URA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 332 shares; 2024Q4: 1,342 shares; 2025Q1: 333 shares; 2025Q2: 9,935 shares; 2025Q3: 9,443 shares; 2025Q4: 9,430 shares 9,430 $403K <0.01% -13 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,020 shares; 2024Q4: 3,185 shares; 2025Q1: 3,724 shares; 2025Q2: 3,503 shares; 2025Q3: 4,070 shares; 2025Q4: 3,078 shares 3,078 $402K <0.01% -992 Timeline SPYI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,238 shares; 2025Q1: 2,922 shares; 2025Q2: 10,872 shares; 2025Q3: 6,807 shares; 2025Q4: 7,642 shares 7,642 $401K <0.01% +835 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: 6,570 shares; 2024Q4: 6,670 shares; 2025Q1: 5,671 shares; 2025Q2: 8,266 shares; 2025Q3: 21,989 shares; 2025Q4: 24,473 shares 24,473 $401K <0.01% +2,484 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: 1,319 shares; 2024Q4: 1,435 shares; 2025Q1: 2,183 shares; 2025Q2: 1,938 shares; 2025Q3: 1,953 shares; 2025Q4: 3,866 shares 3,866 $401K <0.01% +1,913 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: 502 shares; 2024Q4: 559 shares; 2025Q1: 576 shares; 2025Q2: 1,410 shares; 2025Q3: 1,603 shares; 2025Q4: 3,349 shares 3,349 $401K <0.01% +1,746 Timeline IREN IREN LIMITED More: the full row for IREN LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,864 shares; 2025Q4: 10,595 shares 10,595 $400K <0.01% -3,269 Timeline ITT ITT INC More: the full row for ITT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 338 shares; 2024Q4: 293 shares; 2025Q1: 359 shares; 2025Q2: 398 shares; 2025Q3: 562 shares; 2025Q4: 2,306 shares 2,306 $400K <0.01% +1,744 Timeline ESTC ELASTIC N V More: the full row for ELASTIC N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10 shares; 2024Q4: 28 shares; 2025Q1: 54 shares; 2025Q2: 686 shares; 2025Q3: 1,561 shares; 2025Q4: 5,259 shares 5,259 $397K <0.01% +3,698 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 662 shares; 2024Q4: 840 shares; 2025Q1: 888 shares; 2025Q2: 1,352 shares; 2025Q3: 2,287 shares; 2025Q4: 1,750 shares 1,750 $396K <0.01% -537 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: 1,170 shares; 2024Q4: 1,232 shares; 2025Q1: 734 shares; 2025Q2: 1,051 shares; 2025Q3: 1,522 shares; 2025Q4: 2,901 shares 2,901 $396K <0.01% +1,379 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 490 shares; 2024Q4: 1,015 shares; 2025Q1: 1,322 shares; 2025Q2: 1,682 shares; 2025Q3: 2,293 shares; 2025Q4: 1,946 shares 1,946 $395K <0.01% -347 Timeline MLI MUELLER INDS INC More: the full row for MUELLER INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14 shares; 2024Q4: 14 shares; 2025Q1: 30 shares; 2025Q2: 49 shares; 2025Q3: 1,758 shares; 2025Q4: 3,424 shares 3,424 $393K <0.01% +1,666 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 584 shares; 2024Q4: 2,027 shares; 2025Q1: 2,106 shares; 2025Q2: 2,997 shares; 2025Q3: 4,115 shares; 2025Q4: 4,686 shares 4,686 $392K <0.01% +571 Timeline IYC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 912 shares; 2024Q4: 1,180 shares; 2025Q1: 1,180 shares; 2025Q2: 1,180 shares; 2025Q3: 3,830 shares; 2025Q4: 3,797 shares 3,797 $392K <0.01% -33 Timeline SCHH 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: 37,982 shares; 2024Q4: 40,771 shares; 2025Q1: 35,641 shares; 2025Q2: 25,925 shares; 2025Q3: 25,890 shares; 2025Q4: 18,742 shares 18,742 $392K <0.01% -7,148 Timeline EMNT 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: 1,048 shares; 2024Q4: 1,013 shares; 2025Q1: 3,982 shares; 2025Q2: 3,930 shares; 2025Q3: 3,930 shares; 2025Q4: 3,951 shares 3,951 $389K <0.01% +21 Timeline BOH BANK OF HI CORP More: the full row for BANK OF HI CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,961 shares; 2024Q4: 5,329 shares; 2025Q1: 5,329 shares; 2025Q2: 5,298 shares; 2025Q3: 5,362 shares; 2025Q4: 5,679 shares 5,679 $388K <0.01% +317 Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,199 shares; 2024Q4: 2,220 shares; 2025Q1: 2,228 shares; 2025Q2: 4,550 shares; 2025Q3: 5,035 shares; 2025Q4: 4,996 shares 4,996 $387K <0.01% -39 Timeline IJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 118,025 shares; 2024Q4: 348,791 shares; 2025Q1: 475,734 shares; 2025Q2: 23,383 shares; 2025Q3: 12,608 shares; 2025Q4: 10,706 shares 10,706 $387K <0.01% -1,902 Timeline KRG KITE REALTY GROUP TRUST More: the full row for KITE REALTY GROUP TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,530 shares; 2024Q4: 3,591 shares; 2025Q1: 3,711 shares; 2025Q2: 16,827 shares; 2025Q3: 16,923 shares; 2025Q4: 16,099 shares 16,099 $386K <0.01% -824 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: 996 shares; 2024Q4: 1,244 shares; 2025Q1: 983 shares; 2025Q2: 8,973 shares; 2025Q3: 2,151 shares; 2025Q4: 1,795 shares 1,795 $386K <0.01% -356 Timeline PTLC PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,366 shares; 2024Q4: 7,203 shares; 2025Q1: 6,937 shares; 2025Q2: 8,134 shares; 2025Q3: 7,130 shares; 2025Q4: 6,934 shares 6,934 $385K <0.01% -196 Timeline VOD VODAFONE GROUP PLC More: the full row for VODAFONE GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,857 shares; 2024Q4: 27,103 shares; 2025Q1: 28,435 shares; 2025Q2: 29,185 shares; 2025Q3: 28,695 shares; 2025Q4: 29,090 shares 29,090 $384K <0.01% +395 Timeline CNQ CANADIAN NAT RES LTD MED TER More: the full row for CANADIAN NAT RES LTD MED TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,528 shares; 2024Q4: 4,846 shares; 2025Q1: 4,021 shares; 2025Q2: 6,667 shares; 2025Q3: 8,871 shares; 2025Q4: 11,332 shares 11,332 $384K <0.01% +2,461 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 733 shares; 2024Q4: 1,636 shares; 2025Q1: 2,453 shares; 2025Q2: 2,704 shares; 2025Q3: 2,807 shares; 2025Q4: 2,512 shares 2,512 $382K <0.01% -295 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: 277 shares; 2024Q4: 268 shares; 2025Q1: 346 shares; 2025Q2: 718 shares; 2025Q3: 1,395 shares; 2025Q4: 1,629 shares 1,629 $381K <0.01% +234 Timeline PFBC PREFERRED BK LOS ANGELES CA More: the full row for PREFERRED BK LOS ANGELES CA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11 shares; 2024Q4: 11 shares; 2025Q1: 11 shares; 2025Q2: 4,011 shares; 2025Q3: 4,011 shares; 2025Q4: 4,022 shares 4,022 $380K <0.01% +11 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,222 shares; 2024Q4: 3,124 shares; 2025Q1: 3,046 shares; 2025Q2: 4,451 shares; 2025Q3: 4,041 shares; 2025Q4: 3,829 shares 3,829 $379K <0.01% -212 Timeline URTH 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: 2,821 shares; 2024Q4: 2,836 shares; 2025Q1: 2,099 shares; 2025Q2: 2,026 shares; 2025Q3: 2,026 shares; 2025Q4: 2,037 shares 2,037 $378K <0.01% +11 Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 143 shares; 2024Q4: 162 shares; 2025Q1: 109 shares; 2025Q2: 1,463 shares; 2025Q3: 2,910 shares; 2025Q4: 2,797 shares 2,797 $378K <0.01% -113 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,427 shares; 2024Q4: 1,874 shares; 2025Q1: 2,026 shares; 2025Q2: 11,421 shares; 2025Q3: 1,825 shares; 2025Q4: 2,410 shares 2,410 $378K <0.01% +585 Timeline FRT FEDERAL RLTY INVT TR NEW More: the full row for FEDERAL RLTY INVT TR NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,225 shares; 2024Q4: 2,044 shares; 2025Q1: 2,214 shares; 2025Q2: 2,447 shares; 2025Q3: 3,042 shares; 2025Q4: 3,742 shares 3,742 $377K <0.01% +700 Timeline PSN PARSONS CORP DEL More: the full row for PARSONS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,585 shares; 2024Q4: 6,232 shares; 2025Q1: 6,150 shares; 2025Q2: 6,129 shares; 2025Q3: 6,131 shares; 2025Q4: 6,102 shares 6,102 $377K <0.01% -29 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: 3,654 shares; 2024Q4: 4,190 shares; 2025Q1: 4,529 shares; 2025Q2: 4,659 shares; 2025Q3: 4,788 shares; 2025Q4: 4,757 shares 4,757 $377K <0.01% -31 Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 658 shares; 2024Q4: 659 shares; 2025Q1: 659 shares; 2025Q2: 2,401 shares; 2025Q3: 2,406 shares; 2025Q4: 2,406 shares 2,406 $377K <0.01% 0 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,194 shares; 2024Q4: 5,528 shares; 2025Q1: 8,134 shares; 2025Q2: 6,827 shares; 2025Q3: 7,115 shares; 2025Q4: 8,132 shares 8,132 $377K <0.01% +1,017 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: 115 shares; 2024Q4: 137 shares; 2025Q1: 144 shares; 2025Q2: 131 shares; 2025Q3: 113 shares; 2025Q4: 1,296 shares 1,296 $376K <0.01% +1,183 Timeline EMLP 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: 9,866 shares; 2024Q4: 9,891 shares; 2025Q1: 9,891 shares; 2025Q2: 9,891 shares; 2025Q3: 9,891 shares; 2025Q4: 9,925 shares 9,925 $376K <0.01% +34 Timeline FSCO FS CREDIT OPPORTUNITIES CORP More: the full row for FS CREDIT OPPORTUNITIES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,616 shares; 2024Q4: 45,792 shares; 2025Q1: 49,191 shares; 2025Q2: 50,691 shares; 2025Q3: 59,091 shares; 2025Q4: 59,327 shares 59,327 $374K <0.01% +236 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: 672 shares; 2024Q4: 1,081 shares; 2025Q1: 2,846 shares; 2025Q2: 3,807 shares; 2025Q3: 4,936 shares; 2025Q4: 5,622 shares 5,622 $373K <0.01% +686 Timeline AA ALCOA CORP More: the full row for ALCOA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,489 shares; 2024Q4: 2,468 shares; 2025Q1: 2,575 shares; 2025Q2: 4,211 shares; 2025Q3: 4,255 shares; 2025Q4: 6,992 shares 6,992 $372K <0.01% +2,737 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,726 shares; 2024Q4: 2,615 shares; 2025Q1: 2,563 shares; 2025Q2: 3,676 shares; 2025Q3: 3,149 shares; 2025Q4: 4,797 shares 4,797 $371K <0.01% +1,648 Timeline FULT FULTON FINL CORP PA More: the full row for FULTON FINL CORP PA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,504 shares; 2024Q4: 20,381 shares; 2025Q1: 20,381 shares; 2025Q2: 20,381 shares; 2025Q3: 20,480 shares; 2025Q4: 19,119 shares 19,119 $370K <0.01% -1,361 Timeline RVT ROYCE SMALL CAP TRUST INC More: the full row for ROYCE SMALL CAP TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,706 shares; 2024Q4: 10,844 shares; 2025Q1: 10,912 shares; 2025Q2: 21,598 shares; 2025Q3: 24,040 shares; 2025Q4: 22,877 shares 22,877 $368K <0.01% -1,163 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: 222 shares; 2024Q4: 286 shares; 2025Q1: 333 shares; 2025Q2: 737 shares; 2025Q3: 784 shares; 2025Q4: 995 shares 995 $367K <0.01% +211 Timeline PKW 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: 1,061 shares; 2024Q4: 2,817 shares; 2025Q1: 2,440 shares; 2025Q2: 2,444 shares; 2025Q3: 2,532 shares; 2025Q4: 2,728 shares 2,728 $366K <0.01% +196 Timeline SPTS 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: 23,564 shares; 2024Q4: 23,751 shares; 2025Q1: 23,511 shares; 2025Q2: 23,766 shares; 2025Q3: 21,495 shares; 2025Q4: 12,478 shares 12,478 $365K <0.01% -9,017 Timeline EXR EXTRA SPACE STORAGE INC More: the full row for EXTRA SPACE STORAGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,185 shares; 2024Q4: 4,009 shares; 2025Q1: 3,381 shares; 2025Q2: 3,440 shares; 2025Q3: 3,694 shares; 2025Q4: 2,804 shares 2,804 $365K <0.01% -890 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: 2,092 shares; 2024Q4: 621 shares; 2025Q1: 732 shares; 2025Q2: 1,564 shares; 2025Q3: 2,097 shares; 2025Q4: 2,024 shares 2,024 $365K <0.01% -73 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: 12,512 shares; 2024Q4: 12,446 shares; 2025Q1: 10,971 shares; 2025Q2: 11,441 shares; 2025Q3: 13,434 shares; 2025Q4: 12,332 shares 12,332 $365K <0.01% -1,102 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: 237 shares; 2024Q4: 454 shares; 2025Q1: 560 shares; 2025Q2: 1,474 shares; 2025Q3: 2,375 shares; 2025Q4: 3,303 shares 3,303 $365K <0.01% +928 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: 649 shares; 2024Q4: 2,723 shares; 2025Q1: 2,393 shares; 2025Q2: 2,383 shares; 2025Q3: 4,757 shares; 2025Q4: 5,389 shares 5,389 $363K <0.01% +632 Timeline FEX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,613 shares; 2024Q4: 3,613 shares; 2025Q1: 3,787 shares; 2025Q2: 3,869 shares; 2025Q3: 3,869 shares; 2025Q4: 3,060 shares 3,060 $363K <0.01% -809 Timeline IFRA 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: 8,890 shares; 2024Q4: 9,179 shares; 2025Q1: 8,319 shares; 2025Q2: 7,744 shares; 2025Q3: 6,611 shares; 2025Q4: 6,873 shares 6,873 $362K <0.01% +262 Timeline SECT NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 391 shares; 2024Q4: 6,441 shares; 2025Q1: 8,092 shares; 2025Q2: 8,092 shares; 2025Q3: 5,585 shares; 2025Q4: 5,585 shares 5,585 $360K <0.01% 0 Timeline FLR FLUOR CORP More: the full row for FLUOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,128 shares; 2024Q4: 6,066 shares; 2025Q1: 6,095 shares; 2025Q2: 6,497 shares; 2025Q3: 6,871 shares; 2025Q4: 9,082 shares 9,082 $360K <0.01% +2,211 Timeline BITW BITWISE 10 CRYPTO INDEX ETF More: the full row for BITWISE 10 CRYPTO INDEX ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,121 shares 6,121 $360K <0.01% new Timeline CORT CORCEPT THERAPEUTICS INC More: the full row for CORCEPT THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21 shares; 2024Q4: 21 shares; 2025Q1: 51 shares; 2025Q2: 9,318 shares; 2025Q3: 9,096 shares; 2025Q4: 10,333 shares 10,333 $360K <0.01% +1,237 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: 7,704 shares; 2024Q4: 7,522 shares; 2025Q1: 6,203 shares; 2025Q2: 7,238 shares; 2025Q3: 10,919 shares; 2025Q4: 9,854 shares 9,854 $360K <0.01% -1,065 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,736 shares; 2024Q4: 14,363 shares; 2025Q1: 14,229 shares; 2025Q2: 14,590 shares; 2025Q3: 14,130 shares; 2025Q4: 3,747 shares 3,747 $359K <0.01% -10,383 Timeline RAVI 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: 7,241 shares; 2024Q4: 5,420 shares; 2025Q1: 4,846 shares; 2025Q2: 4,850 shares; 2025Q3: 4,854 shares; 2025Q4: 4,769 shares 4,769 $359K <0.01% -85 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: 3,235 shares; 2024Q4: 3,291 shares; 2025Q1: 3,271 shares; 2025Q2: 3,311 shares; 2025Q3: 3,346 shares; 2025Q4: 3,959 shares 3,959 $359K <0.01% +613 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: 46 shares; 2024Q4: 215 shares; 2025Q1: 221 shares; 2025Q2: 114 shares; 2025Q3: 121 shares; 2025Q4: 256 shares 256 $357K <0.01% +135 Timeline PMAY INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 650,027 shares; 2024Q4: 19,376 shares; 2025Q1: 9,009 shares; 2025Q2: 9,009 shares; 2025Q3: 9,009 shares; 2025Q4: 9,009 shares 9,009 $357K <0.01% 0 Timeline UHAL-B U HAUL HOLDING COMPANY More: the full row for U HAUL HOLDING COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 819 shares; 2024Q4: 7,562 shares; 2025Q1: 7,567 shares; 2025Q2: 7,574 shares; 2025Q3: 7,588 shares; 2025Q4: 7,602 shares 7,602 $355K <0.01% +14 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,012 shares; 2024Q4: 14,515 shares; 2025Q1: 12,446 shares; 2025Q2: 9,988 shares; 2025Q3: 9,096 shares; 2025Q4: 8,573 shares 8,573 $354K <0.01% -523 Timeline ZETA ZETA GLOBAL HOLDINGS CORP More: the full row for ZETA GLOBAL HOLDINGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13 shares; 2024Q4: not reported; 2025Q1: 129 shares; 2025Q2: 7,889 shares; 2025Q3: 17,952 shares; 2025Q4: 17,366 shares 17,366 $353K <0.01% -586 Timeline CIBR 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: 3,993 shares; 2024Q4: 4,513 shares; 2025Q1: 4,617 shares; 2025Q2: 4,635 shares; 2025Q3: 5,937 shares; 2025Q4: 4,909 shares 4,909 $351K <0.01% -1,028 Timeline SCHC 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: 11,229 shares; 2024Q4: 11,248 shares; 2025Q1: 8,594 shares; 2025Q2: 7,721 shares; 2025Q3: 7,681 shares; 2025Q4: 7,694 shares 7,694 $350K <0.01% +13 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,513 shares; 2024Q4: 1,593 shares; 2025Q1: 1,685 shares; 2025Q2: 4,166 shares; 2025Q3: 4,638 shares; 2025Q4: 5,801 shares 5,801 $350K <0.01% +1,163 Timeline GGG GRACO INC More: the full row for GRACO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 465 shares; 2024Q4: 470 shares; 2025Q1: 465 shares; 2025Q2: 4,357 shares; 2025Q3: 4,406 shares; 2025Q4: 4,261 shares 4,261 $349K <0.01% -145 Timeline XSSPX NUVEEN S&P 500 DYNAMIC OVERW More: the full row for NUVEEN S&P 500 DYNAMIC OVERW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,342 shares; 2024Q4: 1,342 shares; 2025Q1: 1,342 shares; 2025Q2: 19,205 shares; 2025Q3: 19,287 shares; 2025Q4: 19,290 shares 19,290 $348K <0.01% +3 Timeline IMCG 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: 2,909 shares; 2024Q4: 2,856 shares; 2025Q1: 2,829 shares; 2025Q2: 2,805 shares; 2025Q3: 3,509 shares; 2025Q4: 4,337 shares 4,337 $346K <0.01% +828 Timeline AVAV AEROVIRONMENT INC More: the full row for AEROVIRONMENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 141 shares; 2024Q4: 164 shares; 2025Q1: 159 shares; 2025Q2: 667 shares; 2025Q3: 722 shares; 2025Q4: 1,421 shares 1,421 $344K <0.01% +699 Timeline ASTS AST SPACEMOBILE INC More: the full row for AST SPACEMOBILE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,208 shares; 2024Q4: 3,520 shares; 2025Q1: 3,556 shares; 2025Q2: 4,370 shares; 2025Q3: 4,380 shares; 2025Q4: 4,732 shares 4,732 $344K <0.01% +352 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,714 shares; 2025Q2: 5,771 shares; 2025Q3: 2,000 shares; 2025Q4: 12,847 shares 12,847 $343K <0.01% +10,847 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: 8,726 shares; 2024Q4: 6,044 shares; 2025Q1: 5,276 shares; 2025Q2: 2,386 shares; 2025Q3: 3,284 shares; 2025Q4: 2,742 shares 2,742 $342K <0.01% -542 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,841 shares; 2024Q4: 3,396 shares; 2025Q1: 3,218 shares; 2025Q2: 3,961 shares; 2025Q3: 5,332 shares; 2025Q4: 5,254 shares 5,254 $342K <0.01% -78 Timeline BMAY INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,580 shares; 2024Q4: 7,580 shares; 2025Q1: 7,580 shares; 2025Q2: 7,580 shares; 2025Q3: 7,580 shares; 2025Q4: 7,580 shares 7,580 $340K <0.01% 0 Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,345 shares; 2024Q4: 3,888 shares; 2025Q1: 3,947 shares; 2025Q2: 3,761 shares; 2025Q3: 3,403 shares; 2025Q4: 3,604 shares 3,604 $339K <0.01% +201 Timeline SCI SERVICE CORP INTL More: the full row for SERVICE CORP INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,327 shares; 2024Q4: 3,812 shares; 2025Q1: 3,845 shares; 2025Q2: 5,346 shares; 2025Q3: 5,801 shares; 2025Q4: 4,348 shares 4,348 $339K <0.01% -1,453 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: 3,092 shares; 2024Q4: 2,890 shares; 2025Q1: 2,984 shares; 2025Q2: 2,774 shares; 2025Q3: 3,025 shares; 2025Q4: 2,968 shares 2,968 $338K <0.01% -57 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: 219 shares; 2024Q4: 482 shares; 2025Q1: 931 shares; 2025Q2: 1,904 shares; 2025Q3: 2,684 shares; 2025Q4: 4,100 shares 4,100 $336K <0.01% +1,416 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 138 shares; 2024Q4: 214 shares; 2025Q1: 254 shares; 2025Q2: 418 shares; 2025Q3: 534 shares; 2025Q4: 555 shares 555 $336K <0.01% +21 Timeline IDV 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: 1,613 shares; 2024Q4: 771 shares; 2025Q1: 771 shares; 2025Q2: 884 shares; 2025Q3: 6,557 shares; 2025Q4: 8,468 shares 8,468 $334K <0.01% +1,911 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: 10,715 shares; 2024Q4: 8,731 shares; 2025Q1: 11,815 shares; 2025Q2: 8,817 shares; 2025Q3: 8,889 shares; 2025Q4: 9,261 shares 9,261 $334K <0.01% +372 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 729 shares; 2024Q4: 919 shares; 2025Q1: 1,223 shares; 2025Q2: 1,195 shares; 2025Q3: 2,081 shares; 2025Q4: 2,305 shares 2,305 $334K <0.01% +224 Timeline SIGI SELECTIVE INS GROUP INC More: the full row for SELECTIVE INS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 197 shares; 2024Q4: 3,187 shares; 2025Q1: 4,125 shares; 2025Q2: 3,617 shares; 2025Q3: 3,531 shares; 2025Q4: 3,975 shares 3,975 $333K <0.01% +444 Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 275 shares; 2024Q4: 293 shares; 2025Q1: 294 shares; 2025Q2: 1,376 shares; 2025Q3: 2,002 shares; 2025Q4: 3,197 shares 3,197 $333K <0.01% +1,195 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: 313 shares; 2024Q4: 644 shares; 2025Q1: 1,437 shares; 2025Q2: 1,683 shares; 2025Q3: 5,993 shares; 2025Q4: 7,344 shares 7,344 $331K <0.01% +1,351 Timeline NFG NATIONAL FUEL GAS CO More: the full row for NATIONAL FUEL GAS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,236 shares; 2024Q4: 1,814 shares; 2025Q1: 2,045 shares; 2025Q2: 4,627 shares; 2025Q3: 6,088 shares; 2025Q4: 4,122 shares 4,122 $330K <0.01% -1,966 Timeline APMU TRUST FOR PROFESSIONAL MANAG More: the full row for TRUST FOR PROFESSIONAL MANAG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,997 shares; 2025Q1: 13,343 shares; 2025Q2: 13,081 shares; 2025Q3: 13,081 shares; 2025Q4: 13,078 shares 13,078 $328K <0.01% -3 Timeline EXEL EXELIXIS INC More: the full row for EXELIXIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 378 shares; 2024Q4: 632 shares; 2025Q1: 711 shares; 2025Q2: 1,668 shares; 2025Q3: 2,869 shares; 2025Q4: 7,451 shares 7,451 $327K <0.01% +4,582 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: 968 shares; 2024Q4: 1,043 shares; 2025Q1: 946 shares; 2025Q2: 2,140 shares; 2025Q3: 2,249 shares; 2025Q4: 2,399 shares 2,399 $326K <0.01% +150 Timeline BAH BOOZ ALLEN HAMILTON HLDG COR More: the full row for BOOZ ALLEN HAMILTON HLDG COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,557 shares; 2024Q4: 3,546 shares; 2025Q1: 3,503 shares; 2025Q2: 3,910 shares; 2025Q3: 4,831 shares; 2025Q4: 3,862 shares 3,862 $326K <0.01% -969 Timeline DVOL 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: 9,218 shares; 2024Q4: 9,218 shares; 2025Q1: 9,218 shares; 2025Q2: 9,219 shares; 2025Q3: 9,218 shares; 2025Q4: 9,218 shares 9,218 $323K <0.01% 0 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,120 shares; 2024Q4: 6,825 shares; 2025Q1: 6,991 shares; 2025Q2: 7,054 shares; 2025Q3: 6,465 shares; 2025Q4: 6,707 shares 6,707 $323K <0.01% +242 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,151 shares; 2024Q4: 1,292 shares; 2025Q1: 1,161 shares; 2025Q2: 2,041 shares; 2025Q3: 3,339 shares; 2025Q4: 3,316 shares 3,316 $322K <0.01% -23 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 558 shares; 2024Q4: 592 shares; 2025Q1: 651 shares; 2025Q2: 726 shares; 2025Q3: 827 shares; 2025Q4: 1,128 shares 1,128 $322K <0.01% +301 Timeline GDLC GRAYSCALE COINDESK CRYPTO More: the full row for GRAYSCALE COINDESK CRYPTO Quarterly shares; oldest 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: 7,001 shares; 2025Q4: 7,779 shares 7,779 $321K <0.01% +778 Timeline STK COLUMBIA SELIGM PREM TECH GR More: the full row for COLUMBIA SELIGM PREM TECH GR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 538 shares; 2024Q4: 599 shares; 2025Q1: 607 shares; 2025Q2: 8,698 shares; 2025Q3: 8,707 shares; 2025Q4: 8,730 shares 8,730 $321K <0.01% +23 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: 3,274 shares; 2024Q4: 5,561 shares; 2025Q1: 7,681 shares; 2025Q2: 5,777 shares; 2025Q3: 8,308 shares; 2025Q4: 10,150 shares 10,150 $320K <0.01% +1,842 Timeline JEF JEFFERIES FINANCIAL GROUP IN More: the full row for JEFFERIES FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,223 shares; 2024Q4: 3,218 shares; 2025Q1: 1,631 shares; 2025Q2: 1,942 shares; 2025Q3: 2,159 shares; 2025Q4: 5,129 shares 5,129 $318K <0.01% +2,970 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 685 shares; 2024Q4: 686 shares; 2025Q1: 677 shares; 2025Q2: 903 shares; 2025Q3: 956 shares; 2025Q4: 1,215 shares 1,215 $317K <0.01% +259 Timeline SF STIFEL FINL CORP More: the full row for STIFEL FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 186 shares; 2024Q4: 201 shares; 2025Q1: 337 shares; 2025Q2: 484 shares; 2025Q3: 1,082 shares; 2025Q4: 2,531 shares 2,531 $317K <0.01% +1,449 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,521 shares; 2024Q4: 4,907 shares; 2025Q1: 5,175 shares; 2025Q2: 4,611 shares; 2025Q3: 5,309 shares; 2025Q4: 4,636 shares 4,636 $317K <0.01% -673 Timeline RPG 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: 6,335 shares; 2024Q4: 6,335 shares; 2025Q1: 6,335 shares; 2025Q2: 6,335 shares; 2025Q3: 6,778 shares; 2025Q4: 6,778 shares 6,778 $316K <0.01% 0 Timeline GUNR 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: 4,320 shares; 2024Q4: 3,486 shares; 2025Q1: 3,716 shares; 2025Q2: 3,735 shares; 2025Q3: 6,857 shares; 2025Q4: 6,872 shares 6,872 $315K <0.01% +15 Timeline XNEAX NUVEEN AMT FREE QLTY MUN INC More: the full row for NUVEEN AMT FREE QLTY MUN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,391 shares; 2024Q4: 7,391 shares; 2025Q1: 7,082 shares; 2025Q2: 24,363 shares; 2025Q3: 23,942 shares; 2025Q4: 27,086 shares 27,086 $315K <0.01% +3,144 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: 14,930 shares; 2024Q4: 14,887 shares; 2025Q1: 2,733 shares; 2025Q2: 2,599 shares; 2025Q3: 3,397 shares; 2025Q4: 3,198 shares 3,198 $315K <0.01% -199 Timeline XAODX ABRDN TOTAL DYNAMIC DIVIDEND More: the full row for ABRDN TOTAL DYNAMIC DIVIDEND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 300 shares; 2024Q4: 3,500 shares; 2025Q1: 300 shares; 2025Q2: 19,776 shares; 2025Q3: 19,776 shares; 2025Q4: 32,276 shares 32,276 $315K <0.01% +12,500 Timeline CNP CENTERPOINT ENERGY INC More: the full row for CENTERPOINT ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,047 shares; 2024Q4: 4,746 shares; 2025Q1: 6,035 shares; 2025Q2: 8,512 shares; 2025Q3: 8,646 shares; 2025Q4: 8,204 shares 8,204 $315K <0.01% -442 Timeline ROG ROGERS CORP More: the full row for ROGERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,353 shares; 2024Q4: 3,352 shares; 2025Q1: 3,439 shares; 2025Q2: 3,421 shares; 2025Q3: 3,413 shares; 2025Q4: 3,431 shares 3,431 $314K <0.01% +18 Timeline SLQD 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: 173 shares; 2025Q1: 2,019 shares; 2025Q2: 5,019 shares; 2025Q3: 5,019 shares; 2025Q4: 6,182 shares 6,182 $313K <0.01% +1,163 Timeline PDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,805 shares; 2024Q4: 1,805 shares; 2025Q1: 1,805 shares; 2025Q2: 2,805 shares; 2025Q3: 2,805 shares; 2025Q4: 7,208 shares 7,208 $313K <0.01% +4,403 Timeline PBDC PUTNAM ETF TRUST More: the full row for PUTNAM 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: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 10,200 shares 10,200 $312K <0.01% +8,200 Timeline VTWG 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: 584 shares; 2024Q4: 584 shares; 2025Q1: 584 shares; 2025Q2: 1,278 shares; 2025Q3: 1,278 shares; 2025Q4: 1,321 shares 1,321 $312K <0.01% +43 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: 1,446 shares; 2024Q4: 1,446 shares; 2025Q1: 1,446 shares; 2025Q2: 1,446 shares; 2025Q3: 16,781 shares; 2025Q4: 16,446 shares 16,446 $311K <0.01% -335 Timeline BROS DUTCH BROS INC More: the full row for DUTCH BROS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 791 shares; 2024Q4: 2,563 shares; 2025Q1: 2,303 shares; 2025Q2: 3,080 shares; 2025Q3: 3,312 shares; 2025Q4: 5,075 shares 5,075 $311K <0.01% +1,763 Timeline IYY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 433 shares; 2024Q4: 431 shares; 2025Q1: 538 shares; 2025Q2: 538 shares; 2025Q3: 2,110 shares; 2025Q4: 1,864 shares 1,864 $309K <0.01% -246 Timeline MGRC MCGRATH RENTCORP More: the full row for MCGRATH RENTCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,350 shares; 2024Q4: 4,850 shares; 2025Q1: 4,850 shares; 2025Q2: 4,664 shares; 2025Q3: 3,004 shares; 2025Q4: 2,940 shares 2,940 $308K <0.01% -64 Timeline HYGV 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: 12,230 shares; 2024Q4: 9,827 shares; 2025Q1: 8,165 shares; 2025Q2: 8,012 shares; 2025Q3: 7,922 shares; 2025Q4: 7,566 shares 7,566 $308K <0.01% -356 Timeline MKTX MARKETAXESS HLDGS INC More: the full row for MARKETAXESS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 110 shares; 2024Q4: 110 shares; 2025Q1: 119 shares; 2025Q2: 310 shares; 2025Q3: 401 shares; 2025Q4: 1,699 shares 1,699 $308K <0.01% +1,298 Timeline KRO KRONOS WORLDWIDE INC More: the full row for KRONOS WORLDWIDE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 19,000 shares; 2025Q1: 68,501 shares; 2025Q2: 69,210 shares; 2025Q3: 69,647 shares; 2025Q4: 69,363 shares 69,363 $307K <0.01% -284 Timeline DFSI 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: 7,121 shares; 2024Q4: 7,045 shares; 2025Q1: 7,055 shares; 2025Q2: 7,097 shares; 2025Q3: 7,112 shares; 2025Q4: 7,133 shares 7,133 $306K <0.01% +21 Timeline JLL JONES LANG LASALLE INC More: the full row for JONES LANG LASALLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 168 shares; 2024Q4: 181 shares; 2025Q1: 206 shares; 2025Q2: 190 shares; 2025Q3: 263 shares; 2025Q4: 904 shares 904 $304K <0.01% +641 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,218 shares; 2024Q4: 4,783 shares; 2025Q1: 5,136 shares; 2025Q2: 6,858 shares; 2025Q3: 6,537 shares; 2025Q4: 6,778 shares 6,778 $303K <0.01% +241 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: 3,772 shares; 2024Q4: 3,846 shares; 2025Q1: 3,773 shares; 2025Q2: 3,661 shares; 2025Q3: 3,381 shares; 2025Q4: 6,688 shares 6,688 $303K <0.01% +3,307 Timeline BMRN BIOMARIN PHARMACEUTICAL INC More: the full row for BIOMARIN PHARMACEUTICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,777 shares; 2024Q4: 1,904 shares; 2025Q1: 1,793 shares; 2025Q2: 2,644 shares; 2025Q3: 4,201 shares; 2025Q4: 5,090 shares 5,090 $302K <0.01% +889 Timeline NNN NNN REIT INC More: the full row for NNN REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,075 shares; 2024Q4: 2,397 shares; 2025Q1: 2,053 shares; 2025Q2: 4,471 shares; 2025Q3: 6,666 shares; 2025Q4: 7,573 shares 7,573 $300K <0.01% +907 Timeline NYT NEW YORK TIMES CO MTN BE More: the full row for NEW YORK TIMES CO MTN BE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 187 shares; 2024Q4: 205 shares; 2025Q1: 202 shares; 2025Q2: 1,021 shares; 2025Q3: 2,293 shares; 2025Q4: 4,280 shares 4,280 $297K <0.01% +1,987 Timeline BXSL BLACKSTONE SECD LENDING FD More: the full row for BLACKSTONE SECD LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,334 shares; 2024Q4: 45,534 shares; 2025Q1: 45,808 shares; 2025Q2: 52,958 shares; 2025Q3: 12,870 shares; 2025Q4: 11,277 shares 11,277 $297K <0.01% -1,593 Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,338 shares; 2024Q4: 1,707 shares; 2025Q1: 1,737 shares; 2025Q2: 2,027 shares; 2025Q3: 2,121 shares; 2025Q4: 2,281 shares 2,281 $296K <0.01% +160 Timeline ALLY ALLY FINL INC More: the full row for ALLY FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,426 shares; 2024Q4: 155 shares; 2025Q1: 155 shares; 2025Q2: 752 shares; 2025Q3: 1,154 shares; 2025Q4: 6,531 shares 6,531 $296K <0.01% +5,377 Timeline AI C3 AI INC More: the full row for C3 AI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,915 shares; 2024Q4: 28,881 shares; 2025Q1: 27,353 shares; 2025Q2: 26,461 shares; 2025Q3: 23,689 shares; 2025Q4: 21,921 shares 21,921 $295K <0.01% -1,768 Timeline GBIL GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 140 shares; 2024Q4: 190 shares; 2025Q1: 190 shares; 2025Q2: 3,456 shares; 2025Q3: 2,956 shares; 2025Q4: 2,956 shares 2,956 $295K <0.01% 0 Timeline IOO 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: 1,654 shares; 2024Q4: 1,468 shares; 2025Q1: 1,681 shares; 2025Q2: 1,681 shares; 2025Q3: 1,681 shares; 2025Q4: 2,332 shares 2,332 $295K <0.01% +651 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: 459 shares; 2024Q4: 727 shares; 2025Q1: 2,560 shares; 2025Q2: 1,664 shares; 2025Q3: 1,995 shares; 2025Q4: 2,506 shares 2,506 $295K <0.01% +511 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 356 shares; 2024Q4: 208 shares; 2025Q1: 232 shares; 2025Q2: 383 shares; 2025Q3: 407 shares; 2025Q4: 2,055 shares 2,055 $295K <0.01% +1,648 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: 860 shares; 2024Q4: 1,957 shares; 2025Q1: 1,691 shares; 2025Q2: 1,431 shares; 2025Q3: 1,227 shares; 2025Q4: 1,615 shares 1,615 $294K <0.01% +388 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 432 shares; 2024Q4: 636 shares; 2025Q1: 771 shares; 2025Q2: 874 shares; 2025Q3: 1,511 shares; 2025Q4: 1,820 shares 1,820 $293K <0.01% +309 Timeline TXRH TEXAS ROADHOUSE INC More: the full row for TEXAS ROADHOUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 358 shares; 2024Q4: 156 shares; 2025Q1: 167 shares; 2025Q2: 1,123 shares; 2025Q3: 1,576 shares; 2025Q4: 1,746 shares 1,746 $290K <0.01% +170 Timeline LYG LLOYDS BANKING GROUP PLC More: the full row for LLOYDS BANKING GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,233 shares; 2024Q4: 63,112 shares; 2025Q1: 63,291 shares; 2025Q2: 59,109 shares; 2025Q3: 50,879 shares; 2025Q4: 54,447 shares 54,447 $289K <0.01% +3,568 Timeline ICLR ICON PUB LTD CO More: the full row for ICON PUB LTD CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 625 shares; 2024Q4: 617 shares; 2025Q1: 849 shares; 2025Q2: 1,396 shares; 2025Q3: 1,598 shares; 2025Q4: 1,582 shares 1,582 $288K <0.01% -16 Timeline IDA IDACORP INC More: the full row for IDACORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,847 shares; 2024Q4: 1,723 shares; 2025Q1: 1,735 shares; 2025Q2: 1,801 shares; 2025Q3: 2,256 shares; 2025Q4: 2,271 shares 2,271 $287K <0.01% +15 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 139 shares; 2024Q4: 155 shares; 2025Q1: 189 shares; 2025Q2: 218 shares; 2025Q3: 299 shares; 2025Q4: 315 shares 315 $286K <0.01% +16 Timeline AMTM AMENTUM HOLDINGS INC More: the full row for AMENTUM HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,338 shares; 2024Q4: 7,133 shares; 2025Q1: 8,266 shares; 2025Q2: 10,256 shares; 2025Q3: 10,054 shares; 2025Q4: 9,848 shares 9,848 $286K <0.01% -206 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: 379 shares; 2024Q4: 409 shares; 2025Q1: 498 shares; 2025Q2: 468 shares; 2025Q3: 4,042 shares; 2025Q4: 9,429 shares 9,429 $285K <0.01% +5,387 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: 2,162 shares; 2024Q4: 2,126 shares; 2025Q1: 2,321 shares; 2025Q2: 3,345 shares; 2025Q3: 3,779 shares; 2025Q4: 3,830 shares 3,830 $284K <0.01% +51 Timeline IPAC 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: 3,879 shares; 2024Q4: 3,591 shares; 2025Q1: 3,998 shares; 2025Q2: 3,998 shares; 2025Q3: 3,997 shares; 2025Q4: 3,880 shares 3,880 $284K <0.01% -117 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: 109 shares; 2024Q4: 138 shares; 2025Q1: 455 shares; 2025Q2: 457 shares; 2025Q3: 770 shares; 2025Q4: 1,031 shares 1,031 $284K <0.01% +261 Timeline CDC VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,303 shares; 2024Q4: 4,303 shares; 2025Q1: 4,303 shares; 2025Q2: 4,303 shares; 2025Q3: 4,303 shares; 2025Q4: 4,303 shares 4,303 $284K <0.01% 0 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: 179 shares; 2024Q4: 206 shares; 2025Q1: 246 shares; 2025Q2: 260 shares; 2025Q3: 311 shares; 2025Q4: 554 shares 554 $283K <0.01% +243 Timeline ETB EATON VANCE TAX MNGED BUY WR More: the full row for EATON VANCE TAX MNGED BUY WR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,022 shares; 2024Q4: 3,757 shares; 2025Q1: 3,826 shares; 2025Q2: 18,683 shares; 2025Q3: 18,456 shares; 2025Q4: 18,524 shares 18,524 $283K <0.01% +68 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,010 shares; 2024Q4: 1,048 shares; 2025Q1: 1,321 shares; 2025Q2: 1,522 shares; 2025Q3: 1,643 shares; 2025Q4: 1,624 shares 1,624 $282K <0.01% -19 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,214 shares; 2024Q4: 1,792 shares; 2025Q1: 1,948 shares; 2025Q2: 2,723 shares; 2025Q3: 3,023 shares; 2025Q4: 3,509 shares 3,509 $281K <0.01% +486 Timeline SEB SEABOARD CORP DEL More: the full row for SEABOARD CORP DEL Quarterly shares; oldest 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 shares; 2025Q3: 11 shares; 2025Q4: 63 shares 63 $280K <0.01% +52 Timeline ADT ADT INC DEL More: the full row for ADT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41 shares; 2024Q4: 140 shares; 2025Q1: 366 shares; 2025Q2: 2,729 shares; 2025Q3: 25,611 shares; 2025Q4: 34,594 shares 34,594 $279K <0.01% +8,983 Timeline PECO PHILLIPS EDISON & CO INC More: the full row for PHILLIPS EDISON & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 833 shares; 2024Q4: 1,621 shares; 2025Q1: 8,510 shares; 2025Q2: 41,809 shares; 2025Q3: 7,540 shares; 2025Q4: 7,846 shares 7,846 $279K <0.01% +306 Timeline HRL HORMEL FOODS CORP More: the full row for HORMEL FOODS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,592 shares; 2024Q4: 15,566 shares; 2025Q1: 15,758 shares; 2025Q2: 16,022 shares; 2025Q3: 15,387 shares; 2025Q4: 11,713 shares 11,713 $278K <0.01% -3,674 Timeline MTZ MASTEC INC More: the full row for MASTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 518 shares; 2024Q4: 596 shares; 2025Q1: 619 shares; 2025Q2: 886 shares; 2025Q3: 1,247 shares; 2025Q4: 1,272 shares 1,272 $276K <0.01% +25 Timeline EVR EVERCORE INC More: the full row for EVERCORE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 241 shares; 2024Q4: 223 shares; 2025Q1: 243 shares; 2025Q2: 449 shares; 2025Q3: 763 shares; 2025Q4: 811 shares 811 $276K <0.01% +48 Timeline QRVO QORVO INC More: the full row for QORVO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 924 shares; 2024Q4: 2,598 shares; 2025Q1: 2,685 shares; 2025Q2: 3,145 shares; 2025Q3: 3,457 shares; 2025Q4: 3,246 shares 3,246 $274K <0.01% -211 Timeline PML PIMCO MUN INCOME FD II More: the full row for PIMCO MUN INCOME FD II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 490 shares; 2025Q1: 490 shares; 2025Q2: 490 shares; 2025Q3: 35,810 shares; 2025Q4: 36,355 shares 36,355 $274K <0.01% +545 Timeline LNC LINCOLN NATL CORP IND More: the full row for LINCOLN NATL CORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,167 shares; 2024Q4: 5,122 shares; 2025Q1: 5,784 shares; 2025Q2: 5,891 shares; 2025Q3: 5,910 shares; 2025Q4: 6,143 shares 6,143 $274K <0.01% +233 Timeline FTAI FTAI AVIATION LTD More: the full row for FTAI AVIATION LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 189 shares; 2024Q4: 1,111 shares; 2025Q1: 167 shares; 2025Q2: 1,398 shares; 2025Q3: 1,504 shares; 2025Q4: 1,386 shares 1,386 $273K <0.01% -118 Timeline CX CEMEX SAB DE CV More: the full row for CEMEX SAB DE CV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,606 shares; 2024Q4: 25,745 shares; 2025Q1: 27,651 shares; 2025Q2: 27,789 shares; 2025Q3: 26,222 shares; 2025Q4: 23,718 shares 23,718 $273K <0.01% -2,504 Timeline BKD BROOKDALE SR LIVING INC More: the full row for BROOKDALE SR LIVING 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: 25,213 shares; 2025Q3: 25,240 shares; 2025Q4: 25,244 shares 25,244 $272K <0.01% +4 Timeline RPV 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: 2,500 shares; 2024Q4: 2,504 shares; 2025Q1: 2,504 shares; 2025Q2: 2,504 shares; 2025Q3: 2,504 shares; 2025Q4: 2,635 shares 2,635 $272K <0.01% +131 Timeline JHG JANUS HENDERSON GROUP PLC More: the full row for JANUS HENDERSON GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 787 shares; 2024Q4: 778 shares; 2025Q1: 1,462 shares; 2025Q2: 2,234 shares; 2025Q3: 4,648 shares; 2025Q4: 5,720 shares 5,720 $272K <0.01% +1,072 Timeline ONDS ONDAS INC More: the full row for ONDAS 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: 1,555 shares; 2025Q4: 27,855 shares 27,855 $272K <0.01% +26,300 Timeline SUN SUNOCO LP/SUNOCO FIN CORP More: the full row for SUNOCO LP/SUNOCO FIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 904 shares; 2024Q4: 1,723 shares; 2025Q1: 925 shares; 2025Q2: 5,235 shares; 2025Q3: 5,392 shares; 2025Q4: 5,140 shares 5,140 $269K <0.01% -252 Timeline HTRB HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,942 shares; 2024Q4: 12,173 shares; 2025Q1: 11,389 shares; 2025Q2: 10,510 shares; 2025Q3: 8,801 shares; 2025Q4: 7,811 shares 7,811 $267K <0.01% -990 Timeline FYX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,357 shares; 2024Q4: 2,357 shares; 2025Q1: 2,357 shares; 2025Q2: 2,357 shares; 2025Q3: 2,357 shares; 2025Q4: 2,357 shares 2,357 $267K <0.01% 0 Timeline AXSM AXSOME THERAPEUTICS INC. More: the full row for AXSOME THERAPEUTICS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 287 shares; 2024Q4: 287 shares; 2025Q1: 293 shares; 2025Q2: 1,353 shares; 2025Q3: 1,442 shares; 2025Q4: 1,459 shares 1,459 $266K <0.01% +17 Timeline PJP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,167 shares; 2024Q4: 2,701 shares; 2025Q1: 2,738 shares; 2025Q2: 2,731 shares; 2025Q3: 2,543 shares; 2025Q4: 2,544 shares 2,544 $266K <0.01% +1 Timeline BIP BROOKFIELD INFRASTRUCTURE PA More: the full row for BROOKFIELD INFRASTRUCTURE PA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,462 shares; 2024Q4: 6,861 shares; 2025Q1: 5,511 shares; 2025Q2: 7,503 shares; 2025Q3: 7,053 shares; 2025Q4: 7,653 shares 7,653 $266K <0.01% +600 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: 6,000 shares; 2024Q4: 9,909 shares; 2025Q1: 11,062 shares; 2025Q2: 25,513 shares; 2025Q3: 28,669 shares; 2025Q4: 26,505 shares 26,505 $264K <0.01% -2,164 Timeline PMM FRANKLIN MANAGED MUN INCOME More: the full row for FRANKLIN MANAGED MUN INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 103,242 shares; 2025Q3: 45,129 shares; 2025Q4: 42,129 shares 42,129 $264K <0.01% -3,000 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: 855 shares; 2024Q4: 886 shares; 2025Q1: 2,807 shares; 2025Q2: 3,163 shares; 2025Q3: 2,824 shares; 2025Q4: 1,832 shares 1,832 $264K <0.01% -992 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: 79 shares; 2024Q4: 448 shares; 2025Q1: 455 shares; 2025Q2: 460 shares; 2025Q3: 550 shares; 2025Q4: 729 shares 729 $262K <0.01% +179 Timeline VIK VIKING HOLDINGS LTD More: the full row for VIKING HOLDINGS 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: 152 shares; 2025Q2: 150 shares; 2025Q3: 663 shares; 2025Q4: 3,661 shares 3,661 $261K <0.01% +2,998 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: 992 shares; 2024Q4: 1,318 shares; 2025Q1: 1,293 shares; 2025Q2: 1,331 shares; 2025Q3: 1,478 shares; 2025Q4: 1,558 shares 1,558 $261K <0.01% +80 Timeline OCTH INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,707 shares; 2024Q4: 12,167 shares; 2025Q1: 11,078 shares; 2025Q2: 11,078 shares; 2025Q3: 10,715 shares; 2025Q4: 10,866 shares 10,866 $260K <0.01% +151 Timeline TPYP TORTOISE CAPITAL SERIES TRUS More: the full row for TORTOISE CAPITAL SERIES TRUS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,970 shares; 2025Q3: 5,970 shares; 2025Q4: 7,365 shares 7,365 $260K <0.01% +1,395 Timeline CCK CROWN HLDGS INC More: the full row for CROWN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77 shares; 2024Q4: 111 shares; 2025Q1: 115 shares; 2025Q2: 599 shares; 2025Q3: 1,496 shares; 2025Q4: 2,524 shares 2,524 $260K <0.01% +1,028 Timeline IHDG 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: 4,581 shares; 2025Q1: 6,507 shares; 2025Q2: 6,580 shares; 2025Q3: 5,121 shares; 2025Q4: 5,338 shares 5,338 $260K <0.01% +217 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: 312 shares; 2024Q4: 393 shares; 2025Q1: 532 shares; 2025Q2: 1,055 shares; 2025Q3: 1,483 shares; 2025Q4: 1,258 shares 1,258 $259K <0.01% -225 Timeline MEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,755 shares; 2024Q4: 7,279 shares; 2025Q1: 10,244 shares; 2025Q2: 11,433 shares; 2025Q3: 5,339 shares; 2025Q4: 5,148 shares 5,148 $259K <0.01% -191 Timeline DPST DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 563 shares; 2025Q3: 563 shares; 2025Q4: 2,563 shares 2,563 $259K <0.01% +2,000 Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92 shares; 2024Q4: 137 shares; 2025Q1: 318 shares; 2025Q2: 494 shares; 2025Q3: 1,022 shares; 2025Q4: 1,161 shares 1,161 $259K <0.01% +139 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,427 shares; 2024Q4: 1,324 shares; 2025Q1: 1,184 shares; 2025Q2: 2,749 shares; 2025Q3: 3,178 shares; 2025Q4: 2,991 shares 2,991 $258K <0.01% -187 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: 343 shares; 2024Q4: 344 shares; 2025Q1: 302 shares; 2025Q2: 310 shares; 2025Q3: 431 shares; 2025Q4: 483 shares 483 $257K <0.01% +52 Timeline NLR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 230 shares; 2025Q1: 449 shares; 2025Q2: 1,703 shares; 2025Q3: 2,055 shares; 2025Q4: 2,064 shares 2,064 $256K <0.01% +9 Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,148 shares; 2024Q4: 15,584 shares; 2025Q1: 10,895 shares; 2025Q2: 12,778 shares; 2025Q3: 14,662 shares; 2025Q4: 16,162 shares 16,162 $256K <0.01% +1,500 Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,000 shares; 2025Q3: 5,000 shares; 2025Q4: 5,000 shares 5,000 $256K <0.01% 0 Timeline KMX CARMAX INC More: the full row for CARMAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 397 shares; 2024Q4: 646 shares; 2025Q1: 646 shares; 2025Q2: 4,307 shares; 2025Q3: 6,086 shares; 2025Q4: 6,572 shares 6,572 $254K <0.01% +486 Timeline ONON ON HLDG AG More: the full row for ON HLDG AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 1,546 shares; 2025Q1: 2,363 shares; 2025Q2: 2,412 shares; 2025Q3: 3,950 shares; 2025Q4: 5,455 shares 5,455 $254K <0.01% +1,505 Timeline RBC RBC BEARINGS INC More: the full row for RBC BEARINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 372 shares; 2024Q4: 269 shares; 2025Q1: 276 shares; 2025Q2: 231 shares; 2025Q3: 259 shares; 2025Q4: 564 shares 564 $253K <0.01% +305 Timeline VALE S A VALE S A More: the full row for VALE S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,374 shares 19,374 $252K <0.01% new 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: 1,646 shares; 2024Q4: 3,968 shares; 2025Q1: 3,022 shares; 2025Q2: 4,979 shares; 2025Q3: 5,825 shares; 2025Q4: 5,779 shares 5,779 $252K <0.01% -46 Timeline ING ING GROEP N.V. More: the full row for ING GROEP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,245 shares; 2024Q4: 6,353 shares; 2025Q1: 6,199 shares; 2025Q2: 6,880 shares; 2025Q3: 6,726 shares; 2025Q4: 8,981 shares 8,981 $251K <0.01% +2,255 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: 1,109 shares; 2024Q4: 1,843 shares; 2025Q1: 2,065 shares; 2025Q2: 3,119 shares; 2025Q3: 3,676 shares; 2025Q4: 2,791 shares 2,791 $251K <0.01% -885 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: 4,182 shares; 2024Q4: 2,882 shares; 2025Q1: 2,845 shares; 2025Q2: 1,610 shares; 2025Q3: 1,730 shares; 2025Q4: 1,774 shares 1,774 $251K <0.01% +44 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: 8 shares; 2024Q4: 7 shares; 2025Q1: 7 shares; 2025Q2: 14 shares; 2025Q3: 26 shares; 2025Q4: 34 shares 34 $251K <0.01% +8 Timeline HASI HA SUSTAINABLE INFRA CAP INC More: the full row for HA SUSTAINABLE INFRA CAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 125 shares; 2024Q4: 1,709 shares; 2025Q1: 1,776 shares; 2025Q2: 7,812 shares; 2025Q3: 7,781 shares; 2025Q4: 7,967 shares 7,967 $250K <0.01% +186 Timeline TFLR T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,493 shares; 2025Q1: 6,021 shares; 2025Q2: 6,446 shares; 2025Q3: 4,882 shares; 2025Q4: 4,869 shares 4,869 $250K <0.01% -13 Timeline FIVE FIVE BELOW INC More: the full row for FIVE BELOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 211 shares; 2024Q4: 240 shares; 2025Q1: 97 shares; 2025Q2: 420 shares; 2025Q3: 515 shares; 2025Q4: 1,328 shares 1,328 $250K <0.01% +813 Timeline CYBERARK SOFTWARE LTD/ISRAEL CYBERARK SOFTWARE LTD/ISRAEL More: the full row for CYBERARK SOFTWARE LTD/ISRAEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 286 shares; 2024Q4: 534 shares; 2025Q1: 539 shares; 2025Q2: 579 shares; 2025Q3: 551 shares; 2025Q4: 558 shares 558 $249K <0.01% +7 CHWY CHEWY INC More: the full row for CHEWY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,250 shares; 2024Q4: 1,900 shares; 2025Q1: 1,774 shares; 2025Q2: 3,046 shares; 2025Q3: 9,754 shares; 2025Q4: 7,524 shares 7,524 $249K <0.01% -2,230 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: 521 shares; 2024Q4: 622 shares; 2025Q1: 642 shares; 2025Q2: 881 shares; 2025Q3: 1,828 shares; 2025Q4: 2,492 shares 2,492 $249K <0.01% +664 Timeline XEVTX EATON VANCE TAX ADVT DIV INC More: the full row for EATON VANCE TAX ADVT DIV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,007 shares; 2024Q4: 5,763 shares; 2025Q1: 9,873 shares; 2025Q2: 9,863 shares; 2025Q3: 11,993 shares; 2025Q4: 9,863 shares 9,863 $248K <0.01% -2,130 Timeline ICF 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: 1,504 shares; 2024Q4: 1,504 shares; 2025Q1: 1,504 shares; 2025Q2: 3,794 shares; 2025Q3: 3,794 shares; 2025Q4: 4,154 shares 4,154 $248K <0.01% +360 Timeline LEG LEGGETT & PLATT INC More: the full row for LEGGETT & PLATT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,414 shares; 2024Q4: 11,017 shares; 2025Q1: 21,980 shares; 2025Q2: 22,446 shares; 2025Q3: 22,230 shares; 2025Q4: 22,524 shares 22,524 $248K <0.01% +294 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: 1,149 shares; 2024Q4: 1,125 shares; 2025Q1: 1,314 shares; 2025Q2: 2,805 shares; 2025Q3: 6,262 shares; 2025Q4: 9,668 shares 9,668 $248K <0.01% +3,406 Timeline ARMK ARAMARK More: the full row for ARAMARK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 106 shares; 2024Q4: 135 shares; 2025Q1: 166 shares; 2025Q2: 201 shares; 2025Q3: 1,500 shares; 2025Q4: 6,697 shares 6,697 $247K <0.01% +5,197 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: 486 shares; 2025Q1: 282 shares; 2025Q2: 7,363 shares; 2025Q3: 10,362 shares; 2025Q4: 9,410 shares 9,410 $246K <0.01% -952 Timeline CGSD CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,189 shares; 2024Q4: 15,982 shares; 2025Q1: 9,923 shares; 2025Q2: 9,736 shares; 2025Q3: 9,409 shares; 2025Q4: 9,460 shares 9,460 $246K <0.01% +51 Timeline VGK 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: 1,691 shares; 2024Q4: 2,196 shares; 2025Q1: 2,246 shares; 2025Q2: 2,012 shares; 2025Q3: 2,319 shares; 2025Q4: 2,940 shares 2,940 $246K <0.01% +621 Timeline BTCI NEOS ETF TRUST More: the full row for NEOS 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: 1,300 shares; 2025Q3: 2,400 shares; 2025Q4: 5,578 shares 5,578 $246K <0.01% +3,178 Timeline ARKQ 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: 1,283 shares; 2024Q4: 1,875 shares; 2025Q1: 2,045 shares; 2025Q2: 2,045 shares; 2025Q3: 2,601 shares; 2025Q4: 2,140 shares 2,140 $245K <0.01% -461 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: 326 shares; 2024Q4: 228 shares; 2025Q1: 8,617 shares; 2025Q2: 8,695 shares; 2025Q3: 9,719 shares; 2025Q4: 12,210 shares 12,210 $245K <0.01% +2,491 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 526 shares; 2024Q4: 1,023 shares; 2025Q1: 679 shares; 2025Q2: 2,775 shares; 2025Q3: 2,445 shares; 2025Q4: 2,233 shares 2,233 $244K <0.01% -212 Timeline BIBL NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,099 shares; 2024Q4: 8,076 shares; 2025Q1: 6,590 shares; 2025Q2: 6,085 shares; 2025Q3: 5,375 shares; 2025Q4: 5,407 shares 5,407 $244K <0.01% +32 Timeline BCPC BALCHEM CORP More: the full row for BALCHEM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 986 shares; 2024Q4: 957 shares; 2025Q1: 978 shares; 2025Q2: 978 shares; 2025Q3: 1,041 shares; 2025Q4: 1,583 shares 1,583 $243K <0.01% +542 Timeline GAB GABELLI EQUITY TR INC More: the full row for GABELLI EQUITY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,380 shares; 2024Q4: 5,391 shares; 2025Q1: 5,402 shares; 2025Q2: 38,908 shares; 2025Q3: 38,918 shares; 2025Q4: 38,929 shares 38,929 $240K <0.01% +11 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: 68 shares; 2024Q4: 70 shares; 2025Q1: 93 shares; 2025Q2: 183 shares; 2025Q3: 866 shares; 2025Q4: 707 shares 707 $240K <0.01% -159 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: 20 shares; 2024Q4: 43 shares; 2025Q1: 88 shares; 2025Q2: 242 shares; 2025Q3: 301 shares; 2025Q4: 677 shares 677 $239K <0.01% +376 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: 4,220 shares; 2024Q4: 3,937 shares; 2025Q1: 4,690 shares; 2025Q2: 9,458 shares; 2025Q3: 9,405 shares; 2025Q4: 10,702 shares 10,702 $239K <0.01% +1,297 Timeline IDU 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: 1,357 shares; 2024Q4: 1,397 shares; 2025Q1: 1,398 shares; 2025Q2: 2,200 shares; 2025Q3: 2,202 shares; 2025Q4: 2,203 shares 2,203 $239K <0.01% +1 Timeline AXS AXIS CAP HLDGS LTD More: the full row for AXIS CAP HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26 shares; 2024Q4: 39 shares; 2025Q1: 237 shares; 2025Q2: 581 shares; 2025Q3: 748 shares; 2025Q4: 2,225 shares 2,225 $238K <0.01% +1,477 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: 474 shares; 2024Q4: 501 shares; 2025Q1: 555 shares; 2025Q2: 1,308 shares; 2025Q3: 1,449 shares; 2025Q4: 1,479 shares 1,479 $238K <0.01% +30 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,306 shares; 2024Q4: 1,347 shares; 2025Q1: 4,169 shares; 2025Q2: 6,688 shares; 2025Q3: 5,890 shares; 2025Q4: 4,687 shares 4,687 $237K <0.01% -1,203 Timeline FXO 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: 2,500 shares; 2024Q4: 2,500 shares; 2025Q1: 2,500 shares; 2025Q2: 2,500 shares; 2025Q3: 2,500 shares; 2025Q4: 3,924 shares 3,924 $237K <0.01% +1,424 Timeline QYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,331 shares; 2024Q4: 10,254 shares; 2025Q1: 15,724 shares; 2025Q2: 19,761 shares; 2025Q3: 15,369 shares; 2025Q4: 13,366 shares 13,366 $236K <0.01% -2,003 Timeline MTG MGIC INVT CORP WIS More: the full row for MGIC INVT CORP WIS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 246 shares; 2024Q4: 568 shares; 2025Q1: 593 shares; 2025Q2: 2,285 shares; 2025Q3: 4,623 shares; 2025Q4: 8,075 shares 8,075 $236K <0.01% +3,452 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: 1,331 shares; 2024Q4: 1,078 shares; 2025Q1: 1,293 shares; 2025Q2: 1,474 shares; 2025Q3: 2,536 shares; 2025Q4: 2,451 shares 2,451 $236K <0.01% -85 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5 shares; 2024Q4: 9 shares; 2025Q1: 43 shares; 2025Q2: 110 shares; 2025Q3: 289 shares; 2025Q4: 427 shares 427 $235K <0.01% +138 Timeline SHYL DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,000 shares; 2024Q4: 11,012 shares; 2025Q1: 8,285 shares; 2025Q2: 5,564 shares; 2025Q3: 5,612 shares; 2025Q4: 5,214 shares 5,214 $234K <0.01% -398 Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,468 shares; 2024Q4: 5,255 shares; 2025Q1: 5,158 shares; 2025Q2: 5,158 shares; 2025Q3: 5,158 shares; 2025Q4: 7,931 shares 7,931 $234K <0.01% +2,773 Timeline BARCLAYS PLC BARCLAYS PLC More: the full row for BARCLAYS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,205 shares 9,205 $234K <0.01% new WTW WILLIS TOWERS WATSON PLC LTD More: the full row for WILLIS TOWERS WATSON PLC LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 367 shares; 2024Q4: 450 shares; 2025Q1: 438 shares; 2025Q2: 535 shares; 2025Q3: 626 shares; 2025Q4: 713 shares 713 $234K <0.01% +87 Timeline SHRY 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: 5,584 shares; 2024Q4: 5,584 shares; 2025Q1: 5,584 shares; 2025Q2: 5,584 shares; 2025Q3: 5,584 shares; 2025Q4: 5,584 shares 5,584 $234K <0.01% 0 Timeline ILCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,751 shares; 2024Q4: 1,751 shares; 2025Q1: 1,642 shares; 2025Q2: 1,642 shares; 2025Q3: 1,642 shares; 2025Q4: 2,249 shares 2,249 $234K <0.01% +607 Timeline PBI PITNEY BOWES INC More: the full row for PITNEY BOWES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 127 shares; 2024Q4: 127 shares; 2025Q1: 21,503 shares; 2025Q2: 21,994 shares; 2025Q3: 22,007 shares; 2025Q4: 22,133 shares 22,133 $234K <0.01% +126 Timeline IYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,062 shares; 2024Q4: 1,062 shares; 2025Q1: 1,062 shares; 2025Q2: 1,095 shares; 2025Q3: 1,979 shares; 2025Q4: 1,813 shares 1,813 $234K <0.01% -166 Timeline IVT INVENTRUST PPTYS CORP More: the full row for INVENTRUST PPTYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,609 shares; 2024Q4: 8,992 shares; 2025Q1: 10,098 shares; 2025Q2: 8,983 shares; 2025Q3: 8,843 shares; 2025Q4: 8,272 shares 8,272 $233K <0.01% -571 Timeline BEP BROOKFIELD RENEWABLE ENERGY More: the full row for BROOKFIELD RENEWABLE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,000 shares; 2025Q1: 3,000 shares; 2025Q2: 5,300 shares; 2025Q3: 7,895 shares; 2025Q4: 8,645 shares 8,645 $233K <0.01% +750 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: 674 shares; 2024Q4: 674 shares; 2025Q1: 707 shares; 2025Q2: 1,082 shares; 2025Q3: 984 shares; 2025Q4: 967 shares 967 $233K <0.01% -17 Timeline VTHR VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 580 shares; 2024Q4: 582 shares; 2025Q1: 584 shares; 2025Q2: 586 shares; 2025Q3: 772 shares; 2025Q4: 774 shares 774 $232K <0.01% +2 Timeline RLI RLI CORP More: the full row for RLI CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 547 shares; 2024Q4: 2,616 shares; 2025Q1: 2,434 shares; 2025Q2: 3,571 shares; 2025Q3: 3,760 shares; 2025Q4: 3,632 shares 3,632 $232K <0.01% -128 Timeline NTNX NUTANIX INC More: the full row for NUTANIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 208 shares; 2024Q4: 464 shares; 2025Q1: 524 shares; 2025Q2: 14,176 shares; 2025Q3: 3,527 shares; 2025Q4: 4,487 shares 4,487 $232K <0.01% +960 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: 1,536 shares; 2025Q1: 855 shares; 2025Q2: 694 shares; 2025Q3: 6,093 shares; 2025Q4: 5,983 shares 5,983 $232K <0.01% -110 Timeline MD PEDIATRIX MEDICAL GROUP INC More: the full row for PEDIATRIX MEDICAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 493 shares; 2024Q4: 493 shares; 2025Q1: 493 shares; 2025Q2: 565 shares; 2025Q3: 848 shares; 2025Q4: 10,833 shares 10,833 $232K <0.01% +9,985 Timeline AL AIR LEASE CORP More: the full row for AIR LEASE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 447 shares; 2024Q4: 447 shares; 2025Q1: 457 shares; 2025Q2: 472 shares; 2025Q3: 2,226 shares; 2025Q4: 3,605 shares 3,605 $232K <0.01% +1,379 Timeline RSPS 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: 2,599 shares; 2024Q4: 7,471 shares; 2025Q1: 7,503 shares; 2025Q2: 7,535 shares; 2025Q3: 7,624 shares; 2025Q4: 7,946 shares 7,946 $231K <0.01% +322 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: 1,777 shares; 2024Q4: 1,950 shares; 2025Q1: 2,509 shares; 2025Q2: 3,517 shares; 2025Q3: 3,745 shares; 2025Q4: 3,428 shares 3,428 $231K <0.01% -317 Timeline TTC TORO CO More: the full row for TORO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 411 shares; 2024Q4: 346 shares; 2025Q1: 663 shares; 2025Q2: 1,450 shares; 2025Q3: 2,686 shares; 2025Q4: 2,923 shares 2,923 $230K <0.01% +237 Timeline DES 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: 6,871 shares; 2024Q4: 6,871 shares; 2025Q1: 6,871 shares; 2025Q2: 6,871 shares; 2025Q3: 6,871 shares; 2025Q4: 6,871 shares 6,871 $230K <0.01% 0 Timeline AWI ARMSTRONG WORLD INDS INC NEW More: the full row for ARMSTRONG WORLD INDS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 466 shares; 2024Q4: 475 shares; 2025Q1: 468 shares; 2025Q2: 620 shares; 2025Q3: 1,210 shares; 2025Q4: 1,199 shares 1,199 $229K <0.01% -11 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: 8,102 shares; 2025Q1: 8,084 shares; 2025Q2: 8,084 shares; 2025Q3: 6,649 shares; 2025Q4: 8,114 shares 8,114 $228K <0.01% +1,465 Timeline KJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 192,041 shares; 2024Q4: 492,685 shares; 2025Q1: 6,535 shares; 2025Q2: 6,535 shares; 2025Q3: 6,535 shares; 2025Q4: 7,164 shares 7,164 $227K <0.01% +629 Timeline ROL ROLLINS INC More: the full row for ROLLINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,086 shares; 2024Q4: 2,087 shares; 2025Q1: 2,317 shares; 2025Q2: 2,625 shares; 2025Q3: 3,336 shares; 2025Q4: 3,782 shares 3,782 $227K <0.01% +446 Timeline PB PROSPERITY BANCSHARES INC More: the full row for PROSPERITY BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43 shares; 2024Q4: 62 shares; 2025Q1: 131 shares; 2025Q2: 1,337 shares; 2025Q3: 2,129 shares; 2025Q4: 3,266 shares 3,266 $226K <0.01% +1,137 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: 1,097 shares; 2024Q4: 1,262 shares; 2025Q1: 1,311 shares; 2025Q2: 1,379 shares; 2025Q3: 1,646 shares; 2025Q4: 3,110 shares 3,110 $225K <0.01% +1,464 Timeline HLAL LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 711 shares; 2025Q2: 410 shares; 2025Q3: not reported; 2025Q4: 3,627 shares 3,627 $225K <0.01% new Timeline FXH FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,601 shares; 2024Q4: 1,554 shares; 2025Q1: 1,696 shares; 2025Q2: 1,960 shares; 2025Q3: 1,975 shares; 2025Q4: 1,976 shares 1,976 $225K <0.01% +1 Timeline FPX FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,749 shares; 2024Q4: 2,749 shares; 2025Q1: 2,749 shares; 2025Q2: 2,749 shares; 2025Q3: 2,749 shares; 2025Q4: 1,372 shares 1,372 $224K <0.01% -1,377 Timeline MUSA MURPHY USA INC More: the full row for MURPHY USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28 shares; 2024Q4: 32 shares; 2025Q1: 31 shares; 2025Q2: 195 shares; 2025Q3: 415 shares; 2025Q4: 555 shares 555 $224K <0.01% +140 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,080 shares; 2024Q4: 1,266 shares; 2025Q1: 1,266 shares; 2025Q2: 2,092 shares; 2025Q3: 5,053 shares; 2025Q4: 7,403 shares 7,403 $224K <0.01% +2,350 Timeline VIOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 32 shares; 2025Q2: 32 shares; 2025Q3: 32 shares; 2025Q4: 2,284 shares 2,284 $223K <0.01% +2,252 Timeline IIPR INNOVATIVE INDL PPTYS INC More: the full row for INNOVATIVE INDL PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43 shares; 2024Q4: 44 shares; 2025Q1: 46 shares; 2025Q2: 1,692 shares; 2025Q3: 4,506 shares; 2025Q4: 4,714 shares 4,714 $223K <0.01% +208 Timeline PUBM PUBMATIC INC More: the full row for PUBMATIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 178 shares; 2025Q2: 212 shares; 2025Q3: 194 shares; 2025Q4: 25,103 shares 25,103 $223K <0.01% +24,909 Timeline PNFP PINNACLE FINANCIAL PARTNERS More: the full row for PINNACLE FINANCIAL PARTNERS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 180 shares; 2024Q4: 180 shares; 2025Q1: 266 shares; 2025Q2: 268 shares; 2025Q3: 2,102 shares; 2025Q4: 2,322 shares 2,322 $222K <0.01% +220 Timeline BITB BITWISE BITCOIN ETF TR More: the full row for BITWISE BITCOIN ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,557 shares; 2024Q4: 2,557 shares; 2025Q1: 4,193 shares; 2025Q2: 4,536 shares; 2025Q3: 4,566 shares; 2025Q4: 4,658 shares 4,658 $222K <0.01% +92 Timeline NAD NUVEEN QUALITY MUNCP INCOME More: the full row for NUVEEN QUALITY MUNCP INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,546 shares; 2024Q4: 2,546 shares; 2025Q1: 2,546 shares; 2025Q2: 15,865 shares; 2025Q3: 15,724 shares; 2025Q4: 18,424 shares 18,424 $221K <0.01% +2,700 Timeline PIM FRANKLIN MASTER INTER INCOME More: the full row for FRANKLIN MASTER INTER INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 66,272 shares; 2025Q3: 66,272 shares; 2025Q4: 66,272 shares 66,272 $221K <0.01% 0 Timeline VNOM VIPER ENERGY INC More: the full row for VIPER ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,358 shares; 2025Q4: 5,723 shares 5,723 $221K <0.01% -635 Timeline EXP EAGLE MATLS INC More: the full row for EAGLE MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 782 shares; 2024Q4: 777 shares; 2025Q1: 777 shares; 2025Q2: 9,264 shares; 2025Q3: 867 shares; 2025Q4: 1,070 shares 1,070 $221K <0.01% +203 Timeline WDFC WD 40 CO More: the full row for WD 40 CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 824 shares; 2024Q4: 1,264 shares; 2025Q1: 1,260 shares; 2025Q2: 1,261 shares; 2025Q3: 1,317 shares; 2025Q4: 1,122 shares 1,122 $221K <0.01% -195 Timeline MASI MASIMO CORP More: the full row for MASIMO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 160 shares; 2024Q4: 212 shares; 2025Q1: 224 shares; 2025Q2: 387 shares; 2025Q3: 905 shares; 2025Q4: 1,695 shares 1,695 $220K <0.01% +790 Timeline BKH BLACK HILLS CORP More: the full row for BLACK HILLS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,980 shares; 2024Q4: 1,967 shares; 2025Q1: 1,942 shares; 2025Q2: 2,206 shares; 2025Q3: 2,619 shares; 2025Q4: 3,141 shares 3,141 $218K <0.01% +522 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: 2,390 shares; 2024Q4: 2,753 shares; 2025Q1: 3,682 shares; 2025Q2: 4,386 shares; 2025Q3: 5,971 shares; 2025Q4: 4,842 shares 4,842 $217K <0.01% -1,129 Timeline MXI 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: 1,676 shares; 2025Q1: 1,676 shares; 2025Q2: 1,976 shares; 2025Q3: 2,170 shares; 2025Q4: 2,244 shares 2,244 $217K <0.01% +74 Timeline INVESCO EXCH TRADED FD TR II 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: not reported; 2025Q3: not reported; 2025Q4: 3,467 shares 3,467 $216K <0.01% new EFIV 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: 3,211 shares; 2024Q4: 3,222 shares; 2025Q1: 3,231 shares; 2025Q2: 3,241 shares; 2025Q3: 3,250 shares; 2025Q4: 3,258 shares 3,258 $216K <0.01% +8 Timeline KSS KOHLS CORP More: the full row for KOHLS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 341 shares; 2024Q4: 162 shares; 2025Q1: 9,581 shares; 2025Q2: 10,698 shares; 2025Q3: 10,554 shares; 2025Q4: 10,556 shares 10,556 $215K <0.01% +2 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,572 shares; 2024Q4: 4,168 shares; 2025Q1: 4,053 shares; 2025Q2: 3,683 shares; 2025Q3: 3,638 shares; 2025Q4: 3,541 shares 3,541 $215K <0.01% -97 Timeline UMMA LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,169 shares; 2025Q2: 1,169 shares; 2025Q3: 1,179 shares; 2025Q4: 7,270 shares 7,270 $215K <0.01% +6,091 Timeline RWK 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: 1,245 shares; 2024Q4: 1,245 shares; 2025Q1: 1,245 shares; 2025Q2: 1,245 shares; 2025Q3: 1,699 shares; 2025Q4: 1,700 shares 1,700 $215K <0.01% +1 Timeline WABC WESTAMERICA BANCORPORATION More: the full row for WESTAMERICA BANCORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,407 shares; 2024Q4: 3,916 shares; 2025Q1: 4,426 shares; 2025Q2: 4,531 shares; 2025Q3: 7,052 shares; 2025Q4: 4,482 shares 4,482 $214K <0.01% -2,570 Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 947 shares; 2024Q4: 972 shares; 2025Q1: 1,042 shares; 2025Q2: 1,592 shares; 2025Q3: 1,935 shares; 2025Q4: 1,686 shares 1,686 $213K <0.01% -249 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: 167 shares; 2024Q4: 167 shares; 2025Q1: 149 shares; 2025Q2: 989 shares; 2025Q3: 1,000 shares; 2025Q4: 1,020 shares 1,020 $212K <0.01% +20 Timeline GWRE GUIDEWIRE SOFTWARE INC More: the full row for GUIDEWIRE SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 600 shares; 2024Q4: 600 shares; 2025Q1: 614 shares; 2025Q2: 729 shares; 2025Q3: 1,137 shares; 2025Q4: 1,053 shares 1,053 $212K <0.01% -84 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,007 shares; 2024Q4: 461 shares; 2025Q1: 509 shares; 2025Q2: 2,718 shares; 2025Q3: 3,222 shares; 2025Q4: 3,254 shares 3,254 $212K <0.01% +32 Timeline XMMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 46 shares; 2025Q1: 0 shares; 2025Q2: 525 shares; 2025Q3: 525 shares; 2025Q4: 1,523 shares 1,523 $211K <0.01% +998 Timeline FSK FS KKR CAP CORP More: the full row for FS KKR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,511 shares; 2024Q4: 15,640 shares; 2025Q1: 16,534 shares; 2025Q2: 16,731 shares; 2025Q3: 20,002 shares; 2025Q4: 14,159 shares 14,159 $210K <0.01% -5,843 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: 694 shares; 2024Q4: 1,396 shares; 2025Q1: 1,412 shares; 2025Q2: 36,681 shares; 2025Q3: 38,294 shares; 2025Q4: 7,521 shares 7,521 $209K <0.01% -30,773 Timeline KNX KNIGHT-SWIFT TRANSN HLDGS IN More: the full row for KNIGHT-SWIFT TRANSN HLDGS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,707 shares; 2024Q4: 2,197 shares; 2025Q1: 3,044 shares; 2025Q2: 3,493 shares; 2025Q3: 4,174 shares; 2025Q4: 3,997 shares 3,997 $209K <0.01% -177 Timeline FNX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,073 shares; 2024Q4: 2,075 shares; 2025Q1: 2,076 shares; 2025Q2: 2,077 shares; 2025Q3: 2,077 shares; 2025Q4: 1,656 shares 1,656 $209K <0.01% -421 Timeline DTD 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: 3,303 shares; 2024Q4: 3,303 shares; 2025Q1: 103 shares; 2025Q2: 2,456 shares; 2025Q3: 2,456 shares; 2025Q4: 2,456 shares 2,456 $208K <0.01% 0 Timeline PCN PIMCO CORPORATE & INCM STRG More: the full row for PIMCO CORPORATE & INCM STRG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,601 shares; 2024Q4: 24,711 shares; 2025Q1: 24,883 shares; 2025Q2: 25,232 shares; 2025Q3: 24,537 shares; 2025Q4: 16,242 shares 16,242 $207K <0.01% -8,295 Timeline CNX CNX RES CORP More: the full row for CNX RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 298 shares; 2024Q4: 203 shares; 2025Q1: 353 shares; 2025Q2: 5,618 shares; 2025Q3: 5,588 shares; 2025Q4: 5,627 shares 5,627 $207K <0.01% +39 Timeline DOX AMDOCS LTD More: the full row for AMDOCS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,312 shares; 2024Q4: 1,616 shares; 2025Q1: 1,829 shares; 2025Q2: 2,352 shares; 2025Q3: 2,570 shares; 2025Q4: 2,563 shares 2,563 $206K <0.01% -7 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: 1,015 shares; 2024Q4: 1,062 shares; 2025Q1: 1,048 shares; 2025Q2: 1,179 shares; 2025Q3: 1,357 shares; 2025Q4: 1,294 shares 1,294 $206K <0.01% -63 Timeline SSNC SS&C TECH HLDGS More: the full row for SS&C TECH HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,273 shares; 2024Q4: 1,901 shares; 2025Q1: 2,016 shares; 2025Q2: 2,162 shares; 2025Q3: 2,312 shares; 2025Q4: 2,352 shares 2,352 $206K <0.01% +40 Timeline DIAX NUVEEN DOW 30SM DYNAMIC OVERWR More: the full row for NUVEEN DOW 30SM DYNAMIC OVERWR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,432 shares; 2025Q3: 13,432 shares; 2025Q4: 13,432 shares 13,432 $205K <0.01% 0 Timeline NVDY TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 695 shares; 2025Q1: 705 shares; 2025Q2: 11,453 shares; 2025Q3: 13,003 shares; 2025Q4: 13,990 shares 13,990 $204K <0.01% +987 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: 850 shares; 2024Q4: 502 shares; 2025Q1: 512 shares; 2025Q2: 2,347 shares; 2025Q3: 2,585 shares; 2025Q4: 2,832 shares 2,832 $203K <0.01% +247 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: 1,290 shares; 2024Q4: 1,616 shares; 2025Q1: 1,708 shares; 2025Q2: 2,116 shares; 2025Q3: 2,251 shares; 2025Q4: 2,350 shares 2,350 $203K <0.01% +99 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: 6,746 shares; 2024Q4: 6,446 shares; 2025Q1: 10,049 shares; 2025Q2: 14,493 shares; 2025Q3: 18,320 shares; 2025Q4: 16,319 shares 16,319 $203K <0.01% -2,001 Timeline COLL COLLEGIUM PHARMACEUTICAL INC More: the full row for COLLEGIUM PHARMACEUTICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51 shares; 2024Q4: 51 shares; 2025Q1: 58 shares; 2025Q2: 4,351 shares; 2025Q3: 4,355 shares; 2025Q4: 4,370 shares 4,370 $202K <0.01% +15 Timeline G GENPACT LIMITED More: the full row for GENPACT LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 322 shares; 2024Q4: 319 shares; 2025Q1: 320 shares; 2025Q2: 357 shares; 2025Q3: 1,480 shares; 2025Q4: 4,324 shares 4,324 $202K <0.01% +2,844 Timeline ALK ALASKA AIR GROUP INC More: the full row for ALASKA AIR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,890 shares; 2024Q4: 4,076 shares; 2025Q1: 4,797 shares; 2025Q2: 4,762 shares; 2025Q3: 4,823 shares; 2025Q4: 4,016 shares 4,016 $202K <0.01% -807 Timeline JPC NUVEEN PFD & INCOME OPPORTUN More: the full row for NUVEEN PFD & INCOME OPPORTUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 988 shares; 2024Q4: 4,714 shares; 2025Q1: 8,565 shares; 2025Q2: 17,661 shares; 2025Q3: 21,564 shares; 2025Q4: 24,871 shares 24,871 $202K <0.01% +3,307 Timeline CLOI VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,602 shares; 2025Q2: 2,627 shares; 2025Q3: 2,664 shares; 2025Q4: 3,814 shares 3,814 $201K <0.01% +1,150 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,993 shares; 2024Q4: 4,555 shares; 2025Q1: 4,842 shares; 2025Q2: 3,175 shares; 2025Q3: 3,328 shares; 2025Q4: 2,867 shares 2,867 $201K <0.01% -461 Timeline VLU 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: 114 shares; 2024Q4: 114 shares; 2025Q1: 114 shares; 2025Q2: 68 shares; 2025Q3: 68 shares; 2025Q4: 950 shares 950 $200K <0.01% +882 Timeline FNOV FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,646 shares; 2024Q4: 3,646 shares; 2025Q1: 3,646 shares; 2025Q2: 3,646 shares; 2025Q3: 3,646 shares; 2025Q4: 3,646 shares 3,646 $200K <0.01% 0 Timeline FELC 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: 3,702 shares; 2024Q4: 3,963 shares; 2025Q1: 5,620 shares; 2025Q2: 4,076 shares; 2025Q3: 5,005 shares; 2025Q4: 5,224 shares 5,224 $199K <0.01% +219 Timeline JPIB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,092 shares 4,092 $199K <0.01% new Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,189 shares; 2024Q4: 1,728 shares; 2025Q1: 2,124 shares; 2025Q2: 6,970 shares; 2025Q3: 7,193 shares; 2025Q4: 5,050 shares 5,050 $199K <0.01% -2,143 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: 3,035 shares; 2024Q4: 2,882 shares; 2025Q1: 3,085 shares; 2025Q2: 3,008 shares; 2025Q3: 3,005 shares; 2025Q4: 3,098 shares 3,098 $198K <0.01% +93 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: 1,924 shares; 2024Q4: 3,650 shares; 2025Q1: 4,325 shares; 2025Q2: 4,505 shares; 2025Q3: 4,345 shares; 2025Q4: 4,155 shares 4,155 $198K <0.01% -190 Timeline PDX PIMCO DYNAMIC INCOME STRATEG More: the full row for PIMCO DYNAMIC INCOME STRATEG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,500 shares; 2024Q4: 10,500 shares; 2025Q1: 10,500 shares; 2025Q2: 10,500 shares; 2025Q3: 10,500 shares; 2025Q4: 10,500 shares 10,500 $197K <0.01% 0 Timeline AR ANTERO RESOURCES CORP More: the full row for ANTERO RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 556 shares; 2024Q4: 550 shares; 2025Q1: 662 shares; 2025Q2: 960 shares; 2025Q3: 3,467 shares; 2025Q4: 5,717 shares 5,717 $197K <0.01% +2,250 Timeline PDI PIMCO DYNAMIC INCOME FD More: the full row for PIMCO DYNAMIC INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: 586 shares; 2025Q1: 607 shares; 2025Q2: 7,258 shares; 2025Q3: 8,060 shares; 2025Q4: 11,098 shares 11,098 $197K <0.01% +3,038 Timeline FEPI ETF OPPORTUNITIES TRUST More: the full row for ETF OPPORTUNITIES 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: 3,800 shares; 2025Q3: 4,000 shares; 2025Q4: 4,300 shares 4,300 $196K <0.01% +300 Timeline FIXD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,289 shares; 2024Q4: 6,281 shares; 2025Q1: 6,295 shares; 2025Q2: 6,049 shares; 2025Q3: 5,235 shares; 2025Q4: 4,416 shares 4,416 $196K <0.01% -819 Timeline PTY PIMCO CORPORATE & INCOME OPP More: the full row for PIMCO CORPORATE & INCOME OPP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,000 shares; 2024Q4: 5,014 shares; 2025Q1: 5,014 shares; 2025Q2: 15,547 shares; 2025Q3: 15,356 shares; 2025Q4: 15,155 shares 15,155 $196K <0.01% -201 Timeline TAK TAKEDA PHARMACEUTICAL CO LTD More: the full row for TAKEDA PHARMACEUTICAL CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,360 shares; 2024Q4: 9,582 shares; 2025Q1: 10,797 shares; 2025Q2: 11,357 shares; 2025Q3: 12,305 shares; 2025Q4: 12,475 shares 12,475 $194K <0.01% +170 Timeline ALSN ALLISON TRANSMISSION HLDGS I More: the full row for ALLISON TRANSMISSION HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 324 shares; 2024Q4: 217 shares; 2025Q1: 274 shares; 2025Q2: 86,783 shares; 2025Q3: 2,009 shares; 2025Q4: 1,978 shares 1,978 $194K <0.01% -31 Timeline THG HANOVER INS GROUP INC More: the full row for HANOVER INS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 523 shares; 2024Q4: 521 shares; 2025Q1: 574 shares; 2025Q2: 705 shares; 2025Q3: 866 shares; 2025Q4: 1,059 shares 1,059 $194K <0.01% +193 Timeline HOMB HOME BANCSHARES INC More: the full row for HOME BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 675 shares; 2024Q4: 692 shares; 2025Q1: 735 shares; 2025Q2: 6,682 shares; 2025Q3: 6,960 shares; 2025Q4: 6,959 shares 6,959 $193K <0.01% -1 Timeline BLACKROCK MUNI INC TR II BLACKROCK MUNI INC TR II More: the full row for BLACKROCK MUNI INC 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: 18,465 shares; 2025Q3: 18,465 shares; 2025Q4: 18,465 shares 18,465 $193K <0.01% 0 CAE CAE INC More: the full row for CAE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,408 shares; 2024Q4: 7,321 shares; 2025Q1: 7,200 shares; 2025Q2: 7,169 shares; 2025Q3: 6,907 shares; 2025Q4: 6,309 shares 6,309 $192K <0.01% -598 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: 88 shares; 2024Q4: 115 shares; 2025Q1: 253 shares; 2025Q2: 1,027 shares; 2025Q3: 2,065 shares; 2025Q4: 2,196 shares 2,196 $192K <0.01% +131 Timeline SEIX VIRTUS ETF TR II More: the full row for VIRTUS ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 98,940 shares; 2024Q4: 40,392 shares; 2025Q1: 24,686 shares; 2025Q2: 15,515 shares; 2025Q3: 10,608 shares; 2025Q4: 8,182 shares 8,182 $191K <0.01% -2,426 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: 259 shares; 2024Q4: 728 shares; 2025Q1: 728 shares; 2025Q2: 728 shares; 2025Q3: 935 shares; 2025Q4: 2,709 shares 2,709 $191K <0.01% +1,774 Timeline OMF ONEMAIN HLDGS INC More: the full row for ONEMAIN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,336 shares; 2024Q4: 1,624 shares; 2025Q1: 1,976 shares; 2025Q2: 2,105 shares; 2025Q3: 3,116 shares; 2025Q4: 2,814 shares 2,814 $190K <0.01% -302 Timeline FHLC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 889 shares; 2024Q4: 2,060 shares; 2025Q1: 2,073 shares; 2025Q2: 1,976 shares; 2025Q3: 1,979 shares; 2025Q4: 2,557 shares 2,557 $190K <0.01% +578 Timeline BOXX EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 950 shares; 2024Q4: 575 shares; 2025Q1: 575 shares; 2025Q2: 1,575 shares; 2025Q3: 1,575 shares; 2025Q4: 1,650 shares 1,650 $190K <0.01% +75 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: 466 shares; 2024Q4: 447 shares; 2025Q1: 435 shares; 2025Q2: 678 shares; 2025Q3: 746 shares; 2025Q4: 1,063 shares 1,063 $190K <0.01% +317 Timeline PHG KONINKLIJKE PHILIPS N V More: the full row for KONINKLIJKE PHILIPS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,196 shares; 2024Q4: 3,993 shares; 2025Q1: 4,638 shares; 2025Q2: 8,030 shares; 2025Q3: 8,054 shares; 2025Q4: 7,010 shares 7,010 $190K <0.01% -1,044 Timeline AXTI AXT INC More: the full row for AXT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 300 shares; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 11,594 shares 11,594 $190K <0.01% +11,294 Timeline ADX ADAMS DIVERSIFIED EQUITY FD More: the full row for ADAMS DIVERSIFIED EQUITY FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,519 shares; 2025Q1: 9,738 shares; 2025Q2: 9,958 shares; 2025Q3: 10,166 shares; 2025Q4: 8,126 shares 8,126 $190K <0.01% -2,040 Timeline NJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,608 shares; 2024Q4: 2,608 shares; 2025Q1: 2,608 shares; 2025Q2: 2,608 shares; 2025Q3: 2,608 shares; 2025Q4: 2,608 shares 2,608 $189K <0.01% 0 Timeline BIZD 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: 13,300 shares; 2025Q3: 13,300 shares; 2025Q4: 13,300 shares 13,300 $189K <0.01% 0 Timeline ATI ATI INC More: the full row for ATI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 273 shares; 2024Q4: 270 shares; 2025Q1: 335 shares; 2025Q2: 354 shares; 2025Q3: 534 shares; 2025Q4: 1,637 shares 1,637 $188K <0.01% +1,103 Timeline EL LAUDER ESTEE COS INC More: the full row for LAUDER ESTEE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,642 shares; 2024Q4: 1,641 shares; 2025Q1: 868 shares; 2025Q2: 1,500 shares; 2025Q3: 1,679 shares; 2025Q4: 1,789 shares 1,789 $187K <0.01% +110 Timeline IAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 119,878 shares; 2024Q4: 10,182 shares; 2025Q1: 10,182 shares; 2025Q2: 10,182 shares; 2025Q3: 10,182 shares; 2025Q4: 6,072 shares 6,072 $187K <0.01% -4,110 Timeline TMP TOMPKINS FINL CORP More: the full row for TOMPKINS FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70 shares; 2024Q4: 76 shares; 2025Q1: 78 shares; 2025Q2: 2,580 shares; 2025Q3: 2,603 shares; 2025Q4: 2,575 shares 2,575 $187K <0.01% -28 Timeline UGI UGI CORP NEW More: the full row for UGI CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,475 shares; 2024Q4: 2,503 shares; 2025Q1: 2,651 shares; 2025Q2: 6,078 shares; 2025Q3: 6,263 shares; 2025Q4: 4,979 shares 4,979 $186K <0.01% -1,284 Timeline OSK OSHKOSH CORP More: the full row for OSHKOSH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53 shares; 2024Q4: 32 shares; 2025Q1: 59 shares; 2025Q2: 1,167 shares; 2025Q3: 1,241 shares; 2025Q4: 1,479 shares 1,479 $186K <0.01% +238 Timeline W WAYFAIR INC More: the full row for WAYFAIR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 621 shares; 2024Q4: 577 shares; 2025Q1: 125 shares; 2025Q2: 222 shares; 2025Q3: 877 shares; 2025Q4: 1,850 shares 1,850 $186K <0.01% +973 Timeline HQH ABRDN HEALTHCARE INVESTORS More: the full row for ABRDN HEALTHCARE INVESTORS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 437 shares; 2024Q4: 1,093 shares; 2025Q1: 17 shares; 2025Q2: 9,179 shares; 2025Q3: 9,429 shares; 2025Q4: 9,770 shares 9,770 $185K <0.01% +341 Timeline GSUS 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: 1,187 shares; 2024Q4: 1,187 shares; 2025Q1: 1,953 shares; 2025Q2: 1,956 shares; 2025Q3: 1,958 shares; 2025Q4: 1,960 shares 1,960 $185K <0.01% +2 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: 468 shares; 2024Q4: 468 shares; 2025Q1: 435 shares; 2025Q2: 510 shares; 2025Q3: 759 shares; 2025Q4: 620 shares 620 $185K <0.01% -139 Timeline FN FABRINET More: the full row for FABRINET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 229 shares; 2024Q4: 245 shares; 2025Q1: 256 shares; 2025Q2: 277 shares; 2025Q3: 377 shares; 2025Q4: 405 shares 405 $184K <0.01% +28 Timeline ELAN ELANCO ANIMAL HEALTH INC More: the full row for ELANCO ANIMAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 416 shares; 2024Q4: 264 shares; 2025Q1: 2,354 shares; 2025Q2: 7,035 shares; 2025Q3: 8,445 shares; 2025Q4: 8,130 shares 8,130 $184K <0.01% -315 Timeline FLHY 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: 8,956 shares; 2024Q4: 8,510 shares; 2025Q1: 8,049 shares; 2025Q2: 7,804 shares; 2025Q3: 7,646 shares; 2025Q4: 7,527 shares 7,527 $184K <0.01% -119 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: 1,507 shares; 2024Q4: 1,698 shares; 2025Q1: 1,896 shares; 2025Q2: 4,255 shares; 2025Q3: 8,139 shares; 2025Q4: 10,365 shares 10,365 $184K <0.01% +2,226 Timeline OC OWENS CORNING NEW More: the full row for OWENS CORNING NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 394 shares; 2024Q4: 439 shares; 2025Q1: 819 shares; 2025Q2: 563 shares; 2025Q3: 934 shares; 2025Q4: 1,641 shares 1,641 $184K <0.01% +707 Timeline APIE TRUST FOR PROFESSIONAL MANAG More: the full row for TRUST FOR PROFESSIONAL MANAG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,542 shares; 2025Q1: 11,735 shares; 2025Q2: 9,697 shares; 2025Q3: 7,324 shares; 2025Q4: 5,149 shares 5,149 $183K <0.01% -2,175 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: 65 shares; 2025Q1: 56 shares; 2025Q2: 331 shares; 2025Q3: 2,000 shares; 2025Q4: 3,070 shares 3,070 $183K <0.01% +1,070 Timeline BGSF BGSF INC More: the full row for BGSF INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 19,900 shares; 2025Q1: 39,400 shares; 2025Q2: 39,400 shares; 2025Q3: 39,400 shares; 2025Q4: 39,400 shares 39,400 $182K <0.01% 0 Timeline GTLB GITLAB INC More: the full row for GITLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 97 shares; 2024Q4: 117 shares; 2025Q1: 230 shares; 2025Q2: 249 shares; 2025Q3: 558 shares; 2025Q4: 4,859 shares 4,859 $182K <0.01% +4,301 Timeline HNDL STRATEGY SHS More: the full row for STRATEGY SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,335 shares; 2024Q4: 8,127 shares; 2025Q1: 8,164 shares; 2025Q2: 8,190 shares; 2025Q3: 8,229 shares; 2025Q4: 8,278 shares 8,278 $182K <0.01% +49 Timeline ADAM ADAMAS TRUST INC. More: the full row for ADAMAS TRUST INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,042 shares; 2024Q4: 986 shares; 2025Q1: 850 shares; 2025Q2: 5,431 shares; 2025Q3: 5,590 shares; 2025Q4: 24,947 shares 24,947 $182K <0.01% +19,357 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 543 shares; 2024Q4: 581 shares; 2025Q1: 745 shares; 2025Q2: 826 shares; 2025Q3: 977 shares; 2025Q4: 1,133 shares 1,133 $182K <0.01% +156 Timeline ETHA ISHARES ETHEREUM TR More: the full row for ISHARES ETHEREUM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,061 shares; 2024Q4: 2,383 shares; 2025Q1: 2,985 shares; 2025Q2: 2,655 shares; 2025Q3: 9,572 shares; 2025Q4: 8,091 shares 8,091 $181K <0.01% -1,481 Timeline PPT FRANKLIN PREMIER INCOME TR More: the full row for FRANKLIN PREMIER INCOME 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: 51,176 shares; 2025Q3: 51,176 shares; 2025Q4: 51,176 shares 51,176 $181K <0.01% 0 Timeline NOVAGOLD RESOURCES INC NOVAGOLD RESOURCES INC More: the full row for NOVAGOLD RESOURCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,321 shares 19,321 $180K <0.01% new CAG CONAGRA BRANDS INC More: the full row for CONAGRA BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,839 shares; 2024Q4: 5,214 shares; 2025Q1: 6,145 shares; 2025Q2: 7,195 shares; 2025Q3: 12,161 shares; 2025Q4: 10,396 shares 10,396 $180K <0.01% -1,765 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: 130 shares; 2024Q4: 149 shares; 2025Q1: 164 shares; 2025Q2: 275 shares; 2025Q3: 478 shares; 2025Q4: 445 shares 445 $179K <0.01% -33 Timeline AUB ATLANTIC UN BANKSHARES CORP More: the full row for ATLANTIC UN BANKSHARES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,806 shares; 2024Q4: 4,806 shares; 2025Q1: 4,858 shares; 2025Q2: 4,951 shares; 2025Q3: 4,944 shares; 2025Q4: 5,056 shares 5,056 $178K <0.01% +112 Timeline AOM 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: 3,440 shares; 2024Q4: 3,439 shares; 2025Q1: 3,363 shares; 2025Q2: 3,287 shares; 2025Q3: 2,986 shares; 2025Q4: 3,728 shares 3,728 $178K <0.01% +742 Timeline ETJ EATON VANCE RISK-MANAGED DIV More: the full row for EATON VANCE RISK-MANAGED DIV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,117 shares; 2025Q3: 21,737 shares; 2025Q4: 20,117 shares 20,117 $177K <0.01% -1,620 Timeline TRP TC ENERGY CORP More: the full row for TC ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,127 shares; 2024Q4: 1,941 shares; 2025Q1: 1,403 shares; 2025Q2: 1,848 shares; 2025Q3: 2,151 shares; 2025Q4: 3,221 shares 3,221 $177K <0.01% +1,070 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: 1,388 shares; 2024Q4: 2,868 shares; 2025Q1: 2,210 shares; 2025Q2: 1,900 shares; 2025Q3: 2,365 shares; 2025Q4: 2,547 shares 2,547 $177K <0.01% +182 Timeline XFRAX BLACKROCK FLOATING RATE INCO More: the full row for BLACKROCK FLOATING RATE INCO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,000 shares; 2025Q3: 19,000 shares; 2025Q4: 15,000 shares 15,000 $177K <0.01% -4,000 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: 3,812 shares; 2024Q4: 2,655 shares; 2025Q1: 2,528 shares; 2025Q2: 2,598 shares; 2025Q3: 1,853 shares; 2025Q4: 2,056 shares 2,056 $176K <0.01% +203 Timeline SONO SONOS INC More: the full row for SONOS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 563 shares; 2024Q4: 563 shares; 2025Q1: 641 shares; 2025Q2: 12,929 shares; 2025Q3: 12,341 shares; 2025Q4: 10,017 shares 10,017 $176K <0.01% -2,324 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 299 shares; 2024Q4: 273 shares; 2025Q1: 272 shares; 2025Q2: 366 shares; 2025Q3: 518 shares; 2025Q4: 701 shares 701 $176K <0.01% +183 Timeline NOK NOKIA CORP More: the full row for NOKIA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,595 shares; 2024Q4: 14,060 shares; 2025Q1: 16,308 shares; 2025Q2: 22,735 shares; 2025Q3: 24,344 shares; 2025Q4: 27,154 shares 27,154 $176K <0.01% +2,810 Timeline SVOL SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares 10,000 $176K <0.01% 0 Timeline IGSB 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: 1,442 shares; 2024Q4: 4,253 shares; 2025Q1: 2,966 shares; 2025Q2: 3,660 shares; 2025Q3: 3,968 shares; 2025Q4: 3,309 shares 3,309 $175K <0.01% -659 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: 1,960 shares; 2024Q4: 2,280 shares; 2025Q1: 2,233 shares; 2025Q2: 5,273 shares; 2025Q3: 6,404 shares; 2025Q4: 6,427 shares 6,427 $175K <0.01% +23 Timeline MMT ABERDEEN MULTI-MARKET INCOME More: the full row for ABERDEEN MULTI-MARKET INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 37,500 shares; 2025Q3: 37,500 shares; 2025Q4: 37,500 shares 37,500 $174K <0.01% 0 Timeline PHAT PHATHOM PHARMACEUTICALS INC More: the full row for PHATHOM PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,594 shares; 2024Q4: 20,448 shares; 2025Q1: 20,478 shares; 2025Q2: 20,448 shares; 2025Q3: 20,448 shares; 2025Q4: 10,450 shares 10,450 $173K <0.01% -9,998 Timeline IMO IMPERIAL OIL LTD More: the full row for IMPERIAL OIL LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,347 shares; 2024Q4: 1,630 shares; 2025Q1: 1,740 shares; 2025Q2: 1,778 shares; 2025Q3: 2,256 shares; 2025Q4: 2,004 shares 2,004 $173K <0.01% -252 Timeline FSBC FIVE STAR BANCORP More: the full row for FIVE STAR BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,785 shares; 2024Q4: 4,785 shares; 2025Q1: 4,785 shares; 2025Q2: 4,804 shares; 2025Q3: 4,835 shares; 2025Q4: 4,832 shares 4,832 $173K <0.01% -3 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: 409 shares; 2024Q4: 409 shares; 2025Q1: 409 shares; 2025Q2: 953 shares; 2025Q3: 953 shares; 2025Q4: 1,569 shares 1,569 $173K <0.01% +616 Timeline NDMO NUVEEN DYNAMIC MUN OPPORTUNI More: the full row for NUVEEN DYNAMIC MUN OPPORTUNI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,375 shares; 2025Q3: 16,684 shares; 2025Q4: 17,084 shares 17,084 $172K <0.01% +400 Timeline FLO FLOWERS FOODS INC More: the full row for FLOWERS FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 483 shares; 2024Q4: 249 shares; 2025Q1: 2,502 shares; 2025Q2: 10,384 shares; 2025Q3: 10,622 shares; 2025Q4: 15,824 shares 15,824 $172K <0.01% +5,202 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: 4,643 shares; 2024Q4: 4,678 shares; 2025Q1: 4,636 shares; 2025Q2: 6,037 shares; 2025Q3: 3,654 shares; 2025Q4: 3,426 shares 3,426 $171K <0.01% -228 Timeline ZOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS 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: not reported; 2025Q4: 6,384 shares 6,384 $171K <0.01% new Timeline TFX TELEFLEX INCORPORATED More: the full row for TELEFLEX INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 144 shares; 2024Q4: 42 shares; 2025Q1: 254 shares; 2025Q2: 270 shares; 2025Q3: 1,490 shares; 2025Q4: 1,399 shares 1,399 $171K <0.01% -91 Timeline GCOR 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: 3,413 shares; 2024Q4: 3,413 shares; 2025Q1: 4,419 shares; 2025Q2: 4,424 shares; 2025Q3: 4,434 shares; 2025Q4: 4,109 shares 4,109 $171K <0.01% -325 Timeline CHE CHEMED CORP NEW More: the full row for CHEMED CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7 shares; 2024Q4: 151 shares; 2025Q1: 156 shares; 2025Q2: 188 shares; 2025Q3: 299 shares; 2025Q4: 396 shares 396 $169K <0.01% +97 Timeline OEF 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: 364 shares; 2024Q4: 449 shares; 2025Q1: 457 shares; 2025Q2: 469 shares; 2025Q3: 493 shares; 2025Q4: 493 shares 493 $169K <0.01% 0 Timeline PFGC PERFORMANCE FOOD GROUP CO More: the full row for PERFORMANCE FOOD GROUP CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,851 shares; 2024Q4: 1,873 shares; 2025Q1: 585 shares; 2025Q2: 2,030 shares; 2025Q3: 1,925 shares; 2025Q4: 1,880 shares 1,880 $169K <0.01% -45 Timeline ACWV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,712 shares; 2024Q4: 1,590 shares; 2025Q1: 1,423 shares; 2025Q2: 1,423 shares; 2025Q3: 1,423 shares; 2025Q4: 1,423 shares 1,423 $169K <0.01% 0 Timeline TOTL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,025 shares; 2024Q4: 4,025 shares; 2025Q1: 4,025 shares; 2025Q2: 4,058 shares; 2025Q3: 4,110 shares; 2025Q4: 4,186 shares 4,186 $169K <0.01% +76 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: 766 shares; 2024Q4: 1,139 shares; 2025Q1: 1,139 shares; 2025Q2: 1,539 shares; 2025Q3: 1,539 shares; 2025Q4: 1,545 shares 1,545 $168K <0.01% +6 Timeline VSXY VICTORIAS SECRET AND CO More: the full row for VICTORIAS SECRET AND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 394 shares; 2024Q4: 394 shares; 2025Q1: 3,063 shares; 2025Q2: 2,985 shares; 2025Q3: 2,991 shares; 2025Q4: 3,093 shares 3,093 $168K <0.01% +102 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,529 shares; 2024Q4: 3,532 shares; 2025Q1: 3,604 shares; 2025Q2: 3,924 shares; 2025Q3: 4,157 shares; 2025Q4: 4,778 shares 4,778 $167K <0.01% +621 Timeline XBTAX BLACKROCK LNG-TRM MUNI ADV More: the full row for BLACKROCK LNG-TRM MUNI ADV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,000 shares; 2025Q3: 18,000 shares; 2025Q4: 18,000 shares 18,000 $167K <0.01% 0 Timeline DB DEUTSCHE BK AG More: the full row for DEUTSCHE BK AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,252 shares; 2024Q4: 6,517 shares; 2025Q1: 1,392 shares; 2025Q2: 2,143 shares; 2025Q3: 3,376 shares; 2025Q4: 4,330 shares 4,330 $167K <0.01% +954 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 415 shares; 2024Q4: 625 shares; 2025Q1: 2,168 shares; 2025Q2: 5,386 shares; 2025Q3: 4,792 shares; 2025Q4: 8,065 shares 8,065 $166K <0.01% +3,273 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 412 shares; 2024Q4: 991 shares; 2025Q1: 1,351 shares; 2025Q2: 1,338 shares; 2025Q3: 1,322 shares; 2025Q4: 1,670 shares 1,670 $166K <0.01% +348 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: 5,354 shares; 2024Q4: 6,305 shares; 2025Q1: 5,059 shares; 2025Q2: 9,598 shares; 2025Q3: 9,417 shares; 2025Q4: 9,339 shares 9,339 $166K <0.01% -78 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: 655 shares; 2024Q4: 487 shares; 2025Q1: 536 shares; 2025Q2: 1,882 shares; 2025Q3: 2,883 shares; 2025Q4: 2,394 shares 2,394 $166K <0.01% -489 Timeline PFS PROVIDENT FINL SVCS INC More: the full row for PROVIDENT FINL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22 shares; 2024Q4: 7,928 shares; 2025Q1: 7,928 shares; 2025Q2: 8,133 shares; 2025Q3: 8,156 shares; 2025Q4: 8,408 shares 8,408 $166K <0.01% +252 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: 220 shares; 2024Q4: 256 shares; 2025Q1: 283 shares; 2025Q2: 531 shares; 2025Q3: 781 shares; 2025Q4: 795 shares 795 $166K <0.01% +14 Timeline MFIN MEDALLION FINANCIAL CORP More: the full row for MEDALLION FINANCIAL 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: 16,000 shares; 2025Q3: 16,000 shares; 2025Q4: 16,002 shares 16,002 $165K <0.01% +2 Timeline FLMB FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,894 shares; 2025Q4: 6,921 shares 6,921 $165K <0.01% +27 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 623 shares; 2024Q4: 626 shares; 2025Q1: 876 shares; 2025Q2: 1,143 shares; 2025Q3: 1,378 shares; 2025Q4: 1,612 shares 1,612 $164K <0.01% +234 Timeline CR CRANE COMPANY More: the full row for CRANE COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 387 shares; 2024Q4: 313 shares; 2025Q1: 338 shares; 2025Q2: 390 shares; 2025Q3: 635 shares; 2025Q4: 891 shares 891 $164K <0.01% +256 Timeline UTG REAVES UTIL INCOME FD More: the full row for REAVES UTIL INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 400 shares; 2024Q4: 407 shares; 2025Q1: 3,088 shares; 2025Q2: 4,289 shares; 2025Q3: 4,291 shares; 2025Q4: 4,491 shares 4,491 $164K <0.01% +200 Timeline PFM INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,266 shares; 2024Q4: 2,601 shares; 2025Q1: 2,603 shares; 2025Q2: 2,605 shares; 2025Q3: 3,184 shares; 2025Q4: 3,188 shares 3,188 $164K <0.01% +4 Timeline DFSE 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: 3,854 shares; 2024Q4: 3,874 shares; 2025Q1: 3,882 shares; 2025Q2: 3,900 shares; 2025Q3: 3,929 shares; 2025Q4: 3,957 shares 3,957 $164K <0.01% +28 Timeline PHK PIMCO HIGH INCOME FD More: the full row for PIMCO HIGH INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 32,236 shares; 2025Q3: 32,236 shares; 2025Q4: 33,736 shares 33,736 $164K <0.01% +1,500 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: 430 shares; 2024Q4: 367 shares; 2025Q1: 367 shares; 2025Q2: 740 shares; 2025Q3: 1,764 shares; 2025Q4: 1,572 shares 1,572 $164K <0.01% -192 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: 335 shares; 2024Q4: 715 shares; 2025Q1: 661 shares; 2025Q2: 2,744 shares; 2025Q3: 947 shares; 2025Q4: 787 shares 787 $164K <0.01% -160 Timeline ELPC COMPANHIA PARANAENSE DE ENER More: the full row for COMPANHIA PARANAENSE DE ENER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,250 shares; 2025Q3: 3,250 shares; 2025Q4: 17,182 shares 17,182 $163K <0.01% +13,932 Timeline ESGD 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: 826 shares; 2024Q4: 1,061 shares; 2025Q1: 394 shares; 2025Q2: 395 shares; 2025Q3: 59 shares; 2025Q4: 1,717 shares 1,717 $163K <0.01% +1,658 Timeline BUG GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,136 shares; 2025Q1: 4,803 shares; 2025Q2: 5,385 shares; 2025Q3: 6,794 shares; 2025Q4: 5,344 shares 5,344 $163K <0.01% -1,450 Timeline SSUS STRATEGY SHS More: the full row for STRATEGY SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,336 shares; 2024Q4: 3,336 shares; 2025Q1: 3,336 shares; 2025Q2: 3,336 shares; 2025Q3: 3,336 shares; 2025Q4: 3,336 shares 3,336 $163K <0.01% 0 Timeline RACE FERRARI N V More: the full row for FERRARI N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 242 shares; 2024Q4: 327 shares; 2025Q1: 307 shares; 2025Q2: 330 shares; 2025Q3: 369 shares; 2025Q4: 440 shares 440 $163K <0.01% +71 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: 1,787 shares; 2024Q4: 1,667 shares; 2025Q1: 2,221 shares; 2025Q2: 2,253 shares; 2025Q3: 2,277 shares; 2025Q4: 2,288 shares 2,288 $162K <0.01% +11 Timeline CWBC COMMUNITY WEST BANCSHARES NE More: the full row for COMMUNITY WEST BANCSHARES NE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,910 shares; 2024Q4: 1,910 shares; 2025Q1: 7,015 shares; 2025Q2: 7,029 shares; 2025Q3: 7,081 shares; 2025Q4: 7,213 shares 7,213 $162K <0.01% +132 Timeline DINO HF SINCLAIR CORP More: the full row for HF SINCLAIR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 233 shares; 2024Q4: 204 shares; 2025Q1: 1,334 shares; 2025Q2: 3,155 shares; 2025Q3: 3,477 shares; 2025Q4: 3,521 shares 3,521 $162K <0.01% +44 Timeline MHK MOHAWK INDS INC More: the full row for MOHAWK INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 626 shares; 2024Q4: 437 shares; 2025Q1: 595 shares; 2025Q2: 649 shares; 2025Q3: 1,338 shares; 2025Q4: 1,484 shares 1,484 $162K <0.01% +146 Timeline PAA PLAINS ALL AMERN PIPELINE L More: the full row for PLAINS ALL AMERN PIPELINE L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,144 shares; 2024Q4: 1,144 shares; 2025Q1: 1,144 shares; 2025Q2: 5,696 shares; 2025Q3: 8,896 shares; 2025Q4: 9,031 shares 9,031 $162K <0.01% +135 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: 895 shares; 2024Q4: 827 shares; 2025Q1: 529 shares; 2025Q2: 1,305 shares; 2025Q3: 1,328 shares; 2025Q4: 1,344 shares 1,344 $162K <0.01% +16 Timeline AMKR AMKOR TECHNOLOGY INC More: the full row for AMKOR TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 811 shares; 2024Q4: 816 shares; 2025Q1: 2,173 shares; 2025Q2: 2,640 shares; 2025Q3: 4,005 shares; 2025Q4: 4,091 shares 4,091 $162K <0.01% +86 Timeline MOH MOLINA HEALTHCARE INC More: the full row for MOLINA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 168 shares; 2024Q4: 150 shares; 2025Q1: 228 shares; 2025Q2: 781 shares; 2025Q3: 2,151 shares; 2025Q4: 930 shares 930 $161K <0.01% -1,221 Timeline IYG 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: 231 shares; 2024Q4: 237 shares; 2025Q1: 237 shares; 2025Q2: 237 shares; 2025Q3: 789 shares; 2025Q4: 1,746 shares 1,746 $161K <0.01% +957 Timeline LFST LIFESTANCE HEALTH GROUP INC More: the full row for LIFESTANCE HEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 22,900 shares; 2025Q1: 22,386 shares; 2025Q2: 22,339 shares; 2025Q3: 23,074 shares; 2025Q4: 22,820 shares 22,820 $161K <0.01% -254 Timeline MLRG 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: 1,426 shares; 2025Q3: 1,696 shares; 2025Q4: 1,701 shares 1,701 $161K <0.01% +5 Timeline HDB HDFC BANK LTD More: the full row for HDFC BANK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,542 shares; 2024Q4: 1,546 shares; 2025Q1: 1,451 shares; 2025Q2: 2,231 shares; 2025Q3: 5,014 shares; 2025Q4: 4,394 shares 4,394 $161K <0.01% -620 Timeline BUD ANHEUSER BUSCH INBEV SA NV More: the full row for ANHEUSER BUSCH INBEV SA NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,317 shares; 2024Q4: 1,173 shares; 2025Q1: 1,196 shares; 2025Q2: 1,259 shares; 2025Q3: 1,757 shares; 2025Q4: 2,503 shares 2,503 $160K <0.01% +746 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: 543 shares; 2024Q4: 511 shares; 2025Q1: 534 shares; 2025Q2: 2,034 shares; 2025Q3: 2,737 shares; 2025Q4: 3,171 shares 3,171 $160K <0.01% +434 Timeline BSCU INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,380 shares; 2025Q1: 8,730 shares; 2025Q2: 8,730 shares; 2025Q3: 8,805 shares; 2025Q4: 9,455 shares 9,455 $160K <0.01% +650 Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,403 shares; 2024Q4: 1,900 shares; 2025Q1: 1,567 shares; 2025Q2: 2,021 shares; 2025Q3: 2,098 shares; 2025Q4: 3,596 shares 3,596 $159K <0.01% +1,498 Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 501 shares; 2024Q4: 611 shares; 2025Q1: 1,020 shares; 2025Q2: 1,083 shares; 2025Q3: 1,123 shares; 2025Q4: 859 shares 859 $159K <0.01% -264 Timeline SRPT SAREPTA THERAPEUTICS INC More: the full row for SAREPTA THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82 shares; 2024Q4: 132 shares; 2025Q1: 205 shares; 2025Q2: 82 shares; 2025Q3: 1,803 shares; 2025Q4: 7,395 shares 7,395 $159K <0.01% +5,592 Timeline MORN MORNINGSTAR INC More: the full row for MORNINGSTAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 106 shares; 2024Q4: 110 shares; 2025Q1: 117 shares; 2025Q2: 155 shares; 2025Q3: 268 shares; 2025Q4: 732 shares 732 $159K <0.01% +464 Timeline BTO HANCOCK JOHN FINL OPPTYS More: the full row for HANCOCK JOHN FINL OPPTYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,386 shares; 2024Q4: 3,388 shares; 2025Q1: 3,391 shares; 2025Q2: 4,493 shares; 2025Q3: 4,496 shares; 2025Q4: 4,498 shares 4,498 $158K <0.01% +2 Timeline AVGE 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: not reported; 2024Q4: not reported; 2025Q1: 891 shares; 2025Q2: 1,600 shares; 2025Q3: 1,600 shares; 2025Q4: 1,832 shares 1,832 $157K <0.01% +232 Timeline DNP DNP SELECT INCOME FD INC More: the full row for DNP SELECT INCOME FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,490 shares; 2024Q4: 14,970 shares; 2025Q1: 30,511 shares; 2025Q2: 30,751 shares; 2025Q3: 30,751 shares; 2025Q4: 15,751 shares 15,751 $157K <0.01% -15,000 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: 805 shares; 2024Q4: 819 shares; 2025Q1: 847 shares; 2025Q2: 11,006 shares; 2025Q3: 1,309 shares; 2025Q4: 1,809 shares 1,809 $157K <0.01% +500 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,589 shares; 2024Q4: 3,603 shares; 2025Q1: 3,288 shares; 2025Q2: 3,580 shares; 2025Q3: 3,749 shares; 2025Q4: 1,533 shares 1,533 $157K <0.01% -2,216 Timeline SPTI 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: 6,894 shares; 2024Q4: 7,296 shares; 2025Q1: 8,011 shares; 2025Q2: 8,419 shares; 2025Q3: 9,619 shares; 2025Q4: 5,439 shares 5,439 $157K <0.01% -4,180 Timeline BBDC BARINGS BDC INC More: the full row for BARINGS BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,632 shares; 2024Q4: 16,115 shares; 2025Q1: 16,140 shares; 2025Q2: 16,372 shares; 2025Q3: 16,556 shares; 2025Q4: 17,031 shares 17,031 $156K <0.01% +475 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: 4,221 shares; 2024Q4: 5,437 shares; 2025Q1: 2,622 shares; 2025Q2: 7,314 shares; 2025Q3: 6,162 shares; 2025Q4: 6,246 shares 6,246 $156K <0.01% +84 Timeline BTU PEABODY ENGR CORP More: the full row for PEABODY ENGR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 281 shares; 2024Q4: 512 shares; 2025Q1: 2,125 shares; 2025Q2: 2,470 shares; 2025Q3: 8,222 shares; 2025Q4: 5,242 shares 5,242 $156K <0.01% -2,980 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: 2,634 shares; 2024Q4: 2,572 shares; 2025Q1: 6,222 shares; 2025Q2: 6,845 shares; 2025Q3: 3,749 shares; 2025Q4: 3,830 shares 3,830 $156K <0.01% +81 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: 845 shares; 2024Q4: 2,498 shares; 2025Q1: 603 shares; 2025Q2: 10,566 shares; 2025Q3: 11,172 shares; 2025Q4: 10,690 shares 10,690 $155K <0.01% -482 Timeline RKT ROCKET COS INC More: the full row for ROCKET COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,625 shares; 2024Q4: 1,708 shares; 2025Q1: 1,810 shares; 2025Q2: 1,745 shares; 2025Q3: 3,243 shares; 2025Q4: 8,023 shares 8,023 $155K <0.01% +4,780 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: 256 shares; 2024Q4: 264 shares; 2025Q1: 288 shares; 2025Q2: 271 shares; 2025Q3: 317 shares; 2025Q4: 342 shares 342 $155K <0.01% +25 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: 2,554 shares; 2024Q4: 2,552 shares; 2025Q1: 1,921 shares; 2025Q2: 2,072 shares; 2025Q3: 3,201 shares; 2025Q4: 2,855 shares 2,855 $155K <0.01% -346 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 994 shares; 2024Q4: 735 shares; 2025Q1: 698 shares; 2025Q2: 1,145 shares; 2025Q3: 3,263 shares; 2025Q4: 2,930 shares 2,930 $155K <0.01% -333 Timeline TTEK TETRA TECH INC NEW More: the full row for TETRA TECH INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 547 shares; 2024Q4: 653 shares; 2025Q1: 720 shares; 2025Q2: 1,771 shares; 2025Q3: 2,027 shares; 2025Q4: 4,608 shares 4,608 $155K <0.01% +2,581 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: 307 shares; 2024Q4: 307 shares; 2025Q1: 308 shares; 2025Q2: 1,094 shares; 2025Q3: 1,695 shares; 2025Q4: 2,389 shares 2,389 $154K <0.01% +694 Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,631 shares; 2024Q4: 1,634 shares; 2025Q1: 1,892 shares; 2025Q2: 2,211 shares; 2025Q3: 2,170 shares; 2025Q4: 2,186 shares 2,186 $153K <0.01% +16 Timeline TNL TRAVEL PLUS LEISURE CO More: the full row for TRAVEL PLUS LEISURE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 709 shares; 2024Q4: 681 shares; 2025Q1: 714 shares; 2025Q2: 1,909 shares; 2025Q3: 1,897 shares; 2025Q4: 2,160 shares 2,160 $152K <0.01% +263 Timeline BUFF INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS 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: 212 shares; 2025Q4: 3,054 shares 3,054 $152K <0.01% +2,842 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: 1,154 shares; 2024Q4: 1,878 shares; 2025Q1: 1,423 shares; 2025Q2: 1,424 shares; 2025Q3: 2,773 shares; 2025Q4: 2,182 shares 2,182 $152K <0.01% -591 Timeline GLTR ABRDN PRECIOUS METALS BASKET More: the full row for ABRDN PRECIOUS METALS BASKET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 125 shares; 2024Q4: 125 shares; 2025Q1: 148 shares; 2025Q2: 409 shares; 2025Q3: 409 shares; 2025Q4: 736 shares 736 $151K <0.01% +327 Timeline TCOM TRIP COM GROUP LTD More: the full row for TRIP COM GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,528 shares; 2024Q4: 1,536 shares; 2025Q1: 1,521 shares; 2025Q2: 2,014 shares; 2025Q3: 2,154 shares; 2025Q4: 2,104 shares 2,104 $151K <0.01% -50 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: 1,000 shares; 2024Q4: 8,815 shares; 2025Q1: 8,439 shares; 2025Q2: 9,734 shares; 2025Q3: 10,492 shares; 2025Q4: 10,637 shares 10,637 $151K <0.01% +145 Timeline PBR-A PETROLEO BRASILEIRO S A More: the full row for PETROLEO BRASILEIRO S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,378 shares; 2024Q4: 4,950 shares; 2025Q1: 6,258 shares; 2025Q2: 12,015 shares; 2025Q3: 12,961 shares; 2025Q4: 13,349 shares 13,349 $150K <0.01% +388 Timeline CNO FINL GROUP INC CNO FINL GROUP INC More: the full row for CNO FINL 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: 3,528 shares 3,528 $150K <0.01% new STWD STARWOOD PPTY TR INC More: the full row for STARWOOD PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,965 shares; 2024Q4: 7,335 shares; 2025Q1: 4,687 shares; 2025Q2: 8,011 shares; 2025Q3: 11,476 shares; 2025Q4: 8,316 shares 8,316 $150K <0.01% -3,160 Timeline DNL 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: 4,213 shares; 2024Q4: 4,213 shares; 2025Q1: 4,211 shares; 2025Q2: 4,211 shares; 2025Q3: 3,985 shares; 2025Q4: 3,630 shares 3,630 $150K <0.01% -355 Timeline CLSE TRUST FOR PROFESSIONAL MANAG More: the full row for TRUST FOR PROFESSIONAL MANAG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,459 shares; 2024Q4: 6,459 shares; 2025Q1: 5,459 shares; 2025Q2: 5,459 shares; 2025Q3: 5,459 shares; 2025Q4: 5,459 shares 5,459 $149K <0.01% 0 Timeline HLI HOULIHAN LOKEY INC More: the full row for HOULIHAN LOKEY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 704 shares; 2024Q4: 596 shares; 2025Q1: 636 shares; 2025Q2: 887 shares; 2025Q3: 1,005 shares; 2025Q4: 855 shares 855 $149K <0.01% -150 Timeline FCAL FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,622 shares; 2024Q4: 1,380 shares; 2025Q1: 1,380 shares; 2025Q2: 1,380 shares; 2025Q3: 1,380 shares; 2025Q4: 3,020 shares 3,020 $149K <0.01% +1,640 Timeline SOUTHSTATE BK CORP SOUTHSTATE BK CORP More: the full row for SOUTHSTATE BK 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: 1,582 shares 1,582 $149K <0.01% new STGW STAGWELL INC More: the full row for STAGWELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,021 shares; 2024Q4: 30,021 shares; 2025Q1: 30,076 shares; 2025Q2: 30,021 shares; 2025Q3: 30,096 shares; 2025Q4: 30,428 shares 30,428 $149K <0.01% +332 Timeline TOST TOAST INC More: the full row for TOAST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,964 shares; 2024Q4: 3,120 shares; 2025Q1: 798 shares; 2025Q2: 1,402 shares; 2025Q3: 6,334 shares; 2025Q4: 4,182 shares 4,182 $148K <0.01% -2,152 Timeline OXLC OXFORD LANE CAP CORP More: the full row for OXFORD LANE CAP 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: 19,068 shares; 2025Q4: 10,103 shares 10,103 $148K <0.01% -8,965 Timeline ARTY 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: 851 shares; 2024Q4: 988 shares; 2025Q1: 1,918 shares; 2025Q2: 2,287 shares; 2025Q3: 2,755 shares; 2025Q4: 3,068 shares 3,068 $148K <0.01% +313 Timeline QQQX NUVEEN NASDAQ 100 DYNAMIC OV More: the full row for NUVEEN NASDAQ 100 DYNAMIC OV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,843 shares; 2024Q4: 5,492 shares; 2025Q1: 5,492 shares; 2025Q2: 5,492 shares; 2025Q3: 5,182 shares; 2025Q4: 5,182 shares 5,182 $148K <0.01% 0 Timeline IHG INTERCONTINENTAL HOTELS GROU More: the full row for INTERCONTINENTAL HOTELS GROU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 878 shares; 2024Q4: 947 shares; 2025Q1: 939 shares; 2025Q2: 1,005 shares; 2025Q3: 1,044 shares; 2025Q4: 1,047 shares 1,047 $147K <0.01% +3 Timeline L LOEWS CORP More: the full row for LOEWS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 453 shares; 2024Q4: 553 shares; 2025Q1: 585 shares; 2025Q2: 1,266 shares; 2025Q3: 1,171 shares; 2025Q4: 1,389 shares 1,389 $146K <0.01% +218 Timeline STXT EA SERIES TRUST More: the full row for EA 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: not reported; 2025Q3: not reported; 2025Q4: 7,264 shares 7,264 $146K <0.01% new Timeline PVAL PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,580 shares; 2024Q4: 2,680 shares; 2025Q1: 2,980 shares; 2025Q2: 2,980 shares; 2025Q3: 2,980 shares; 2025Q4: 3,199 shares 3,199 $146K <0.01% +219 Timeline WSBC WESBANCO INC More: the full row for WESBANCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 321 shares; 2024Q4: 2,467 shares; 2025Q1: 3,586 shares; 2025Q2: 6,570 shares; 2025Q3: 7,177 shares; 2025Q4: 4,378 shares 4,378 $146K <0.01% -2,799 Timeline PBR PETROLEO BRASILEIRO S A More: the full row for PETROLEO BRASILEIRO S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,041 shares; 2024Q4: 1,856 shares; 2025Q1: 5,041 shares; 2025Q2: 12,006 shares; 2025Q3: 12,175 shares; 2025Q4: 12,248 shares 12,248 $145K <0.01% +73 Timeline SWX SOUTHWEST GAS HLDGS INC More: the full row for SOUTHWEST GAS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 293 shares; 2024Q4: 346 shares; 2025Q1: 393 shares; 2025Q2: 1,838 shares; 2025Q3: 1,734 shares; 2025Q4: 1,811 shares 1,811 $145K <0.01% +77 Timeline INOD INNODATA INC More: the full row for INNODATA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 728 shares; 2025Q1: 728 shares; 2025Q2: 2,957 shares; 2025Q3: 6,565 shares; 2025Q4: 2,826 shares 2,826 $144K <0.01% -3,739 Timeline QTJA INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,820 shares; 2024Q4: 3,820 shares; 2025Q1: 3,820 shares; 2025Q2: 3,820 shares; 2025Q3: 3,820 shares; 2025Q4: 4,826 shares 4,826 $144K <0.01% +1,006 Timeline BLACKROCK CORE BD TR BLACKROCK CORE BD TR More: the full row for BLACKROCK CORE BD 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: 14,989 shares 14,989 $144K <0.01% new HYG 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: 4,792 shares; 2024Q4: 3,058 shares; 2025Q1: 1,513 shares; 2025Q2: 1,336 shares; 2025Q3: 1,132 shares; 2025Q4: 1,775 shares 1,775 $143K <0.01% +643 Timeline RZV 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: 1,200 shares; 2024Q4: 1,200 shares; 2025Q1: 1,200 shares; 2025Q2: 1,200 shares; 2025Q3: 1,200 shares; 2025Q4: 1,200 shares 1,200 $143K <0.01% 0 Timeline IETC ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,600 shares; 2024Q4: 1,600 shares; 2025Q1: 1,600 shares; 2025Q2: 1,600 shares; 2025Q3: 1,600 shares; 2025Q4: 1,404 shares 1,404 $143K <0.01% -196 Timeline