AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 630 shares; 2024Q4: 1,122 shares; 2025Q1: 6,084 shares; 2025Q2: 8,358 shares; 2025Q3: 8,866 shares; 2025Q4: 5,733 shares 5,733 $3.26M 0.01% -3,133 Timeline CRBN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,258 shares; 2024Q4: 12,814 shares; 2025Q1: 12,887 shares; 2025Q2: 13,182 shares; 2025Q3: 13,640 shares; 2025Q4: 14,112 shares 14,112 $3.25M 0.01% +472 Timeline SKYY FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,605 shares; 2024Q4: 8,159 shares; 2025Q1: 19,941 shares; 2025Q2: 24,115 shares; 2025Q3: 25,015 shares; 2025Q4: 24,885 shares 24,885 $3.24M 0.01% -130 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,005 shares; 2024Q4: 46,337 shares; 2025Q1: 55,558 shares; 2025Q2: 80,896 shares; 2025Q3: 98,577 shares; 2025Q4: 145,033 shares 145,033 $3.23M 0.01% +46,456 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,718 shares; 2024Q4: 9,966 shares; 2025Q1: 11,141 shares; 2025Q2: 14,199 shares; 2025Q3: 14,551 shares; 2025Q4: 15,796 shares 15,796 $3.21M 0.01% +1,245 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,797 shares; 2024Q4: 9,858 shares; 2025Q1: 9,853 shares; 2025Q2: 10,513 shares; 2025Q3: 19,544 shares; 2025Q4: 14,366 shares 14,366 $3.21M 0.01% -5,178 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,222 shares; 2024Q4: 15,203 shares; 2025Q1: 14,352 shares; 2025Q2: 12,511 shares; 2025Q3: 11,491 shares; 2025Q4: 11,017 shares 11,017 $3.18M 0.01% -474 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,485 shares; 2024Q4: 12,266 shares; 2025Q1: 12,180 shares; 2025Q2: 11,314 shares; 2025Q3: 11,635 shares; 2025Q4: 11,758 shares 11,758 $3.17M 0.01% +123 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,403 shares; 2024Q4: 8,204 shares; 2025Q1: 8,268 shares; 2025Q2: 11,305 shares; 2025Q3: 23,679 shares; 2025Q4: 31,393 shares 31,393 $3.13M 0.01% +7,714 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,003 shares; 2024Q4: 20,381 shares; 2025Q1: 30,007 shares; 2025Q2: 30,747 shares; 2025Q3: 30,543 shares; 2025Q4: 40,221 shares 40,221 $3.12M 0.01% +9,678 Timeline UHS UNIVERSAL HLTH SVCS INC More: the full row for UNIVERSAL HLTH SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,593 shares; 2024Q4: 14,461 shares; 2025Q1: 14,329 shares; 2025Q2: 14,161 shares; 2025Q3: 14,204 shares; 2025Q4: 14,141 shares 14,141 $3.08M 0.01% -63 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,780 shares; 2024Q4: 90,629 shares; 2025Q1: 26,525 shares; 2025Q2: 96,922 shares; 2025Q3: 94,434 shares; 2025Q4: 94,918 shares 94,918 $3.08M 0.01% +484 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,752 shares; 2024Q4: 11,188 shares; 2025Q1: 9,287 shares; 2025Q2: 8,969 shares; 2025Q3: 8,384 shares; 2025Q4: 9,507 shares 9,507 $3.07M 0.01% +1,123 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,682 shares; 2024Q4: 1,981 shares; 2025Q1: 2,625 shares; 2025Q2: 4,466 shares; 2025Q3: 4,639 shares; 2025Q4: 5,064 shares 5,064 $3.06M 0.01% +425 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,515 shares; 2024Q4: 39,622 shares; 2025Q1: 43,306 shares; 2025Q2: 36,133 shares; 2025Q3: 36,179 shares; 2025Q4: 34,855 shares 34,855 $3.04M 0.01% -1,324 Timeline LYV LIVE NATION ENTERTAINMENT IN More: the full row for LIVE NATION ENTERTAINMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,708 shares; 2024Q4: 6,795 shares; 2025Q1: 6,343 shares; 2025Q2: 16,612 shares; 2025Q3: 25,980 shares; 2025Q4: 21,329 shares 21,329 $3.04M 0.01% -4,651 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,140 shares; 2024Q4: 17,131 shares; 2025Q1: 17,364 shares; 2025Q2: 17,824 shares; 2025Q3: 21,370 shares; 2025Q4: 22,190 shares 22,190 $3.02M 0.01% +820 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,055 shares; 2024Q4: 17,826 shares; 2025Q1: 16,732 shares; 2025Q2: 13,915 shares; 2025Q3: 13,960 shares; 2025Q4: 16,533 shares 16,533 $3M 0.01% +2,573 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,205 shares; 2024Q4: 35,444 shares; 2025Q1: 43,591 shares; 2025Q2: 45,010 shares; 2025Q3: 55,674 shares; 2025Q4: 55,675 shares 55,675 $2.98M 0.01% +1 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,182 shares; 2024Q4: 32,096 shares; 2025Q1: 30,043 shares; 2025Q2: 31,308 shares; 2025Q3: 34,550 shares; 2025Q4: 41,472 shares 41,472 $2.97M 0.01% +6,922 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,851 shares; 2024Q4: 10,060 shares; 2025Q1: 9,501 shares; 2025Q2: 9,204 shares; 2025Q3: 11,530 shares; 2025Q4: 10,630 shares 10,630 $2.97M 0.01% -900 Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,818 shares; 2024Q4: 8,042 shares; 2025Q1: 9,380 shares; 2025Q2: 13,630 shares; 2025Q3: 13,839 shares; 2025Q4: 12,196 shares 12,196 $2.94M 0.01% -1,643 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,477 shares; 2024Q4: 11,778 shares; 2025Q1: 10,237 shares; 2025Q2: 10,870 shares; 2025Q3: 11,341 shares; 2025Q4: 12,530 shares 12,530 $2.88M 0.01% +1,189 Timeline BLOK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,561 shares; 2024Q4: 28,578 shares; 2025Q1: 34,773 shares; 2025Q2: 38,473 shares; 2025Q3: 51,297 shares; 2025Q4: 50,532 shares 50,532 $2.87M 0.01% -765 Timeline IQDF FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,942 shares; 2024Q4: 52,988 shares; 2025Q1: 51,956 shares; 2025Q2: 97,902 shares; 2025Q3: 94,197 shares; 2025Q4: 94,182 shares 94,182 $2.86M 0.01% -15 Timeline VTRS VIATRIS INC More: the full row for VIATRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 337,334 shares; 2024Q4: 380,893 shares; 2025Q1: 391,026 shares; 2025Q2: 381,247 shares; 2025Q3: 230,905 shares; 2025Q4: 229,790 shares 229,790 $2.86M 0.01% -1,115 Timeline BXP BXP INC More: the full row for BXP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,908 shares; 2024Q4: 49,195 shares; 2025Q1: 48,159 shares; 2025Q2: 45,111 shares; 2025Q3: 43,510 shares; 2025Q4: 42,378 shares 42,378 $2.86M 0.01% -1,132 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,748 shares; 2024Q4: 18,615 shares; 2025Q1: 22,708 shares; 2025Q2: 19,021 shares; 2025Q3: 19,041 shares; 2025Q4: 25,487 shares 25,487 $2.86M 0.01% +6,446 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,377 shares; 2024Q4: 12,586 shares; 2025Q1: 10,319 shares; 2025Q2: 13,181 shares; 2025Q3: 21,786 shares; 2025Q4: 26,697 shares 26,697 $2.86M 0.01% +4,911 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,030 shares; 2024Q4: 26,360 shares; 2025Q1: 30,661 shares; 2025Q2: 35,296 shares; 2025Q3: 36,247 shares; 2025Q4: 35,956 shares 35,956 $2.85M 0.01% -291 Timeline KIM KIMCO REALTY CORP More: the full row for KIMCO REALTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 142,226 shares; 2024Q4: 143,640 shares; 2025Q1: 139,115 shares; 2025Q2: 144,870 shares; 2025Q3: 145,224 shares; 2025Q4: 139,063 shares 139,063 $2.82M 0.01% -6,161 Timeline QQQJ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,619 shares; 2024Q4: 51,749 shares; 2025Q1: 68,035 shares; 2025Q2: 66,023 shares; 2025Q3: 70,554 shares; 2025Q4: 75,673 shares 75,673 $2.79M 0.01% +5,119 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,130 shares; 2024Q4: 46,338 shares; 2025Q1: 58,960 shares; 2025Q2: 35,295 shares; 2025Q3: 38,423 shares; 2025Q4: 39,765 shares 39,765 $2.76M 0.01% +1,342 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,102 shares; 2024Q4: 21,948 shares; 2025Q1: 25,013 shares; 2025Q2: 27,579 shares; 2025Q3: 29,662 shares; 2025Q4: 32,316 shares 32,316 $2.75M 0.01% +2,654 Timeline TXT TEXTRON INC More: the full row for TEXTRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,174 shares; 2024Q4: 35,873 shares; 2025Q1: 36,861 shares; 2025Q2: 32,207 shares; 2025Q3: 31,863 shares; 2025Q4: 31,442 shares 31,442 $2.74M 0.01% -421 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,152 shares; 2024Q4: 1,836 shares; 2025Q1: 3,785 shares; 2025Q2: 8,684 shares; 2025Q3: 11,324 shares; 2025Q4: 15,551 shares 15,551 $2.74M 0.01% +4,227 Timeline 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,108 shares; 2024Q4: 18,029 shares; 2025Q1: 19,912 shares; 2025Q2: 16,652 shares; 2025Q3: 17,487 shares; 2025Q4: 18,519 shares 18,519 $2.74M 0.01% +1,032 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,088 shares; 2024Q4: 11,345 shares; 2025Q1: 12,100 shares; 2025Q2: 22,608 shares; 2025Q3: 22,849 shares; 2025Q4: 24,458 shares 24,458 $2.73M 0.01% +1,609 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,197 shares; 2024Q4: 15,697 shares; 2025Q1: 16,651 shares; 2025Q2: 18,011 shares; 2025Q3: 16,839 shares; 2025Q4: 20,010 shares 20,010 $2.72M 0.01% +3,171 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,989 shares; 2024Q4: 12,016 shares; 2025Q1: 12,642 shares; 2025Q2: 13,095 shares; 2025Q3: 13,341 shares; 2025Q4: 12,602 shares 12,602 $2.71M 0.01% -739 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,491 shares; 2024Q4: 4,014 shares; 2025Q1: 4,310 shares; 2025Q2: 2,946 shares; 2025Q3: 6,949 shares; 2025Q4: 11,989 shares 11,989 $2.7M 0.01% +5,040 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,815 shares; 2024Q4: 25,005 shares; 2025Q1: 28,251 shares; 2025Q2: 28,221 shares; 2025Q3: 31,128 shares; 2025Q4: 33,616 shares 33,616 $2.7M 0.01% +2,488 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,287 shares; 2024Q4: 26,280 shares; 2025Q1: 24,674 shares; 2025Q2: 25,627 shares; 2025Q3: 27,998 shares; 2025Q4: 30,117 shares 30,117 $2.69M 0.01% +2,119 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,277 shares; 2024Q4: 24,858 shares; 2025Q1: 26,669 shares; 2025Q2: 19,487 shares; 2025Q3: 23,810 shares; 2025Q4: 33,328 shares 33,328 $2.69M 0.01% +9,518 Timeline ARKF ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,604 shares; 2024Q4: 46,588 shares; 2025Q1: 50,337 shares; 2025Q2: 48,395 shares; 2025Q3: 51,687 shares; 2025Q4: 55,993 shares 55,993 $2.67M 0.01% +4,306 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,455 shares; 2024Q4: 1,669 shares; 2025Q1: 2,036 shares; 2025Q2: 2,515 shares; 2025Q3: 4,362 shares; 2025Q4: 5,153 shares 5,153 $2.63M 0.01% +791 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,815 shares; 2024Q4: 26,347 shares; 2025Q1: 40,078 shares; 2025Q2: 45,693 shares; 2025Q3: 49,931 shares; 2025Q4: 51,898 shares 51,898 $2.63M 0.01% +1,967 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,355 shares; 2024Q4: 16,367 shares; 2025Q1: 17,267 shares; 2025Q2: 20,603 shares; 2025Q3: 22,949 shares; 2025Q4: 28,174 shares 28,174 $2.58M 0.01% +5,225 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,906 shares; 2024Q4: 3,255 shares; 2025Q1: 3,937 shares; 2025Q2: 5,547 shares; 2025Q3: 4,602 shares; 2025Q4: 6,778 shares 6,778 $2.57M 0.01% +2,176 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,365 shares; 2024Q4: 43,659 shares; 2025Q1: 42,900 shares; 2025Q2: 33,422 shares; 2025Q3: 37,091 shares; 2025Q4: 41,347 shares 41,347 $2.57M 0.01% +4,256 Timeline PICK ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,715 shares; 2024Q4: 42,768 shares; 2025Q1: 41,072 shares; 2025Q2: 43,404 shares; 2025Q3: 42,461 shares; 2025Q4: 49,836 shares 49,836 $2.56M 0.01% +7,375 Timeline IEUR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 23,674 shares; 2025Q2: 28,692 shares; 2025Q3: 39,742 shares; 2025Q4: 35,960 shares 35,960 $2.55M 0.01% -3,782 Timeline BKLN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,963 shares; 2024Q4: 93,063 shares; 2025Q1: 102,966 shares; 2025Q2: 106,862 shares; 2025Q3: 116,215 shares; 2025Q4: 120,006 shares 120,006 $2.52M 0.01% +3,791 Timeline APA APA CORPORATION More: the full row for APA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 106,014 shares; 2024Q4: 104,333 shares; 2025Q1: 104,246 shares; 2025Q2: 104,858 shares; 2025Q3: 103,136 shares; 2025Q4: 102,477 shares 102,477 $2.51M 0.01% -659 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,941 shares; 2024Q4: 15,136 shares; 2025Q1: 13,259 shares; 2025Q2: 13,714 shares; 2025Q3: 13,372 shares; 2025Q4: 17,549 shares 17,549 $2.48M 0.01% +4,177 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,232 shares; 2024Q4: 72,459 shares; 2025Q1: 73,262 shares; 2025Q2: 40,222 shares; 2025Q3: 47,661 shares; 2025Q4: 75,069 shares 75,069 $2.47M 0.01% +27,408 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,968 shares; 2024Q4: 32,739 shares; 2025Q1: 31,425 shares; 2025Q2: 30,506 shares; 2025Q3: 30,474 shares; 2025Q4: 30,738 shares 30,738 $2.47M 0.01% +264 Timeline EPI WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,733 shares; 2024Q4: 71,015 shares; 2025Q1: 53,443 shares; 2025Q2: 50,267 shares; 2025Q3: 56,769 shares; 2025Q4: 52,651 shares 52,651 $2.44M 0.01% -4,118 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,782 shares; 2024Q4: 17,587 shares; 2025Q1: 10,357 shares; 2025Q2: 12,273 shares; 2025Q3: 13,771 shares; 2025Q4: 13,493 shares 13,493 $2.43M 0.01% -278 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,107 shares; 2024Q4: 14,836 shares; 2025Q1: 15,609 shares; 2025Q2: 14,191 shares; 2025Q3: 14,372 shares; 2025Q4: 17,662 shares 17,662 $2.42M 0.01% +3,290 Timeline ZS ZSCALER INC More: the full row for ZSCALER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,551 shares; 2024Q4: 5,780 shares; 2025Q1: 6,670 shares; 2025Q2: 6,788 shares; 2025Q3: 8,297 shares; 2025Q4: 10,734 shares 10,734 $2.41M 0.01% +2,437 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,396 shares; 2024Q4: 4,036 shares; 2025Q1: 6,094 shares; 2025Q2: 32,591 shares; 2025Q3: 24,148 shares; 2025Q4: 19,616 shares 19,616 $2.41M 0.01% -4,532 Timeline MTD METTLER TOLEDO INTERNATIONAL More: the full row for METTLER TOLEDO INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 791 shares; 2024Q4: 826 shares; 2025Q1: 805 shares; 2025Q2: 1,115 shares; 2025Q3: 1,247 shares; 2025Q4: 1,715 shares 1,715 $2.39M 0.01% +468 Timeline BTC GRAYSCALE BITCOIN MINI TR ET More: the full row for GRAYSCALE BITCOIN MINI TR ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 72,713 shares; 2025Q1: 70,509 shares; 2025Q2: 67,885 shares; 2025Q3: 64,130 shares; 2025Q4: 61,048 shares 61,048 $2.36M 0.01% -3,082 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,339 shares; 2024Q4: 6,426 shares; 2025Q1: 10,424 shares; 2025Q2: 11,457 shares; 2025Q3: 13,222 shares; 2025Q4: 16,462 shares 16,462 $2.36M 0.01% +3,240 Timeline M MACYS INC More: the full row for MACYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 117,461 shares; 2024Q4: 116,195 shares; 2025Q1: 112,771 shares; 2025Q2: 110,454 shares; 2025Q3: 108,097 shares; 2025Q4: 106,612 shares 106,612 $2.35M 0.01% -1,485 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,030 shares; 2024Q4: 8,427 shares; 2025Q1: 8,432 shares; 2025Q2: 16,014 shares; 2025Q3: 22,904 shares; 2025Q4: 17,007 shares 17,007 $2.32M 0.01% -5,897 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,797 shares; 2024Q4: 51,122 shares; 2025Q1: 52,987 shares; 2025Q2: 46,172 shares; 2025Q3: 46,613 shares; 2025Q4: 49,491 shares 49,491 $2.32M 0.01% +2,878 Timeline ILTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,455 shares; 2024Q4: 27,807 shares; 2025Q1: 16,578 shares; 2025Q2: 45,423 shares; 2025Q3: 42,719 shares; 2025Q4: 46,249 shares 46,249 $2.3M 0.01% +3,530 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,831 shares; 2024Q4: 39,674 shares; 2025Q1: 36,445 shares; 2025Q2: 39,508 shares; 2025Q3: 36,681 shares; 2025Q4: 35,363 shares 35,363 $2.29M 0.01% -1,318 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,242 shares; 2024Q4: 28,632 shares; 2025Q1: 28,200 shares; 2025Q2: 26,845 shares; 2025Q3: 22,077 shares; 2025Q4: 22,059 shares 22,059 $2.28M 0.01% -18 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,208 shares; 2024Q4: 9,862 shares; 2025Q1: 11,318 shares; 2025Q2: 11,356 shares; 2025Q3: 13,352 shares; 2025Q4: 13,979 shares 13,979 $2.28M 0.01% +627 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,592 shares; 2024Q4: 2,648 shares; 2025Q1: 2,699 shares; 2025Q2: 2,880 shares; 2025Q3: 5,123 shares; 2025Q4: 6,384 shares 6,384 $2.28M 0.01% +1,261 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,195 shares; 2024Q4: 12,128 shares; 2025Q1: 11,333 shares; 2025Q2: 9,624 shares; 2025Q3: 10,622 shares; 2025Q4: 11,054 shares 11,054 $2.28M 0.01% +432 Timeline IVZ INVESCO LTD More: the full row for INVESCO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86,194 shares; 2024Q4: 87,618 shares; 2025Q1: 87,003 shares; 2025Q2: 85,249 shares; 2025Q3: 85,723 shares; 2025Q4: 86,224 shares 86,224 $2.27M 0.01% +501 Timeline SMCI SUPER MICRO COMPUTER INC More: the full row for SUPER MICRO COMPUTER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 47,378 shares; 2025Q1: 69,459 shares; 2025Q2: 54,576 shares; 2025Q3: 51,706 shares; 2025Q4: 76,033 shares 76,033 $2.23M <0.01% +24,327 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,399 shares; 2024Q4: 21,456 shares; 2025Q1: 22,067 shares; 2025Q2: 18,134 shares; 2025Q3: 18,742 shares; 2025Q4: 23,026 shares 23,026 $2.22M <0.01% +4,284 Timeline DPZ DOMINOS PIZZA INC More: the full row for DOMINOS PIZZA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,324 shares; 2024Q4: 5,298 shares; 2025Q1: 5,384 shares; 2025Q2: 5,418 shares; 2025Q3: 5,100 shares; 2025Q4: 5,226 shares 5,226 $2.18M <0.01% +126 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,733 shares; 2024Q4: 11,666 shares; 2025Q1: 7,745 shares; 2025Q2: 10,260 shares; 2025Q3: 11,211 shares; 2025Q4: 12,895 shares 12,895 $2.18M <0.01% +1,684 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,418 shares; 2024Q4: 20,635 shares; 2025Q1: 26,269 shares; 2025Q2: 32,881 shares; 2025Q3: 20,183 shares; 2025Q4: 31,893 shares 31,893 $2.12M <0.01% +11,710 Timeline VEGN ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,125 shares; 2024Q4: 56,186 shares; 2025Q1: 33,945 shares; 2025Q2: 31,029 shares; 2025Q3: 32,539 shares; 2025Q4: 34,693 shares 34,693 $2.11M <0.01% +2,154 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,034 shares; 2024Q4: 29,031 shares; 2025Q1: 28,387 shares; 2025Q2: 30,231 shares; 2025Q3: 43,527 shares; 2025Q4: 45,796 shares 45,796 $2.08M <0.01% +2,269 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,900 shares; 2024Q4: 5,671 shares; 2025Q1: 13,047 shares; 2025Q2: 15,568 shares; 2025Q3: 20,327 shares; 2025Q4: 18,274 shares 18,274 $2.08M <0.01% -2,053 Timeline MDB MONGODB INC More: the full row for MONGODB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,005 shares; 2024Q4: 4,332 shares; 2025Q1: 4,511 shares; 2025Q2: 4,031 shares; 2025Q3: 4,236 shares; 2025Q4: 4,953 shares 4,953 $2.08M <0.01% +717 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,973 shares; 2024Q4: 33,105 shares; 2025Q1: 32,048 shares; 2025Q2: 31,491 shares; 2025Q3: 31,169 shares; 2025Q4: 30,469 shares 30,469 $2.08M <0.01% -700 Timeline NYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,464 shares; 2024Q4: 11,340 shares; 2025Q1: 12,287 shares; 2025Q2: 10,848 shares; 2025Q3: 13,960 shares; 2025Q4: 38,678 shares 38,678 $2.07M <0.01% +24,718 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,965 shares; 2024Q4: 35,723 shares; 2025Q1: 38,874 shares; 2025Q2: 36,277 shares; 2025Q3: 43,958 shares; 2025Q4: 43,255 shares 43,255 $2.07M <0.01% -703 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,410 shares; 2024Q4: 7,665 shares; 2025Q1: 5,933 shares; 2025Q2: 2,267 shares; 2025Q3: 5,977 shares; 2025Q4: 9,947 shares 9,947 $2.07M <0.01% +3,970 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,795 shares; 2024Q4: 12,123 shares; 2025Q1: 11,579 shares; 2025Q2: 12,325 shares; 2025Q3: 11,980 shares; 2025Q4: 17,222 shares 17,222 $2.06M <0.01% +5,242 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,706 shares; 2024Q4: 9,558 shares; 2025Q1: 7,528 shares; 2025Q2: 7,988 shares; 2025Q3: 12,214 shares; 2025Q4: 15,007 shares 15,007 $2.04M <0.01% +2,793 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,492 shares; 2024Q4: 37,028 shares; 2025Q1: 14,519 shares; 2025Q2: 28,053 shares; 2025Q3: 29,859 shares; 2025Q4: 37,661 shares 37,661 $2.04M <0.01% +7,802 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,542 shares; 2024Q4: 1,195 shares; 2025Q1: 907 shares; 2025Q2: 1,085 shares; 2025Q3: 1,798 shares; 2025Q4: 2,960 shares 2,960 $2.03M <0.01% +1,162 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,309 shares; 2025Q2: 6,681 shares; 2025Q3: 7,649 shares; 2025Q4: 16,010 shares 16,010 $2M <0.01% +8,361 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,042 shares; 2024Q4: 13,333 shares; 2025Q1: 12,568 shares; 2025Q2: 10,497 shares; 2025Q3: 12,056 shares; 2025Q4: 11,233 shares 11,233 $1.99M <0.01% -823 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,037 shares; 2024Q4: 17,529 shares; 2025Q1: 16,846 shares; 2025Q2: 16,544 shares; 2025Q3: 15,505 shares; 2025Q4: 15,716 shares 15,716 $1.98M <0.01% +211 Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,824 shares; 2024Q4: 5,246 shares; 2025Q1: 6,624 shares; 2025Q2: 10,635 shares; 2025Q3: 10,206 shares; 2025Q4: 8,157 shares 8,157 $1.98M <0.01% -2,049 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,089 shares; 2024Q4: 941 shares; 2025Q1: 932 shares; 2025Q2: 932 shares; 2025Q3: 899 shares; 2025Q4: 921 shares 921 $1.98M <0.01% +22 Timeline VCLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,148 shares; 2024Q4: 14,620 shares; 2025Q1: 20,721 shares; 2025Q2: 17,876 shares; 2025Q3: 24,370 shares; 2025Q4: 25,572 shares 25,572 $1.94M <0.01% +1,202 Timeline IXC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,592 shares; 2024Q4: 32,601 shares; 2025Q1: 37,032 shares; 2025Q2: 30,400 shares; 2025Q3: 35,862 shares; 2025Q4: 45,981 shares 45,981 $1.93M <0.01% +10,119 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 70,997 shares; 2025Q4: 62,811 shares 62,811 $1.93M <0.01% -8,186 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,377 shares; 2024Q4: 19,423 shares; 2025Q1: 24,213 shares; 2025Q2: 24,123 shares; 2025Q3: 37,220 shares; 2025Q4: 15,194 shares 15,194 $1.91M <0.01% -22,026 Timeline WCLD WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,353 shares; 2024Q4: 63,340 shares; 2025Q1: 61,431 shares; 2025Q2: 61,892 shares; 2025Q3: 60,221 shares; 2025Q4: 54,169 shares 54,169 $1.9M <0.01% -6,052 Timeline GAP GAP INC More: the full row for GAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,545 shares; 2024Q4: 77,643 shares; 2025Q1: 75,065 shares; 2025Q2: 74,716 shares; 2025Q3: 75,158 shares; 2025Q4: 73,958 shares 73,958 $1.89M <0.01% -1,200 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,387 shares; 2024Q4: 6,451 shares; 2025Q1: 6,565 shares; 2025Q2: 7,250 shares; 2025Q3: 7,417 shares; 2025Q4: 7,524 shares 7,524 $1.89M <0.01% +107 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,178 shares; 2024Q4: 5,857 shares; 2025Q1: 7,321 shares; 2025Q2: 7,958 shares; 2025Q3: 8,263 shares; 2025Q4: 8,677 shares 8,677 $1.88M <0.01% +414 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,586 shares; 2024Q4: 55,128 shares; 2025Q1: 55,101 shares; 2025Q2: 69,976 shares; 2025Q3: 72,494 shares; 2025Q4: 78,372 shares 78,372 $1.88M <0.01% +5,878 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,811 shares; 2024Q4: 20,286 shares; 2025Q1: 21,286 shares; 2025Q2: 21,587 shares; 2025Q3: 32,011 shares; 2025Q4: 36,488 shares 36,488 $1.87M <0.01% +4,477 Timeline VNQI VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,504 shares; 2024Q4: 11,340 shares; 2025Q1: 12,892 shares; 2025Q2: 23,873 shares; 2025Q3: 30,429 shares; 2025Q4: 40,668 shares 40,668 $1.86M <0.01% +10,239 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,507 shares; 2024Q4: 30,023 shares; 2025Q1: 31,488 shares; 2025Q2: 44,689 shares; 2025Q3: 44,249 shares; 2025Q4: 48,818 shares 48,818 $1.86M <0.01% +4,569 Timeline NVR NVR INC More: the full row for NVR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 206 shares; 2024Q4: 207 shares; 2025Q1: 201 shares; 2025Q2: 277 shares; 2025Q3: 273 shares; 2025Q4: 253 shares 253 $1.85M <0.01% -20 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,132 shares; 2024Q4: 12,561 shares; 2025Q1: 16,670 shares; 2025Q2: 15,521 shares; 2025Q3: 19,263 shares; 2025Q4: 22,168 shares 22,168 $1.82M <0.01% +2,905 Timeline ZBRA ZEBRA TECHNOLOGIES CORPORATI More: the full row for ZEBRA TECHNOLOGIES CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,637 shares; 2024Q4: 7,229 shares; 2025Q1: 13,070 shares; 2025Q2: 11,275 shares; 2025Q3: 11,055 shares; 2025Q4: 7,348 shares 7,348 $1.78M <0.01% -3,707 Timeline CSGP COSTAR GROUP INC More: the full row for COSTAR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,944 shares; 2024Q4: 35,204 shares; 2025Q1: 49,842 shares; 2025Q2: 36,976 shares; 2025Q3: 39,329 shares; 2025Q4: 26,280 shares 26,280 $1.77M <0.01% -13,049 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 150,992 shares; 2024Q4: 166,766 shares; 2025Q1: 158,913 shares; 2025Q2: 73,155 shares; 2025Q3: 103,908 shares; 2025Q4: 108,909 shares 108,909 $1.75M <0.01% +5,001 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,635 shares; 2024Q4: 27,633 shares; 2025Q1: 26,855 shares; 2025Q2: 27,081 shares; 2025Q3: 26,366 shares; 2025Q4: 25,322 shares 25,322 $1.75M <0.01% -1,044 Timeline INSM INSMED INC More: the full row for INSMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,991 shares 9,991 $1.74M <0.01% new Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,090 shares; 2024Q4: 11,166 shares; 2025Q1: 10,051 shares; 2025Q2: 11,530 shares; 2025Q3: 12,182 shares; 2025Q4: 14,151 shares 14,151 $1.73M <0.01% +1,969 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,770 shares; 2024Q4: 9,544 shares; 2025Q1: 18,898 shares; 2025Q2: 21,494 shares; 2025Q3: 31,914 shares; 2025Q4: 37,632 shares 37,632 $1.7M <0.01% +5,718 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,694 shares; 2024Q4: 16,365 shares; 2025Q1: 16,652 shares; 2025Q2: 16,983 shares; 2025Q3: 15,805 shares; 2025Q4: 33,436 shares 33,436 $1.69M <0.01% +17,631 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,625 shares; 2024Q4: 12,216 shares; 2025Q1: 10,730 shares; 2025Q2: 12,181 shares; 2025Q3: 12,401 shares; 2025Q4: 11,971 shares 11,971 $1.69M <0.01% -430 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,280 shares; 2024Q4: 12,991 shares; 2025Q1: 12,679 shares; 2025Q2: 12,828 shares; 2025Q3: 10,911 shares; 2025Q4: 9,231 shares 9,231 $1.68M <0.01% -1,680 Timeline YOLO ADVISORSHARES TR More: the full row for ADVISORSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,451 shares; 2024Q4: 40,202 shares; 2025Q1: 47,481 shares; 2025Q2: 99,979 shares; 2025Q3: 415,951 shares; 2025Q4: 504,711 shares 504,711 $1.67M <0.01% +88,760 Timeline AVB AVALONBAY CMNTYS INC More: the full row for AVALONBAY CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,903 shares; 2024Q4: 9,203 shares; 2025Q1: 9,112 shares; 2025Q2: 9,341 shares; 2025Q3: 9,309 shares; 2025Q4: 9,177 shares 9,177 $1.66M <0.01% -132 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,750 shares; 2024Q4: 15,696 shares; 2025Q1: 14,273 shares; 2025Q2: 9,058 shares; 2025Q3: 9,730 shares; 2025Q4: 19,604 shares 19,604 $1.64M <0.01% +9,874 Timeline PODD INSULET CORP More: the full row for INSULET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,882 shares; 2024Q4: 5,891 shares; 2025Q1: 4,974 shares; 2025Q2: 7,762 shares; 2025Q3: 7,878 shares; 2025Q4: 5,738 shares 5,738 $1.63M <0.01% -2,140 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,218 shares; 2024Q4: 1,879 shares; 2025Q1: 2,883 shares; 2025Q2: 4,752 shares; 2025Q3: 5,580 shares; 2025Q4: 6,362 shares 6,362 $1.61M <0.01% +782 Timeline IGLB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,025 shares; 2024Q4: 21,592 shares; 2025Q1: 20,447 shares; 2025Q2: 28,750 shares; 2025Q3: 26,673 shares; 2025Q4: 31,886 shares 31,886 $1.61M <0.01% +5,213 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,887 shares; 2024Q4: 5,858 shares; 2025Q1: 6,114 shares; 2025Q2: 6,545 shares; 2025Q3: 7,950 shares; 2025Q4: 8,630 shares 8,630 $1.6M <0.01% +680 Timeline SYM SYMBOTIC INC More: the full row for SYMBOTIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 26,572 shares 26,572 $1.58M <0.01% new Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,103 shares; 2024Q4: 2,853 shares; 2025Q1: 6,643 shares; 2025Q2: 4,309 shares; 2025Q3: 6,152 shares; 2025Q4: 11,424 shares 11,424 $1.58M <0.01% +5,272 Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,615 shares; 2024Q4: 20,080 shares; 2025Q1: 12,896 shares; 2025Q2: 6,256 shares; 2025Q3: 5,462 shares; 2025Q4: 6,097 shares 6,097 $1.56M <0.01% +635 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,026 shares; 2024Q4: 33,095 shares; 2025Q1: 35,275 shares; 2025Q2: 37,332 shares; 2025Q3: 41,033 shares; 2025Q4: 38,367 shares 38,367 $1.54M <0.01% -2,666 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,198 shares; 2024Q4: 33,064 shares; 2025Q1: 17,043 shares; 2025Q2: 35,402 shares; 2025Q3: 35,141 shares; 2025Q4: 34,388 shares 34,388 $1.53M <0.01% -753 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,299 shares; 2024Q4: 6,772 shares; 2025Q1: 8,818 shares; 2025Q2: 10,648 shares; 2025Q3: 8,136 shares; 2025Q4: 8,317 shares 8,317 $1.53M <0.01% +181 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,039 shares; 2024Q4: 5,197 shares; 2025Q1: 5,831 shares; 2025Q2: 4,834 shares; 2025Q3: 5,679 shares; 2025Q4: 5,839 shares 5,839 $1.53M <0.01% +160 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,115 shares; 2024Q4: 20,232 shares; 2025Q1: 22,049 shares; 2025Q2: 21,405 shares; 2025Q3: 24,097 shares; 2025Q4: 31,531 shares 31,531 $1.53M <0.01% +7,434 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,958 shares; 2024Q4: 21,882 shares; 2025Q1: 24,271 shares; 2025Q2: 29,778 shares; 2025Q3: 28,475 shares; 2025Q4: 37,548 shares 37,548 $1.53M <0.01% +9,073 Timeline WST WEST PHARMACEUTICAL SVSC INC More: the full row for WEST PHARMACEUTICAL SVSC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,615 shares; 2024Q4: 4,680 shares; 2025Q1: 3,571 shares; 2025Q2: 2,707 shares; 2025Q3: 4,472 shares; 2025Q4: 5,479 shares 5,479 $1.51M <0.01% +1,007 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,253 shares; 2024Q4: 43,246 shares; 2025Q1: 45,523 shares; 2025Q2: 45,019 shares; 2025Q3: 49,645 shares; 2025Q4: 51,847 shares 51,847 $1.5M <0.01% +2,202 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,015 shares; 2024Q4: 10,699 shares; 2025Q1: 15,318 shares; 2025Q2: 45,603 shares; 2025Q3: 47,909 shares; 2025Q4: 70,134 shares 70,134 $1.5M <0.01% +22,225 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,671 shares; 2024Q4: 22,332 shares; 2025Q1: 34,340 shares; 2025Q2: 22,907 shares; 2025Q3: 22,075 shares; 2025Q4: 14,565 shares 14,565 $1.49M <0.01% -7,510 Timeline MOS MOSAIC CO More: the full row for MOSAIC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,022 shares; 2024Q4: 63,516 shares; 2025Q1: 63,226 shares; 2025Q2: 62,101 shares; 2025Q3: 61,804 shares; 2025Q4: 61,646 shares 61,646 $1.49M <0.01% -158 Timeline BGRN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,016 shares; 2024Q4: 19,428 shares; 2025Q1: 19,472 shares; 2025Q2: 24,602 shares; 2025Q3: 28,411 shares; 2025Q4: 30,518 shares 30,518 $1.46M <0.01% +2,107 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,515 shares; 2024Q4: 16,144 shares; 2025Q1: 16,110 shares; 2025Q2: 16,681 shares; 2025Q3: 17,822 shares; 2025Q4: 15,184 shares 15,184 $1.46M <0.01% -2,638 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,698 shares; 2024Q4: 35,258 shares; 2025Q1: 31,533 shares; 2025Q2: 39,490 shares; 2025Q3: 39,886 shares; 2025Q4: 44,639 shares 44,639 $1.45M <0.01% +4,753 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,524 shares; 2025Q1: 3,464 shares; 2025Q2: 4,819 shares; 2025Q3: 5,940 shares; 2025Q4: 6,687 shares 6,687 $1.45M <0.01% +747 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,167 shares; 2025Q3: 11,420 shares; 2025Q4: 18,007 shares 18,007 $1.44M <0.01% +6,587 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,618 shares; 2024Q4: 27,939 shares; 2025Q1: 24,306 shares; 2025Q2: 25,712 shares; 2025Q3: 26,307 shares; 2025Q4: 25,626 shares 25,626 $1.44M <0.01% -681 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,896 shares; 2024Q4: 58,071 shares; 2025Q1: 58,418 shares; 2025Q2: 28,143 shares; 2025Q3: 19,314 shares; 2025Q4: 21,080 shares 21,080 $1.44M <0.01% +1,766 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,844 shares; 2024Q4: 6,594 shares; 2025Q1: 12,005 shares; 2025Q2: 13,231 shares; 2025Q3: 17,272 shares; 2025Q4: 18,639 shares 18,639 $1.44M <0.01% +1,367 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,019 shares; 2025Q4: 34,759 shares 34,759 $1.43M <0.01% +16,740 Timeline DVYE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,025 shares; 2024Q4: 27,616 shares; 2025Q1: 35,865 shares; 2025Q2: 32,648 shares; 2025Q3: 46,426 shares; 2025Q4: 45,525 shares 45,525 $1.42M <0.01% -901 Timeline TEAM ATLASSIAN CORPORATION More: the full row for ATLASSIAN CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,146 shares; 2024Q4: 10,302 shares; 2025Q1: 9,752 shares; 2025Q2: 15,485 shares; 2025Q3: 7,485 shares; 2025Q4: 8,708 shares 8,708 $1.41M <0.01% +1,223 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,110 shares; 2024Q4: 48,568 shares; 2025Q1: 49,677 shares; 2025Q2: 54,733 shares; 2025Q3: 46,138 shares; 2025Q4: 58,453 shares 58,453 $1.4M <0.01% +12,315 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,507 shares; 2024Q4: 9,883 shares; 2025Q1: 11,719 shares; 2025Q2: 16,597 shares; 2025Q3: 16,973 shares; 2025Q4: 21,244 shares 21,244 $1.4M <0.01% +4,271 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,340 shares; 2024Q4: 43,076 shares; 2025Q1: 60,654 shares; 2025Q2: 57,423 shares; 2025Q3: 42,513 shares; 2025Q4: 58,956 shares 58,956 $1.4M <0.01% +16,443 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,214 shares; 2024Q4: 13,542 shares; 2025Q1: 17,412 shares; 2025Q2: 21,517 shares; 2025Q3: 23,935 shares; 2025Q4: 19,776 shares 19,776 $1.39M <0.01% -4,159 Timeline SWKS SKYWORKS SOLUTIONS INC More: the full row for SKYWORKS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,024 shares; 2024Q4: 8,616 shares; 2025Q1: 40,340 shares; 2025Q2: 32,155 shares; 2025Q3: 29,288 shares; 2025Q4: 21,659 shares 21,659 $1.37M <0.01% -7,629 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,879 shares; 2024Q4: 15,347 shares; 2025Q1: 21,270 shares; 2025Q2: 48,431 shares; 2025Q3: 50,318 shares; 2025Q4: 67,618 shares 67,618 $1.37M <0.01% +17,300 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,227 shares; 2024Q4: 28,082 shares; 2025Q1: 25,630 shares; 2025Q2: 24,802 shares; 2025Q3: 20,221 shares; 2025Q4: 21,486 shares 21,486 $1.36M <0.01% +1,265 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,366 shares; 2024Q4: 5,717 shares; 2025Q1: 6,456 shares; 2025Q2: 6,839 shares; 2025Q3: 7,430 shares; 2025Q4: 8,088 shares 8,088 $1.36M <0.01% +658 Timeline CMA COMERICA INC More: the full row for COMERICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,199 shares; 2024Q4: 17,073 shares; 2025Q1: 16,572 shares; 2025Q2: 16,243 shares; 2025Q3: 15,814 shares; 2025Q4: 15,580 shares 15,580 $1.35M <0.01% -234 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,797 shares; 2024Q4: 23,530 shares; 2025Q1: 25,457 shares; 2025Q2: 66,993 shares; 2025Q3: 78,662 shares; 2025Q4: 51,619 shares 51,619 $1.35M <0.01% -27,043 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,734 shares; 2024Q4: 31,408 shares; 2025Q1: 37,936 shares; 2025Q2: 26,504 shares; 2025Q3: 27,136 shares; 2025Q4: 32,317 shares 32,317 $1.34M <0.01% +5,181 Timeline DEM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,938 shares; 2024Q4: 17,128 shares; 2025Q1: 20,070 shares; 2025Q2: 25,881 shares; 2025Q3: 24,786 shares; 2025Q4: 28,486 shares 28,486 $1.33M <0.01% +3,700 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,292 shares; 2024Q4: 7,189 shares; 2025Q1: 8,193 shares; 2025Q2: 6,896 shares; 2025Q3: 7,597 shares; 2025Q4: 6,233 shares 6,233 $1.32M <0.01% -1,364 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,565 shares; 2024Q4: 4,917 shares; 2025Q1: 13,000 shares; 2025Q2: 12,605 shares; 2025Q3: 7,863 shares; 2025Q4: 13,594 shares 13,594 $1.32M <0.01% +5,731 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83,865 shares; 2024Q4: 82,411 shares; 2025Q1: 79,971 shares; 2025Q2: 74,027 shares; 2025Q3: 71,448 shares; 2025Q4: 65,192 shares 65,192 $1.31M <0.01% -6,256 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,274 shares; 2024Q4: 11,027 shares; 2025Q1: 9,562 shares; 2025Q2: 9,500 shares; 2025Q3: 10,757 shares; 2025Q4: 9,680 shares 9,680 $1.29M <0.01% -1,077 Timeline DVA DAVITA INC More: the full row for DAVITA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,832 shares; 2024Q4: 11,759 shares; 2025Q1: 11,701 shares; 2025Q2: 11,564 shares; 2025Q3: 11,493 shares; 2025Q4: 11,281 shares 11,281 $1.28M <0.01% -212 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,585 shares 15,585 $1.27M <0.01% new Timeline APTV APTIV PLC More: the full row for APTIV PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,273 shares; 2025Q1: 19,259 shares; 2025Q2: 18,655 shares; 2025Q3: 16,971 shares; 2025Q4: 16,605 shares 16,605 $1.26M <0.01% -366 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,639 shares; 2024Q4: 13,538 shares; 2025Q1: 15,257 shares; 2025Q2: 18,417 shares; 2025Q3: 21,781 shares; 2025Q4: 27,819 shares 27,819 $1.24M <0.01% +6,038 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,274 shares; 2024Q4: 9,871 shares; 2025Q1: 9,820 shares; 2025Q2: 6,847 shares; 2025Q3: 8,368 shares; 2025Q4: 7,907 shares 7,907 $1.23M <0.01% -461 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,034 shares 4,034 $1.23M <0.01% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,419 shares; 2024Q4: 19,149 shares; 2025Q1: 17,834 shares; 2025Q2: 19,347 shares; 2025Q3: 19,245 shares; 2025Q4: 17,918 shares 17,918 $1.22M <0.01% -1,327 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,208 shares; 2024Q4: 3,319 shares; 2025Q1: 3,710 shares; 2025Q2: 8,065 shares; 2025Q3: 10,910 shares; 2025Q4: 11,432 shares 11,432 $1.22M <0.01% +522 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,983 shares; 2024Q4: 4,712 shares; 2025Q1: 5,751 shares; 2025Q2: 7,920 shares; 2025Q3: 7,270 shares; 2025Q4: 7,571 shares 7,571 $1.21M <0.01% +301 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 109,421 shares; 2025Q2: 75,155 shares; 2025Q3: 89,226 shares; 2025Q4: 80,495 shares 80,495 $1.2M <0.01% -8,731 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,366 shares; 2024Q4: 7,146 shares; 2025Q1: 6,624 shares; 2025Q2: 6,781 shares; 2025Q3: 6,490 shares; 2025Q4: 10,051 shares 10,051 $1.2M <0.01% +3,561 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 96,670 shares; 2024Q4: 96,101 shares; 2025Q1: 86,679 shares; 2025Q2: 42,519 shares; 2025Q3: 41,123 shares; 2025Q4: 39,735 shares 39,735 $1.2M <0.01% -1,388 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,576 shares; 2024Q4: 3,906 shares; 2025Q1: 3,760 shares; 2025Q2: 4,174 shares; 2025Q3: 4,033 shares; 2025Q4: 6,028 shares 6,028 $1.2M <0.01% +1,995 Timeline TYL TYLER TECHNOLOGIES INC More: the full row for TYLER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,702 shares; 2024Q4: 1,801 shares; 2025Q1: 1,943 shares; 2025Q2: 2,384 shares; 2025Q3: 2,109 shares; 2025Q4: 2,593 shares 2,593 $1.18M <0.01% +484 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,639 shares; 2024Q4: 23,761 shares; 2025Q1: 18,102 shares; 2025Q2: 20,151 shares; 2025Q3: 25,314 shares; 2025Q4: 27,059 shares 27,059 $1.17M <0.01% +1,745 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,963 shares; 2024Q4: 24,596 shares; 2025Q1: 25,433 shares; 2025Q2: 25,101 shares; 2025Q3: 23,240 shares; 2025Q4: 23,692 shares 23,692 $1.17M <0.01% +452 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,737 shares; 2024Q4: 10,437 shares; 2025Q1: 13,189 shares; 2025Q2: 15,389 shares; 2025Q3: 11,605 shares; 2025Q4: 14,481 shares 14,481 $1.15M <0.01% +2,876 Timeline CPAY CORPAY INC More: the full row for CORPAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,516 shares; 2024Q4: 1,637 shares; 2025Q1: 2,008 shares; 2025Q2: 2,808 shares; 2025Q3: 2,892 shares; 2025Q4: 3,792 shares 3,792 $1.14M <0.01% +900 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,543 shares; 2024Q4: 12,276 shares; 2025Q1: 10,502 shares; 2025Q2: 11,501 shares; 2025Q3: 13,631 shares; 2025Q4: 13,158 shares 13,158 $1.14M <0.01% -473 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,681 shares; 2024Q4: 6,630 shares; 2025Q1: 5,513 shares; 2025Q2: 7,689 shares; 2025Q3: 7,715 shares; 2025Q4: 11,790 shares 11,790 $1.13M <0.01% +4,075 Timeline NOV NOV INC More: the full row for NOV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 103,883 shares; 2024Q4: 102,021 shares; 2025Q1: 98,168 shares; 2025Q2: 78,365 shares; 2025Q3: 74,233 shares; 2025Q4: 72,443 shares 72,443 $1.13M <0.01% -1,790 Timeline HUBS HUBSPOT INC More: the full row for HUBSPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,186 shares; 2024Q4: 4,220 shares; 2025Q1: 4,274 shares; 2025Q2: 4,663 shares; 2025Q3: 3,531 shares; 2025Q4: 2,802 shares 2,802 $1.12M <0.01% -729 Timeline PINS PINTEREST INC More: the full row for PINTEREST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,453 shares; 2024Q4: 59,435 shares; 2025Q1: 61,050 shares; 2025Q2: 53,851 shares; 2025Q3: 51,673 shares; 2025Q4: 43,372 shares 43,372 $1.12M <0.01% -8,301 Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,691 shares; 2024Q4: 8,584 shares; 2025Q1: 8,608 shares; 2025Q2: 8,550 shares; 2025Q3: 8,426 shares; 2025Q4: 7,870 shares 7,870 $1.12M <0.01% -556 Timeline SMIN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,744 shares; 2024Q4: 19,178 shares; 2025Q1: 16,728 shares; 2025Q2: 15,122 shares; 2025Q3: 16,331 shares; 2025Q4: 15,896 shares 15,896 $1.11M <0.01% -435 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,355 shares; 2024Q4: 7,187 shares; 2025Q1: 8,207 shares; 2025Q2: 8,774 shares; 2025Q3: 9,144 shares; 2025Q4: 9,713 shares 9,713 $1.11M <0.01% +569 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,516 shares; 2024Q4: 28,117 shares; 2025Q1: 34,929 shares; 2025Q2: 25,121 shares; 2025Q3: 29,527 shares; 2025Q4: 34,899 shares 34,899 $1.1M <0.01% +5,372 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,634 shares; 2024Q4: 52,066 shares; 2025Q1: 50,323 shares; 2025Q2: 47,017 shares; 2025Q3: 45,637 shares; 2025Q4: 44,618 shares 44,618 $1.09M <0.01% -1,019 Timeline AOS SMITH A O CORP More: the full row for SMITH A O CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,545 shares; 2024Q4: 16,517 shares; 2025Q1: 16,895 shares; 2025Q2: 16,051 shares; 2025Q3: 16,180 shares; 2025Q4: 16,229 shares 16,229 $1.09M <0.01% +49 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,009 shares; 2024Q4: 12,223 shares; 2025Q1: 6,371 shares; 2025Q2: 8,734 shares; 2025Q3: 8,374 shares; 2025Q4: 8,250 shares 8,250 $1.08M <0.01% -124 Timeline POWR ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,322 shares; 2024Q4: 44,437 shares; 2025Q1: 32,521 shares; 2025Q2: 37,312 shares; 2025Q3: 35,235 shares; 2025Q4: 45,966 shares 45,966 $1.08M <0.01% +10,731 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,512 shares; 2024Q4: 4,225 shares; 2025Q1: 6,706 shares; 2025Q2: 6,191 shares; 2025Q3: 6,172 shares; 2025Q4: 4,835 shares 4,835 $1.08M <0.01% -1,337 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,710 shares; 2024Q4: 9,303 shares; 2025Q1: 8,147 shares; 2025Q2: 7,741 shares; 2025Q3: 8,673 shares; 2025Q4: 8,959 shares 8,959 $1.05M <0.01% +286 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,033 shares; 2024Q4: 4,914 shares; 2025Q1: 4,600 shares; 2025Q2: 4,303 shares; 2025Q3: 4,509 shares; 2025Q4: 4,278 shares 4,278 $1.05M <0.01% -231 Timeline FEZ SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,215 shares; 2025Q2: 12,873 shares; 2025Q3: 13,518 shares; 2025Q4: 16,211 shares 16,211 $1.04M <0.01% +2,693 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,536 shares; 2024Q4: 5,797 shares; 2025Q1: 7,252 shares; 2025Q2: 5,945 shares; 2025Q3: 5,391 shares; 2025Q4: 5,513 shares 5,513 $1.04M <0.01% +122 Timeline TTD THE TRADE DESK INC More: the full row for THE TRADE DESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,922 shares; 2024Q4: 42,302 shares; 2025Q1: 71,981 shares; 2025Q2: 65,950 shares; 2025Q3: 33,541 shares; 2025Q4: 27,473 shares 27,473 $1.04M <0.01% -6,068 Timeline TRU TRANSUNION More: the full row for TRANSUNION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,922 shares; 2024Q4: 14,906 shares; 2025Q1: 4,627 shares; 2025Q2: 8,331 shares; 2025Q3: 7,509 shares; 2025Q4: 12,053 shares 12,053 $1.03M <0.01% +4,544 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,342 shares; 2024Q4: 8,693 shares; 2025Q1: 9,282 shares; 2025Q2: 10,223 shares; 2025Q3: 15,539 shares; 2025Q4: 13,332 shares 13,332 $1.03M <0.01% -2,207 Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,278 shares; 2024Q4: 26,833 shares; 2025Q1: 9,524 shares; 2025Q2: 10,546 shares; 2025Q3: 10,889 shares; 2025Q4: 15,464 shares 15,464 $1.03M <0.01% +4,575 Timeline FALN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,559 shares; 2024Q4: 37,746 shares; 2025Q1: 24,868 shares; 2025Q2: 31,119 shares; 2025Q3: 37,441 shares; 2025Q4: 37,100 shares 37,100 $1.01M <0.01% -341 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,251 shares; 2024Q4: 9,156 shares; 2025Q1: 2,944 shares; 2025Q2: 6,465 shares; 2025Q3: 4,611 shares; 2025Q4: 5,097 shares 5,097 $991K <0.01% +486 Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,257 shares; 2024Q4: 41,741 shares; 2025Q1: 41,404 shares; 2025Q2: 21,000 shares; 2025Q3: 20,233 shares; 2025Q4: 20,865 shares 20,865 $976K <0.01% +632 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,449 shares; 2024Q4: 7,583 shares; 2025Q1: 11,493 shares; 2025Q2: 19,312 shares; 2025Q3: 24,868 shares; 2025Q4: 27,013 shares 27,013 $974K <0.01% +2,145 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,582 shares; 2025Q3: 8,540 shares; 2025Q4: 9,127 shares 9,127 $974K <0.01% +587 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,194 shares; 2024Q4: 13,327 shares; 2025Q1: 14,217 shares; 2025Q2: 13,608 shares; 2025Q3: 6,304 shares; 2025Q4: 14,434 shares 14,434 $973K <0.01% +8,130 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,024 shares; 2024Q4: 8,844 shares; 2025Q1: 8,163 shares; 2025Q2: 10,524 shares; 2025Q3: 9,851 shares; 2025Q4: 11,893 shares 11,893 $950K <0.01% +2,042 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,177 shares; 2024Q4: 42,398 shares; 2025Q1: 43,906 shares; 2025Q2: 42,143 shares; 2025Q3: 41,822 shares; 2025Q4: 42,482 shares 42,482 $950K <0.01% +660 Timeline QBTS D-WAVE QUANTUM INC More: the full row for D-WAVE QUANTUM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,969 shares; 2025Q3: 29,347 shares; 2025Q4: 36,012 shares 36,012 $942K <0.01% +6,665 Timeline ISTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,577 shares; 2024Q4: 15,990 shares; 2025Q1: 15,853 shares; 2025Q2: 26,708 shares; 2025Q3: 18,856 shares; 2025Q4: 19,202 shares 19,202 $936K <0.01% +346 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,139 shares; 2024Q4: 12,724 shares; 2025Q1: 13,490 shares; 2025Q2: 11,121 shares; 2025Q3: 10,119 shares; 2025Q4: 11,318 shares 11,318 $928K <0.01% +1,199 Timeline HEI HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,351 shares; 2024Q4: 5,151 shares; 2025Q1: 2,415 shares; 2025Q2: 2,714 shares; 2025Q3: 2,792 shares; 2025Q4: 2,856 shares 2,856 $924K <0.01% +64 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,493 shares; 2024Q4: 24,866 shares; 2025Q1: 26,923 shares; 2025Q2: 30,322 shares; 2025Q3: 31,837 shares; 2025Q4: 33,828 shares 33,828 $920K <0.01% +1,991 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,951 shares; 2024Q4: 2,239 shares; 2025Q1: 2,526 shares; 2025Q2: 3,014 shares; 2025Q3: 2,920 shares; 2025Q4: 3,184 shares 3,184 $907K <0.01% +264 Timeline OKTA OKTA INC More: the full row for OKTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,941 shares; 2024Q4: 6,600 shares; 2025Q1: 8,811 shares; 2025Q2: 8,478 shares; 2025Q3: 9,416 shares; 2025Q4: 10,473 shares 10,473 $906K <0.01% +1,057 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,256 shares; 2025Q3: 38,678 shares; 2025Q4: 36,904 shares 36,904 $905K <0.01% -1,774 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,578 shares; 2024Q4: 26,311 shares; 2025Q1: 25,698 shares; 2025Q2: 25,713 shares; 2025Q3: 48,886 shares; 2025Q4: 30,319 shares 30,319 $898K <0.01% -18,567 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,092 shares; 2024Q4: 6,068 shares; 2025Q1: 6,703 shares; 2025Q2: 9,831 shares; 2025Q3: 8,755 shares; 2025Q4: 9,537 shares 9,537 $898K <0.01% +782 Timeline XT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,369 shares; 2024Q4: 8,908 shares; 2025Q1: 8,811 shares; 2025Q2: 11,167 shares; 2025Q3: 13,554 shares; 2025Q4: 12,765 shares 12,765 $890K <0.01% -789 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,494 shares; 2024Q4: 10,740 shares; 2025Q1: 10,963 shares; 2025Q2: 14,757 shares; 2025Q3: 16,801 shares; 2025Q4: 34,219 shares 34,219 $884K <0.01% +17,418 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,004 shares; 2024Q4: 1,116 shares; 2025Q1: 988 shares; 2025Q2: 963 shares; 2025Q3: 1,171 shares; 2025Q4: 1,439 shares 1,439 $880K <0.01% +268 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,439 shares; 2024Q4: 2,683 shares; 2025Q1: 2,555 shares; 2025Q2: 2,332 shares; 2025Q3: 2,287 shares; 2025Q4: 2,226 shares 2,226 $877K <0.01% -61 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,696 shares; 2024Q4: 21,793 shares; 2025Q1: 23,308 shares; 2025Q2: 22,156 shares; 2025Q3: 4,628 shares; 2025Q4: 4,181 shares 4,181 $873K <0.01% -447 Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,222 shares; 2024Q4: 2,773 shares; 2025Q1: 3,803 shares; 2025Q2: 4,877 shares; 2025Q3: 9,270 shares; 2025Q4: 9,655 shares 9,655 $868K <0.01% +385 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,822 shares; 2024Q4: 1,937 shares; 2025Q1: 2,773 shares; 2025Q2: 4,164 shares; 2025Q3: 4,717 shares; 2025Q4: 5,318 shares 5,318 $855K <0.01% +601 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,467 shares; 2024Q4: 5,702 shares; 2025Q1: 8,384 shares; 2025Q2: 6,941 shares; 2025Q3: 9,362 shares; 2025Q4: 11,954 shares 11,954 $854K <0.01% +2,592 Timeline INCY INCYTE CORP More: the full row for INCYTE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,864 shares; 2024Q4: 37,834 shares; 2025Q1: 7,195 shares; 2025Q2: 7,366 shares; 2025Q3: 8,187 shares; 2025Q4: 8,591 shares 8,591 $849K <0.01% +404 Timeline REM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,905 shares; 2024Q4: 14,205 shares; 2025Q1: 24,217 shares; 2025Q2: 28,970 shares; 2025Q3: 30,444 shares; 2025Q4: 37,368 shares 37,368 $829K <0.01% +6,924 Timeline TAP MOLSON COORS BEVERAGE CO More: the full row for MOLSON COORS BEVERAGE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,755 shares; 2024Q4: 19,836 shares; 2025Q1: 21,076 shares; 2025Q2: 18,659 shares; 2025Q3: 16,892 shares; 2025Q4: 17,541 shares 17,541 $819K <0.01% +649 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,582 shares; 2024Q4: 29,166 shares; 2025Q1: 20,955 shares; 2025Q2: 40,302 shares; 2025Q3: 18,940 shares; 2025Q4: 25,930 shares 25,930 $816K <0.01% +6,990 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,823 shares; 2024Q4: 5,962 shares; 2025Q1: 5,934 shares; 2025Q2: 6,083 shares; 2025Q3: 6,228 shares; 2025Q4: 6,160 shares 6,160 $814K <0.01% -68 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,790 shares; 2024Q4: 18,487 shares; 2025Q1: 19,949 shares; 2025Q2: 19,203 shares; 2025Q3: 17,772 shares; 2025Q4: 19,834 shares 19,834 $800K <0.01% +2,062 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 38,472 shares; 2025Q1: 37,014 shares; 2025Q2: 33,870 shares; 2025Q3: 29,656 shares; 2025Q4: 28,483 shares 28,483 $799K <0.01% -1,173 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,350 shares; 2024Q4: 5,845 shares; 2025Q1: 3,083 shares; 2025Q2: 3,355 shares; 2025Q3: 4,239 shares; 2025Q4: 5,645 shares 5,645 $798K <0.01% +1,406 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,829 shares; 2024Q4: 10,864 shares; 2025Q1: 10,997 shares; 2025Q2: 11,956 shares; 2025Q3: 10,773 shares; 2025Q4: 10,541 shares 10,541 $797K <0.01% -232 Timeline FLS FLOWSERVE CORP More: the full row for FLOWSERVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,507 shares; 2024Q4: 12,434 shares; 2025Q1: 12,109 shares; 2025Q2: 11,771 shares; 2025Q3: 11,412 shares; 2025Q4: 11,404 shares 11,404 $791K <0.01% -8 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,011 shares 11,011 $788K <0.01% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,002 shares; 2025Q2: 7,766 shares; 2025Q3: 6,704 shares; 2025Q4: 9,238 shares 9,238 $777K <0.01% +2,534 Timeline 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,481 shares; 2024Q4: 52,473 shares; 2025Q1: 52,914 shares; 2025Q2: 51,390 shares; 2025Q3: 54,254 shares; 2025Q4: 85,794 shares 85,794 $770K <0.01% +31,540 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,738 shares; 2024Q4: 17,774 shares; 2025Q1: 13,635 shares; 2025Q2: 11,155 shares; 2025Q3: 10,351 shares; 2025Q4: 10,180 shares 10,180 $770K <0.01% -171 Timeline AVY AVERY DENNISON CORP More: the full row for AVERY DENNISON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,629 shares; 2024Q4: 11,554 shares; 2025Q1: 14,879 shares; 2025Q2: 10,015 shares; 2025Q3: 5,065 shares; 2025Q4: 4,220 shares 4,220 $768K <0.01% -845 Timeline EIS ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,678 shares; 2025Q1: 5,246 shares; 2025Q2: 5,172 shares; 2025Q3: 5,995 shares; 2025Q4: 6,959 shares 6,959 $766K <0.01% +964 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,781 shares; 2025Q1: 3,832 shares; 2025Q2: 7,771 shares; 2025Q3: 8,141 shares; 2025Q4: 7,631 shares 7,631 $766K <0.01% -510 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,397 shares; 2024Q4: 4,815 shares; 2025Q1: 4,462 shares; 2025Q2: 5,423 shares; 2025Q3: 11,488 shares; 2025Q4: 5,778 shares 5,778 $765K <0.01% -5,710 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,299 shares; 2024Q4: 6,392 shares; 2025Q1: 6,554 shares; 2025Q2: 4,456 shares; 2025Q3: 4,388 shares; 2025Q4: 5,355 shares 5,355 $761K <0.01% +967 Timeline HRB BLOCK H & R INC More: the full row for BLOCK H & R INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,634 shares; 2024Q4: 19,284 shares; 2025Q1: 18,505 shares; 2025Q2: 18,125 shares; 2025Q3: 17,795 shares; 2025Q4: 17,342 shares 17,342 $756K <0.01% -453 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,846 shares; 2025Q1: not reported; 2025Q2: 4,673 shares; 2025Q3: 7,474 shares; 2025Q4: 8,354 shares 8,354 $755K <0.01% +880 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,976 shares; 2024Q4: 31,755 shares; 2025Q1: 29,559 shares; 2025Q2: 23,679 shares; 2025Q3: 23,216 shares; 2025Q4: 29,237 shares 29,237 $755K <0.01% +6,021 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,659 shares; 2024Q4: 7,210 shares; 2025Q1: 10,285 shares; 2025Q2: 9,956 shares; 2025Q3: 8,401 shares; 2025Q4: 16,634 shares 16,634 $754K <0.01% +8,233 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,100 shares; 2024Q4: 2,889 shares; 2025Q1: 4,099 shares; 2025Q2: 4,203 shares; 2025Q3: 5,515 shares; 2025Q4: 4,968 shares 4,968 $745K <0.01% -547 Timeline PTC PTC INC More: the full row for PTC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,150 shares; 2024Q4: 1,375 shares; 2025Q1: 2,161 shares; 2025Q2: 2,617 shares; 2025Q3: 3,554 shares; 2025Q4: 4,251 shares 4,251 $741K <0.01% +697 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,791 shares; 2024Q4: 4,506 shares; 2025Q1: 2,369 shares; 2025Q2: 2,709 shares; 2025Q3: 2,763 shares; 2025Q4: 2,886 shares 2,886 $729K <0.01% +123 Timeline EWW ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,143 shares; 2024Q4: 10,812 shares; 2025Q1: 10,326 shares; 2025Q2: 9,956 shares; 2025Q3: 10,441 shares; 2025Q4: 10,452 shares 10,452 $725K <0.01% +11 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,562 shares; 2024Q4: 14,512 shares; 2025Q1: 16,176 shares; 2025Q2: 13,817 shares; 2025Q3: 17,969 shares; 2025Q4: 15,370 shares 15,370 $723K <0.01% -2,599 Timeline IONQ IONQ INC More: the full row for IONQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,724 shares; 2025Q4: 16,018 shares 16,018 $719K <0.01% +4,294 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 789 shares; 2024Q4: 1,125 shares; 2025Q1: 1,173 shares; 2025Q2: 1,401 shares; 2025Q3: 1,358 shares; 2025Q4: 1,229 shares 1,229 $714K <0.01% -129 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,129 shares; 2024Q4: 9,864 shares; 2025Q1: 11,866 shares; 2025Q2: 10,941 shares; 2025Q3: 10,100 shares; 2025Q4: 11,152 shares 11,152 $693K <0.01% +1,052 Timeline VAW VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,963 shares; 2024Q4: 3,779 shares; 2025Q1: 3,037 shares; 2025Q2: 2,737 shares; 2025Q3: 3,124 shares; 2025Q4: 3,336 shares 3,336 $692K <0.01% +212 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,729 shares; 2024Q4: 18,644 shares; 2025Q1: 17,613 shares; 2025Q2: 18,227 shares; 2025Q3: 17,977 shares; 2025Q4: 16,684 shares 16,684 $689K <0.01% -1,293 Timeline PATH UIPATH INC More: the full row for UIPATH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,491 shares; 2024Q4: 32,913 shares; 2025Q1: 31,254 shares; 2025Q2: 31,737 shares; 2025Q3: 32,886 shares; 2025Q4: 41,269 shares 41,269 $676K <0.01% +8,383 Timeline PVH PVH CORPORATION More: the full row for PVH CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,178 shares; 2024Q4: 11,035 shares; 2025Q1: 10,689 shares; 2025Q2: 10,425 shares; 2025Q3: 10,199 shares; 2025Q4: 10,040 shares 10,040 $673K <0.01% -159 Timeline IVLU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,401 shares; 2025Q2: 15,545 shares; 2025Q3: 15,859 shares; 2025Q4: 17,607 shares 17,607 $670K <0.01% +1,748 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,678 shares; 2024Q4: 2,533 shares; 2025Q1: 2,601 shares; 2025Q2: 2,300 shares; 2025Q3: 2,400 shares; 2025Q4: 2,245 shares 2,245 $670K <0.01% -155 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,534 shares; 2025Q4: 13,159 shares 13,159 $665K <0.01% +1,625 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,882 shares; 2025Q1: 2,066 shares; 2025Q2: 2,431 shares; 2025Q3: 2,635 shares; 2025Q4: 2,899 shares 2,899 $661K <0.01% +264 Timeline IEX IDEX CORP More: the full row for IDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,486 shares; 2024Q4: 3,479 shares; 2025Q1: 3,633 shares; 2025Q2: 3,352 shares; 2025Q3: 3,319 shares; 2025Q4: 3,679 shares 3,679 $655K <0.01% +360 Timeline EZU ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,994 shares; 2025Q2: 8,954 shares; 2025Q3: 9,287 shares; 2025Q4: 10,152 shares 10,152 $651K <0.01% +865 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,643 shares; 2024Q4: 3,354 shares; 2025Q1: 4,219 shares; 2025Q2: 4,648 shares; 2025Q3: 5,076 shares; 2025Q4: 6,261 shares 6,261 $649K <0.01% +1,185 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,320 shares; 2024Q4: 23,232 shares; 2025Q1: 28,438 shares; 2025Q2: 24,644 shares; 2025Q3: 20,919 shares; 2025Q4: 21,204 shares 21,204 $648K <0.01% +285 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,818 shares; 2024Q4: 1,984 shares; 2025Q1: 2,680 shares; 2025Q2: 2,962 shares; 2025Q3: 6,596 shares; 2025Q4: 2,231 shares 2,231 $647K <0.01% -4,365 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,812 shares; 2025Q4: 2,874 shares 2,874 $646K <0.01% +62 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,588 shares; 2025Q3: 5,131 shares; 2025Q4: 7,043 shares 7,043 $644K <0.01% +1,912 Timeline SNAP SNAP INC More: the full row for SNAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 128,155 shares; 2024Q4: 119,040 shares; 2025Q1: 113,368 shares; 2025Q2: 91,337 shares; 2025Q3: 103,704 shares; 2025Q4: 78,913 shares 78,913 $637K <0.01% -24,791 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,567 shares; 2024Q4: 9,307 shares; 2025Q1: 8,690 shares; 2025Q2: 10,941 shares; 2025Q3: 15,073 shares; 2025Q4: 14,815 shares 14,815 $636K <0.01% -258 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,024 shares; 2024Q4: not reported; 2025Q1: 11,858 shares; 2025Q2: 17,165 shares; 2025Q3: 22,666 shares; 2025Q4: 33,171 shares 33,171 $634K <0.01% +10,505 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,312 shares; 2024Q4: 46,588 shares; 2025Q1: 51,103 shares; 2025Q2: 65,076 shares; 2025Q3: 46,360 shares; 2025Q4: 49,960 shares 49,960 $633K <0.01% +3,600 Timeline OKLO OKLO INC More: the full row for OKLO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,864 shares; 2025Q4: 8,778 shares 8,778 $630K <0.01% +914 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 581 shares 581 $622K <0.01% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,496 shares; 2024Q4: 27,133 shares; 2025Q1: 21,650 shares; 2025Q2: 22,281 shares; 2025Q3: 16,659 shares; 2025Q4: 13,991 shares 13,991 $618K <0.01% -2,668 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,546 shares; 2025Q1: not reported; 2025Q2: 2,559 shares; 2025Q3: 2,530 shares; 2025Q4: 2,612 shares 2,612 $611K <0.01% +82 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,669 shares; 2024Q4: 12,624 shares; 2025Q1: 9,671 shares; 2025Q2: 8,555 shares; 2025Q3: 8,340 shares; 2025Q4: 9,114 shares 9,114 $597K <0.01% +774 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,959 shares; 2025Q2: 13,456 shares; 2025Q3: 12,949 shares; 2025Q4: 12,989 shares 12,989 $593K <0.01% +40 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,731 shares; 2024Q4: 12,026 shares; 2025Q1: 9,364 shares; 2025Q2: 13,846 shares; 2025Q3: 13,714 shares; 2025Q4: 12,914 shares 12,914 $593K <0.01% -800 Timeline LMND LEMONADE INC More: the full row for LEMONADE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,125 shares; 2025Q4: 8,304 shares 8,304 $591K <0.01% +2,179 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,098 shares; 2024Q4: 15,482 shares; 2025Q1: 15,131 shares; 2025Q2: 15,481 shares; 2025Q3: 16,352 shares; 2025Q4: 16,920 shares 16,920 $583K <0.01% +568 Timeline CF CF INDUSTRIES HOLD More: the full row for CF INDUSTRIES HOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,471 shares; 2024Q4: 26,510 shares; 2025Q1: 13,915 shares; 2025Q2: 7,876 shares; 2025Q3: 7,946 shares; 2025Q4: 7,493 shares 7,493 $580K <0.01% -453 Timeline FFIV F5 INC More: the full row for F5 INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,604 shares; 2024Q4: 1,789 shares; 2025Q1: 2,067 shares; 2025Q2: 2,088 shares; 2025Q3: 2,373 shares; 2025Q4: 2,254 shares 2,254 $575K <0.01% -119 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,509 shares; 2024Q4: 15,345 shares; 2025Q1: 16,874 shares; 2025Q2: 15,056 shares; 2025Q3: 15,556 shares; 2025Q4: 17,363 shares 17,363 $569K <0.01% +1,807 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,350 shares; 2024Q4: 2,171 shares; 2025Q1: 2,231 shares; 2025Q2: not reported; 2025Q3: 3,747 shares; 2025Q4: 5,666 shares 5,666 $566K <0.01% +1,919 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,650 shares; 2024Q4: 10,510 shares; 2025Q1: 10,538 shares; 2025Q2: 8,782 shares; 2025Q3: 12,892 shares; 2025Q4: 12,722 shares 12,722 $565K <0.01% -170 Timeline FTSL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,695 shares; 2024Q4: 18,637 shares; 2025Q1: 12,588 shares; 2025Q2: 11,205 shares; 2025Q3: 7,360 shares; 2025Q4: 12,215 shares 12,215 $560K <0.01% +4,855 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,884 shares; 2024Q4: 2,970 shares; 2025Q1: 1,179 shares; 2025Q2: 1,237 shares; 2025Q3: 1,329 shares; 2025Q4: 1,644 shares 1,644 $559K <0.01% +315 Timeline CC CHEMOURS CO More: the full row for CHEMOURS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,658 shares; 2024Q4: 32,943 shares; 2025Q1: 48,756 shares; 2025Q2: 47,268 shares; 2025Q3: 47,429 shares; 2025Q4: 47,300 shares 47,300 $558K <0.01% -129 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,454 shares; 2025Q2: 3,945 shares; 2025Q3: 2,710 shares; 2025Q4: 2,469 shares 2,469 $549K <0.01% -241 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 997 shares; 2024Q4: 1,252 shares; 2025Q1: 2,120 shares; 2025Q2: 1,998 shares; 2025Q3: 1,588 shares; 2025Q4: 2,175 shares 2,175 $544K <0.01% +587 Timeline SPHD INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,349 shares; 2024Q4: 8,513 shares; 2025Q1: 8,673 shares; 2025Q2: 10,939 shares; 2025Q3: 10,832 shares; 2025Q4: 11,239 shares 11,239 $539K <0.01% +407 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,298 shares; 2024Q4: 4,023 shares; 2025Q1: 4,225 shares; 2025Q2: 5,151 shares; 2025Q3: 5,222 shares; 2025Q4: 5,226 shares 5,226 $538K <0.01% +4 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,311 shares; 2025Q3: 18,134 shares; 2025Q4: 16,387 shares 16,387 $532K <0.01% -1,747 Timeline QS QUANTUMSCAPE CORP More: the full row for QUANTUMSCAPE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,923 shares; 2024Q4: 15,778 shares; 2025Q1: 19,349 shares; 2025Q2: 21,844 shares; 2025Q3: 42,781 shares; 2025Q4: 50,953 shares 50,953 $531K <0.01% +8,172 Timeline PNR PENTAIR PLC More: the full row for PENTAIR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,242 shares; 2024Q4: 2,580 shares; 2025Q1: 3,724 shares; 2025Q2: 4,653 shares; 2025Q3: 4,977 shares; 2025Q4: 5,098 shares 5,098 $531K <0.01% +121 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 168,469 shares; 2024Q4: 141,859 shares; 2025Q1: 30,364 shares; 2025Q2: 27,125 shares; 2025Q3: 29,175 shares; 2025Q4: 29,829 shares 29,829 $529K <0.01% +654 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,348 shares; 2025Q4: 2,858 shares 2,858 $528K <0.01% -490 Timeline ROKU ROKU INC More: the full row for ROKU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,915 shares; 2024Q4: 5,162 shares; 2025Q1: 5,634 shares; 2025Q2: 6,646 shares; 2025Q3: 4,984 shares; 2025Q4: 4,861 shares 4,861 $527K <0.01% -123 Timeline CELH CELSIUS HLDGS INC More: the full row for CELSIUS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,192 shares; 2024Q4: 11,144 shares; 2025Q1: 13,509 shares; 2025Q2: 11,198 shares; 2025Q3: 11,889 shares; 2025Q4: 11,494 shares 11,494 $526K <0.01% -395 Timeline ALLE ALLEGION PLC More: the full row for ALLEGION PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,282 shares; 2024Q4: 2,428 shares; 2025Q1: 2,618 shares; 2025Q2: 2,764 shares; 2025Q3: 3,028 shares; 2025Q4: 3,300 shares 3,300 $525K <0.01% +272 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,631 shares; 2025Q4: 11,990 shares 11,990 $522K <0.01% +4,359 Timeline IDRV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,940 shares; 2024Q4: 17,511 shares; 2025Q1: 19,081 shares; 2025Q2: 15,981 shares; 2025Q3: 13,721 shares; 2025Q4: 13,713 shares 13,713 $520K <0.01% -8 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,523 shares; 2024Q4: 18,892 shares; 2025Q1: 15,123 shares; 2025Q2: 15,261 shares; 2025Q3: 14,605 shares; 2025Q4: 14,214 shares 14,214 $519K <0.01% -391 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 256,436 shares; 2024Q4: 270,753 shares; 2025Q1: 281,295 shares; 2025Q2: 216,485 shares; 2025Q3: 64,553 shares; 2025Q4: 32,250 shares 32,250 $519K <0.01% -32,303 Timeline IFGL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,647 shares; 2025Q1: 13,439 shares; 2025Q2: 14,055 shares; 2025Q3: 14,839 shares; 2025Q4: 22,288 shares 22,288 $515K <0.01% +7,449 Timeline JOBY JOBY AVIATION INC More: the full row for JOBY AVIATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,712 shares; 2024Q4: 34,010 shares; 2025Q1: 55,612 shares; 2025Q2: 23,615 shares; 2025Q3: 36,703 shares; 2025Q4: 38,978 shares 38,978 $515K <0.01% +2,275 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,533 shares; 2025Q4: 9,909 shares 9,909 $513K <0.01% +4,376 Timeline ACHR ARCHER AVIATION INC More: the full row for ARCHER AVIATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,968 shares; 2025Q3: 44,492 shares; 2025Q4: 67,421 shares 67,421 $507K <0.01% +22,929 Timeline GME GAMESTOP CORP More: the full row for GAMESTOP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,397 shares; 2024Q4: 28,191 shares; 2025Q1: 30,185 shares; 2025Q2: 30,761 shares; 2025Q3: 21,712 shares; 2025Q4: 25,135 shares 25,135 $505K <0.01% +3,423 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,198 shares; 2025Q1: 1,831 shares; 2025Q2: 2,185 shares; 2025Q3: 2,675 shares; 2025Q4: 2,776 shares 2,776 $496K <0.01% +101 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,365 shares; 2024Q4: 19,636 shares; 2025Q1: 12,545 shares; 2025Q2: 21,412 shares; 2025Q3: 33,146 shares; 2025Q4: 31,966 shares 31,966 $489K <0.01% -1,180 Timeline RGTI RIGETTI COMPUTING INC More: the full row for RIGETTI COMPUTING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,716 shares; 2025Q4: 21,906 shares 21,906 $485K <0.01% +7,190 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,003 shares; 2025Q3: 7,459 shares; 2025Q4: 9,147 shares 9,147 $480K <0.01% +1,688 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,500 shares; 2024Q4: 5,382 shares; 2025Q1: 5,246 shares; 2025Q2: 5,005 shares; 2025Q3: 4,739 shares; 2025Q4: 4,680 shares 4,680 $475K <0.01% -59 Timeline RL RALPH LAUREN CORP More: the full row for RALPH LAUREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,042 shares; 2025Q3: 1,146 shares; 2025Q4: 1,344 shares 1,344 $475K <0.01% +198 Timeline COMP COMPASS INC More: the full row for COMPASS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 65,326 shares; 2025Q4: 44,958 shares 44,958 $475K <0.01% -20,368 Timeline BALL BALL CORP More: the full row for BALL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,802 shares; 2024Q4: 22,698 shares; 2025Q1: 23,711 shares; 2025Q2: 97,664 shares; 2025Q3: 20,176 shares; 2025Q4: 8,960 shares 8,960 $475K <0.01% -11,216 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,945 shares; 2024Q4: 5,902 shares; 2025Q1: 5,594 shares; 2025Q2: 6,015 shares; 2025Q3: 5,683 shares; 2025Q4: 5,766 shares 5,766 $473K <0.01% +83 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,375 shares; 2024Q4: 2,426 shares; 2025Q1: 2,329 shares; 2025Q2: 2,646 shares; 2025Q3: 2,943 shares; 2025Q4: 2,436 shares 2,436 $472K <0.01% -507 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,935 shares; 2024Q4: 18,681 shares; 2025Q1: 15,056 shares; 2025Q2: 15,219 shares; 2025Q3: 16,463 shares; 2025Q4: 15,958 shares 15,958 $470K <0.01% -505 Timeline TKO TKO GROUP HOLDINGS INC More: the full row for TKO GROUP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,530 shares; 2025Q2: 1,531 shares; 2025Q3: 1,968 shares; 2025Q4: 2,235 shares 2,235 $467K <0.01% +267 Timeline NCLH NORWEGIAN CRUISE LINE HLDGS More: the full row for NORWEGIAN CRUISE LINE HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,415 shares; 2024Q4: 13,900 shares; 2025Q1: 17,208 shares; 2025Q2: 21,946 shares; 2025Q3: 23,843 shares; 2025Q4: 20,787 shares 20,787 $464K <0.01% -3,056 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,950 shares; 2024Q4: 8,075 shares; 2025Q1: 8,069 shares; 2025Q2: 8,149 shares; 2025Q3: 8,455 shares; 2025Q4: 8,875 shares 8,875 $462K <0.01% +420 Timeline EPOL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,948 shares; 2025Q3: 12,585 shares; 2025Q4: 13,076 shares 13,076 $460K <0.01% +491 Timeline LKQ LKQ CORP More: the full row for LKQ CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,686 shares; 2024Q4: 18,179 shares; 2025Q1: 20,796 shares; 2025Q2: 23,027 shares; 2025Q3: 20,879 shares; 2025Q4: 15,215 shares 15,215 $459K <0.01% -5,664 Timeline CDW CDW CORP More: the full row for CDW CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,049 shares; 2024Q4: 5,449 shares; 2025Q1: 5,095 shares; 2025Q2: 8,257 shares; 2025Q3: 6,784 shares; 2025Q4: 3,367 shares 3,367 $459K <0.01% -3,417 Timeline OSCR OSCAR HEALTH INC More: the full row for OSCAR HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 43,841 shares; 2025Q3: 21,951 shares; 2025Q4: 31,108 shares 31,108 $447K <0.01% +9,157 Timeline PHO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,363 shares; 2024Q4: 5,940 shares; 2025Q1: 6,281 shares; 2025Q2: 6,932 shares; 2025Q3: 6,764 shares; 2025Q4: 6,328 shares 6,328 $446K <0.01% -436 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,981 shares; 2024Q4: 4,246 shares; 2025Q1: 2,904 shares; 2025Q2: 3,113 shares; 2025Q3: 4,916 shares; 2025Q4: 5,043 shares 5,043 $445K <0.01% +127 Timeline AFRM AFFIRM HLDGS INC More: the full row for AFFIRM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,641 shares; 2025Q1: 5,478 shares; 2025Q2: 6,088 shares; 2025Q3: 5,153 shares; 2025Q4: 5,976 shares 5,976 $445K <0.01% +823 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,693 shares; 2024Q4: 10,955 shares; 2025Q1: 10,177 shares; 2025Q2: 8,189 shares; 2025Q3: 4,860 shares; 2025Q4: 5,049 shares 5,049 $441K <0.01% +189 Timeline HOG HARLEY DAVIDSON INC More: the full row for HARLEY DAVIDSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,232 shares; 2024Q4: 36,555 shares; 2025Q1: 34,883 shares; 2025Q2: 26,612 shares; 2025Q3: 25,048 shares; 2025Q4: 21,452 shares 21,452 $440K <0.01% -3,596 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,839 shares 1,839 $437K <0.01% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,973 shares; 2025Q1: 8,759 shares; 2025Q2: 10,048 shares; 2025Q3: 12,802 shares; 2025Q4: 12,321 shares 12,321 $433K <0.01% -481 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,888 shares; 2025Q2: 6,146 shares; 2025Q3: 7,008 shares; 2025Q4: 10,475 shares 10,475 $433K <0.01% +3,467 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,867 shares; 2025Q2: 4,661 shares; 2025Q3: 4,874 shares; 2025Q4: 5,066 shares 5,066 $432K <0.01% +192 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,457 shares 8,457 $430K <0.01% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,586 shares; 2025Q4: 43,122 shares 43,122 $430K <0.01% +24,536 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,617 shares; 2024Q4: 7,578 shares; 2025Q1: 9,488 shares; 2025Q2: 10,378 shares; 2025Q3: 7,417 shares; 2025Q4: 7,121 shares 7,121 $428K <0.01% -296 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,586 shares 4,586 $422K <0.01% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,786 shares; 2024Q4: 26,290 shares; 2025Q1: 25,435 shares; 2025Q2: 9,498 shares; 2025Q3: 9,444 shares; 2025Q4: 8,425 shares 8,425 $421K <0.01% -1,019 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,923 shares; 2024Q4: 13,568 shares; 2025Q1: 7,688 shares; 2025Q2: 7,546 shares; 2025Q3: 8,629 shares; 2025Q4: 8,714 shares 8,714 $417K <0.01% +85 Timeline KBE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,383 shares; 2024Q4: 12,198 shares; 2025Q1: 7,094 shares; 2025Q2: 6,608 shares; 2025Q3: 6,548 shares; 2025Q4: 6,835 shares 6,835 $415K <0.01% +287 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,333 shares; 2025Q3: 18,669 shares; 2025Q4: 18,360 shares 18,360 $410K <0.01% -309 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,511 shares; 2025Q4: 5,384 shares 5,384 $409K <0.01% +873 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,818 shares; 2024Q4: 4,238 shares; 2025Q1: 4,418 shares; 2025Q2: 4,340 shares; 2025Q3: 4,279 shares; 2025Q4: 4,254 shares 4,254 $409K <0.01% -25 Timeline MRNA MODERNA INC More: the full row for MODERNA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,911 shares; 2024Q4: 12,750 shares; 2025Q1: 31,018 shares; 2025Q2: 18,887 shares; 2025Q3: 17,448 shares; 2025Q4: 13,736 shares 13,736 $405K <0.01% -3,712 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,409 shares; 2024Q4: 6,393 shares; 2025Q1: 7,432 shares; 2025Q2: 8,154 shares; 2025Q3: 6,902 shares; 2025Q4: 8,209 shares 8,209 $403K <0.01% +1,307 Timeline XSOE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,936 shares; 2025Q2: 8,851 shares; 2025Q3: 10,160 shares; 2025Q4: 10,313 shares 10,313 $402K <0.01% +153 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,246 shares; 2025Q4: 1,897 shares 1,897 $402K <0.01% +651 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,085 shares; 2024Q4: 2,213 shares; 2025Q1: 2,514 shares; 2025Q2: 2,583 shares; 2025Q3: 2,719 shares; 2025Q4: 3,605 shares 3,605 $397K <0.01% +886 Timeline PDD PDD HOLDINGS INC More: the full row for PDD HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,482 shares 3,482 $395K <0.01% new Timeline EWY ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,061 shares 4,061 $395K <0.01% new Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,809 shares; 2025Q3: 3,413 shares; 2025Q4: 4,543 shares 4,543 $392K <0.01% +1,130 Timeline ECH ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,534 shares; 2024Q4: not reported; 2025Q1: 9,171 shares; 2025Q2: 8,811 shares; 2025Q3: 8,868 shares; 2025Q4: 9,624 shares 9,624 $389K <0.01% +756 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,684 shares; 2025Q3: 16,249 shares; 2025Q4: 20,538 shares 20,538 $388K <0.01% +4,289 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,746 shares; 2024Q4: 19,307 shares; 2025Q1: 23,522 shares; 2025Q2: 21,296 shares; 2025Q3: 7,351 shares; 2025Q4: 13,906 shares 13,906 $386K <0.01% +6,555 Timeline EWG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,597 shares; 2025Q3: 12,893 shares; 2025Q4: 9,085 shares 9,085 $386K <0.01% -3,808 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,633 shares; 2024Q4: 10,063 shares; 2025Q1: 10,013 shares; 2025Q2: 11,345 shares; 2025Q3: 11,402 shares; 2025Q4: 11,406 shares 11,406 $385K <0.01% +4 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,856 shares; 2025Q3: 50,913 shares; 2025Q4: 70,282 shares 70,282 $380K <0.01% +19,369 Timeline MOO VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,275 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,780 shares; 2025Q3: 4,839 shares; 2025Q4: 5,199 shares 5,199 $378K <0.01% +360 Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 876 shares; 2024Q4: 885 shares; 2025Q1: 859 shares; 2025Q2: 853 shares; 2025Q3: 789 shares; 2025Q4: 775 shares 775 $378K <0.01% -14 Timeline BWA BORGWARNER INC More: the full row for BORGWARNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,894 shares; 2024Q4: 14,239 shares; 2025Q1: 13,087 shares; 2025Q2: 8,531 shares; 2025Q3: 8,364 shares; 2025Q4: 8,370 shares 8,370 $377K <0.01% +6 Timeline SW SMURFIT WESTROCK PLC More: the full row for SMURFIT WESTROCK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,596 shares; 2025Q3: 7,094 shares; 2025Q4: 9,744 shares 9,744 $377K <0.01% +2,650 Timeline AES AES CORP More: the full row for AES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,562 shares; 2024Q4: 18,130 shares; 2025Q1: 16,008 shares; 2025Q2: 18,524 shares; 2025Q3: 20,877 shares; 2025Q4: 26,134 shares 26,134 $375K <0.01% +5,257 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,638 shares; 2024Q4: not reported; 2025Q1: 23,691 shares; 2025Q2: 43,039 shares; 2025Q3: 19,881 shares; 2025Q4: 3,895 shares 3,895 $370K <0.01% -15,986 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,924 shares; 2025Q4: 2,952 shares 2,952 $364K <0.01% +1,028 Timeline ECNS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,539 shares; 2024Q4: 29,010 shares; 2025Q1: not reported; 2025Q2: 6,574 shares; 2025Q3: 8,394 shares; 2025Q4: 11,098 shares 11,098 $364K <0.01% +2,704 Timeline EXE EXPAND ENERGY CORPORATION More: the full row for EXPAND ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,479 shares; 2025Q3: 2,039 shares; 2025Q4: 3,284 shares 3,284 $362K <0.01% +1,245 Timeline RVTY REVVITY INC More: the full row for REVVITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,615 shares; 2024Q4: 8,257 shares; 2025Q1: 8,988 shares; 2025Q2: 5,589 shares; 2025Q3: 2,909 shares; 2025Q4: 3,742 shares 3,742 $362K <0.01% +833 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 26,994 shares; 2025Q4: 34,200 shares 34,200 $361K <0.01% +7,206 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,419 shares 7,419 $360K <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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,831 shares; 2024Q4: 61,273 shares; 2025Q1: 74,485 shares; 2025Q2: 73,039 shares; 2025Q3: 9,933 shares; 2025Q4: 9,815 shares 9,815 $360K <0.01% -118 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 22,898 shares; 2025Q3: 28,965 shares; 2025Q4: 28,890 shares 28,890 $359K <0.01% -75 Timeline ICVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,331 shares; 2024Q4: 4,594 shares; 2025Q1: 4,510 shares; 2025Q2: 4,916 shares; 2025Q3: 5,929 shares; 2025Q4: 3,625 shares 3,625 $357K <0.01% -2,304 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,635 shares; 2025Q3: 17,611 shares; 2025Q4: 31,047 shares 31,047 $356K <0.01% +13,436 Timeline EWS ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,706 shares; 2025Q3: 9,992 shares; 2025Q4: 12,920 shares 12,920 $355K <0.01% +2,928 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 357 shares; 2025Q2: 409 shares; 2025Q3: 484 shares; 2025Q4: 727 shares 727 $353K <0.01% +243 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,821 shares; 2025Q3: 5,703 shares; 2025Q4: 8,032 shares 8,032 $351K <0.01% +2,329 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,403 shares; 2025Q2: 3,222 shares; 2025Q3: not reported; 2025Q4: 3,159 shares 3,159 $347K <0.01% new Timeline CCEP COCA-COLA EUROPACIFIC PARTNE More: the full row for COCA-COLA EUROPACIFIC PARTNE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,796 shares 3,796 $344K <0.01% new Timeline CROX CROCS INC More: the full row for CROCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,569 shares; 2025Q2: 3,823 shares; 2025Q3: 4,100 shares; 2025Q4: 4,020 shares 4,020 $344K <0.01% -80 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,410 shares; 2024Q4: 30,541 shares; 2025Q1: 29,333 shares; 2025Q2: 15,683 shares; 2025Q3: 15,199 shares; 2025Q4: 15,290 shares 15,290 $342K <0.01% +91 Timeline KRE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,708 shares; 2024Q4: 8,547 shares; 2025Q1: 7,738 shares; 2025Q2: 7,605 shares; 2025Q3: 7,568 shares; 2025Q4: 5,271 shares 5,271 $342K <0.01% -2,297 Timeline UFOX ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,562 shares; 2024Q4: 5,885 shares; 2025Q1: 5,057 shares; 2025Q2: 5,308 shares; 2025Q3: 7,583 shares; 2025Q4: 5,309 shares 5,309 $339K <0.01% -2,274 Timeline TEM TEMPUS AI INC More: the full row for TEMPUS AI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,704 shares 5,704 $337K <0.01% new Timeline LBRDK LIBERTY BROADBAND CORP More: the full row for LIBERTY BROADBAND CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83,288 shares; 2024Q4: 81,932 shares; 2025Q1: 79,827 shares; 2025Q2: 78,168 shares; 2025Q3: 75,083 shares; 2025Q4: 6,918 shares 6,918 $336K <0.01% -68,165 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,965 shares; 2024Q4: 19,867 shares; 2025Q1: 20,518 shares; 2025Q2: 18,683 shares; 2025Q3: 19,446 shares; 2025Q4: 17,895 shares 17,895 $336K <0.01% -1,551 Timeline NDSN NORDSON CORP More: the full row for NORDSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,132 shares; 2025Q3: 1,217 shares; 2025Q4: 1,378 shares 1,378 $331K <0.01% +161 Timeline EMN EASTMAN CHEM CO More: the full row for EASTMAN CHEM CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,739 shares; 2024Q4: 21,578 shares; 2025Q1: 19,822 shares; 2025Q2: 7,811 shares; 2025Q3: 7,195 shares; 2025Q4: 5,156 shares 5,156 $329K <0.01% -2,039 Timeline EIRL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,822 shares; 2025Q2: 4,083 shares; 2025Q3: 4,530 shares; 2025Q4: 4,470 shares 4,470 $329K <0.01% -60 Timeline WLTH WEALTHFRONT CORP More: the full row for WEALTHFRONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 23,953 shares 23,953 $326K <0.01% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,537 shares; 2024Q4: 17,230 shares; 2025Q1: 16,525 shares; 2025Q2: 18,234 shares; 2025Q3: 11,757 shares; 2025Q4: 13,023 shares 13,023 $325K <0.01% +1,266 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,936 shares; 2024Q4: 3,385 shares; 2025Q1: 3,871 shares; 2025Q2: 3,978 shares; 2025Q3: 4,725 shares; 2025Q4: 4,526 shares 4,526 $323K <0.01% -199 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,771 shares; 2024Q4: 10,354 shares; 2025Q1: 9,574 shares; 2025Q2: 10,993 shares; 2025Q3: 10,873 shares; 2025Q4: 8,412 shares 8,412 $321K <0.01% -2,461 Timeline HAS HASBRO INC More: the full row for HASBRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,308 shares; 2025Q4: 3,915 shares 3,915 $321K <0.01% +607 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,013 shares; 2025Q1: 4,302 shares; 2025Q2: 3,929 shares; 2025Q3: 4,163 shares; 2025Q4: 4,201 shares 4,201 $319K <0.01% +38 Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,474 shares; 2025Q3: 3,781 shares; 2025Q4: 4,027 shares 4,027 $319K <0.01% +246 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,160 shares; 2024Q4: 16,187 shares; 2025Q1: 5,280 shares; 2025Q2: 2,942 shares; 2025Q3: 3,304 shares; 2025Q4: 3,227 shares 3,227 $316K <0.01% -77 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,880 shares; 2024Q4: 66,635 shares; 2025Q1: 149,891 shares; 2025Q2: 215,359 shares; 2025Q3: 18,088 shares; 2025Q4: 12,070 shares 12,070 $315K <0.01% -6,018 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,002 shares; 2024Q4: 25,049 shares; 2025Q1: 24,247 shares; 2025Q2: 28,881 shares; 2025Q3: 55,981 shares; 2025Q4: 3,115 shares 3,115 $314K <0.01% -52,866 Timeline AIZ ASSURANT INC More: the full row for ASSURANT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,113 shares; 2025Q4: 1,301 shares 1,301 $313K <0.01% +188 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,698 shares; 2025Q4: 10,992 shares 10,992 $310K <0.01% +294 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,621 shares; 2024Q4: 5,449 shares; 2025Q1: 4,911 shares; 2025Q2: 4,344 shares; 2025Q3: 4,939 shares; 2025Q4: 4,696 shares 4,696 $308K <0.01% -243 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 576 shares; 2024Q4: 589 shares; 2025Q1: 571 shares; 2025Q2: 581 shares; 2025Q3: 594 shares; 2025Q4: 574 shares 574 $306K <0.01% -20 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,113 shares; 2025Q1: 4,498 shares; 2025Q2: 5,466 shares; 2025Q3: 5,569 shares; 2025Q4: 5,094 shares 5,094 $304K <0.01% -475 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,498 shares 2,498 $304K <0.01% new Timeline EWT ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,238 shares; 2025Q3: 5,648 shares; 2025Q4: 4,772 shares 4,772 $303K <0.01% -876 Timeline BJ BJS WHSL CLUB HLDGS INC More: the full row for BJS WHSL CLUB HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,470 shares; 2024Q4: 3,452 shares; 2025Q1: 3,334 shares; 2025Q2: 3,273 shares; 2025Q3: 3,356 shares; 2025Q4: 3,360 shares 3,360 $303K <0.01% +4 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,313 shares; 2024Q4: 57,215 shares; 2025Q1: 39,872 shares; 2025Q2: 39,646 shares; 2025Q3: 42,143 shares; 2025Q4: 28,399 shares 28,399 $298K <0.01% -13,744 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,929 shares; 2024Q4: 6,352 shares; 2025Q1: 7,263 shares; 2025Q2: 7,630 shares; 2025Q3: 7,586 shares; 2025Q4: 8,651 shares 8,651 $298K <0.01% +1,065 Timeline AYI ACUITY INC More: the full row for ACUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 823 shares 823 $296K <0.01% new Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19,040 shares; 2025Q4: 10,961 shares 10,961 $295K <0.01% -8,079 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,205 shares; 2025Q1: 1,641 shares; 2025Q2: 1,742 shares; 2025Q3: 1,809 shares; 2025Q4: 1,401 shares 1,401 $295K <0.01% -408 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,445 shares; 2024Q4: 23,266 shares; 2025Q1: 22,081 shares; 2025Q2: 26,760 shares; 2025Q3: 25,605 shares; 2025Q4: 24,943 shares 24,943 $291K <0.01% -662 Timeline SWK STANLEY BLACK & DECKER INC More: the full row for STANLEY BLACK & DECKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,535 shares; 2024Q4: 18,873 shares; 2025Q1: 10,184 shares; 2025Q2: 3,707 shares; 2025Q3: 4,113 shares; 2025Q4: 3,916 shares 3,916 $291K <0.01% -197 Timeline GH GUARDANT HEALTH INC More: the full row for GUARDANT HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,838 shares 2,838 $290K <0.01% new Timeline KRBN KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,716 shares; 2024Q4: 11,989 shares; 2025Q1: 11,115 shares; 2025Q2: 9,357 shares; 2025Q3: 9,010 shares; 2025Q4: 8,176 shares 8,176 $289K <0.01% -834 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,932 shares; 2024Q4: 12,318 shares; 2025Q1: 18,535 shares; 2025Q2: 20,001 shares; 2025Q3: 23,412 shares; 2025Q4: 26,542 shares 26,542 $289K <0.01% +3,130 Timeline DRIV GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,108 shares; 2025Q4: 9,749 shares 9,749 $288K <0.01% +641 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,887 shares; 2025Q2: 18,635 shares; 2025Q3: 16,719 shares; 2025Q4: 34,435 shares 34,435 $287K <0.01% +17,716 DAY DAYFORCE INC More: the full row for DAYFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,124 shares; 2025Q4: 4,131 shares 4,131 $286K <0.01% +1,007 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,315 shares; 2025Q2: 19,611 shares; 2025Q3: 21,433 shares; 2025Q4: 14,838 shares 14,838 $283K <0.01% -6,595 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 299 shares 299 $279K <0.01% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,321 shares; 2025Q4: 10,404 shares 10,404 $278K <0.01% +1,083 Timeline VEGI ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,810 shares; 2024Q4: 11,879 shares; 2025Q1: 11,931 shares; 2025Q2: 6,430 shares; 2025Q3: 7,254 shares; 2025Q4: 7,205 shares 7,205 $278K <0.01% -49 Timeline UUUU ENERGY FUELS INC More: the full row for ENERGY FUELS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,906 shares; 2025Q4: 19,020 shares 19,020 $277K <0.01% +1,114 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,272 shares; 2025Q3: 2,813 shares; 2025Q4: 3,098 shares 3,098 $276K <0.01% +285 Timeline SUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,018 shares; 2025Q4: 10,926 shares 10,926 $276K <0.01% +908 Timeline EPAM EPAM SYS INC More: the full row for EPAM SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,345 shares 1,345 $276K <0.01% new Timeline COKE COCA COLA CONS INC More: the full row for COCA COLA CONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,796 shares 1,796 $275K <0.01% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,395 shares; 2024Q4: 5,607 shares; 2025Q1: 5,824 shares; 2025Q2: 5,851 shares; 2025Q3: 5,560 shares; 2025Q4: 6,006 shares 6,006 $274K <0.01% +446 Timeline CRDO CREDO TECHNOLOGY GROUP HOLDI More: the full row for CREDO TECHNOLOGY GROUP HOLDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,433 shares; 2025Q4: 1,903 shares 1,903 $274K <0.01% +470 Timeline CRL CHARLES RIV LABS INTL INC More: the full row for CHARLES RIV LABS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,180 shares; 2024Q4: 4,567 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,366 shares 1,366 $272K <0.01% new Timeline CRCL CIRCLE INTERNET GROUP INC More: the full row for CIRCLE INTERNET GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,428 shares 3,428 $272K <0.01% new Timeline CNRG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,896 shares; 2024Q4: 4,786 shares; 2025Q1: 13,005 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,036 shares 3,036 $272K <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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,396 shares; 2025Q3: 3,659 shares; 2025Q4: 5,895 shares 5,895 $271K <0.01% +2,236 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,130 shares; 2024Q4: 18,998 shares; 2025Q1: 23,773 shares; 2025Q2: 26,291 shares; 2025Q3: 19,058 shares; 2025Q4: 17,590 shares 17,590 $270K <0.01% -1,468 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,933 shares; 2025Q2: not reported; 2025Q3: 3,844 shares; 2025Q4: 4,572 shares 4,572 $269K <0.01% +728 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,700 shares 5,700 $268K <0.01% new Timeline COLB COLUMBIA BKG SYS INC More: the full row for COLUMBIA BKG SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,547 shares; 2024Q4: 9,526 shares; 2025Q1: 9,529 shares; 2025Q2: 9,540 shares; 2025Q3: 9,560 shares; 2025Q4: 9,547 shares 9,547 $267K <0.01% -13 Timeline EWP ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,941 shares 4,941 $266K <0.01% new Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 722 shares 722 $266K <0.01% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,555 shares; 2025Q4: 18,647 shares 18,647 $264K <0.01% +10,092 Timeline FIW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,192 shares; 2024Q4: 2,968 shares; 2025Q1: 2,296 shares; 2025Q2: 2,179 shares; 2025Q3: 2,480 shares; 2025Q4: 2,426 shares 2,426 $264K <0.01% -54 Timeline TRI THOMSON REUTERS CORP More: the full row for THOMSON REUTERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,966 shares 1,966 $259K <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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,163 shares; 2024Q4: 3,586 shares; 2025Q1: 2,592 shares; 2025Q2: not reported; 2025Q3: 2,776 shares; 2025Q4: 2,689 shares 2,689 $259K <0.01% -87 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,299 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,171 shares; 2025Q3: 2,540 shares; 2025Q4: 2,500 shares 2,500 $257K <0.01% -40 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,677 shares; 2025Q3: 6,151 shares; 2025Q4: 5,634 shares 5,634 $257K <0.01% -517 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,938 shares 2,938 $255K <0.01% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,479 shares; 2024Q4: 8,658 shares; 2025Q1: 8,444 shares; 2025Q2: 10,329 shares; 2025Q3: 9,310 shares; 2025Q4: 8,536 shares 8,536 $254K <0.01% -774 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19,641 shares; 2025Q4: 18,904 shares 18,904 $253K <0.01% -737 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,504 shares; 2025Q3: 3,624 shares; 2025Q4: 3,254 shares 3,254 $252K <0.01% -370 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,058 shares; 2025Q4: 12,715 shares 12,715 $251K <0.01% +657 Timeline BBCA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,706 shares; 2025Q4: 2,668 shares 2,668 $248K <0.01% -38 Timeline ALGN ALIGN TECHNOLOGY INC More: the full row for ALIGN TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,891 shares; 2024Q4: 8,269 shares; 2025Q1: 2,263 shares; 2025Q2: 4,588 shares; 2025Q3: not reported; 2025Q4: 1,587 shares 1,587 $248K <0.01% new Timeline DOCN DIGITALOCEAN HLDGS INC More: the full row for DIGITALOCEAN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,101 shares 5,101 $245K <0.01% new Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,235 shares 5,235 $245K <0.01% new Timeline DTM DT MIDSTREAM INC More: the full row for DT MIDSTREAM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,252 shares; 2025Q1: 2,178 shares; 2025Q2: 2,134 shares; 2025Q3: 2,071 shares; 2025Q4: 2,042 shares 2,042 $244K <0.01% -29 Timeline EQX EQUINOX GOLD CORP More: the full row for EQUINOX GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,347 shares 17,347 $244K <0.01% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,463 shares; 2025Q4: 8,665 shares 8,665 $243K <0.01% -1,798 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,790 shares; 2024Q4: 2,880 shares; 2025Q1: 2,925 shares; 2025Q2: 3,115 shares; 2025Q3: 3,189 shares; 2025Q4: 3,339 shares 3,339 $242K <0.01% +150 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,115 shares; 2024Q4: 3,657 shares; 2025Q1: 1,862 shares; 2025Q2: 1,426 shares; 2025Q3: 1,466 shares; 2025Q4: 708 shares 708 $240K <0.01% -758 Timeline AM ANTERO MIDSTREAM CORP More: the full row for ANTERO MIDSTREAM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,495 shares 13,495 $240K <0.01% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,637 shares; 2025Q4: 5,139 shares 5,139 $239K <0.01% +502 Timeline WULF TERAWULF INC More: the full row for TERAWULF INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,437 shares; 2025Q4: 20,830 shares 20,830 $239K <0.01% +5,393 Timeline FNDC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,326 shares 5,326 $237K <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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,802 shares; 2025Q3: 12,720 shares; 2025Q4: 12,332 shares 12,332 $237K <0.01% -388 Timeline FUBO FUBOTV INC More: the full row for FUBOTV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,485 shares; 2024Q4: 29,176 shares; 2025Q1: 50,732 shares; 2025Q2: 49,595 shares; 2025Q3: 99,957 shares; 2025Q4: 93,519 shares 93,519 $236K <0.01% -6,438 Timeline WYNN WYNN RESORTS LTD More: the full row for WYNN RESORTS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,198 shares; 2025Q4: 1,953 shares 1,953 $235K <0.01% -245 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 750 shares; 2024Q4: 959 shares; 2025Q1: 1,473 shares; 2025Q2: 1,600 shares; 2025Q3: 1,449 shares; 2025Q4: 1,351 shares 1,351 $234K <0.01% -98 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,225 shares; 2025Q4: 3,266 shares 3,266 $228K <0.01% +41 Timeline RUN SUNRUN INC More: the full row for SUNRUN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20,032 shares; 2025Q2: 14,909 shares; 2025Q3: 13,549 shares; 2025Q4: 12,365 shares 12,365 $228K <0.01% -1,184 Timeline QUBT QUANTUM COMPUTING INC More: the full row for QUANTUM COMPUTING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,600 shares; 2025Q3: 12,795 shares; 2025Q4: 21,968 shares 21,968 $225K <0.01% +9,173 Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 802 shares; 2024Q4: 805 shares; 2025Q1: 749 shares; 2025Q2: 737 shares; 2025Q3: 708 shares; 2025Q4: 702 shares 702 $225K <0.01% -6 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,127 shares; 2024Q4: 65,549 shares; 2025Q1: 75,392 shares; 2025Q2: 75,692 shares; 2025Q3: 81,455 shares; 2025Q4: 143,928 shares 143,928 $225K <0.01% +62,473 Timeline SDG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,462 shares; 2024Q4: not reported; 2025Q1: 3,200 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,630 shares 2,630 $222K <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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,065 shares; 2025Q4: 4,387 shares 4,387 $221K <0.01% +322 Timeline ROKT SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,466 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,599 shares 2,599 $221K <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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,422 shares; 2025Q4: 2,405 shares 2,405 $221K <0.01% -17 Timeline ALAB ASTERA LABS INC More: the full row for ASTERA LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,326 shares 1,326 $221K <0.01% new Timeline EEMV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,440 shares; 2025Q3: 3,731 shares; 2025Q4: 3,436 shares 3,436 $220K <0.01% -295 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,002 shares; 2025Q3: 16,588 shares; 2025Q4: 7,190 shares 7,190 $217K <0.01% -9,398 Timeline EWBC EAST WEST BANCORP INC More: the full row for EAST WEST BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,092 shares; 2025Q1: not reported; 2025Q2: 2,009 shares; 2025Q3: 1,942 shares; 2025Q4: 1,923 shares 1,923 $216K <0.01% -19 Timeline IAK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,628 shares; 2025Q2: 1,754 shares; 2025Q3: 1,608 shares; 2025Q4: 1,585 shares 1,585 $216K <0.01% -23 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,055 shares 2,055 $214K <0.01% new Timeline