ARKW ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,108 shares; 2024Q4: 18,029 shares; 2025Q1: 19,912 shares; 2025Q2: 16,652 shares; 2025Q3: 17,487 shares 17,487 $3.05M 0.01% +835 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,427 shares; 2024Q4: 8,665 shares; 2025Q1: 8,549 shares; 2025Q2: 12,540 shares; 2025Q3: 17,561 shares 17,561 $3.03M 0.01% +5,021 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,205 shares; 2024Q4: 35,444 shares; 2025Q1: 43,591 shares; 2025Q2: 45,010 shares; 2025Q3: 55,674 shares 55,674 $3.03M 0.01% +10,664 Timeline ACES ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,780 shares; 2024Q4: 90,629 shares; 2025Q1: 26,525 shares; 2025Q2: 96,922 shares; 2025Q3: 94,434 shares 94,434 $3.02M 0.01% -2,488 Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,030 shares; 2024Q4: 26,360 shares; 2025Q1: 30,661 shares; 2025Q2: 35,296 shares; 2025Q3: 36,247 shares 36,247 $2.99M 0.01% +951 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,409 shares; 2024Q4: 16,735 shares; 2025Q1: 19,074 shares; 2025Q2: 19,909 shares; 2025Q3: 19,759 shares 19,759 $2.94M 0.01% -150 Timeline ARKF ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,604 shares; 2024Q4: 46,588 shares; 2025Q1: 50,337 shares; 2025Q2: 48,395 shares; 2025Q3: 51,687 shares 51,687 $2.94M 0.01% +3,292 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,527 shares; 2024Q4: 28,421 shares; 2025Q1: 27,597 shares; 2025Q2: 30,433 shares; 2025Q3: 32,917 shares 32,917 $2.93M 0.01% +2,484 Timeline BURL BURLINGTON STORES INC More: the full row for BURLINGTON STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,222 shares; 2024Q4: 15,203 shares; 2025Q1: 14,352 shares; 2025Q2: 12,511 shares; 2025Q3: 11,491 shares 11,491 $2.92M 0.01% -1,020 Timeline UHS UNIVERSAL HLTH SVCS INC More: the full row for UNIVERSAL HLTH SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,593 shares; 2024Q4: 14,461 shares; 2025Q1: 14,329 shares; 2025Q2: 14,161 shares; 2025Q3: 14,204 shares 14,204 $2.9M 0.01% +43 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,247 shares; 2024Q4: 7,665 shares; 2025Q1: 7,708 shares; 2025Q2: 7,617 shares; 2025Q3: 8,293 shares 8,293 $2.9M 0.01% +676 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,286 shares; 2024Q4: 16,297 shares; 2025Q1: 15,360 shares; 2025Q2: 11,670 shares; 2025Q3: 13,793 shares 13,793 $2.89M 0.01% +2,123 Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,824 shares; 2024Q4: 5,246 shares; 2025Q1: 6,624 shares; 2025Q2: 10,635 shares; 2025Q3: 10,206 shares 10,206 $2.85M 0.01% -429 Timeline SLVP ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,593 shares; 2024Q4: 51,135 shares; 2025Q1: 76,179 shares; 2025Q2: 90,529 shares; 2025Q3: 101,614 shares 101,614 $2.78M 0.01% +11,085 Timeline GUNR FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,669 shares; 2024Q4: 73,442 shares; 2025Q1: 33,263 shares; 2025Q2: 61,706 shares; 2025Q3: 62,683 shares 62,683 $2.74M 0.01% +977 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,140 shares; 2024Q4: 17,131 shares; 2025Q1: 17,364 shares; 2025Q2: 17,824 shares; 2025Q3: 21,370 shares 21,370 $2.74M 0.01% +3,546 Timeline VMRK VIVMARK RESIDENTIAL More: the full row for VIVMARK RESIDENTIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,053 shares; 2024Q4: 29,502 shares; 2025Q1: 28,171 shares; 2025Q2: 23,657 shares; 2025Q3: 42,275 shares 42,275 $2.74M 0.01% +18,618 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,778 shares; 2025Q3: 37,506 shares 37,506 $2.73M 0.01% +31,728 Timeline BLV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,130 shares; 2024Q4: 46,338 shares; 2025Q1: 58,960 shares; 2025Q2: 35,295 shares; 2025Q3: 38,423 shares 38,423 $2.72M 0.01% +3,128 Timeline IEUR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 23,674 shares; 2025Q2: 28,692 shares; 2025Q3: 39,742 shares 39,742 $2.71M 0.01% +11,050 Timeline HACK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,815 shares; 2024Q4: 25,005 shares; 2025Q1: 28,251 shares; 2025Q2: 28,221 shares; 2025Q3: 31,128 shares 31,128 $2.7M 0.01% +2,907 Timeline TXT TEXTRON INC More: the full row for TEXTRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,174 shares; 2024Q4: 35,873 shares; 2025Q1: 36,861 shares; 2025Q2: 32,207 shares; 2025Q3: 31,863 shares 31,863 $2.69M 0.01% -344 Timeline IQDF FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,942 shares; 2024Q4: 52,988 shares; 2025Q1: 51,956 shares; 2025Q2: 97,902 shares; 2025Q3: 94,197 shares 94,197 $2.69M 0.01% -3,705 Timeline XLU 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,934 shares; 2024Q4: 23,549 shares; 2025Q1: 25,378 shares; 2025Q2: 28,010 shares; 2025Q3: 30,821 shares 30,821 $2.69M 0.01% +2,811 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,005 shares; 2024Q4: 46,337 shares; 2025Q1: 55,558 shares; 2025Q2: 80,896 shares; 2025Q3: 98,577 shares 98,577 $2.68M 0.01% +17,681 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,752 shares; 2024Q4: 11,188 shares; 2025Q1: 9,287 shares; 2025Q2: 8,969 shares; 2025Q3: 8,384 shares 8,384 $2.68M 0.01% -585 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,466 shares; 2024Q4: 10,449 shares; 2025Q1: 10,930 shares; 2025Q2: 15,119 shares; 2025Q3: 9,159 shares 9,159 $2.65M 0.01% -5,960 Timeline ASTS AST SPACEMOBILE INC More: the full row for AST SPACEMOBILE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,889 shares; 2024Q4: 32,984 shares; 2025Q1: 39,737 shares; 2025Q2: 50,640 shares; 2025Q3: 53,557 shares 53,557 $2.63M 0.01% +2,917 Timeline QTEC FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,477 shares; 2024Q4: 11,778 shares; 2025Q1: 10,237 shares; 2025Q2: 10,870 shares; 2025Q3: 11,341 shares 11,341 $2.6M 0.01% +471 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,782 shares; 2024Q4: 17,587 shares; 2025Q1: 10,357 shares; 2025Q2: 12,273 shares; 2025Q3: 13,771 shares 13,771 $2.6M 0.01% +1,498 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,821 shares; 2024Q4: 18,860 shares; 2025Q1: 7,542 shares; 2025Q2: 17,007 shares; 2025Q3: 18,810 shares 18,810 $2.59M 0.01% +1,803 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,377 shares; 2024Q4: 12,586 shares; 2025Q1: 10,319 shares; 2025Q2: 13,181 shares; 2025Q3: 21,786 shares 21,786 $2.58M 0.01% +8,605 Timeline LVS LAS VEGAS SANDS CORP More: the full row for LAS VEGAS SANDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,796 shares; 2024Q4: 16,801 shares; 2025Q1: 17,916 shares; 2025Q2: 18,189 shares; 2025Q3: 47,958 shares 47,958 $2.58M 0.01% +29,769 Timeline TDY TELEDYNE TECHNOLOGIES INC More: the full row for TELEDYNE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,455 shares; 2024Q4: 1,669 shares; 2025Q1: 2,036 shares; 2025Q2: 2,515 shares; 2025Q3: 4,362 shares 4,362 $2.56M 0.01% +1,847 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,718 shares; 2024Q4: 9,966 shares; 2025Q1: 11,141 shares; 2025Q2: 14,199 shares; 2025Q3: 14,551 shares 14,551 $2.55M 0.01% +352 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,968 shares; 2024Q4: 32,739 shares; 2025Q1: 31,425 shares; 2025Q2: 30,506 shares; 2025Q3: 30,474 shares 30,474 $2.54M 0.01% -32 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,682 shares; 2024Q4: 1,981 shares; 2025Q1: 2,625 shares; 2025Q2: 4,466 shares; 2025Q3: 4,639 shares 4,639 $2.54M 0.01% +173 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,815 shares; 2024Q4: 26,347 shares; 2025Q1: 40,078 shares; 2025Q2: 45,693 shares; 2025Q3: 49,931 shares 49,931 $2.53M 0.01% +4,238 Timeline QQQJ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,619 shares; 2024Q4: 51,749 shares; 2025Q1: 68,035 shares; 2025Q2: 66,023 shares; 2025Q3: 70,554 shares 70,554 $2.53M 0.01% +4,531 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,403 shares; 2024Q4: 8,204 shares; 2025Q1: 8,268 shares; 2025Q2: 11,305 shares; 2025Q3: 23,679 shares 23,679 $2.52M 0.01% +12,374 Timeline EPI WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,733 shares; 2024Q4: 71,015 shares; 2025Q1: 53,443 shares; 2025Q2: 50,267 shares; 2025Q3: 56,769 shares 56,769 $2.51M 0.01% +6,502 Timeline APA APA CORPORATION More: the full row for APA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 106,014 shares; 2024Q4: 104,333 shares; 2025Q1: 104,246 shares; 2025Q2: 104,858 shares; 2025Q3: 103,136 shares 103,136 $2.5M 0.01% -1,722 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 563 shares; 2025Q1: not reported; 2025Q2: 725 shares; 2025Q3: 5,736 shares 5,736 $2.5M 0.01% +5,011 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,832 shares; 2024Q4: 23,123 shares; 2025Q1: 28,121 shares; 2025Q2: 28,004 shares; 2025Q3: 33,137 shares 33,137 $2.49M 0.01% +5,133 Timeline ZS ZSCALER INC More: the full row for ZSCALER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,551 shares; 2024Q4: 5,780 shares; 2025Q1: 6,670 shares; 2025Q2: 6,788 shares; 2025Q3: 8,297 shares 8,297 $2.49M 0.01% +1,509 Timeline AVUS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,088 shares; 2024Q4: 11,345 shares; 2025Q1: 12,100 shares; 2025Q2: 22,608 shares; 2025Q3: 22,849 shares 22,849 $2.48M 0.01% +241 Timeline SMCI SUPER MICRO COMPUTER INC More: the full row for SUPER MICRO COMPUTER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 47,378 shares; 2025Q1: 69,459 shares; 2025Q2: 54,576 shares; 2025Q3: 51,706 shares 51,706 $2.48M 0.01% -2,870 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,055 shares; 2024Q4: 17,826 shares; 2025Q1: 16,732 shares; 2025Q2: 13,915 shares; 2025Q3: 13,960 shares 13,960 $2.47M 0.01% +45 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,899 shares; 2024Q4: 17,516 shares; 2025Q1: 19,230 shares; 2025Q2: 19,891 shares; 2025Q3: 14,654 shares 14,654 $2.46M 0.01% -5,237 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,287 shares; 2024Q4: 26,280 shares; 2025Q1: 24,674 shares; 2025Q2: 25,627 shares; 2025Q3: 27,998 shares 27,998 $2.44M 0.01% +2,371 Timeline BKLN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,963 shares; 2024Q4: 93,063 shares; 2025Q1: 102,966 shares; 2025Q2: 106,862 shares; 2025Q3: 116,215 shares 116,215 $2.43M 0.01% +9,353 Timeline PODD INSULET CORP More: the full row for INSULET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,882 shares; 2024Q4: 5,891 shares; 2025Q1: 4,974 shares; 2025Q2: 7,762 shares; 2025Q3: 7,878 shares 7,878 $2.43M 0.01% +116 Timeline WMG WARNER MUSIC GROUP CORP More: the full row for WARNER MUSIC GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 70,997 shares 70,997 $2.42M 0.01% new Timeline NWSA NEWS CORP NEW More: the full row for NEWS CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,797 shares; 2024Q4: 23,530 shares; 2025Q1: 25,457 shares; 2025Q2: 66,993 shares; 2025Q3: 78,662 shares 78,662 $2.42M 0.01% +11,669 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,748 shares; 2024Q4: 18,615 shares; 2025Q1: 22,708 shares; 2025Q2: 19,021 shares; 2025Q3: 19,041 shares 19,041 $2.41M 0.01% +20 Timeline Z ZILLOW GROUP INC More: the full row for ZILLOW GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,973 shares; 2024Q4: 33,105 shares; 2025Q1: 32,048 shares; 2025Q2: 31,491 shares; 2025Q3: 31,169 shares 31,169 $2.4M 0.01% -322 Timeline VSGX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,182 shares; 2024Q4: 32,096 shares; 2025Q1: 30,043 shares; 2025Q2: 31,308 shares; 2025Q3: 34,550 shares 34,550 $2.4M 0.01% +3,242 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,003 shares; 2024Q4: 20,381 shares; 2025Q1: 30,007 shares; 2025Q2: 30,747 shares; 2025Q3: 30,543 shares 30,543 $2.39M 0.01% -204 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,033 shares; 2024Q4: 61,029 shares; 2025Q1: 18,397 shares; 2025Q2: 33,153 shares; 2025Q3: 43,294 shares 43,294 $2.39M 0.01% +10,141 Timeline LEN-B LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,638 shares; 2024Q4: not reported; 2025Q1: 23,691 shares; 2025Q2: 43,039 shares; 2025Q3: 19,881 shares 19,881 $2.39M 0.01% -23,158 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,671 shares; 2024Q4: 22,332 shares; 2025Q1: 34,340 shares; 2025Q2: 22,907 shares; 2025Q3: 22,075 shares 22,075 $2.32M 0.01% -832 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,195 shares; 2024Q4: 12,128 shares; 2025Q1: 11,333 shares; 2025Q2: 9,624 shares; 2025Q3: 10,622 shares 10,622 $2.31M 0.01% +998 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,102 shares; 2024Q4: 21,948 shares; 2025Q1: 25,013 shares; 2025Q2: 27,579 shares; 2025Q3: 29,662 shares 29,662 $2.31M 0.01% +2,083 Timeline VTRS VIATRIS INC More: the full row for VIATRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 337,334 shares; 2024Q4: 380,893 shares; 2025Q1: 391,026 shares; 2025Q2: 381,247 shares; 2025Q3: 230,905 shares 230,905 $2.29M 0.01% -150,342 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,842 shares; 2024Q4: 25,292 shares; 2025Q1: 54,233 shares; 2025Q2: 162,853 shares; 2025Q3: 140,845 shares 140,845 $2.29M 0.01% -22,008 Timeline SWKS SKYWORKS SOLUTIONS INC More: the full row for SKYWORKS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,024 shares; 2024Q4: 8,616 shares; 2025Q1: 40,340 shares; 2025Q2: 32,155 shares; 2025Q3: 29,288 shares 29,288 $2.25M 0.01% -2,867 Timeline DPZ DOMINOS PIZZA INC More: the full row for DOMINOS PIZZA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,324 shares; 2024Q4: 5,298 shares; 2025Q1: 5,384 shares; 2025Q2: 5,418 shares; 2025Q3: 5,100 shares 5,100 $2.2M 0.01% -318 Timeline GNR SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,365 shares; 2024Q4: 43,659 shares; 2025Q1: 42,900 shares; 2025Q2: 33,422 shares; 2025Q3: 37,091 shares 37,091 $2.2M 0.01% +3,669 Timeline NVR NVR INC More: the full row for NVR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 206 shares; 2024Q4: 207 shares; 2025Q1: 201 shares; 2025Q2: 277 shares; 2025Q3: 273 shares 273 $2.19M 0.01% -4 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,242 shares; 2024Q4: 28,632 shares; 2025Q1: 28,200 shares; 2025Q2: 26,845 shares; 2025Q3: 22,077 shares 22,077 $2.19M 0.01% -4,768 Timeline ILTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,455 shares; 2024Q4: 27,807 shares; 2025Q1: 16,578 shares; 2025Q2: 45,423 shares; 2025Q3: 42,719 shares 42,719 $2.16M 0.01% -2,704 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,751 shares; 2024Q4: 34,267 shares; 2025Q1: 52,333 shares; 2025Q2: 38,071 shares; 2025Q3: 43,193 shares 43,193 $2.15M 0.01% +5,122 Timeline MOS MOSAIC CO More: the full row for MOSAIC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,022 shares; 2024Q4: 63,516 shares; 2025Q1: 63,226 shares; 2025Q2: 62,101 shares; 2025Q3: 61,804 shares 61,804 $2.14M 0.01% -297 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,387 shares; 2024Q4: 6,451 shares; 2025Q1: 6,565 shares; 2025Q2: 7,250 shares; 2025Q3: 7,417 shares 7,417 $2.13M <0.01% +167 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,178 shares; 2024Q4: 5,857 shares; 2025Q1: 7,321 shares; 2025Q2: 7,958 shares; 2025Q3: 8,263 shares 8,263 $2.12M <0.01% +305 Timeline WCLD WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,353 shares; 2024Q4: 63,340 shares; 2025Q1: 61,431 shares; 2025Q2: 61,892 shares; 2025Q3: 60,221 shares 60,221 $2.12M <0.01% -1,671 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,208 shares; 2024Q4: 9,862 shares; 2025Q1: 11,318 shares; 2025Q2: 11,356 shares; 2025Q3: 13,352 shares 13,352 $2.11M <0.01% +1,996 Timeline PRF 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,797 shares; 2024Q4: 51,122 shares; 2025Q1: 52,987 shares; 2025Q2: 46,172 shares; 2025Q3: 46,613 shares 46,613 $2.11M <0.01% +441 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,042 shares; 2024Q4: 13,333 shares; 2025Q1: 12,568 shares; 2025Q2: 10,497 shares; 2025Q3: 12,056 shares 12,056 $2.1M <0.01% +1,559 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,965 shares; 2024Q4: 35,723 shares; 2025Q1: 38,874 shares; 2025Q2: 36,277 shares; 2025Q3: 43,958 shares 43,958 $2.09M <0.01% +7,681 Timeline LIT GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,831 shares; 2024Q4: 39,674 shares; 2025Q1: 36,445 shares; 2025Q2: 39,508 shares; 2025Q3: 36,681 shares 36,681 $2.09M <0.01% -2,827 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,355 shares; 2024Q4: 16,367 shares; 2025Q1: 17,267 shares; 2025Q2: 20,603 shares; 2025Q3: 22,949 shares 22,949 $2.06M <0.01% +2,346 Timeline XOP SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,037 shares; 2024Q4: 17,529 shares; 2025Q1: 16,846 shares; 2025Q2: 16,544 shares; 2025Q3: 15,505 shares 15,505 $2.05M <0.01% -1,039 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,107 shares; 2024Q4: 14,836 shares; 2025Q1: 15,609 shares; 2025Q2: 14,191 shares; 2025Q3: 14,372 shares 14,372 $2.05M <0.01% +181 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,197 shares; 2024Q4: 15,697 shares; 2025Q1: 16,651 shares; 2025Q2: 18,011 shares; 2025Q3: 16,839 shares 16,839 $2.04M <0.01% -1,172 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,784 shares; 2024Q4: 5,915 shares; 2025Q1: 3,982 shares; 2025Q2: 8,587 shares; 2025Q3: 9,249 shares 9,249 $2.04M <0.01% +662 Timeline GDXJ VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,900 shares; 2024Q4: 5,671 shares; 2025Q1: 13,047 shares; 2025Q2: 15,568 shares; 2025Q3: 20,327 shares 20,327 $2.01M <0.01% +4,759 Timeline IVZ INVESCO LTD More: the full row for INVESCO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86,194 shares; 2024Q4: 87,618 shares; 2025Q1: 87,003 shares; 2025Q2: 85,249 shares; 2025Q3: 85,723 shares 85,723 $1.97M <0.01% +474 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,277 shares; 2024Q4: 24,858 shares; 2025Q1: 26,669 shares; 2025Q2: 19,487 shares; 2025Q3: 23,810 shares 23,810 $1.94M <0.01% +4,323 Timeline M MACYS INC More: the full row for MACYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 117,461 shares; 2024Q4: 116,195 shares; 2025Q1: 112,771 shares; 2025Q2: 110,454 shares; 2025Q3: 108,097 shares 108,097 $1.94M <0.01% -2,357 Timeline VEGN ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,125 shares; 2024Q4: 56,186 shares; 2025Q1: 33,945 shares; 2025Q2: 31,029 shares; 2025Q3: 32,539 shares 32,539 $1.93M <0.01% +1,510 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,034 shares; 2024Q4: 29,031 shares; 2025Q1: 28,387 shares; 2025Q2: 30,231 shares; 2025Q3: 43,527 shares 43,527 $1.92M <0.01% +13,296 Timeline REG REGENCY CTRS CORP More: the full row for REGENCY CTRS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,635 shares; 2024Q4: 27,633 shares; 2025Q1: 26,855 shares; 2025Q2: 27,081 shares; 2025Q3: 26,366 shares 26,366 $1.92M <0.01% -715 Timeline VCLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,148 shares; 2024Q4: 14,620 shares; 2025Q1: 20,721 shares; 2025Q2: 17,876 shares; 2025Q3: 24,370 shares 24,370 $1.89M <0.01% +6,494 Timeline FDS FACTSET RESH SYS INC More: the full row for FACTSET RESH SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,818 shares; 2024Q4: 1,984 shares; 2025Q1: 2,680 shares; 2025Q2: 2,962 shares; 2025Q3: 6,596 shares 6,596 $1.89M <0.01% +3,634 Timeline PICK ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,715 shares; 2024Q4: 42,768 shares; 2025Q1: 41,072 shares; 2025Q2: 43,404 shares; 2025Q3: 42,461 shares 42,461 $1.89M <0.01% -943 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,339 shares; 2024Q4: 6,426 shares; 2025Q1: 10,424 shares; 2025Q2: 11,457 shares; 2025Q3: 13,222 shares 13,222 $1.86M <0.01% +1,765 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,941 shares; 2024Q4: 15,136 shares; 2025Q1: 13,259 shares; 2025Q2: 13,714 shares; 2025Q3: 13,372 shares 13,372 $1.85M <0.01% -342 Timeline BBWI BATH & BODY WORKS INC More: the full row for BATH & BODY WORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83,865 shares; 2024Q4: 82,411 shares; 2025Q1: 79,971 shares; 2025Q2: 74,027 shares; 2025Q3: 71,448 shares 71,448 $1.84M <0.01% -2,579 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,512 shares; 2024Q4: 4,225 shares; 2025Q1: 6,706 shares; 2025Q2: 6,191 shares; 2025Q3: 6,172 shares 6,172 $1.84M <0.01% -19 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,214 shares; 2024Q4: 13,542 shares; 2025Q1: 17,412 shares; 2025Q2: 21,517 shares; 2025Q3: 23,935 shares 23,935 $1.83M <0.01% +2,418 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,399 shares; 2024Q4: 21,456 shares; 2025Q1: 22,067 shares; 2025Q2: 18,134 shares; 2025Q3: 18,742 shares 18,742 $1.81M <0.01% +608 Timeline AVB AVALONBAY CMNTYS INC More: the full row for AVALONBAY CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,903 shares; 2024Q4: 9,203 shares; 2025Q1: 9,112 shares; 2025Q2: 9,341 shares; 2025Q3: 9,309 shares 9,309 $1.8M <0.01% -32 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,586 shares; 2024Q4: 55,128 shares; 2025Q1: 55,101 shares; 2025Q2: 69,976 shares; 2025Q3: 72,494 shares 72,494 $1.78M <0.01% +2,518 Timeline EINC VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,515 shares; 2024Q4: 16,144 shares; 2025Q1: 16,110 shares; 2025Q2: 16,681 shares; 2025Q3: 17,822 shares 17,822 $1.77M <0.01% +1,141 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,706 shares; 2024Q4: 9,558 shares; 2025Q1: 7,528 shares; 2025Q2: 7,988 shares; 2025Q3: 12,214 shares 12,214 $1.74M <0.01% +4,226 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,625 shares; 2024Q4: 12,216 shares; 2025Q1: 10,730 shares; 2025Q2: 12,181 shares; 2025Q3: 12,401 shares 12,401 $1.73M <0.01% +220 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,397 shares; 2024Q4: 4,815 shares; 2025Q1: 4,462 shares; 2025Q2: 5,423 shares; 2025Q3: 11,488 shares 11,488 $1.72M <0.01% +6,065 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,089 shares; 2024Q4: 941 shares; 2025Q1: 932 shares; 2025Q2: 932 shares; 2025Q3: 899 shares 899 $1.72M <0.01% -33 Timeline LPLA LPL FINL HLDGS INC More: the full row for LPL FINL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,592 shares; 2024Q4: 2,648 shares; 2025Q1: 2,699 shares; 2025Q2: 2,880 shares; 2025Q3: 5,123 shares 5,123 $1.7M <0.01% +2,243 Timeline NWS NEWS CORP NEW More: the full row for NEWS CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,578 shares; 2024Q4: 26,311 shares; 2025Q1: 25,698 shares; 2025Q2: 25,713 shares; 2025Q3: 48,886 shares 48,886 $1.69M <0.01% +23,173 Timeline PINS PINTEREST INC More: the full row for PINTEREST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,453 shares; 2024Q4: 59,435 shares; 2025Q1: 61,050 shares; 2025Q2: 53,851 shares; 2025Q3: 51,673 shares 51,673 $1.66M <0.01% -2,178 Timeline HUBS HUBSPOT INC More: the full row for HUBSPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,186 shares; 2024Q4: 4,220 shares; 2025Q1: 4,274 shares; 2025Q2: 4,663 shares; 2025Q3: 3,531 shares 3,531 $1.65M <0.01% -1,132 Timeline TTD THE TRADE DESK INC More: the full row for THE TRADE DESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,922 shares; 2024Q4: 42,302 shares; 2025Q1: 71,981 shares; 2025Q2: 65,950 shares; 2025Q3: 33,541 shares 33,541 $1.64M <0.01% -32,409 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,837 shares; 2025Q3: 21,340 shares 21,340 $1.63M <0.01% +17,503 Timeline HYD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,811 shares; 2024Q4: 20,286 shares; 2025Q1: 21,286 shares; 2025Q2: 21,587 shares; 2025Q3: 32,011 shares 32,011 $1.63M <0.01% +10,424 Timeline JKHY HENRY JACK & ASSOC INC More: the full row for HENRY JACK & ASSOC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,280 shares; 2024Q4: 12,991 shares; 2025Q1: 12,679 shares; 2025Q2: 12,828 shares; 2025Q3: 10,911 shares 10,911 $1.62M <0.01% -1,917 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,292 shares; 2024Q4: 7,189 shares; 2025Q1: 8,193 shares; 2025Q2: 6,896 shares; 2025Q3: 7,597 shares 7,597 $1.62M <0.01% +701 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,733 shares; 2024Q4: 11,666 shares; 2025Q1: 7,745 shares; 2025Q2: 10,260 shares; 2025Q3: 11,211 shares 11,211 $1.62M <0.01% +951 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,507 shares; 2024Q4: 30,023 shares; 2025Q1: 31,488 shares; 2025Q2: 44,689 shares; 2025Q3: 44,249 shares 44,249 $1.61M <0.01% -440 Timeline GAP GAP INC More: the full row for GAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,545 shares; 2024Q4: 77,643 shares; 2025Q1: 75,065 shares; 2025Q2: 74,716 shares; 2025Q3: 75,158 shares 75,158 $1.61M <0.01% +442 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,152 shares; 2024Q4: 1,836 shares; 2025Q1: 3,785 shares; 2025Q2: 8,684 shares; 2025Q3: 11,324 shares 11,324 $1.59M <0.01% +2,640 Timeline PCG PG&E CORP More: the full row for PG&E CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 150,992 shares; 2024Q4: 166,766 shares; 2025Q1: 158,913 shares; 2025Q2: 73,155 shares; 2025Q3: 103,908 shares 103,908 $1.57M <0.01% +30,753 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,366 shares; 2024Q4: 7,146 shares; 2025Q1: 6,624 shares; 2025Q2: 6,781 shares; 2025Q3: 6,490 shares 6,490 $1.56M <0.01% -291 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,299 shares; 2024Q4: 6,772 shares; 2025Q1: 8,818 shares; 2025Q2: 10,648 shares; 2025Q3: 8,136 shares 8,136 $1.55M <0.01% -2,512 Timeline MTD METTLER TOLEDO INTERNATIONAL More: the full row for METTLER TOLEDO INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 791 shares; 2024Q4: 826 shares; 2025Q1: 805 shares; 2025Q2: 1,115 shares; 2025Q3: 1,247 shares 1,247 $1.53M <0.01% +132 Timeline DVA DAVITA INC More: the full row for DAVITA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,832 shares; 2024Q4: 11,759 shares; 2025Q1: 11,701 shares; 2025Q2: 11,564 shares; 2025Q3: 11,493 shares 11,493 $1.53M <0.01% -71 Timeline ESS ESSEX PPTY TR INC More: the full row for ESSEX PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,039 shares; 2024Q4: 5,197 shares; 2025Q1: 5,831 shares; 2025Q2: 4,834 shares; 2025Q3: 5,679 shares 5,679 $1.52M <0.01% +845 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,132 shares; 2024Q4: 12,561 shares; 2025Q1: 16,670 shares; 2025Q2: 15,521 shares; 2025Q3: 19,263 shares 19,263 $1.52M <0.01% +3,742 Timeline DFSV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,232 shares; 2024Q4: 72,459 shares; 2025Q1: 73,262 shares; 2025Q2: 40,222 shares; 2025Q3: 47,661 shares 47,661 $1.52M <0.01% +7,439 Timeline OWL BLUE OWL CAPITAL INC More: the full row for BLUE OWL CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 109,421 shares; 2025Q2: 75,155 shares; 2025Q3: 89,226 shares 89,226 $1.51M <0.01% +14,071 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,887 shares; 2024Q4: 5,858 shares; 2025Q1: 6,114 shares; 2025Q2: 6,545 shares; 2025Q3: 7,950 shares 7,950 $1.51M <0.01% +1,405 Timeline IXC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,592 shares; 2024Q4: 32,601 shares; 2025Q1: 37,032 shares; 2025Q2: 30,400 shares; 2025Q3: 35,862 shares 35,862 $1.5M <0.01% +5,462 Timeline QCLN 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,198 shares; 2024Q4: 33,064 shares; 2025Q1: 17,043 shares; 2025Q2: 35,402 shares; 2025Q3: 35,141 shares 35,141 $1.47M <0.01% -261 Timeline ON ON SEMICONDUCTOR CORP More: the full row for ON SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,492 shares; 2024Q4: 37,028 shares; 2025Q1: 14,519 shares; 2025Q2: 28,053 shares; 2025Q3: 29,859 shares 29,859 $1.47M <0.01% +1,806 Timeline YOLO ADVISORSHARES TR More: the full row for ADVISORSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,451 shares; 2024Q4: 40,202 shares; 2025Q1: 47,481 shares; 2025Q2: 99,979 shares; 2025Q3: 415,951 shares 415,951 $1.47M <0.01% +315,972 Timeline APTV APTIV PLC More: the full row for APTIV PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,273 shares; 2025Q1: 19,259 shares; 2025Q2: 18,655 shares; 2025Q3: 16,971 shares 16,971 $1.46M <0.01% -1,684 Timeline VNQI VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,504 shares; 2024Q4: 11,340 shares; 2025Q1: 12,892 shares; 2025Q2: 23,873 shares; 2025Q3: 30,429 shares 30,429 $1.45M <0.01% +6,556 Timeline SPYX SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,618 shares; 2024Q4: 27,939 shares; 2025Q1: 24,306 shares; 2025Q2: 25,712 shares; 2025Q3: 26,307 shares 26,307 $1.44M <0.01% +595 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,795 shares; 2024Q4: 12,123 shares; 2025Q1: 11,579 shares; 2025Q2: 12,325 shares; 2025Q3: 11,980 shares 11,980 $1.43M <0.01% -345 Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,615 shares; 2024Q4: 20,080 shares; 2025Q1: 12,896 shares; 2025Q2: 6,256 shares; 2025Q3: 5,462 shares 5,462 $1.42M <0.01% -794 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,274 shares; 2024Q4: 11,027 shares; 2025Q1: 9,562 shares; 2025Q2: 9,500 shares; 2025Q3: 10,757 shares 10,757 $1.41M <0.01% +1,257 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,218 shares; 2024Q4: 1,879 shares; 2025Q1: 2,883 shares; 2025Q2: 4,752 shares; 2025Q3: 5,580 shares 5,580 $1.38M <0.01% +828 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,906 shares; 2024Q4: 3,255 shares; 2025Q1: 3,937 shares; 2025Q2: 5,547 shares; 2025Q3: 4,602 shares 4,602 $1.38M <0.01% -945 Timeline ARKG ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,253 shares; 2024Q4: 43,246 shares; 2025Q1: 45,523 shares; 2025Q2: 45,019 shares; 2025Q3: 49,645 shares 49,645 $1.38M <0.01% +4,626 Timeline DVYE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,025 shares; 2024Q4: 27,616 shares; 2025Q1: 35,865 shares; 2025Q2: 32,648 shares; 2025Q3: 46,426 shares 46,426 $1.38M <0.01% +13,778 Timeline IGLB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,025 shares; 2024Q4: 21,592 shares; 2025Q1: 20,447 shares; 2025Q2: 28,750 shares; 2025Q3: 26,673 shares 26,673 $1.37M <0.01% -2,077 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,770 shares; 2024Q4: 9,544 shares; 2025Q1: 18,898 shares; 2025Q2: 21,494 shares; 2025Q3: 31,914 shares 31,914 $1.37M <0.01% +10,420 Timeline BGRN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,016 shares; 2024Q4: 19,428 shares; 2025Q1: 19,472 shares; 2025Q2: 24,602 shares; 2025Q3: 28,411 shares 28,411 $1.37M <0.01% +3,809 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,524 shares; 2025Q1: 3,464 shares; 2025Q2: 4,819 shares; 2025Q3: 5,940 shares 5,940 $1.35M <0.01% +1,121 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,418 shares; 2024Q4: 20,635 shares; 2025Q1: 26,269 shares; 2025Q2: 32,881 shares; 2025Q3: 20,183 shares 20,183 $1.33M <0.01% -12,698 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,491 shares; 2024Q4: 4,014 shares; 2025Q1: 4,310 shares; 2025Q2: 2,946 shares; 2025Q3: 6,949 shares 6,949 $1.32M <0.01% +4,003 Timeline CRBG COREBRIDGE FINL INC More: the full row for COREBRIDGE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 96,670 shares; 2024Q4: 96,101 shares; 2025Q1: 86,679 shares; 2025Q2: 42,519 shares; 2025Q3: 41,123 shares 41,123 $1.32M <0.01% -1,396 Timeline MDB MONGODB INC More: the full row for MONGODB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,005 shares; 2024Q4: 4,332 shares; 2025Q1: 4,511 shares; 2025Q2: 4,031 shares; 2025Q3: 4,236 shares 4,236 $1.31M <0.01% +205 Timeline JMOM J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,419 shares; 2024Q4: 19,149 shares; 2025Q1: 17,834 shares; 2025Q2: 19,347 shares; 2025Q3: 19,245 shares 19,245 $1.31M <0.01% -102 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,844 shares; 2024Q4: 6,594 shares; 2025Q1: 12,005 shares; 2025Q2: 13,231 shares; 2025Q3: 17,272 shares 17,272 $1.3M <0.01% +4,041 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,896 shares; 2024Q4: 58,071 shares; 2025Q1: 58,418 shares; 2025Q2: 28,143 shares; 2025Q3: 19,314 shares 19,314 $1.29M <0.01% -8,829 Timeline GPN GLOBAL PMTS INC More: the full row for GLOBAL PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,342 shares; 2024Q4: 8,693 shares; 2025Q1: 9,282 shares; 2025Q2: 10,223 shares; 2025Q3: 15,539 shares 15,539 $1.29M <0.01% +5,316 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,274 shares; 2024Q4: 9,871 shares; 2025Q1: 9,820 shares; 2025Q2: 6,847 shares; 2025Q3: 8,368 shares 8,368 $1.29M <0.01% +1,521 Timeline CHTR CHARTER COMMUNICATIONS INC More: the full row for CHARTER COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,696 shares; 2024Q4: 21,793 shares; 2025Q1: 23,308 shares; 2025Q2: 22,156 shares; 2025Q3: 4,628 shares 4,628 $1.27M <0.01% -17,528 Timeline JQUA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,227 shares; 2024Q4: 28,082 shares; 2025Q1: 25,630 shares; 2025Q2: 24,802 shares; 2025Q3: 20,221 shares 20,221 $1.27M <0.01% -4,581 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,366 shares; 2024Q4: 5,717 shares; 2025Q1: 6,456 shares; 2025Q2: 6,839 shares; 2025Q3: 7,430 shares 7,430 $1.27M <0.01% +591 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,698 shares; 2024Q4: 35,258 shares; 2025Q1: 31,533 shares; 2025Q2: 39,490 shares; 2025Q3: 39,886 shares 39,886 $1.26M <0.01% +396 Timeline DOC HEALTHPEAK PROPERTIES INC More: the full row for HEALTHPEAK PROPERTIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 256,436 shares; 2024Q4: 270,753 shares; 2025Q1: 281,295 shares; 2025Q2: 216,485 shares; 2025Q3: 64,553 shares 64,553 $1.24M <0.01% -151,932 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,090 shares; 2024Q4: 11,166 shares; 2025Q1: 10,051 shares; 2025Q2: 11,530 shares; 2025Q3: 12,182 shares 12,182 $1.22M <0.01% +652 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,542 shares; 2024Q4: 1,195 shares; 2025Q1: 907 shares; 2025Q2: 1,085 shares; 2025Q3: 1,798 shares 1,798 $1.2M <0.01% +713 Timeline TEAM ATLASSIAN CORPORATION More: the full row for ATLASSIAN CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,146 shares; 2024Q4: 10,302 shares; 2025Q1: 9,752 shares; 2025Q2: 15,485 shares; 2025Q3: 7,485 shares 7,485 $1.2M <0.01% -8,000 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,545 shares; 2024Q4: 16,517 shares; 2025Q1: 16,895 shares; 2025Q2: 16,051 shares; 2025Q3: 16,180 shares 16,180 $1.19M <0.01% +129 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,983 shares; 2024Q4: 4,712 shares; 2025Q1: 5,751 shares; 2025Q2: 7,920 shares; 2025Q3: 7,270 shares 7,270 $1.18M <0.01% -650 Timeline WST WEST PHARMACEUTICAL SVSC INC More: the full row for WEST PHARMACEUTICAL SVSC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,615 shares; 2024Q4: 4,680 shares; 2025Q1: 3,571 shares; 2025Q2: 2,707 shares; 2025Q3: 4,472 shares 4,472 $1.17M <0.01% +1,765 Timeline SMIN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,744 shares; 2024Q4: 19,178 shares; 2025Q1: 16,728 shares; 2025Q2: 15,122 shares; 2025Q3: 16,331 shares 16,331 $1.17M <0.01% +1,209 Timeline MLPA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,115 shares; 2024Q4: 20,232 shares; 2025Q1: 22,049 shares; 2025Q2: 21,405 shares; 2025Q3: 24,097 shares 24,097 $1.17M <0.01% +2,692 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,208 shares; 2024Q4: 3,319 shares; 2025Q1: 3,710 shares; 2025Q2: 8,065 shares; 2025Q3: 10,910 shares 10,910 $1.16M <0.01% +2,845 Timeline ETH GRAYSCALE ETHEREUM STAKING More: the full row for GRAYSCALE ETHEREUM STAKING Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 38,472 shares; 2025Q1: 37,014 shares; 2025Q2: 33,870 shares; 2025Q3: 29,656 shares 29,656 $1.16M <0.01% -4,214 Timeline DEM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,938 shares; 2024Q4: 17,128 shares; 2025Q1: 20,070 shares; 2025Q2: 25,881 shares; 2025Q3: 24,786 shares 24,786 $1.14M <0.01% -1,095 Timeline BBJP J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,507 shares; 2024Q4: 9,883 shares; 2025Q1: 11,719 shares; 2025Q2: 16,597 shares; 2025Q3: 16,973 shares 16,973 $1.13M <0.01% +376 Timeline ZM ZOOM COMMUNICATIONS INC More: the full row for ZOOM COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,543 shares; 2024Q4: 12,276 shares; 2025Q1: 10,502 shares; 2025Q2: 11,501 shares; 2025Q3: 13,631 shares 13,631 $1.12M <0.01% +2,130 Timeline XYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,958 shares; 2024Q4: 21,882 shares; 2025Q1: 24,271 shares; 2025Q2: 29,778 shares; 2025Q3: 28,475 shares 28,475 $1.12M <0.01% -1,303 Timeline NACP TIDAL TRUST III More: the full row for TIDAL TRUST III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,963 shares; 2024Q4: 24,596 shares; 2025Q1: 25,433 shares; 2025Q2: 25,101 shares; 2025Q3: 23,240 shares 23,240 $1.11M <0.01% -1,861 Timeline SDIV GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,110 shares; 2024Q4: 48,568 shares; 2025Q1: 49,677 shares; 2025Q2: 54,733 shares; 2025Q3: 46,138 shares 46,138 $1.11M <0.01% -8,595 Timeline TYL TYLER TECHNOLOGIES INC More: the full row for TYLER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,702 shares; 2024Q4: 1,801 shares; 2025Q1: 1,943 shares; 2025Q2: 2,384 shares; 2025Q3: 2,109 shares 2,109 $1.1M <0.01% -275 Timeline CPTL GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,639 shares; 2024Q4: 23,761 shares; 2025Q1: 18,102 shares; 2025Q2: 20,151 shares; 2025Q3: 25,314 shares 25,314 $1.09M <0.01% +5,163 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,033 shares; 2024Q4: 4,914 shares; 2025Q1: 4,600 shares; 2025Q2: 4,303 shares; 2025Q3: 4,509 shares 4,509 $1.09M <0.01% +206 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,737 shares; 2024Q4: 10,437 shares; 2025Q1: 13,189 shares; 2025Q2: 15,389 shares; 2025Q3: 11,605 shares 11,605 $1.09M <0.01% -3,784 Timeline CMA COMERICA INC More: the full row for COMERICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,199 shares; 2024Q4: 17,073 shares; 2025Q1: 16,572 shares; 2025Q2: 16,243 shares; 2025Q3: 15,814 shares 15,814 $1.08M <0.01% -429 Timeline CDW CDW CORP More: the full row for CDW CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,049 shares; 2024Q4: 5,449 shares; 2025Q1: 5,095 shares; 2025Q2: 8,257 shares; 2025Q3: 6,784 shares 6,784 $1.08M <0.01% -1,473 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,410 shares; 2024Q4: 7,665 shares; 2025Q1: 5,933 shares; 2025Q2: 2,267 shares; 2025Q3: 5,977 shares 5,977 $1.06M <0.01% +3,710 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,340 shares; 2024Q4: 43,076 shares; 2025Q1: 60,654 shares; 2025Q2: 57,423 shares; 2025Q3: 42,513 shares 42,513 $1.05M <0.01% -14,910 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,355 shares; 2024Q4: 7,187 shares; 2025Q1: 8,207 shares; 2025Q2: 8,774 shares; 2025Q3: 9,144 shares 9,144 $1.04M <0.01% +370 Timeline FALN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,559 shares; 2024Q4: 37,746 shares; 2025Q1: 24,868 shares; 2025Q2: 31,119 shares; 2025Q3: 37,441 shares 37,441 $1.04M <0.01% +6,322 Timeline HIMS HIMS & HERS HEALTH INC More: the full row for HIMS & HERS HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,311 shares; 2025Q3: 18,134 shares 18,134 $1.03M <0.01% +12,823 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,879 shares; 2024Q4: 15,347 shares; 2025Q1: 21,270 shares; 2025Q2: 48,431 shares; 2025Q3: 50,318 shares 50,318 $1.03M <0.01% +1,887 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,710 shares; 2024Q4: 9,303 shares; 2025Q1: 8,147 shares; 2025Q2: 7,741 shares; 2025Q3: 8,673 shares 8,673 $1.03M <0.01% +932 Timeline EBND SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,015 shares; 2024Q4: 10,699 shares; 2025Q1: 15,318 shares; 2025Q2: 45,603 shares; 2025Q3: 47,909 shares 47,909 $1.02M <0.01% +2,306 Timeline BALL BALL CORP More: the full row for BALL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,802 shares; 2024Q4: 22,698 shares; 2025Q1: 23,711 shares; 2025Q2: 97,664 shares; 2025Q3: 20,176 shares 20,176 $1.02M <0.01% -77,488 Timeline INTERPUBLIC GROUP COS INTERPUBLIC GROUP COS More: the full row for INTERPUBLIC GROUP COS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,857 shares; 2024Q4: 44,408 shares; 2025Q1: 42,582 shares; 2025Q2: 34,926 shares; 2025Q3: 36,299 shares 36,299 $1.01M <0.01% +1,373 MARA MARA HOLDINGS INC More: the full row for MARA HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,481 shares; 2024Q4: 52,473 shares; 2025Q1: 52,914 shares; 2025Q2: 51,390 shares; 2025Q3: 54,254 shares 54,254 $991K <0.01% +2,864 Timeline NOV NOV INC More: the full row for NOV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 103,883 shares; 2024Q4: 102,021 shares; 2025Q1: 98,168 shares; 2025Q2: 78,365 shares; 2025Q3: 74,233 shares 74,233 $984K <0.01% -4,132 Timeline XT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,369 shares; 2024Q4: 8,908 shares; 2025Q1: 8,811 shares; 2025Q2: 11,167 shares; 2025Q3: 13,554 shares 13,554 $975K <0.01% +2,387 Timeline DIVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,639 shares; 2024Q4: 13,538 shares; 2025Q1: 15,257 shares; 2025Q2: 18,417 shares; 2025Q3: 21,781 shares 21,781 $971K <0.01% +3,364 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 789 shares; 2024Q4: 1,125 shares; 2025Q1: 1,173 shares; 2025Q2: 1,401 shares; 2025Q3: 1,358 shares 1,358 $948K <0.01% -43 Timeline NUBD NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,177 shares; 2024Q4: 42,398 shares; 2025Q1: 43,906 shares; 2025Q2: 42,143 shares; 2025Q3: 41,822 shares 41,822 $939K <0.01% -321 Timeline RDDT REDDIT INC More: the full row for REDDIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,047 shares; 2025Q3: 4,067 shares 4,067 $935K <0.01% +2,020 Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,257 shares; 2024Q4: 41,741 shares; 2025Q1: 41,404 shares; 2025Q2: 21,000 shares; 2025Q3: 20,233 shares 20,233 $926K <0.01% -767 Timeline ISTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,577 shares; 2024Q4: 15,990 shares; 2025Q1: 15,853 shares; 2025Q2: 26,708 shares; 2025Q3: 18,856 shares 18,856 $921K <0.01% -7,852 Timeline FNDA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,516 shares; 2024Q4: 28,117 shares; 2025Q1: 34,929 shares; 2025Q2: 25,121 shares; 2025Q3: 29,527 shares 29,527 $920K <0.01% +4,406 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,309 shares; 2025Q2: 6,681 shares; 2025Q3: 7,649 shares 7,649 $917K <0.01% +968 Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,222 shares; 2024Q4: 2,773 shares; 2025Q1: 3,803 shares; 2025Q2: 4,877 shares; 2025Q3: 9,270 shares 9,270 $913K <0.01% +4,393 Timeline CPRI CAPRI HOLDINGS LIMITED More: the full row for CAPRI HOLDINGS LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,634 shares; 2024Q4: 52,066 shares; 2025Q1: 50,323 shares; 2025Q2: 47,017 shares; 2025Q3: 45,637 shares 45,637 $909K <0.01% -1,380 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,439 shares; 2024Q4: 2,683 shares; 2025Q1: 2,555 shares; 2025Q2: 2,332 shares; 2025Q3: 2,287 shares 2,287 $906K <0.01% -45 Timeline GEN GEN DIGITAL INC More: the full row for GEN DIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,493 shares; 2024Q4: 24,866 shares; 2025Q1: 26,923 shares; 2025Q2: 30,322 shares; 2025Q3: 31,837 shares 31,837 $904K <0.01% +1,515 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,351 shares; 2024Q4: 5,151 shares; 2025Q1: 2,415 shares; 2025Q2: 2,714 shares; 2025Q3: 2,792 shares 2,792 $901K <0.01% +78 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,634 shares; 2024Q4: 19,284 shares; 2025Q1: 18,505 shares; 2025Q2: 18,125 shares; 2025Q3: 17,795 shares 17,795 $900K <0.01% -330 Timeline FNDE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,449 shares; 2024Q4: 7,583 shares; 2025Q1: 11,493 shares; 2025Q2: 19,312 shares; 2025Q3: 24,868 shares 24,868 $899K <0.01% +5,556 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,167 shares; 2025Q3: 11,420 shares 11,420 $895K <0.01% +8,253 Timeline BBH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,536 shares; 2024Q4: 5,797 shares; 2025Q1: 7,252 shares; 2025Q2: 5,945 shares; 2025Q3: 5,391 shares 5,391 $893K <0.01% -554 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,582 shares; 2025Q3: 8,540 shares 8,540 $893K <0.01% +5,958 Timeline APLD APPLIED DIGITAL CORP More: the full row for APPLIED DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,256 shares; 2025Q3: 38,678 shares 38,678 $887K <0.01% +26,422 Timeline POWR ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,322 shares; 2024Q4: 44,437 shares; 2025Q1: 32,521 shares; 2025Q2: 37,312 shares; 2025Q3: 35,235 shares 35,235 $884K <0.01% -2,077 Timeline RIOT RIOT PLATFORMS INC More: the full row for RIOT PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,312 shares; 2024Q4: 46,588 shares; 2025Q1: 51,103 shares; 2025Q2: 65,076 shares; 2025Q3: 46,360 shares 46,360 $882K <0.01% -18,716 Timeline OKLO OKLO INC More: the full row for OKLO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,864 shares 7,864 $878K <0.01% new Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,734 shares; 2024Q4: 31,408 shares; 2025Q1: 37,936 shares; 2025Q2: 26,504 shares; 2025Q3: 27,136 shares 27,136 $866K <0.01% +632 Timeline OKTA OKTA INC More: the full row for OKTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,941 shares; 2024Q4: 6,600 shares; 2025Q1: 8,811 shares; 2025Q2: 8,478 shares; 2025Q3: 9,416 shares 9,416 $863K <0.01% +938 Timeline PVH PVH CORPORATION More: the full row for PVH CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,178 shares; 2024Q4: 11,035 shares; 2025Q1: 10,689 shares; 2025Q2: 10,425 shares; 2025Q3: 10,199 shares 10,199 $854K <0.01% -226 Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,691 shares; 2024Q4: 8,584 shares; 2025Q1: 8,608 shares; 2025Q2: 8,550 shares; 2025Q3: 8,426 shares 8,426 $843K <0.01% -124 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,562 shares; 2024Q4: 14,512 shares; 2025Q1: 16,176 shares; 2025Q2: 13,817 shares; 2025Q3: 17,969 shares 17,969 $843K <0.01% +4,152 Timeline KCE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,100 shares; 2024Q4: 2,889 shares; 2025Q1: 4,099 shares; 2025Q2: 4,203 shares; 2025Q3: 5,515 shares 5,515 $843K <0.01% +1,312 Timeline FEZ SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,215 shares; 2025Q2: 12,873 shares; 2025Q3: 13,518 shares 13,518 $840K <0.01% +645 Timeline CPAY CORPAY INC More: the full row for CORPAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,516 shares; 2024Q4: 1,637 shares; 2025Q1: 2,008 shares; 2025Q2: 2,808 shares; 2025Q3: 2,892 shares 2,892 $833K <0.01% +84 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,092 shares; 2024Q4: 6,068 shares; 2025Q1: 6,703 shares; 2025Q2: 9,831 shares; 2025Q3: 8,755 shares 8,755 $833K <0.01% -1,076 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,103 shares; 2024Q4: 2,853 shares; 2025Q1: 6,643 shares; 2025Q2: 4,309 shares; 2025Q3: 6,152 shares 6,152 $828K <0.01% +1,843 Timeline GXC SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,565 shares; 2024Q4: 4,917 shares; 2025Q1: 13,000 shares; 2025Q2: 12,605 shares; 2025Q3: 7,863 shares 7,863 $825K <0.01% -4,742 Timeline EMQQ EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,790 shares; 2024Q4: 18,487 shares; 2025Q1: 19,949 shares; 2025Q2: 19,203 shares; 2025Q3: 17,772 shares 17,772 $825K <0.01% -1,431 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,629 shares; 2024Q4: 11,554 shares; 2025Q1: 14,879 shares; 2025Q2: 10,015 shares; 2025Q3: 5,065 shares 5,065 $821K <0.01% -4,950 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,781 shares; 2025Q1: 3,832 shares; 2025Q2: 7,771 shares; 2025Q3: 8,141 shares 8,141 $820K <0.01% +370 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,694 shares; 2024Q4: 16,365 shares; 2025Q1: 16,652 shares; 2025Q2: 16,983 shares; 2025Q3: 15,805 shares 15,805 $802K <0.01% -1,178 Timeline SNAP SNAP INC More: the full row for SNAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 128,155 shares; 2024Q4: 119,040 shares; 2025Q1: 113,368 shares; 2025Q2: 91,337 shares; 2025Q3: 103,704 shares 103,704 $800K <0.01% +12,367 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,009 shares; 2024Q4: 12,223 shares; 2025Q1: 6,371 shares; 2025Q2: 8,734 shares; 2025Q3: 8,374 shares 8,374 $795K <0.01% -360 Timeline SHE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,823 shares; 2024Q4: 5,962 shares; 2025Q1: 5,934 shares; 2025Q2: 6,083 shares; 2025Q3: 6,228 shares 6,228 $794K <0.01% +145 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,576 shares; 2024Q4: 3,906 shares; 2025Q1: 3,760 shares; 2025Q2: 4,174 shares; 2025Q3: 4,033 shares 4,033 $784K <0.01% -141 Timeline GSSC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,738 shares; 2024Q4: 17,774 shares; 2025Q1: 13,635 shares; 2025Q2: 11,155 shares; 2025Q3: 10,351 shares 10,351 $775K <0.01% -804 Timeline MP MP MATERIALS CORP More: the full row for MP MATERIALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,534 shares 11,534 $774K <0.01% new Timeline FXR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,024 shares; 2024Q4: 8,844 shares; 2025Q1: 8,163 shares; 2025Q2: 10,524 shares; 2025Q3: 9,851 shares 9,851 $769K <0.01% -673 Timeline FFIV F5 INC More: the full row for F5 INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,604 shares; 2024Q4: 1,789 shares; 2025Q1: 2,067 shares; 2025Q2: 2,088 shares; 2025Q3: 2,373 shares 2,373 $767K <0.01% +285 Timeline TAP MOLSON COORS BEVERAGE CO More: the full row for MOLSON COORS BEVERAGE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,755 shares; 2024Q4: 19,836 shares; 2025Q1: 21,076 shares; 2025Q2: 18,659 shares; 2025Q3: 16,892 shares 16,892 $764K <0.01% -1,767 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,004 shares; 2024Q4: 1,116 shares; 2025Q1: 988 shares; 2025Q2: 963 shares; 2025Q3: 1,171 shares 1,171 $761K <0.01% +208 Timeline OIH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,951 shares; 2024Q4: 2,239 shares; 2025Q1: 2,526 shares; 2025Q2: 3,014 shares; 2025Q3: 2,920 shares 2,920 $759K <0.01% -94 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,659 shares; 2024Q4: 7,210 shares; 2025Q1: 10,285 shares; 2025Q2: 9,956 shares; 2025Q3: 8,401 shares 8,401 $753K <0.01% -1,555 Timeline CC CHEMOURS CO More: the full row for CHEMOURS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,658 shares; 2024Q4: 32,943 shares; 2025Q1: 48,756 shares; 2025Q2: 47,268 shares; 2025Q3: 47,429 shares 47,429 $751K <0.01% +161 Timeline NYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,464 shares; 2024Q4: 11,340 shares; 2025Q1: 12,287 shares; 2025Q2: 10,848 shares; 2025Q3: 13,960 shares 13,960 $745K <0.01% +3,112 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,681 shares; 2024Q4: 6,630 shares; 2025Q1: 5,513 shares; 2025Q2: 7,689 shares; 2025Q3: 7,715 shares 7,715 $744K <0.01% +26 Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,278 shares; 2024Q4: 26,833 shares; 2025Q1: 9,524 shares; 2025Q2: 10,546 shares; 2025Q3: 10,889 shares 10,889 $733K <0.01% +343 Timeline QBTS D-WAVE QUANTUM INC More: the full row for D-WAVE QUANTUM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,969 shares; 2025Q3: 29,347 shares 29,347 $725K <0.01% +15,378 Timeline PTC PTC INC More: the full row for PTC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,150 shares; 2024Q4: 1,375 shares; 2025Q1: 2,161 shares; 2025Q2: 2,617 shares; 2025Q3: 3,554 shares 3,554 $722K <0.01% +937 Timeline IONQ IONQ INC More: the full row for IONQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,724 shares 11,724 $721K <0.01% new Timeline EDOW 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,729 shares; 2024Q4: 18,644 shares; 2025Q1: 17,613 shares; 2025Q2: 18,227 shares; 2025Q3: 17,977 shares 17,977 $718K <0.01% -250 Timeline HSIC SCHEIN HENRY INC More: the full row for SCHEIN HENRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,829 shares; 2024Q4: 10,864 shares; 2025Q1: 10,997 shares; 2025Q2: 11,956 shares; 2025Q3: 10,773 shares 10,773 $715K <0.01% -1,183 Timeline CF CF INDUSTRIES HOLD More: the full row for CF INDUSTRIES HOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,471 shares; 2024Q4: 26,510 shares; 2025Q1: 13,915 shares; 2025Q2: 7,876 shares; 2025Q3: 7,946 shares 7,946 $713K <0.01% +70 Timeline EWW ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,143 shares; 2024Q4: 10,812 shares; 2025Q1: 10,326 shares; 2025Q2: 9,956 shares; 2025Q3: 10,441 shares 10,441 $712K <0.01% +485 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,678 shares; 2024Q4: 2,533 shares; 2025Q1: 2,601 shares; 2025Q2: 2,300 shares; 2025Q3: 2,400 shares 2,400 $711K <0.01% +100 Timeline HEI-A HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,791 shares; 2024Q4: 4,506 shares; 2025Q1: 2,369 shares; 2025Q2: 2,709 shares; 2025Q3: 2,763 shares 2,763 $702K <0.01% +54 Timeline HOG HARLEY DAVIDSON INC More: the full row for HARLEY DAVIDSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,232 shares; 2024Q4: 36,555 shares; 2025Q1: 34,883 shares; 2025Q2: 26,612 shares; 2025Q3: 25,048 shares 25,048 $699K <0.01% -1,564 Timeline SIL GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,750 shares; 2024Q4: 15,696 shares; 2025Q1: 14,273 shares; 2025Q2: 9,058 shares; 2025Q3: 9,730 shares 9,730 $697K <0.01% +672 Timeline INCY INCYTE CORP More: the full row for INCYTE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,864 shares; 2024Q4: 37,834 shares; 2025Q1: 7,195 shares; 2025Q2: 7,366 shares; 2025Q3: 8,187 shares 8,187 $694K <0.01% +821 Timeline COO COOPER COS INC More: the full row for COOPER COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,139 shares; 2024Q4: 12,724 shares; 2025Q1: 13,490 shares; 2025Q2: 11,121 shares; 2025Q3: 10,119 shares 10,119 $694K <0.01% -1,002 Timeline CE CELANESE CORP DEL More: the full row for CELANESE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,612 shares; 2024Q4: 3,306 shares; 2025Q1: 88,564 shares; 2025Q2: 48,399 shares; 2025Q3: 16,355 shares 16,355 $688K <0.01% -32,044 Timeline CELH CELSIUS HLDGS INC More: the full row for CELSIUS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,192 shares; 2024Q4: 11,144 shares; 2025Q1: 13,509 shares; 2025Q2: 11,198 shares; 2025Q3: 11,889 shares 11,889 $683K <0.01% +691 Timeline REM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,905 shares; 2024Q4: 14,205 shares; 2025Q1: 24,217 shares; 2025Q2: 28,970 shares; 2025Q3: 30,444 shares 30,444 $669K <0.01% +1,474 Timeline U UNITY SOFTWARE INC More: the full row for UNITY SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,496 shares; 2024Q4: 27,133 shares; 2025Q1: 21,650 shares; 2025Q2: 22,281 shares; 2025Q3: 16,659 shares 16,659 $667K <0.01% -5,622 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,019 shares 18,019 $663K <0.01% new Timeline VPL VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,846 shares; 2025Q1: not reported; 2025Q2: 4,673 shares; 2025Q3: 7,474 shares 7,474 $657K <0.01% +2,801 Timeline LCID LUCID GROUP INC More: the full row for LUCID GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 26,994 shares 26,994 $642K <0.01% new Timeline VAW VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,963 shares; 2024Q4: 3,779 shares; 2025Q1: 3,037 shares; 2025Q2: 2,737 shares; 2025Q3: 3,124 shares 3,124 $640K <0.01% +387 Timeline LKQ LKQ CORP More: the full row for LKQ CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,686 shares; 2024Q4: 18,179 shares; 2025Q1: 20,796 shares; 2025Q2: 23,027 shares; 2025Q3: 20,879 shares 20,879 $638K <0.01% -2,148 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,467 shares; 2024Q4: 5,702 shares; 2025Q1: 8,384 shares; 2025Q2: 6,941 shares; 2025Q3: 9,362 shares 9,362 $635K <0.01% +2,421 Timeline TRU TRANSUNION More: the full row for TRANSUNION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,922 shares; 2024Q4: 14,906 shares; 2025Q1: 4,627 shares; 2025Q2: 8,331 shares; 2025Q3: 7,509 shares 7,509 $629K <0.01% -822 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,812 shares 2,812 $625K <0.01% new Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,822 shares; 2024Q4: 1,937 shares; 2025Q1: 2,773 shares; 2025Q2: 4,164 shares; 2025Q3: 4,717 shares 4,717 $625K <0.01% +553 Timeline PRFZ 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,731 shares; 2024Q4: 12,026 shares; 2025Q1: 9,364 shares; 2025Q2: 13,846 shares; 2025Q3: 13,714 shares 13,714 $623K <0.01% -132 Timeline GSIE GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,567 shares; 2024Q4: 9,307 shares; 2025Q1: 8,690 shares; 2025Q2: 10,941 shares; 2025Q3: 15,073 shares 15,073 $620K <0.01% +4,132 Timeline QQEW 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,299 shares; 2024Q4: 6,392 shares; 2025Q1: 6,554 shares; 2025Q2: 4,456 shares; 2025Q3: 4,388 shares 4,388 $619K <0.01% -68 Timeline JBHT HUNT J B TRANS SVCS INC More: the full row for HUNT J B TRANS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,251 shares; 2024Q4: 9,156 shares; 2025Q1: 2,944 shares; 2025Q2: 6,465 shares; 2025Q3: 4,611 shares 4,611 $619K <0.01% -1,854 Timeline ENFR ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,582 shares; 2024Q4: 29,166 shares; 2025Q1: 20,955 shares; 2025Q2: 40,302 shares; 2025Q3: 18,940 shares 18,940 $614K <0.01% -21,362 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,129 shares; 2024Q4: 9,864 shares; 2025Q1: 11,866 shares; 2025Q2: 10,941 shares; 2025Q3: 10,100 shares 10,100 $607K <0.01% -841 Timeline FLS FLOWSERVE CORP More: the full row for FLOWSERVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,507 shares; 2024Q4: 12,434 shares; 2025Q1: 12,109 shares; 2025Q2: 11,771 shares; 2025Q3: 11,412 shares 11,412 $606K <0.01% -359 Timeline PBW 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,320 shares; 2024Q4: 23,232 shares; 2025Q1: 28,438 shares; 2025Q2: 24,644 shares; 2025Q3: 20,919 shares 20,919 $604K <0.01% -3,725 Timeline EIS ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,678 shares; 2025Q1: 5,246 shares; 2025Q2: 5,172 shares; 2025Q3: 5,995 shares 5,995 $601K <0.01% +823 Timeline ICVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,331 shares; 2024Q4: 4,594 shares; 2025Q1: 4,510 shares; 2025Q2: 4,916 shares; 2025Q3: 5,929 shares 5,929 $593K <0.01% +1,013 Timeline JOBY JOBY AVIATION INC More: the full row for JOBY AVIATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,712 shares; 2024Q4: 34,010 shares; 2025Q1: 55,612 shares; 2025Q2: 23,615 shares; 2025Q3: 36,703 shares 36,703 $592K <0.01% +13,088 Timeline GME GAMESTOP CORP More: the full row for GAMESTOP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,397 shares; 2024Q4: 28,191 shares; 2025Q1: 30,185 shares; 2025Q2: 30,761 shares; 2025Q3: 21,712 shares 21,712 $592K <0.01% -9,049 Timeline PXH 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,976 shares; 2024Q4: 31,755 shares; 2025Q1: 29,559 shares; 2025Q2: 23,679 shares; 2025Q3: 23,216 shares 23,216 $590K <0.01% -463 Timeline NCLH NORWEGIAN CRUISE LINE HLDGS More: the full row for NORWEGIAN CRUISE LINE HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,415 shares; 2024Q4: 13,900 shares; 2025Q1: 17,208 shares; 2025Q2: 21,946 shares; 2025Q3: 23,843 shares 23,843 $587K <0.01% +1,897 Timeline XHB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,298 shares; 2024Q4: 4,023 shares; 2025Q1: 4,225 shares; 2025Q2: 5,151 shares; 2025Q3: 5,222 shares 5,222 $579K <0.01% +71 Timeline EZU ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,994 shares; 2025Q2: 8,954 shares; 2025Q3: 9,287 shares 9,287 $575K <0.01% +333 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,882 shares; 2025Q1: 2,066 shares; 2025Q2: 2,431 shares; 2025Q3: 2,635 shares 2,635 $572K <0.01% +204 Timeline GSEU GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,959 shares; 2025Q2: 13,456 shares; 2025Q3: 12,949 shares 12,949 $565K <0.01% -507 Timeline FLJP 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,098 shares; 2024Q4: 15,482 shares; 2025Q1: 15,131 shares; 2025Q2: 15,481 shares; 2025Q3: 16,352 shares 16,352 $565K <0.01% +871 Timeline IVLU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,401 shares; 2025Q2: 15,545 shares; 2025Q3: 15,859 shares 15,859 $563K <0.01% +314 Timeline BSY BENTLEY SYS INC More: the full row for BENTLEY SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,771 shares; 2024Q4: 10,354 shares; 2025Q1: 9,574 shares; 2025Q2: 10,993 shares; 2025Q3: 10,873 shares 10,873 $560K <0.01% -120 Timeline VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,375 shares; 2024Q4: 2,426 shares; 2025Q1: 2,329 shares; 2025Q2: 2,646 shares; 2025Q3: 2,943 shares 2,943 $552K <0.01% +297 Timeline FINX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,935 shares; 2024Q4: 18,681 shares; 2025Q1: 15,056 shares; 2025Q2: 15,219 shares; 2025Q3: 16,463 shares 16,463 $552K <0.01% +1,244 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,650 shares; 2024Q4: 10,510 shares; 2025Q1: 10,538 shares; 2025Q2: 8,782 shares; 2025Q3: 12,892 shares 12,892 $552K <0.01% +4,110 Timeline ELF E L F BEAUTY INC More: the full row for E L F BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,013 shares; 2025Q1: 4,302 shares; 2025Q2: 3,929 shares; 2025Q3: 4,163 shares 4,163 $552K <0.01% +234 Timeline PNR PENTAIR PLC More: the full row for PENTAIR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,242 shares; 2024Q4: 2,580 shares; 2025Q1: 3,724 shares; 2025Q2: 4,653 shares; 2025Q3: 4,977 shares 4,977 $551K <0.01% +324 Timeline RGLD ROYAL GOLD INC More: the full row for ROYAL GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,454 shares; 2025Q2: 3,945 shares; 2025Q3: 2,710 shares 2,710 $544K <0.01% -1,235 Timeline IEX IDEX CORP More: the full row for IDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,486 shares; 2024Q4: 3,479 shares; 2025Q1: 3,633 shares; 2025Q2: 3,352 shares; 2025Q3: 3,319 shares 3,319 $540K <0.01% -33 Timeline ALLE ALLEGION PLC More: the full row for ALLEGION PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,282 shares; 2024Q4: 2,428 shares; 2025Q1: 2,618 shares; 2025Q2: 2,764 shares; 2025Q3: 3,028 shares 3,028 $537K <0.01% +264 Timeline EWG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,597 shares; 2025Q3: 12,893 shares 12,893 $536K <0.01% +1,296 Timeline SPHD INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,349 shares; 2024Q4: 8,513 shares; 2025Q1: 8,673 shares; 2025Q2: 10,939 shares; 2025Q3: 10,832 shares 10,832 $536K <0.01% -107 Timeline QS QUANTUMSCAPE CORP More: the full row for QUANTUMSCAPE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,923 shares; 2024Q4: 15,778 shares; 2025Q1: 19,349 shares; 2025Q2: 21,844 shares; 2025Q3: 42,781 shares 42,781 $527K <0.01% +20,937 Timeline COMP COMPASS INC More: the full row for COMPASS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 65,326 shares 65,326 $525K <0.01% new Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,198 shares; 2025Q1: 1,831 shares; 2025Q2: 2,185 shares; 2025Q3: 2,675 shares 2,675 $523K <0.01% +490 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,509 shares; 2024Q4: 15,345 shares; 2025Q1: 16,874 shares; 2025Q2: 15,056 shares; 2025Q3: 15,556 shares 15,556 $519K <0.01% +500 Timeline BAX BAXTER INTL INC More: the full row for BAXTER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,024 shares; 2024Q4: not reported; 2025Q1: 11,858 shares; 2025Q2: 17,165 shares; 2025Q3: 22,666 shares 22,666 $516K <0.01% +5,501 Timeline DECK DECKERS OUTDOOR CORP More: the full row for DECKERS OUTDOOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,643 shares; 2024Q4: 3,354 shares; 2025Q1: 4,219 shares; 2025Q2: 4,648 shares; 2025Q3: 5,076 shares 5,076 $515K <0.01% +428 Timeline EG EVEREST GROUP LTD More: the full row for EVEREST GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,115 shares; 2024Q4: 3,657 shares; 2025Q1: 1,862 shares; 2025Q2: 1,426 shares; 2025Q3: 1,466 shares 1,466 $513K <0.01% +40 Timeline PXF 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,669 shares; 2024Q4: 12,624 shares; 2025Q1: 9,671 shares; 2025Q2: 8,555 shares; 2025Q3: 8,340 shares 8,340 $510K <0.01% -215 Timeline MGM MGM RESORTS INTERNATIONAL More: the full row for MGM RESORTS INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,523 shares; 2024Q4: 18,892 shares; 2025Q1: 15,123 shares; 2025Q2: 15,261 shares; 2025Q3: 14,605 shares 14,605 $506K <0.01% -656 Timeline FBIN FORTUNE BRANDS INNOVATIONS I More: the full row for FORTUNE BRANDS INNOVATIONS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,786 shares; 2024Q4: 26,290 shares; 2025Q1: 25,435 shares; 2025Q2: 9,498 shares; 2025Q3: 9,444 shares 9,444 $504K <0.01% -54 Timeline IDRV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,940 shares; 2024Q4: 17,511 shares; 2025Q1: 19,081 shares; 2025Q2: 15,981 shares; 2025Q3: 13,721 shares 13,721 $503K <0.01% -2,260 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19,040 shares 19,040 $502K <0.01% new Timeline ROKU ROKU INC More: the full row for ROKU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,915 shares; 2024Q4: 5,162 shares; 2025Q1: 5,634 shares; 2025Q2: 6,646 shares; 2025Q3: 4,984 shares 4,984 $499K <0.01% -1,662 Timeline RYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,365 shares; 2024Q4: 19,636 shares; 2025Q1: 12,545 shares; 2025Q2: 21,412 shares; 2025Q3: 33,146 shares 33,146 $499K <0.01% +11,734 Timeline HST HOST HOTELS & RESORTS INC More: the full row for HOST HOTELS & RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 168,469 shares; 2024Q4: 141,859 shares; 2025Q1: 30,364 shares; 2025Q2: 27,125 shares; 2025Q3: 29,175 shares 29,175 $497K <0.01% +2,050 Timeline BF-B BROWN FORMAN CORP More: the full row for BROWN FORMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,880 shares; 2024Q4: 66,635 shares; 2025Q1: 149,891 shares; 2025Q2: 215,359 shares; 2025Q3: 18,088 shares 18,088 $490K <0.01% -197,271 Timeline PHO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,363 shares; 2024Q4: 5,940 shares; 2025Q1: 6,281 shares; 2025Q2: 6,932 shares; 2025Q3: 6,764 shares 6,764 $488K <0.01% -168 Timeline CRSP CRISPR THERAPEUTICS AG More: the full row for CRISPR THERAPEUTICS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,003 shares; 2025Q3: 7,459 shares 7,459 $483K <0.01% +1,456 Timeline IPAY AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,950 shares; 2024Q4: 8,075 shares; 2025Q1: 8,069 shares; 2025Q2: 8,149 shares; 2025Q3: 8,455 shares 8,455 $483K <0.01% +306 Timeline SGDJ SPROTT ETF TRUST More: the full row for SPROTT ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,002 shares; 2025Q2: 7,766 shares; 2025Q3: 6,704 shares 6,704 $481K <0.01% -1,062 Timeline KRE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,708 shares; 2024Q4: 8,547 shares; 2025Q1: 7,738 shares; 2025Q2: 7,605 shares; 2025Q3: 7,568 shares 7,568 $479K <0.01% -37 Timeline UFOX ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,562 shares; 2024Q4: 5,885 shares; 2025Q1: 5,057 shares; 2025Q2: 5,308 shares; 2025Q3: 7,583 shares 7,583 $468K <0.01% +2,275 Timeline MORT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,313 shares; 2024Q4: 57,215 shares; 2025Q1: 39,872 shares; 2025Q2: 39,646 shares; 2025Q3: 42,143 shares 42,143 $454K <0.01% +2,497 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,739 shares; 2024Q4: 21,578 shares; 2025Q1: 19,822 shares; 2025Q2: 7,811 shares; 2025Q3: 7,195 shares 7,195 $454K <0.01% -616 Timeline MRNA MODERNA INC More: the full row for MODERNA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,911 shares; 2024Q4: 12,750 shares; 2025Q1: 31,018 shares; 2025Q2: 18,887 shares; 2025Q3: 17,448 shares 17,448 $451K <0.01% -1,439 Timeline PATH UIPATH INC More: the full row for UIPATH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,491 shares; 2024Q4: 32,913 shares; 2025Q1: 31,254 shares; 2025Q2: 31,737 shares; 2025Q3: 32,886 shares 32,886 $440K <0.01% +1,149 Timeline KIE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,617 shares; 2024Q4: 7,578 shares; 2025Q1: 9,488 shares; 2025Q2: 10,378 shares; 2025Q3: 7,417 shares 7,417 $440K <0.01% -2,961 Timeline RGTI RIGETTI COMPUTING INC More: the full row for RIGETTI COMPUTING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,716 shares 14,716 $438K <0.01% new Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,923 shares; 2024Q4: 13,568 shares; 2025Q1: 7,688 shares; 2025Q2: 7,546 shares; 2025Q3: 8,629 shares 8,629 $435K <0.01% +1,083 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,588 shares; 2025Q3: 5,131 shares 5,131 $430K <0.01% +543 Timeline EMLC VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,494 shares; 2024Q4: 10,740 shares; 2025Q1: 10,963 shares; 2025Q2: 14,757 shares; 2025Q3: 16,801 shares 16,801 $429K <0.01% +2,044 Timeline ACHR ARCHER AVIATION INC More: the full row for ARCHER AVIATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,968 shares; 2025Q3: 44,492 shares 44,492 $426K <0.01% +23,524 Timeline POOL POOL CORP More: the full row for POOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,620 shares; 2024Q4: 12,214 shares; 2025Q1: 14,577 shares; 2025Q2: 1,205 shares; 2025Q3: 1,349 shares 1,349 $418K <0.01% +144 Timeline FITE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,867 shares; 2025Q2: 4,661 shares; 2025Q3: 4,874 shares 4,874 $417K <0.01% +213 Timeline OSCR OSCAR HEALTH INC More: the full row for OSCAR HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 43,841 shares; 2025Q3: 21,951 shares 21,951 $416K <0.01% -21,890 Timeline PZT 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,333 shares; 2025Q3: 18,669 shares 18,669 $415K <0.01% +6,336 Timeline FUBO FUBOTV INC More: the full row for FUBOTV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,485 shares; 2024Q4: 29,176 shares; 2025Q1: 50,732 shares; 2025Q2: 49,595 shares; 2025Q3: 99,957 shares 99,957 $415K <0.01% +50,362 Timeline KTOS KRATOS DEFENSE & SEC SOLUTIO More: the full row for KRATOS DEFENSE & SEC SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,511 shares 4,511 $412K <0.01% new Timeline XES SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,945 shares; 2024Q4: 5,902 shares; 2025Q1: 5,594 shares; 2025Q2: 6,015 shares; 2025Q3: 5,683 shares 5,683 $411K <0.01% -332 Timeline FLBR 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,315 shares; 2025Q2: 19,611 shares; 2025Q3: 21,433 shares 21,433 $408K <0.01% +1,822 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 997 shares; 2024Q4: 1,252 shares; 2025Q1: 2,120 shares; 2025Q2: 1,998 shares; 2025Q3: 1,588 shares 1,588 $407K <0.01% -410 Timeline EPOL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,948 shares; 2025Q3: 12,585 shares 12,585 $405K <0.01% +4,637 Timeline METV LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,965 shares; 2024Q4: 19,867 shares; 2025Q1: 20,518 shares; 2025Q2: 18,683 shares; 2025Q3: 19,446 shares 19,446 $401K <0.01% +763 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,818 shares; 2024Q4: 4,238 shares; 2025Q1: 4,418 shares; 2025Q2: 4,340 shares; 2025Q3: 4,279 shares 4,279 $400K <0.01% -61 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,530 shares; 2025Q2: 1,531 shares; 2025Q3: 1,968 shares 1,968 $397K <0.01% +437 Timeline KBE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,383 shares; 2024Q4: 12,198 shares; 2025Q1: 7,094 shares; 2025Q2: 6,608 shares; 2025Q3: 6,548 shares 6,548 $389K <0.01% -60 Timeline IFF INTERNATIONAL FLAVORS&FRAGRA More: the full row for INTERNATIONAL FLAVORS&FRAGRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,194 shares; 2024Q4: 13,327 shares; 2025Q1: 14,217 shares; 2025Q2: 13,608 shares; 2025Q3: 6,304 shares 6,304 $388K <0.01% -7,304 Timeline XHE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,981 shares; 2024Q4: 4,246 shares; 2025Q1: 2,904 shares; 2025Q2: 3,113 shares; 2025Q3: 4,916 shares 4,916 $387K <0.01% +1,803 Timeline XSOE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,936 shares; 2025Q2: 8,851 shares; 2025Q3: 10,160 shares 10,160 $385K <0.01% +1,309 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,884 shares; 2024Q4: 2,970 shares; 2025Q1: 1,179 shares; 2025Q2: 1,237 shares; 2025Q3: 1,329 shares 1,329 $383K <0.01% +92 Timeline AFRM AFFIRM HLDGS INC More: the full row for AFFIRM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,641 shares; 2025Q1: 5,478 shares; 2025Q2: 6,088 shares; 2025Q3: 5,153 shares 5,153 $377K <0.01% -935 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,350 shares; 2024Q4: 2,171 shares; 2025Q1: 2,231 shares; 2025Q2: not reported; 2025Q3: 3,747 shares 3,747 $376K <0.01% new Timeline SKYD PARAMOUNT SKYDANCE CORP More: the full row for PARAMOUNT SKYDANCE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19,641 shares 19,641 $372K <0.01% new Timeline UDR UDR INC More: the full row for UDR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,831 shares; 2024Q4: 61,273 shares; 2025Q1: 74,485 shares; 2025Q2: 73,039 shares; 2025Q3: 9,933 shares 9,933 $370K <0.01% -63,106 Timeline OBDC BLUE OWL CAPITAL CORPORATION More: the full row for BLUE OWL CAPITAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 22,898 shares; 2025Q3: 28,965 shares 28,965 $370K <0.01% +6,067 Timeline TILRAY INC TILRAY INC More: the full row for TILRAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 161,857 shares; 2024Q4: 248,996 shares; 2025Q1: 230,567 shares; 2025Q2: 221,477 shares; 2025Q3: 213,665 shares 213,665 $370K <0.01% -7,812 LYFT LYFT INC More: the full row for LYFT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,455 shares; 2024Q4: not reported; 2025Q1: 12,306 shares; 2025Q2: not reported; 2025Q3: 16,764 shares 16,764 $369K <0.01% new Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,546 shares; 2025Q1: not reported; 2025Q2: 2,559 shares; 2025Q3: 2,530 shares 2,530 $369K <0.01% -29 Timeline FLGB 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,633 shares; 2024Q4: 10,063 shares; 2025Q1: 10,013 shares; 2025Q2: 11,345 shares; 2025Q3: 11,402 shares 11,402 $368K <0.01% +57 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,205 shares; 2025Q1: 1,641 shares; 2025Q2: 1,742 shares; 2025Q3: 1,809 shares 1,809 $368K <0.01% +67 Timeline AKAM AKAMAI TECHNOLOGIES INC More: the full row for AKAMAI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,693 shares; 2024Q4: 10,955 shares; 2025Q1: 10,177 shares; 2025Q2: 8,189 shares; 2025Q3: 4,860 shares 4,860 $368K <0.01% -3,329 Timeline BWA BORGWARNER INC More: the full row for BORGWARNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,894 shares; 2024Q4: 14,239 shares; 2025Q1: 13,087 shares; 2025Q2: 8,531 shares; 2025Q3: 8,364 shares 8,364 $368K <0.01% -167 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,348 shares 3,348 $361K <0.01% new Timeline RL RALPH LAUREN CORP More: the full row for RALPH LAUREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,042 shares; 2025Q3: 1,146 shares 1,146 $359K <0.01% +104 Timeline EWT ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,238 shares; 2025Q3: 5,648 shares 5,648 $359K <0.01% +410 Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,160 shares; 2024Q4: 16,187 shares; 2025Q1: 5,280 shares; 2025Q2: 2,942 shares; 2025Q3: 3,304 shares 3,304 $359K <0.01% +362 Timeline MOO VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,275 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,780 shares; 2025Q3: 4,839 shares 4,839 $355K <0.01% +59 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,936 shares; 2024Q4: 3,385 shares; 2025Q1: 3,871 shares; 2025Q2: 3,978 shares; 2025Q3: 4,725 shares 4,725 $347K <0.01% +747 Timeline KOMP SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,113 shares; 2025Q1: 4,498 shares; 2025Q2: 5,466 shares; 2025Q3: 5,569 shares 5,569 $347K <0.01% +103 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,350 shares; 2024Q4: 5,845 shares; 2025Q1: 3,083 shares; 2025Q2: 3,355 shares; 2025Q3: 4,239 shares 4,239 $344K <0.01% +884 Timeline CROX CROCS INC More: the full row for CROCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,569 shares; 2025Q2: 3,823 shares; 2025Q3: 4,100 shares 4,100 $343K <0.01% +277 Timeline IFGL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,647 shares; 2025Q1: 13,439 shares; 2025Q2: 14,055 shares; 2025Q3: 14,839 shares 14,839 $342K <0.01% +784 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,695 shares; 2024Q4: 18,637 shares; 2025Q1: 12,588 shares; 2025Q2: 11,205 shares; 2025Q3: 7,360 shares 7,360 $337K <0.01% -3,845 Timeline VKTX VIKING THERAPEUTICS INC More: the full row for VIKING THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,973 shares; 2025Q1: 8,759 shares; 2025Q2: 10,048 shares; 2025Q3: 12,802 shares 12,802 $336K <0.01% +2,754 Timeline EWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,621 shares; 2024Q4: 5,449 shares; 2025Q1: 4,911 shares; 2025Q2: 4,344 shares; 2025Q3: 4,939 shares 4,939 $332K <0.01% +595 Timeline BBAI BIGBEAR AI HLDGS INC More: the full row for BIGBEAR AI HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,856 shares; 2025Q3: 50,913 shares 50,913 $332K <0.01% +35,057 Timeline ECNS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,539 shares; 2024Q4: 29,010 shares; 2025Q1: not reported; 2025Q2: 6,574 shares; 2025Q3: 8,394 shares 8,394 $331K <0.01% +1,820 Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 876 shares; 2024Q4: 885 shares; 2025Q1: 859 shares; 2025Q2: 853 shares; 2025Q3: 789 shares 789 $331K <0.01% -64 Timeline CFLT CONFLUENT INC-CLASS A More: the full row for CONFLUENT INC-CLASS A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,002 shares; 2025Q3: 16,588 shares 16,588 $328K <0.01% +1,586 Timeline LMND LEMONADE INC More: the full row for LEMONADE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,125 shares 6,125 $328K <0.01% new Timeline LW LAMB WESTON HLDGS INC More: the full row for LAMB WESTON HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,752 shares; 2024Q4: 6,239 shares; 2025Q1: 4,720 shares; 2025Q2: 5,228 shares; 2025Q3: 5,577 shares 5,577 $324K <0.01% +349 Timeline PFFD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,684 shares; 2025Q3: 16,249 shares 16,249 $316K <0.01% +2,565 Timeline HERO GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,479 shares; 2024Q4: 8,658 shares; 2025Q1: 8,444 shares; 2025Q2: 10,329 shares; 2025Q3: 9,310 shares 9,310 $315K <0.01% -1,019 Timeline BJ BJS WHSL CLUB HLDGS INC More: the full row for BJS WHSL CLUB HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,470 shares; 2024Q4: 3,452 shares; 2025Q1: 3,334 shares; 2025Q2: 3,273 shares; 2025Q3: 3,356 shares 3,356 $313K <0.01% +83 Timeline SMR NUSCALE PWR CORP More: the full row for NUSCALE PWR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,555 shares 8,555 $308K <0.01% new Timeline BLDR BUILDERS FIRSTSOURCE INC More: the full row for BUILDERS FIRSTSOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,299 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,171 shares; 2025Q3: 2,540 shares 2,540 $308K <0.01% +369 Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,410 shares; 2024Q4: 30,541 shares; 2025Q1: 29,333 shares; 2025Q2: 15,683 shares; 2025Q3: 15,199 shares 15,199 $307K <0.01% -484 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,535 shares; 2024Q4: 18,873 shares; 2025Q1: 10,184 shares; 2025Q2: 3,707 shares; 2025Q3: 4,113 shares 4,113 $306K <0.01% +406 Timeline EIRL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,822 shares; 2025Q2: 4,083 shares; 2025Q3: 4,530 shares 4,530 $306K <0.01% +447 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,596 shares; 2025Q3: 7,094 shares 7,094 $302K <0.01% +1,498 Timeline TAN 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,409 shares; 2024Q4: 6,393 shares; 2025Q1: 7,432 shares; 2025Q2: 8,154 shares; 2025Q3: 6,902 shares 6,902 $301K <0.01% -1,252 Timeline SOUN SOUNDHOUND AI INC More: the full row for SOUNDHOUND AI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,586 shares 18,586 $299K <0.01% new Timeline ITB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,163 shares; 2024Q4: 3,586 shares; 2025Q1: 2,592 shares; 2025Q2: not reported; 2025Q3: 2,776 shares 2,776 $298K <0.01% new Timeline MANH MANHATTAN ASSOCIATES INC More: the full row for MANHATTAN ASSOCIATES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 750 shares; 2024Q4: 959 shares; 2025Q1: 1,473 shares; 2025Q2: 1,600 shares; 2025Q3: 1,449 shares 1,449 $297K <0.01% -151 Timeline CACI CACI INTL INC More: the full row for CACI INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 576 shares; 2024Q4: 589 shares; 2025Q1: 571 shares; 2025Q2: 581 shares; 2025Q3: 594 shares 594 $296K <0.01% +13 Timeline HYMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,537 shares; 2024Q4: 17,230 shares; 2025Q1: 16,525 shares; 2025Q2: 18,234 shares; 2025Q3: 11,757 shares 11,757 $293K <0.01% -6,477 Timeline ECH ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,534 shares; 2024Q4: not reported; 2025Q1: 9,171 shares; 2025Q2: 8,811 shares; 2025Q3: 8,868 shares 8,868 $292K <0.01% +57 Timeline KRBN KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,716 shares; 2024Q4: 11,989 shares; 2025Q1: 11,115 shares; 2025Q2: 9,357 shares; 2025Q3: 9,010 shares 9,010 $292K <0.01% -347 Timeline CPT CAMDEN PPTY TR More: the full row for CAMDEN PPTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,085 shares; 2024Q4: 2,213 shares; 2025Q1: 2,514 shares; 2025Q2: 2,583 shares; 2025Q3: 2,719 shares 2,719 $290K <0.01% +136 Timeline UPST UPSTART HLDGS INC More: the full row for UPSTART HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,821 shares; 2025Q3: 5,703 shares 5,703 $290K <0.01% +1,882 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,809 shares; 2025Q3: 3,413 shares 3,413 $290K <0.01% +604 Timeline BLCN SIREN ETF TR More: the full row for SIREN ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,339 shares; 2024Q4: 10,895 shares; 2025Q1: 11,521 shares; 2025Q2: 11,034 shares; 2025Q3: 10,401 shares 10,401 $288K <0.01% -633 Timeline VEGI ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,810 shares; 2024Q4: 11,879 shares; 2025Q1: 11,931 shares; 2025Q2: 6,430 shares; 2025Q3: 7,254 shares 7,254 $285K <0.01% +824 Timeline WOOD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,643 shares; 2024Q4: 3,663 shares; 2025Q1: 2,948 shares; 2025Q2: 3,313 shares; 2025Q3: 3,866 shares 3,866 $284K <0.01% +553 Timeline DKNG DRAFTKINGS INC NEW More: the full row for DRAFTKINGS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,929 shares; 2024Q4: 6,352 shares; 2025Q1: 7,263 shares; 2025Q2: 7,630 shares; 2025Q3: 7,586 shares 7,586 $284K <0.01% -44 Timeline EWS ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,706 shares; 2025Q3: 9,992 shares 9,992 $283K <0.01% -714 Timeline WYNN WYNN RESORTS LTD More: the full row for WYNN RESORTS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,198 shares 2,198 $282K <0.01% new Timeline FIW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,192 shares; 2024Q4: 2,968 shares; 2025Q1: 2,296 shares; 2025Q2: 2,179 shares; 2025Q3: 2,480 shares 2,480 $279K <0.01% +301 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,504 shares; 2025Q3: 3,624 shares 3,624 $278K <0.01% +120 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,888 shares; 2025Q2: 6,146 shares; 2025Q3: 7,008 shares 7,008 $278K <0.01% +862 Timeline NDSN NORDSON CORP More: the full row for NORDSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,132 shares; 2025Q3: 1,217 shares 1,217 $276K <0.01% +85 Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,474 shares; 2025Q3: 3,781 shares 3,781 $276K <0.01% +307 Timeline IPO RENAISSANCE CAP GREENWICH FD More: the full row for RENAISSANCE CAP GREENWICH FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,395 shares; 2024Q4: 5,607 shares; 2025Q1: 5,824 shares; 2025Q2: 5,851 shares; 2025Q3: 5,560 shares 5,560 $276K <0.01% -291 Timeline DAX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,677 shares; 2025Q3: 6,151 shares 6,151 $275K <0.01% -526 Timeline UUUU ENERGY FUELS INC More: the full row for ENERGY FUELS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,906 shares 17,906 $275K <0.01% 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,562 shares; 2024Q4: 18,130 shares; 2025Q1: 16,008 shares; 2025Q2: 18,524 shares; 2025Q3: 20,877 shares 20,877 $275K <0.01% +2,353 Timeline EWC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,124 shares; 2025Q1: not reported; 2025Q2: 4,989 shares; 2025Q3: 5,288 shares 5,288 $267K <0.01% +299 Timeline RITM RITHM CAPITAL CORP More: the full row for RITHM CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,932 shares; 2024Q4: 12,318 shares; 2025Q1: 18,535 shares; 2025Q2: 20,001 shares; 2025Q3: 23,412 shares 23,412 $267K <0.01% +3,411 Timeline KGC KINROSS GOLD CORP More: the full row for KINROSS GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,698 shares 10,698 $266K <0.01% new Timeline EXAS EXACT SCIENCES CORP More: the full row for EXACT SCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,500 shares; 2024Q4: 5,382 shares; 2025Q1: 5,246 shares; 2025Q2: 5,005 shares; 2025Q3: 4,739 shares 4,739 $259K <0.01% -266 Timeline JETS ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,463 shares 10,463 $258K <0.01% new Timeline DRIV GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,108 shares 9,108 $258K <0.01% new Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,246 shares 1,246 $257K <0.01% new Timeline LII LENNOX INTL INC More: the full row for LENNOX INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 357 shares; 2025Q2: 409 shares; 2025Q3: 484 shares 484 $256K <0.01% +75 Timeline RVTY REVVITY INC More: the full row for REVVITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,615 shares; 2024Q4: 8,257 shares; 2025Q1: 8,988 shares; 2025Q2: 5,589 shares; 2025Q3: 2,909 shares 2,909 $255K <0.01% -2,680 Timeline SUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,018 shares 10,018 $254K <0.01% new Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,396 shares; 2025Q3: 3,659 shares 3,659 $251K <0.01% +263 Timeline HAS HASBRO INC More: the full row for HASBRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,308 shares 3,308 $251K <0.01% new Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,631 shares 7,631 $250K <0.01% new Timeline BUZZ VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,364 shares; 2024Q4: 15,505 shares; 2025Q1: 11,748 shares; 2025Q2: 9,452 shares; 2025Q3: 6,857 shares 6,857 $247K <0.01% -2,595 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,547 shares; 2024Q4: 9,526 shares; 2025Q1: 9,529 shares; 2025Q2: 9,540 shares; 2025Q3: 9,560 shares 9,560 $246K <0.01% +20 Timeline CALY CALLAWAY GOLF CO More: the full row for CALLAWAY GOLF CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,445 shares; 2024Q4: 23,266 shares; 2025Q1: 22,081 shares; 2025Q2: 26,760 shares; 2025Q3: 25,605 shares 25,605 $243K <0.01% -1,155 Timeline AIZ ASSURANT INC More: the full row for ASSURANT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,113 shares 1,113 $241K <0.01% new Timeline BETZ LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,505 shares; 2025Q3: 10,057 shares 10,057 $240K <0.01% -448 Timeline EEMV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,440 shares; 2025Q3: 3,731 shares 3,731 $238K <0.01% +291 Timeline AMC AMC ENTMT HLDGS INC More: the full row for AMC ENTMT HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,127 shares; 2024Q4: 65,549 shares; 2025Q1: 75,392 shares; 2025Q2: 75,692 shares; 2025Q3: 81,455 shares 81,455 $236K <0.01% +5,763 Timeline BBCA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,706 shares 2,706 $236K <0.01% new Timeline CAKE CHEESECAKE FACTORY INC More: the full row for CHEESECAKE FACTORY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,428 shares; 2025Q3: 4,313 shares 4,313 $236K <0.01% +885 Timeline QUBT QUANTUM COMPUTING INC More: the full row for QUANTUM COMPUTING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,600 shares; 2025Q3: 12,795 shares 12,795 $236K <0.01% +195 Timeline RUN SUNRUN INC More: the full row for SUNRUN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20,032 shares; 2025Q2: 14,909 shares; 2025Q3: 13,549 shares 13,549 $234K <0.01% -1,360 Timeline DTM DT MIDSTREAM INC More: the full row for DT MIDSTREAM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,252 shares; 2025Q1: 2,178 shares; 2025Q2: 2,134 shares; 2025Q3: 2,071 shares 2,071 $234K <0.01% -63 Timeline AWR AMER STATES WTR CO More: the full row for AMER STATES WTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,790 shares; 2024Q4: 2,880 shares; 2025Q1: 2,925 shares; 2025Q2: 3,115 shares; 2025Q3: 3,189 shares 3,189 $234K <0.01% +74 Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 802 shares; 2024Q4: 805 shares; 2025Q1: 749 shares; 2025Q2: 737 shares; 2025Q3: 708 shares 708 $233K <0.01% -29 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,924 shares 1,924 $232K <0.01% new Timeline BG BUNGE GLOBAL SA More: the full row for BUNGE GLOBAL SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,272 shares; 2025Q3: 2,813 shares 2,813 $229K <0.01% -459 Timeline AFK VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,321 shares 9,321 $227K <0.01% new Timeline GEM GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,565 shares 5,565 $227K <0.01% new Timeline R RYDER SYS INC More: the full row for RYDER SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,185 shares 1,185 $224K <0.01% new Timeline SCJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,422 shares 2,422 $223K <0.01% new Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,225 shares 3,225 $221K <0.01% new Timeline AN AUTONATION INC More: the full row for AUTONATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,008 shares 1,008 $221K <0.01% new Timeline EQH EQUITABLE HLDGS INC More: the full row for EQUITABLE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,609 shares; 2025Q1: 4,509 shares; 2025Q2: 4,405 shares; 2025Q3: 4,295 shares 4,295 $218K <0.01% -110 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,708 shares 2,708 $217K <0.01% new Timeline EXE EXPAND ENERGY CORPORATION More: the full row for EXPAND ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,479 shares; 2025Q3: 2,039 shares 2,039 $217K <0.01% -440 Timeline INVH INVITATION HOMES INC More: the full row for INVITATION HOMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,746 shares; 2024Q4: 19,307 shares; 2025Q1: 23,522 shares; 2025Q2: 21,296 shares; 2025Q3: 7,351 shares 7,351 $216K <0.01% -13,945 Timeline IAK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,628 shares; 2025Q2: 1,754 shares; 2025Q3: 1,608 shares 1,608 $216K <0.01% -146 Timeline DAY DAYFORCE INC More: the full row for DAYFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,124 shares 3,124 $215K <0.01% new Timeline PAAS PAN AMERN SILVER CORP More: the full row for PAN AMERN SILVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,533 shares 5,533 $214K <0.01% new Timeline AAL AMERICAN AIRLINES GROUP INC More: the full row for AMERICAN AIRLINES GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,130 shares; 2024Q4: 18,998 shares; 2025Q1: 23,773 shares; 2025Q2: 26,291 shares; 2025Q3: 19,058 shares 19,058 $214K <0.01% -7,233 Timeline TECH BIO-TECHNE CORP More: the full row for BIO-TECHNE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,933 shares; 2025Q2: not reported; 2025Q3: 3,844 shares 3,844 $214K <0.01% new Timeline MTCH MATCH GROUP INC NEW More: the full row for MATCH GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,978 shares 5,978 $211K <0.01% new Timeline SFM SPROUTS FMRS MKT INC More: the full row for SPROUTS FMRS MKT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,128 shares; 2025Q1: 1,967 shares; 2025Q2: 2,019 shares; 2025Q3: 1,940 shares 1,940 $211K <0.01% -79 Timeline GSJY GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,637 shares 4,637 $209K <0.01% new Timeline CRDO CREDO TECHNOLOGY GROUP HOLDI More: the full row for CREDO TECHNOLOGY GROUP HOLDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,433 shares 1,433 $209K <0.01% new Timeline ITT ITT INC More: the full row for ITT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,159 shares 1,159 $207K <0.01% new Timeline EWBC EAST WEST BANCORP INC More: the full row for EAST WEST BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,092 shares; 2025Q1: not reported; 2025Q2: 2,009 shares; 2025Q3: 1,942 shares 1,942 $207K <0.01% -67 Timeline THC TENET HEALTHCARE CORP More: the full row for TENET HEALTHCARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,011 shares 1,011 $205K <0.01% new Timeline PAYC PAYCOM SOFTWARE INC More: the full row for PAYCOM SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 986 shares 986 $205K <0.01% new Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 961 shares; 2025Q2: not reported; 2025Q3: 987 shares 987 $204K <0.01% new Timeline TFI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,518 shares; 2024Q4: 16,866 shares; 2025Q1: 14,353 shares; 2025Q2: not reported; 2025Q3: 4,412 shares 4,412 $201K <0.01% new Timeline MAIN MAIN STR CAP CORP More: the full row for MAIN STR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,159 shares 3,159 $201K <0.01% new Timeline EOSE EOS ENERGY ENTERPRISES INC More: the full row for EOS ENERGY ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,635 shares; 2025Q3: 17,611 shares 17,611 $201K <0.01% +4,976 Timeline SGI SOMNIGROUP INTERNATIONAL INC More: the full row for SOMNIGROUP INTERNATIONAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,378 shares 2,378 $201K <0.01% new Timeline EFAX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,065 shares 4,065 $200K <0.01% new Timeline WULF TERAWULF INC More: the full row for TERAWULF INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,437 shares 15,437 $176K <0.01% new Timeline OPEN OPENDOOR TECHNOLOGIES INC More: the full row for OPENDOOR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,886 shares; 2024Q4: 34,560 shares; 2025Q1: 86,119 shares; 2025Q2: 79,620 shares; 2025Q3: 20,167 shares 20,167 $161K <0.01% -59,453 Timeline PL PLANET LABS PBC More: the full row for PLANET LABS PBC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,058 shares 12,058 $157K <0.01% new Timeline HL HECLA MINING COMPANY More: the full row for HECLA MINING COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,802 shares; 2025Q3: 12,720 shares 12,720 $154K <0.01% +918 Timeline PLUG PLUG PWR INC More: the full row for PLUG PWR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,674 shares; 2024Q4: 72,254 shares; 2025Q1: 107,112 shares; 2025Q2: 88,461 shares; 2025Q3: 64,760 shares 64,760 $151K <0.01% -23,701 Timeline PTON PELOTON INTERACTIVE INC More: the full row for PELOTON INTERACTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,810 shares; 2024Q4: 16,586 shares; 2025Q1: 18,463 shares; 2025Q2: 17,157 shares; 2025Q3: 16,760 shares 16,760 $151K <0.01% -397 Timeline AMCOR PLC AMCOR PLC More: the full row for AMCOR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,887 shares; 2025Q2: 18,635 shares; 2025Q3: 16,719 shares 16,719 $137K <0.01% -1,916 SERV SERVE ROBOTICS INC More: the full row for SERVE ROBOTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,240 shares 11,240 $131K <0.01% new Timeline PACB PACIFIC BIOSCIENCES CALIF IN More: the full row for PACIFIC BIOSCIENCES CALIF IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,556 shares; 2024Q4: 37,751 shares; 2025Q1: 89,576 shares; 2025Q2: 89,818 shares; 2025Q3: 90,205 shares 90,205 $115K <0.01% +387 Timeline PSEC PROSPECT CAP CORP More: the full row for PROSPECT CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,704 shares; 2024Q4: 16,393 shares; 2025Q1: 16,889 shares; 2025Q2: 38,988 shares; 2025Q3: 39,352 shares 39,352 $108K <0.01% +364 Timeline CHGG CHEGG INC More: the full row for CHEGG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 63,885 shares; 2025Q2: 63,885 shares; 2025Q3: 63,866 shares 63,866 $96.4K <0.01% -19 Timeline RR RICHTECH ROBOTICS INC More: the full row for RICHTECH ROBOTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,545 shares 20,545 $88.1K <0.01% new Timeline HNST HONEST CO INC More: the full row for HONEST CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,304 shares 20,304 $74.7K <0.01% new Timeline DNUT KRISPY KREME INC More: the full row for KRISPY KREME INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,692 shares 18,692 $72.3K <0.01% new Timeline ALIT ALIGHT INC More: the full row for ALIGHT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,414 shares 18,414 $60K <0.01% new Timeline AUR AURORA INNOVATION INC More: the full row for AURORA INNOVATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,964 shares 10,964 $59.1K <0.01% new Timeline BLNK BLINK CHARGING CO More: the full row for BLINK CHARGING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,179 shares; 2024Q4: 45,911 shares; 2025Q1: 39,595 shares; 2025Q2: 35,759 shares; 2025Q3: 35,577 shares 35,577 $58.3K <0.01% -182 Timeline