2025Q4: 12,766 shares 12,766 $1.32M 0.34% +1,725 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,310 shares; 2025Q3: not reported; 2025Q4: 6,332 shares 6,332 $1.3M 0.34% new 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: 15,450 shares; 2024Q4: not reported; 2025Q1: 27,484 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,801 shares 11,801 $1.3M 0.34% new Timeline PRIM PRIMORIS SVCS CORP More: the full row for PRIMORIS SVCS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19,538 shares; 2025Q4: 10,475 shares 10,475 $1.3M 0.34% -9,063 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN 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: 1,581 shares; 2025Q4: 1,912 shares 1,912 $1.29M 0.34% +331 Timeline AOHY ANGEL OAK FUNDS TRUST More: the full row for ANGEL OAK FUNDS 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: 82,595 shares; 2025Q2: 187,233 shares; 2025Q3: 152,196 shares; 2025Q4: 116,017 shares 116,017 $1.29M 0.34% -36,179 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,490 shares; 2024Q4: 16,529 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,802 shares; 2025Q4: 12,482 shares 12,482 $1.28M 0.33% +5,680 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: 2,419 shares; 2024Q4: 726 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,277 shares 3,277 $1.26M 0.33% new Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,643 shares; 2025Q1: 8,959 shares; 2025Q2: 9,694 shares; 2025Q3: 7,447 shares; 2025Q4: 5,440 shares 5,440 $1.26M 0.33% -2,007 Timeline SF STIFEL FINL CORP More: the full row for STIFEL FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,944 shares; 2025Q3: 5,075 shares; 2025Q4: 9,978 shares 9,978 $1.25M 0.33% +4,903 Timeline AIZ ASSURANT INC More: the full row for ASSURANT 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: 2,790 shares; 2025Q2: 1,139 shares; 2025Q3: 2,510 shares; 2025Q4: 5,182 shares 5,182 $1.25M 0.33% +2,672 Timeline TIPX SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 84,396 shares; 2025Q2: 78,813 shares; 2025Q3: 73,526 shares; 2025Q4: 64,855 shares 64,855 $1.24M 0.32% -8,671 Timeline HESM HESS MIDSTREAM LP More: the full row for HESS MIDSTREAM LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,863 shares; 2024Q4: 18,309 shares; 2025Q1: 13,707 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 35,800 shares 35,800 $1.24M 0.32% new Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA 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: 15,691 shares; 2025Q3: 13,419 shares; 2025Q4: 15,212 shares 15,212 $1.22M 0.32% +1,793 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,826 shares; 2025Q3: 1,927 shares; 2025Q4: 3,584 shares 3,584 $1.21M 0.32% +1,657 Timeline FBT FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,738 shares; 2024Q4: 1,501 shares; 2025Q1: not reported; 2025Q2: 1,500 shares; 2025Q3: 4,527 shares; 2025Q4: 5,856 shares 5,856 $1.21M 0.32% +1,329 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,705 shares; 2024Q4: 817 shares; 2025Q1: not reported; 2025Q2: 687 shares; 2025Q3: 1,681 shares; 2025Q4: 1,964 shares 1,964 $1.2M 0.31% +283 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,350 shares 7,350 $1.18M 0.31% new Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & 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: 400 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,080 shares 1,080 $1.16M 0.3% new Timeline SNX TD SYNNEX CORPORATION More: the full row for TD SYNNEX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,584 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,169 shares; 2025Q4: 7,724 shares 7,724 $1.16M 0.3% +3,555 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,257 shares; 2025Q2: 4,353 shares; 2025Q3: 3,241 shares; 2025Q4: 2,392 shares 2,392 $1.16M 0.3% -849 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,488 shares; 2025Q1: 710 shares; 2025Q2: 2,843 shares; 2025Q3: 2,462 shares; 2025Q4: 2,351 shares 2,351 $1.15M 0.3% -111 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: 2,600 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,309 shares; 2025Q4: 2,724 shares 2,724 $1.14M 0.3% +1,415 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: 13,075 shares; 2024Q4: 20,494 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,038 shares 10,038 $1.13M 0.29% new Timeline TKO TKO GROUP HOLDINGS INC More: the full row for TKO GROUP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,983 shares; 2025Q2: 5,438 shares; 2025Q3: 5,097 shares; 2025Q4: 5,373 shares 5,373 $1.12M 0.29% +276 Timeline FSTA 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: 21,736 shares; 2024Q4: 20,845 shares; 2025Q1: 65,318 shares; 2025Q2: 61,394 shares; 2025Q3: 20,886 shares; 2025Q4: 22,716 shares 22,716 $1.12M 0.29% +1,830 Timeline BUL PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19,190 shares; 2025Q2: 18,817 shares; 2025Q3: 16,136 shares; 2025Q4: 20,249 shares 20,249 $1.12M 0.29% +4,113 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,830 shares; 2024Q4: 8,846 shares; 2025Q1: not reported; 2025Q2: 2,407 shares; 2025Q3: 3,282 shares; 2025Q4: 4,331 shares 4,331 $1.11M 0.29% +1,049 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,728 shares 12,728 $1.11M 0.29% new Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,397 shares; 2024Q4: 548 shares; 2025Q1: 2,177 shares; 2025Q2: 2,234 shares; 2025Q3: 2,308 shares; 2025Q4: 1,676 shares 1,676 $1.11M 0.29% -632 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 28,402 shares; 2025Q1: 28,807 shares; 2025Q2: 20,435 shares; 2025Q3: not reported; 2025Q4: 12,701 shares 12,701 $1.11M 0.29% new Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,407 shares; 2024Q4: 495 shares; 2025Q1: 628 shares; 2025Q2: 4,702 shares; 2025Q3: not reported; 2025Q4: 1,182 shares 1,182 $1.1M 0.29% new Timeline PSCH 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: 92,807 shares; 2024Q4: 102,511 shares; 2025Q1: 52,776 shares; 2025Q2: 51,056 shares; 2025Q3: 23,881 shares; 2025Q4: 24,847 shares 24,847 $1.09M 0.29% +966 Timeline THO THOR INDS INC More: the full row for THOR INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,634 shares 10,634 $1.09M 0.28% new Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,558 shares; 2025Q4: 3,768 shares 3,768 $1.08M 0.28% -790 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,660 shares; 2025Q4: 3,610 shares 3,610 $1.07M 0.28% -1,050 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 304,027 shares; 2025Q1: 566,746 shares; 2025Q2: 257,214 shares; 2025Q3: 82,203 shares; 2025Q4: 81,090 shares 81,090 $1.06M 0.28% -1,113 Timeline G GENPACT LIMITED More: the full row for GENPACT LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,931 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,853 shares; 2025Q3: 12,267 shares; 2025Q4: 22,700 shares 22,700 $1.06M 0.28% +10,433 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 21,746 shares; 2025Q3: 18,144 shares; 2025Q4: 21,414 shares 21,414 $1.05M 0.27% +3,270 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 21,458 shares; 2025Q3: 11,251 shares; 2025Q4: 13,492 shares 13,492 $1.04M 0.27% +2,241 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,742 shares; 2024Q4: 1,939 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,613 shares 10,613 $1.04M 0.27% new Timeline AMGN AMGEN INC More: the full row for AMGEN 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: 3,232 shares; 2025Q2: 897 shares; 2025Q3: 2,628 shares; 2025Q4: 3,145 shares 3,145 $1.03M 0.27% +517 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,394 shares; 2025Q3: 2,524 shares; 2025Q4: 2,620 shares 2,620 $1.02M 0.27% +96 Timeline RHI ROBERT HALF INC. More: the full row for ROBERT HALF 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: 35,650 shares; 2025Q4: 37,124 shares 37,124 $1.01M 0.26% +1,474 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 733 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 208 shares; 2025Q3: not reported; 2025Q4: 593 shares 593 $1M 0.26% new Timeline MUR MURPHY OIL CORP More: the full row for MURPHY OIL 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: 71,102 shares; 2025Q3: 35,431 shares; 2025Q4: 31,903 shares 31,903 $997K 0.26% -3,528 Timeline WTW WILLIS TOWERS WATSON PLC LTD More: the full row for WILLIS TOWERS WATSON PLC LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,926 shares; 2025Q1: 4,610 shares; 2025Q2: 4,542 shares; 2025Q3: not reported; 2025Q4: 3,032 shares 3,032 $996K 0.26% new Timeline LNC LINCOLN NATL CORP IND More: the full row for LINCOLN NATL CORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,409 shares; 2025Q4: 22,274 shares 22,274 $992K 0.26% +6,865 Timeline UGI UGI CORP NEW More: the full row for UGI CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,755 shares; 2024Q4: 44,747 shares; 2025Q1: 80,887 shares; 2025Q2: 25,884 shares; 2025Q3: 17,943 shares; 2025Q4: 26,354 shares 26,354 $986K 0.26% +8,411 Timeline CNP CENTERPOINT ENERGY INC More: the full row for CENTERPOINT ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 25,633 shares 25,633 $983K 0.26% new Timeline GL GLOBE LIFE INC More: the full row for GLOBE LIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 18,831 shares; 2025Q1: not reported; 2025Q2: 1,846 shares; 2025Q3: 4,902 shares; 2025Q4: 7,011 shares 7,011 $981K 0.26% +2,109 Timeline M MACYS INC More: the full row for MACYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 127,726 shares; 2025Q1: 59,733 shares; 2025Q2: 160,408 shares; 2025Q3: 122,044 shares; 2025Q4: 44,154 shares 44,154 $974K 0.25% -77,890 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,513 shares 14,513 $973K 0.25% new Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,846 shares 11,846 $957K 0.25% new Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,882 shares; 2025Q4: 5,119 shares 5,119 $950K 0.25% +237 Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,543 shares; 2024Q4: 37,563 shares; 2025Q1: not reported; 2025Q2: 38,328 shares; 2025Q3: 13,920 shares; 2025Q4: 14,101 shares 14,101 $944K 0.25% +181 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 736 shares; 2025Q4: 1,197 shares 1,197 $924K 0.24% +461 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: 6,783 shares; 2024Q4: 7,703 shares; 2025Q1: 10,914 shares; 2025Q2: 3,371 shares; 2025Q3: 10,541 shares; 2025Q4: 12,031 shares 12,031 $887K 0.23% +1,490 Timeline AVGO BROADCOM INC More: the full row for BROADCOM 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: 2,483 shares; 2025Q2: not reported; 2025Q3: 3,585 shares; 2025Q4: 2,544 shares 2,544 $881K 0.23% -1,041 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,645 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,216 shares 10,216 $868K 0.23% new Timeline AES AES CORP More: the full row for AES 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: 213,023 shares; 2025Q2: 249,307 shares; 2025Q3: 200,191 shares; 2025Q4: 60,472 shares 60,472 $867K 0.23% -139,719 Timeline FLRN SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 18,489 shares; 2025Q2: 40,900 shares; 2025Q3: 34,265 shares; 2025Q4: 28,201 shares 28,201 $867K 0.23% -6,064 Timeline SLNZ TCW ETF TRUST More: the full row for TCW 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: 12,816 shares; 2025Q2: 30,081 shares; 2025Q3: 24,383 shares; 2025Q4: 18,711 shares 18,711 $867K 0.23% -5,672 Timeline APA APA CORPORATION More: the full row for APA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 60,089 shares; 2025Q2: 185,679 shares; 2025Q3: 47,104 shares; 2025Q4: 35,423 shares 35,423 $866K 0.23% -11,681 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: not reported; 2024Q4: 27,447 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,556 shares 18,556 $863K 0.22% new Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,113 shares; 2025Q1: 3,578 shares; 2025Q2: 13,515 shares; 2025Q3: 10,837 shares; 2025Q4: 5,203 shares 5,203 $843K 0.22% -5,634 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: 7,479 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,721 shares; 2025Q4: 30,072 shares 30,072 $838K 0.22% +20,351 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,819 shares; 2025Q1: 5,057 shares; 2025Q2: 5,267 shares; 2025Q3: 5,444 shares; 2025Q4: 5,322 shares 5,322 $811K 0.21% -122 Timeline TNL TRAVEL PLUS LEISURE CO More: the full row for TRAVEL PLUS LEISURE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,582 shares; 2024Q4: 13,284 shares; 2025Q1: 10,738 shares; 2025Q2: 14,272 shares; 2025Q3: 10,872 shares; 2025Q4: 11,500 shares 11,500 $811K 0.21% +628 Timeline EVSD MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,571 shares; 2025Q2: 25,367 shares; 2025Q3: 20,691 shares; 2025Q4: 15,739 shares 15,739 $810K 0.21% -4,952 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,567 shares; 2025Q4: 878 shares 878 $795K 0.21% -689 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: not reported; 2024Q4: not reported; 2025Q1: 8,396 shares; 2025Q2: not reported; 2025Q3: 2,006 shares; 2025Q4: 5,252 shares 5,252 $795K 0.21% +3,246 Timeline FLO FLOWERS FOODS INC More: the full row for FLOWERS FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 31,151 shares; 2025Q2: not reported; 2025Q3: 51,151 shares; 2025Q4: 72,418 shares 72,418 $788K 0.21% +21,267 Timeline CMA COMERICA INC More: the full row for COMERICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,716 shares; 2025Q2: 13,365 shares; 2025Q3: 12,663 shares; 2025Q4: 9,047 shares 9,047 $786K 0.21% -3,616 Timeline TIPZ 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: 32,384 shares; 2024Q4: 33,486 shares; 2025Q1: 18,420 shares; 2025Q2: 14,762 shares; 2025Q3: 12,318 shares; 2025Q4: 14,824 shares 14,824 $776K 0.2% +2,506 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,486 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,597 shares; 2025Q3: not reported; 2025Q4: 3,718 shares 3,718 $770K 0.2% new Timeline SIGI SELECTIVE INS GROUP INC More: the full row for SELECTIVE INS 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: 9,177 shares 9,177 $768K 0.2% new Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,216 shares; 2025Q1: 337 shares; 2025Q2: 1,400 shares; 2025Q3: 1,407 shares; 2025Q4: 5,012 shares 5,012 $768K 0.2% +3,605 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,374 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 871 shares; 2025Q4: 1,634 shares 1,634 $766K 0.2% +763 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,622 shares; 2024Q4: 3,623 shares; 2025Q1: 1,263 shares; 2025Q2: 738 shares; 2025Q3: not reported; 2025Q4: 1,438 shares 1,438 $752K 0.2% new Timeline VOYA VOYA FINANCIAL INC More: the full row for VOYA FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,251 shares; 2024Q4: not reported; 2025Q1: 3,402 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,089 shares 10,089 $752K 0.2% new Timeline AMBA AMBARELLA INC More: the full row for AMBARELLA 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: 5,007 shares; 2025Q4: 10,574 shares 10,574 $749K 0.2% +5,567 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,593 shares; 2025Q2: not reported; 2025Q3: 8,234 shares; 2025Q4: 3,230 shares 3,230 $747K 0.19% -5,004 Timeline PJP 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: 5,395 shares; 2025Q4: 7,068 shares 7,068 $739K 0.19% +1,673 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: 14,671 shares; 2024Q4: 14,737 shares; 2025Q1: 3,519 shares; 2025Q2: 3,080 shares; 2025Q3: 3,069 shares; 2025Q4: 3,063 shares 3,063 $739K 0.19% -6 Timeline BPRE BLUEROCK PVT REAL ESTATE FD More: the full row for BLUEROCK PVT REAL ESTATE 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: 48,575 shares 48,575 $729K 0.19% new Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,316 shares 3,316 $727K 0.19% new Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,637 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,960 shares 3,960 $721K 0.19% new Timeline LCII LCI INDS More: the full row for LCI INDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,580 shares; 2025Q2: 8,752 shares; 2025Q3: 6,619 shares; 2025Q4: 5,833 shares 5,833 $708K 0.18% -786 Timeline FHLC 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: 5,590 shares; 2024Q4: 4,200 shares; 2025Q1: 33,376 shares; 2025Q2: 30,089 shares; 2025Q3: 9,502 shares; 2025Q4: 9,438 shares 9,438 $701K 0.18% -64 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,260 shares; 2025Q2: 11,834 shares; 2025Q3: not reported; 2025Q4: 5,262 shares 5,262 $698K 0.18% new Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,125 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,887 shares; 2025Q3: 4,497 shares; 2025Q4: 3,017 shares 3,017 $689K 0.18% -1,480 Timeline BYD BOYD GAMING CORP More: the full row for BOYD GAMING CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,075 shares; 2024Q4: 38,257 shares; 2025Q1: not reported; 2025Q2: 3,040 shares; 2025Q3: 2,933 shares; 2025Q4: 8,004 shares 8,004 $682K 0.18% +5,071 Timeline INTC INTEL CORP More: the full row for INTEL 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: 18,364 shares 18,364 $678K 0.18% new Timeline SMDV PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,713 shares; 2024Q4: 40,975 shares; 2025Q1: 16,301 shares; 2025Q2: 16,584 shares; 2025Q3: 11,669 shares; 2025Q4: 10,238 shares 10,238 $677K 0.18% -1,431 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,870 shares; 2024Q4: not reported; 2025Q1: 8,276 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,177 shares 2,177 $670K 0.17% new Timeline DT DYNATRACE INC More: the full row for DYNATRACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,405 shares 15,405 $668K 0.17% new Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,187 shares; 2024Q4: not reported; 2025Q1: 483 shares; 2025Q2: 815 shares; 2025Q3: 1,081 shares; 2025Q4: 758 shares 758 $666K 0.17% -323 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,201 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,376 shares; 2025Q3: 1,108 shares; 2025Q4: 997 shares 997 $660K 0.17% -111 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,593 shares; 2025Q3: 7,676 shares; 2025Q4: 4,144 shares 4,144 $660K 0.17% -3,532 Timeline RRR RED ROCK RESORTS INC More: the full row for RED ROCK RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,847 shares; 2025Q2: not reported; 2025Q3: 38,734 shares; 2025Q4: 10,600 shares 10,600 $657K 0.17% -28,134 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,140 shares; 2025Q4: 2,066 shares 2,066 $646K 0.17% -1,074 Timeline OPPJ 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: 7,918 shares; 2024Q4: 8,416 shares; 2025Q1: 5,777 shares; 2025Q2: not reported; 2025Q3: 11,537 shares; 2025Q4: 13,783 shares 13,783 $640K 0.17% +2,246 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,415 shares; 2024Q4: 29,146 shares; 2025Q1: 21,880 shares; 2025Q2: 14,937 shares; 2025Q3: 8,734 shares; 2025Q4: 5,181 shares 5,181 $636K 0.17% -3,553 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,226 shares; 2024Q4: not reported; 2025Q1: 306 shares; 2025Q2: 203 shares; 2025Q3: 456 shares; 2025Q4: 730 shares 730 $629K 0.16% +274 Timeline S SENTINELONE INC More: the full row for SENTINELONE 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: 41,755 shares 41,755 $626K 0.16% new Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,358 shares; 2025Q2: not reported; 2025Q3: 2,595 shares; 2025Q4: 1,943 shares 1,943 $626K 0.16% -652 Timeline USDU 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: 11,963 shares; 2025Q2: 12,188 shares; 2025Q3: 22,854 shares; 2025Q4: 24,026 shares 24,026 $620K 0.16% +1,172 Timeline SW SMURFIT WESTROCK PLC More: the full row for SMURFIT WESTROCK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,958 shares 15,958 $617K 0.16% new Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY 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: 3,467 shares 3,467 $616K 0.16% new Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS 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: 699 shares 699 $614K 0.16% new Timeline BEN FRANKLIN TEMPLETON INC More: the full row for FRANKLIN TEMPLETON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,649 shares; 2024Q4: 103,169 shares; 2025Q1: 85,411 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 25,048 shares 25,048 $598K 0.16% new Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,470 shares; 2024Q4: not reported; 2025Q1: 20,835 shares; 2025Q2: 3,651 shares; 2025Q3: 5,302 shares; 2025Q4: 10,199 shares 10,199 $598K 0.16% +4,897 Timeline KBWP 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: 2,486 shares; 2024Q4: 2,673 shares; 2025Q1: 2,305 shares; 2025Q2: 2,325 shares; 2025Q3: 2,888 shares; 2025Q4: 4,692 shares 4,692 $597K 0.16% +1,804 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,520 shares; 2024Q4: 9,486 shares; 2025Q1: 8,619 shares; 2025Q2: 7,062 shares; 2025Q3: not reported; 2025Q4: 5,190 shares 5,190 $586K 0.15% new Timeline ORI OLD REP INTL CORP More: the full row for OLD REP INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 64,064 shares; 2025Q1: 71,575 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,824 shares 12,824 $585K 0.15% new Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,656 shares 1,656 $585K 0.15% new Timeline CHE CHEMED CORP NEW More: the full row for CHEMED CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,281 shares; 2025Q4: 1,351 shares 1,351 $578K 0.15% -3,930 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,066 shares; 2025Q4: 5,222 shares 5,222 $571K 0.15% +2,156 Timeline TXRH TEXAS ROADHOUSE INC More: the full row for TEXAS ROADHOUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,272 shares; 2024Q4: not reported; 2025Q1: 1,483 shares; 2025Q2: 4,317 shares; 2025Q3: 2,068 shares; 2025Q4: 3,348 shares 3,348 $556K 0.14% +1,280 Timeline RS RELIANCE INC More: the full row for RELIANCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,834 shares; 2025Q4: 1,893 shares 1,893 $547K 0.14% +59 Timeline TTEK TETRA TECH INC NEW More: the full row for TETRA TECH INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,187 shares; 2025Q2: 56,956 shares; 2025Q3: 15,074 shares; 2025Q4: 16,156 shares 16,156 $542K 0.14% +1,082 Timeline FIBK FIRST INTST BANCSYSTEM INC More: the full row for FIRST INTST BANCSYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,376 shares; 2024Q4: 11,645 shares; 2025Q1: not reported; 2025Q2: 12,499 shares; 2025Q3: 15,748 shares; 2025Q4: 15,661 shares 15,661 $542K 0.14% -87 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 45,837 shares; 2025Q3: not reported; 2025Q4: 24,043 shares 24,043 $536K 0.14% new Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,938 shares 3,938 $534K 0.14% new Timeline ANGL 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: 14,821 shares; 2025Q2: 14,897 shares; 2025Q3: 15,114 shares; 2025Q4: 17,851 shares 17,851 $524K 0.14% +2,737 Timeline DCI DONALDSON INC More: the full row for DONALDSON 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: 5,724 shares; 2025Q4: 5,892 shares 5,892 $522K 0.14% +168 Timeline VMI VALMONT INDS INC More: the full row for VALMONT INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 639 shares; 2025Q4: 1,291 shares 1,291 $519K 0.14% +652 Timeline VAC MARRIOTT VACATIONS WORLDWIDE More: the full row for MARRIOTT VACATIONS WORLDWIDE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,611 shares; 2025Q3: 8,449 shares; 2025Q4: 8,994 shares 8,994 $519K 0.14% +545 Timeline GSY INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,979 shares; 2025Q2: 16,506 shares; 2025Q3: 13,411 shares; 2025Q4: 10,323 shares 10,323 $519K 0.14% -3,088 Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,054 shares; 2025Q2: 2,075 shares; 2025Q3: 2,161 shares; 2025Q4: 3,288 shares 3,288 $515K 0.13% +1,127 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,567 shares 4,567 $511K 0.13% new Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,278 shares; 2024Q4: 5,069 shares; 2025Q1: 1,125 shares; 2025Q2: 4,697 shares; 2025Q3: not reported; 2025Q4: 1,923 shares 1,923 $509K 0.13% new Timeline NU NU HLDGS LTD More: the full row for NU HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 30,295 shares 30,295 $507K 0.13% new Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,114 shares 1,114 $505K 0.13% new Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,992 shares 3,992 $503K 0.13% new 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: 133,549 shares; 2024Q4: 126,660 shares; 2025Q1: 62,464 shares; 2025Q2: not reported; 2025Q3: 25,495 shares; 2025Q4: 18,124 shares 18,124 $498K 0.13% -7,371 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 31,567 shares; 2025Q1: 16,158 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,914 shares 4,914 $496K 0.13% new Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,037 shares 7,037 $488K 0.13% new Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,369 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,390 shares 1,390 $486K 0.13% new Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,796 shares 2,796 $485K 0.13% new Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,098 shares 6,098 $484K 0.13% new Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,696 shares; 2025Q1: 485 shares; 2025Q2: 1,706 shares; 2025Q3: 3,216 shares; 2025Q4: 395 shares 395 $480K 0.13% -2,821 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,952 shares; 2025Q1: not reported; 2025Q2: 6,239 shares; 2025Q3: not reported; 2025Q4: 2,907 shares 2,907 $470K 0.12% new Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,446 shares 3,446 $469K 0.12% new Timeline HEI HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,919 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,191 shares; 2025Q3: not reported; 2025Q4: 1,446 shares 1,446 $468K 0.12% new Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 743 shares 743 $462K 0.12% new Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 896 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,227 shares; 2025Q4: 1,175 shares 1,175 $457K 0.12% -52 Timeline SKYY FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,965 shares; 2025Q2: 1,994 shares; 2025Q3: 3,287 shares; 2025Q4: 3,472 shares 3,472 $452K 0.12% +185 Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,495 shares; 2025Q2: 14,919 shares; 2025Q3: 12,379 shares; 2025Q4: 8,809 shares 8,809 $450K 0.12% -3,570 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: 67,328 shares; 2024Q4: 38,485 shares; 2025Q1: 6,583 shares; 2025Q2: 15,463 shares; 2025Q3: 12,595 shares; 2025Q4: 9,730 shares 9,730 $446K 0.12% -2,865 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,178 shares; 2024Q4: not reported; 2025Q1: 3,395 shares; 2025Q2: 11,943 shares; 2025Q3: not reported; 2025Q4: 4,240 shares 4,240 $446K 0.12% new Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,762 shares; 2024Q4: 10,069 shares; 2025Q1: 10,979 shares; 2025Q2: 10,721 shares; 2025Q3: 10,610 shares; 2025Q4: 9,328 shares 9,328 $439K 0.11% -1,282 Timeline CWENA CLEARWAY ENERGY INC More: the full row for CLEARWAY ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84,633 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,290 shares 13,290 $418K 0.11% new Timeline TIGO MILLICOM INTL CELLULAR S A More: the full row for MILLICOM INTL CELLULAR S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 26,038 shares; 2025Q3: 16,578 shares; 2025Q4: 7,518 shares 7,518 $417K 0.11% -9,060 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: 391 shares; 2024Q4: not reported; 2025Q1: 673 shares; 2025Q2: 438 shares; 2025Q3: not reported; 2025Q4: 206 shares 206 $414K 0.11% new Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,411 shares; 2024Q4: 3,944 shares; 2025Q1: not reported; 2025Q2: 12,133 shares; 2025Q3: 13,151 shares; 2025Q4: 1,608 shares 1,608 $413K 0.11% -11,543 Timeline SJNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,239 shares; 2025Q1: 9,065 shares; 2025Q2: 13,870 shares; 2025Q3: 16,176 shares; 2025Q4: 16,034 shares 16,034 $406K 0.11% -142 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,016 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,221 shares 4,221 $405K 0.11% new Timeline CMC COMMERCIAL METALS CO More: the full row for COMMERCIAL METALS 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: not reported; 2025Q4: 5,791 shares 5,791 $401K 0.1% new Timeline APAM ARTISAN PARTNERS ASSET MGMT More: the full row for ARTISAN PARTNERS ASSET MGMT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,540 shares; 2025Q1: 8,124 shares; 2025Q2: 10,259 shares; 2025Q3: 9,720 shares; 2025Q4: 9,666 shares 9,666 $394K 0.1% -54 Timeline ENR ENERGIZER HLDGS INC More: the full row for ENERGIZER HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 63,170 shares; 2025Q4: 19,690 shares 19,690 $392K 0.1% -43,480 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,751 shares 1,751 $390K 0.1% new Timeline GTLB GITLAB INC More: the full row for GITLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,853 shares; 2025Q4: 10,322 shares 10,322 $387K 0.1% +1,469 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 562 shares 562 $380K 0.1% new Timeline APH AMPHENOL CORP More: the full row for AMPHENOL 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: 9,310 shares; 2025Q4: 2,794 shares 2,794 $378K 0.1% -6,516 Timeline ATR APTARGROUP INC More: the full row for APTARGROUP 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: 3,043 shares 3,043 $371K 0.1% new Timeline AOS SMITH A O CORP More: the full row for SMITH A O 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: 5,505 shares 5,505 $368K 0.1% new Timeline FLQL FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,109 shares; 2025Q2: 5,109 shares; 2025Q3: 5,109 shares; 2025Q4: 5,245 shares 5,245 $364K 0.09% +136 Timeline NTRA NATERA INC More: the full row for NATERA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,573 shares 1,573 $360K 0.09% new Timeline TMFC 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: not reported; 2025Q3: not reported; 2025Q4: 5,011 shares 5,011 $360K 0.09% new Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,693 shares 3,693 $359K 0.09% new Timeline ZS ZSCALER INC More: the full row for ZSCALER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,257 shares; 2025Q3: not reported; 2025Q4: 1,581 shares 1,581 $356K 0.09% new Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,767 shares; 2025Q4: 1,962 shares 1,962 $353K 0.09% +195 Timeline TEAM ATLASSIAN CORPORATION More: the full row for ATLASSIAN CORPORATION 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,150 shares 2,150 $349K 0.09% new Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 20,304 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,046 shares 2,046 $343K 0.09% new Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,414 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,759 shares; 2025Q4: 1,927 shares 1,927 $343K 0.09% -2,832 Timeline XSLV 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: 20,481 shares; 2024Q4: 17,117 shares; 2025Q1: 7,153 shares; 2025Q2: 8,492 shares; 2025Q3: 7,339 shares; 2025Q4: 7,329 shares 7,329 $340K 0.09% -10 Timeline SPIP SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,375 shares; 2024Q4: 19,467 shares; 2025Q1: 13,011 shares; 2025Q2: 13,112 shares; 2025Q3: 12,693 shares; 2025Q4: 12,681 shares 12,681 $329K 0.09% -12 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,221 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,179 shares 1,179 $327K 0.09% new Timeline JHG JANUS HENDERSON GROUP PLC More: the full row for JANUS HENDERSON GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,106 shares; 2025Q3: not reported; 2025Q4: 6,755 shares 6,755 $321K 0.08% new Timeline FLQM FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,932 shares; 2025Q4: 5,580 shares 5,580 $314K 0.08% -352 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,587 shares 2,587 $303K 0.08% new Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,218 shares 2,218 $302K 0.08% new Timeline OXM OXFORD INDS INC More: the full row for OXFORD INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,716 shares; 2025Q4: 8,823 shares 8,823 $302K 0.08% -893 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,508 shares 11,508 $301K 0.08% new Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,187 shares; 2024Q4: 4,544 shares; 2025Q1: 5,412 shares; 2025Q2: 17,137 shares; 2025Q3: 10,942 shares; 2025Q4: 3,001 shares 3,001 $300K 0.08% -7,941 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,610 shares 3,610 $300K 0.08% new Timeline CTAS CINTAS CORP More: the full row for CINTAS 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: 1,673 shares; 2025Q3: 1,580 shares; 2025Q4: 1,561 shares 1,561 $294K 0.08% -19 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 571 shares 571 $292K 0.08% new Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,605 shares 3,605 $289K 0.08% new Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,453 shares; 2025Q3: not reported; 2025Q4: 1,489 shares 1,489 $289K 0.08% new Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,839 shares; 2025Q4: 1,063 shares 1,063 $288K 0.08% -776 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,131 shares; 2025Q2: 9,126 shares; 2025Q3: 8,257 shares; 2025Q4: 8,252 shares 8,252 $279K 0.07% -5 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,385 shares; 2025Q4: 964 shares 964 $275K 0.07% -421 Timeline SFNC SIMMONS FIRST NATL CORP More: the full row for SIMMONS FIRST NATL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,399 shares 14,399 $271K 0.07% new Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & 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: 2,868 shares; 2025Q4: 2,872 shares 2,872 $268K 0.07% +4 Timeline UPBD UPBOUND GROUP INC More: the full row for UPBOUND GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,964 shares; 2025Q2: 10,479 shares; 2025Q3: 9,929 shares; 2025Q4: 15,052 shares 15,052 $264K 0.07% +5,123 Timeline RDDT REDDIT INC More: the full row for REDDIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,559 shares; 2025Q4: 1,141 shares 1,141 $262K 0.07% -2,418 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,330 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,421 shares 1,421 $261K 0.07% new Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,883 shares 2,883 $254K 0.07% new Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,575 shares; 2024Q4: 6,645 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,461 shares 2,461 $252K 0.07% new Timeline FMF FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,392 shares; 2025Q2: 5,264 shares; 2025Q3: 5,387 shares; 2025Q4: 5,319 shares 5,319 $250K 0.07% -68 Timeline XMMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,801 shares 1,801 $249K 0.07% new Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,928 shares; 2025Q4: 1,828 shares 1,828 $247K 0.06% -2,100 Timeline AVY AVERY DENNISON CORP More: the full row for AVERY DENNISON 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: 1,230 shares; 2025Q3: not reported; 2025Q4: 1,357 shares 1,357 $247K 0.06% new Timeline KDP KEURIG DR PEPPER INC More: the full row for KEURIG DR PEPPER 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: 6,893 shares; 2025Q3: not reported; 2025Q4: 8,730 shares 8,730 $245K 0.06% new Timeline LECO LINCOLN ELEC HLDGS INC More: the full row for LINCOLN ELEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,125 shares; 2025Q3: 1,039 shares; 2025Q4: 1,020 shares 1,020 $244K 0.06% -19 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,061 shares; 2025Q4: 2,009 shares 2,009 $244K 0.06% -52 Timeline MET METLIFE INC More: the full row for METLIFE 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: 3,092 shares 3,092 $244K 0.06% new Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,077 shares; 2025Q3: 3,042 shares; 2025Q4: 3,025 shares 3,025 $243K 0.06% -17 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,172 shares; 2025Q3: 9,069 shares; 2025Q4: 9,015 shares 9,015 $243K 0.06% -54 Timeline CNA CNA FINL CORP More: the full row for CNA FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,063 shares 5,063 $242K 0.06% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 794 shares; 2025Q3: 787 shares; 2025Q4: 782 shares 782 $242K 0.06% -5 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF 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: 358 shares; 2025Q3: 356 shares; 2025Q4: 354 shares 354 $241K 0.06% -2 Timeline THG HANOVER INS GROUP INC More: the full row for HANOVER INS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 25,635 shares; 2025Q1: not reported; 2025Q2: 1,301 shares; 2025Q3: 1,425 shares; 2025Q4: 1,315 shares 1,315 $240K 0.06% -110 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,101 shares; 2024Q4: 15,066 shares; 2025Q1: 73,562 shares; 2025Q2: 14,745 shares; 2025Q3: not reported; 2025Q4: 3,023 shares 3,023 $240K 0.06% new Timeline VRTS VIRTUS INVT PARTNERS INC More: the full row for VIRTUS INVT PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,476 shares; 2025Q4: 1,468 shares 1,468 $240K 0.06% -8 Timeline ALV AUTOLIV INC More: the full row for AUTOLIV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,995 shares 1,995 $237K 0.06% new Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR 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: 412 shares 412 $236K 0.06% new 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: not reported; 2025Q2: 3,595 shares; 2025Q3: 2,863 shares; 2025Q4: 2,908 shares 2,908 $233K 0.06% +45 Timeline NAVI NAVIENT CORPORATION More: the full row for NAVIENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,420 shares; 2025Q2: 16,974 shares; 2025Q3: 12,487 shares; 2025Q4: 17,867 shares 17,867 $232K 0.06% +5,380 Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,884 shares; 2025Q4: 2,233 shares 2,233 $232K 0.06% -651 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,386 shares; 2025Q4: 9,476 shares 9,476 $228K 0.06% -8,910 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,295 shares 2,295 $228K 0.06% new Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 33,362 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,298 shares 5,298 $227K 0.06% new Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,949 shares 3,949 $227K 0.06% new Timeline PFS PROVIDENT FINL SVCS INC More: the full row for PROVIDENT FINL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,597 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,177 shares; 2025Q3: 11,537 shares; 2025Q4: 11,473 shares 11,473 $227K 0.06% -64 Timeline SCI SERVICE CORP INTL More: the full row for SERVICE CORP INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,818 shares; 2025Q3: not reported; 2025Q4: 2,899 shares 2,899 $226K 0.06% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,800 shares; 2025Q4: 1,208 shares 1,208 $223K 0.06% -592 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,305 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,140 shares 1,140 $222K 0.06% new Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,519 shares; 2024Q4: 17,081 shares; 2025Q1: 3,817 shares; 2025Q2: 3,948 shares; 2025Q3: 3,922 shares; 2025Q4: 3,694 shares 3,694 $222K 0.06% -228 Timeline NWBI NORTHWEST BANCSHARES INC More: the full row for NORTHWEST BANCSHARES 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: 12,914 shares; 2025Q3: 12,236 shares; 2025Q4: 18,349 shares 18,349 $220K 0.06% +6,113 Timeline IAI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,845 shares; 2024Q4: 2,453 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,225 shares 1,225 $220K 0.06% new Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,447 shares; 2025Q4: 3,010 shares 3,010 $216K 0.06% -437 Timeline XBIL 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: 4,615 shares; 2024Q4: not reported; 2025Q1: 4,024 shares; 2025Q2: 4,024 shares; 2025Q3: 4,301 shares; 2025Q4: 4,302 shares 4,302 $215K 0.06% +1 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 18,374 shares; 2025Q2: 16,263 shares; 2025Q3: 16,248 shares; 2025Q4: 8,790 shares 8,790 $214K 0.06% -7,458 Timeline XLK 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,468 shares 1,468 $211K 0.06% new Timeline SCHJ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,482 shares; 2025Q2: 8,505 shares; 2025Q3: 8,435 shares; 2025Q4: 8,368 shares 8,368 $208K 0.05% -67 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,402 shares; 2025Q2: 3,572 shares; 2025Q3: 3,542 shares; 2025Q4: 3,515 shares 3,515 $206K 0.05% -27 Timeline