IRTC IRHYTHM HOLDINGS INC More: the full row for IRHYTHM HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,330 shares; 2024Q4: 4,000 shares; 2025Q1: 4,000 shares; 2025Q2: 3,230 shares; 2025Q3: 3,230 shares; 2025Q4: 3,230 shares 3,230 $573K 0.01% 0 Timeline KMLM KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 326,252 shares; 2024Q4: 328,578 shares; 2025Q1: 352,565 shares; 2025Q2: 386,976 shares; 2025Q3: 252,326 shares; 2025Q4: 21,864 shares 21,864 $567K 0.01% -230,462 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: 13,001 shares; 2024Q4: 12,867 shares; 2025Q1: 11,290 shares; 2025Q2: 10,337 shares; 2025Q3: 7,283 shares; 2025Q4: 6,571 shares 6,571 $567K 0.01% -712 Timeline SRG SERITAGE GROWTH PPTYS More: the full row for SERITAGE GROWTH PPTYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 136,702 shares; 2025Q3: 143,965 shares; 2025Q4: 173,249 shares 173,249 $563K 0.01% +29,284 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,287 shares; 2024Q4: 1,432 shares; 2025Q1: 1,317 shares; 2025Q2: 1,318 shares; 2025Q3: 1,443 shares; 2025Q4: 1,584 shares 1,584 $560K 0.01% +141 Timeline IMXI INTERNATIONAL MONEY EXPRESS More: the full row for INTERNATIONAL MONEY EXPRESS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 117,914 shares; 2024Q4: 117,509 shares; 2025Q1: 145,618 shares; 2025Q2: 158,852 shares; 2025Q3: 136,532 shares; 2025Q4: 36,343 shares 36,343 $558K 0.01% -100,189 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 994 shares; 2024Q4: 2,243 shares; 2025Q1: 2,195 shares; 2025Q2: 2,257 shares; 2025Q3: 2,312 shares; 2025Q4: 3,000 shares 3,000 $553K 0.01% +688 Timeline IJJ 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: 4,300 shares; 2024Q4: 4,182 shares; 2025Q1: 4,182 shares; 2025Q2: 4,627 shares; 2025Q3: 4,175 shares; 2025Q4: 4,175 shares 4,175 $549K 0.01% 0 Timeline DY DYCOM INDS INC More: the full row for DYCOM INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,785 shares; 2024Q4: 1,785 shares; 2025Q1: 1,785 shares; 2025Q2: 1,700 shares; 2025Q3: 1,625 shares; 2025Q4: 1,625 shares 1,625 $549K 0.01% 0 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,720 shares; 2024Q4: 1,720 shares; 2025Q1: 1,720 shares; 2025Q2: 2,751 shares; 2025Q3: 2,707 shares; 2025Q4: 4,494 shares 4,494 $547K 0.01% +1,787 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,505 shares; 2024Q4: 12,200 shares; 2025Q1: 11,538 shares; 2025Q2: 10,773 shares; 2025Q3: 10,266 shares; 2025Q4: 8,221 shares 8,221 $546K 0.01% -2,045 Timeline FALN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,343 shares; 2024Q4: 19,343 shares; 2025Q1: 19,343 shares; 2025Q2: 20,086 shares; 2025Q3: 19,933 shares; 2025Q4: 19,933 shares 19,933 $544K 0.01% 0 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: 588 shares; 2024Q4: 16,188 shares; 2025Q1: 16,188 shares; 2025Q2: 16,188 shares; 2025Q3: 15,588 shares; 2025Q4: 15,588 shares 15,588 $542K 0.01% 0 Timeline CERES FARMS LLC CERES FARMS LLC More: the full row for CERES FARMS LLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 494,389 shares; 2024Q4: 517,072 shares; 2025Q1: 517,072 shares; 2025Q2: 529,031 shares; 2025Q3: 542,015 shares; 2025Q4: 542,015 shares 542,015 $542K 0.01% 0 VOYA VOYA FINANCIAL INC More: the full row for VOYA FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,932 shares; 2024Q4: 6,932 shares; 2025Q1: 6,932 shares; 2025Q2: 6,932 shares; 2025Q3: 6,932 shares; 2025Q4: 7,256 shares 7,256 $540K 0.01% +324 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,684 shares; 2024Q4: 5,378 shares; 2025Q1: 5,380 shares; 2025Q2: 5,382 shares; 2025Q3: 5,384 shares; 2025Q4: 5,337 shares 5,337 $536K 0.01% -47 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,265 shares; 2024Q4: 16,040 shares; 2025Q1: 15,940 shares; 2025Q2: 15,200 shares; 2025Q3: 16,160 shares; 2025Q4: 14,371 shares 14,371 $532K 0.01% -1,789 Timeline NWBI NORTHWEST BANCSHARES INC More: the full row for NORTHWEST BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,961 shares; 2024Q4: 46,508 shares; 2025Q1: 46,508 shares; 2025Q2: 46,508 shares; 2025Q3: 44,265 shares; 2025Q4: 44,265 shares 44,265 $531K 0.01% 0 Timeline LXFR LUXFER HLDGS PLC More: the full row for LUXFER HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 149,445 shares; 2024Q4: 143,937 shares; 2025Q1: 83,257 shares; 2025Q2: 63,917 shares; 2025Q3: 45,057 shares; 2025Q4: 39,217 shares 39,217 $531K 0.01% -5,840 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,033 shares; 2024Q4: 3,033 shares; 2025Q1: 2,998 shares; 2025Q2: 2,993 shares; 2025Q3: 2,923 shares; 2025Q4: 2,923 shares 2,923 $530K 0.01% 0 Timeline DON 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: 10,745 shares; 2024Q4: 10,545 shares; 2025Q1: 10,545 shares; 2025Q2: 10,545 shares; 2025Q3: 10,601 shares; 2025Q4: 10,251 shares 10,251 $529K 0.01% -350 Timeline NLCP NEWLAKE CAP PARTNERS INC More: the full row for NEWLAKE CAP PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,280 shares; 2024Q4: 38,360 shares; 2025Q1: 22,100 shares; 2025Q2: 23,010 shares; 2025Q3: not reported; 2025Q4: 33,210 shares 33,210 $529K 0.01% new Timeline AOUT AMERICAN OUTDOOR BRANDS INC More: the full row for AMERICAN OUTDOOR BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 149,898 shares; 2024Q4: 158,398 shares; 2025Q1: 61,344 shares; 2025Q2: 20,778 shares; 2025Q3: not reported; 2025Q4: 68,378 shares 68,378 $529K 0.01% new Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,030 shares; 2024Q4: 10,340 shares; 2025Q1: 7,864 shares; 2025Q2: 7,946 shares; 2025Q3: 10,668 shares; 2025Q4: 14,312 shares 14,312 $528K 0.01% +3,644 Timeline SBSW SIBANYE STILLWATER LTD More: the full row for SIBANYE STILLWATER LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 37,000 shares 37,000 $527K 0.01% new Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,028 shares; 2024Q4: 4,957 shares; 2025Q1: 4,938 shares; 2025Q2: 5,057 shares; 2025Q3: 4,871 shares; 2025Q4: 4,793 shares 4,793 $527K 0.01% -78 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,339 shares; 2024Q4: 3,043 shares; 2025Q1: 3,046 shares; 2025Q2: 3,049 shares; 2025Q3: 2,856 shares; 2025Q4: 4,274 shares 4,274 $525K 0.01% +1,418 Timeline BSCS 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: 15,568 shares; 2024Q4: 22,864 shares; 2025Q1: 27,839 shares; 2025Q2: 27,523 shares; 2025Q3: 27,523 shares; 2025Q4: 25,423 shares 25,423 $524K 0.01% -2,100 Timeline TIPT TIPTREE INC More: the full row for TIPTREE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 96,668 shares; 2024Q4: 96,493 shares; 2025Q1: 83,156 shares; 2025Q2: 83,156 shares; 2025Q3: 93,445 shares; 2025Q4: 28,547 shares 28,547 $522K 0.01% -64,898 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,107 shares; 2024Q4: 2,002 shares; 2025Q1: 2,002 shares; 2025Q2: 2,017 shares; 2025Q3: 2,025 shares; 2025Q4: 2,113 shares 2,113 $520K 0.01% +88 Timeline AIT APPLIED INDL TECHNOLOGIES IN More: the full row for APPLIED INDL TECHNOLOGIES IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,375 shares; 2024Q4: 2,375 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares 2,000 $514K 0.01% 0 Timeline BWMN BOWMAN CONSULTING GROUP LTD More: the full row for BOWMAN CONSULTING GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,590 shares; 2024Q4: 22,810 shares; 2025Q1: 22,146 shares; 2025Q2: 22,146 shares; 2025Q3: 15,546 shares; 2025Q4: 15,546 shares 15,546 $513K 0.01% 0 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 462 shares; 2024Q4: 343 shares; 2025Q1: 343 shares; 2025Q2: 5,229 shares; 2025Q3: 5,229 shares; 2025Q4: 5,574 shares 5,574 $508K 0.01% +345 Timeline HURC HURCO CO More: the full row for HURCO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,148 shares; 2024Q4: 69,798 shares; 2025Q1: 70,058 shares; 2025Q2: 70,058 shares; 2025Q3: 68,910 shares; 2025Q4: 32,354 shares 32,354 $500K 0.01% -36,556 Timeline RMNI RIMINI STR INC DEL More: the full row for RIMINI STR INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 188,491 shares; 2024Q4: 188,491 shares; 2025Q1: 189,182 shares; 2025Q2: 266,306 shares; 2025Q3: 261,598 shares; 2025Q4: 128,687 shares 128,687 $499K 0.01% -132,911 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: 16,538 shares; 2024Q4: 15,652 shares; 2025Q1: 15,710 shares; 2025Q2: 13,740 shares; 2025Q3: 13,740 shares; 2025Q4: 9,766 shares 9,766 $499K 0.01% -3,974 Timeline BND 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: 963 shares; 2024Q4: 9,434 shares; 2025Q1: 9,434 shares; 2025Q2: 5,151 shares; 2025Q3: 6,706 shares; 2025Q4: 6,726 shares 6,726 $498K 0.01% +20 Timeline ZM ZOOM COMMUNICATIONS INC More: the full row for ZOOM COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,131 shares; 2024Q4: 1,366 shares; 2025Q1: 1,389 shares; 2025Q2: 1,398 shares; 2025Q3: 1,296 shares; 2025Q4: 5,771 shares 5,771 $498K 0.01% +4,475 Timeline VCIT 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: 910 shares; 2024Q4: 4,126 shares; 2025Q1: 677 shares; 2025Q2: 2,361 shares; 2025Q3: 3,111 shares; 2025Q4: 5,941 shares 5,941 $498K 0.01% +2,830 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,229 shares; 2024Q4: 3,229 shares; 2025Q1: 3,229 shares; 2025Q2: 3,229 shares; 2025Q3: 3,229 shares; 2025Q4: 2,662 shares 2,662 $493K 0.01% -567 Timeline FMCB FARMERS & MERCHANTS BANCORP CA More: the full row for FARMERS & MERCHANTS BANCORP CA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 309 shares; 2024Q4: 905 shares; 2025Q1: 909 shares; 2025Q2: 909 shares; 2025Q3: 893 shares; 2025Q4: 442 shares 442 $491K 0.01% -451 Timeline BSM BLACK STONE MINERALS L P More: the full row for BLACK STONE MINERALS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,707 shares; 2024Q4: 51,877 shares; 2025Q1: 46,138 shares; 2025Q2: 41,899 shares; 2025Q3: 38,360 shares; 2025Q4: 36,870 shares 36,870 $490K 0.01% -1,490 Timeline BROOKFIELD INFRASTRUCTURE I… BROOKFIELD INFRASTRUCTURE INCO More: the full row for BROOKFIELD INFRASTRUCTURE INCO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,194 shares; 2024Q4: 27,483 shares; 2025Q1: 27,776 shares; 2025Q2: 44,109 shares; 2025Q3: 44,577 shares; 2025Q4: 45,050 shares 45,050 $488K 0.01% +473 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: 8,650 shares; 2024Q4: 10,025 shares; 2025Q1: 10,025 shares; 2025Q2: 10,400 shares; 2025Q3: 10,225 shares; 2025Q4: 10,423 shares 10,423 $488K 0.01% +198 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,865 shares; 2024Q4: 1,749 shares; 2025Q1: 1,748 shares; 2025Q2: 1,755 shares; 2025Q3: 1,682 shares; 2025Q4: 1,689 shares 1,689 $486K 0.01% +7 Timeline MOV MOVADO GROUP INC More: the full row for MOVADO GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,269 shares; 2024Q4: 52,197 shares; 2025Q1: 53,284 shares; 2025Q2: 53,284 shares; 2025Q3: 52,329 shares; 2025Q4: 23,550 shares 23,550 $486K 0.01% -28,779 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,935 shares; 2024Q4: 3,935 shares; 2025Q1: 3,935 shares; 2025Q2: 3,935 shares; 2025Q3: 3,935 shares; 2025Q4: 2,960 shares 2,960 $483K 0.01% -975 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: 4,967 shares; 2024Q4: 4,967 shares; 2025Q1: 7,260 shares; 2025Q2: 7,260 shares; 2025Q3: 8,471 shares; 2025Q4: 7,051 shares 7,051 $482K 0.01% -1,420 Timeline MSA MSA SAFETY INC More: the full row for MSA SAFETY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,000 shares; 2024Q4: 3,000 shares; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares 3,000 $480K 0.01% 0 Timeline SWBI SMITH & WESSON BRANDS INC More: the full row for SMITH & WESSON BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 109,323 shares; 2024Q4: 108,943 shares; 2025Q1: 109,543 shares; 2025Q2: 109,543 shares; 2025Q3: 107,597 shares; 2025Q4: 48,493 shares 48,493 $479K 0.01% -59,104 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 783 shares; 2024Q4: 827 shares; 2025Q1: 862 shares; 2025Q2: 849 shares; 2025Q3: 850 shares; 2025Q4: 790 shares 790 $477K 0.01% -60 Timeline IBDS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,194 shares; 2024Q4: 18,769 shares; 2025Q1: 18,771 shares; 2025Q2: 18,774 shares; 2025Q3: 16,922 shares; 2025Q4: 19,599 shares 19,599 $476K 0.01% +2,677 Timeline CPKRF CANADA PACKERS INC COM CAN) More: the full row for CANADA PACKERS INC COM CAN) Quarterly shares; oldest 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: 40,500 shares 40,500 $475K 0.01% new 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: 893 shares; 2025Q1: 826 shares; 2025Q2: 5,796 shares; 2025Q3: 7,262 shares; 2025Q4: 12,252 shares 12,252 $475K 0.01% +4,990 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: 8,672 shares; 2024Q4: 8,688 shares; 2025Q1: 12,369 shares; 2025Q2: 16,049 shares; 2025Q3: 15,148 shares; 2025Q4: 12,984 shares 12,984 $474K 0.01% -2,164 Timeline IWC 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: 3,354 shares; 2024Q4: 3,354 shares; 2025Q1: 3,003 shares; 2025Q2: 3,003 shares; 2025Q3: 3,003 shares; 2025Q4: 3,003 shares 3,003 $474K 0.01% 0 Timeline SMOT 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: 11,234 shares; 2024Q4: 10,586 shares; 2025Q1: 11,740 shares; 2025Q2: 13,058 shares; 2025Q3: 13,058 shares; 2025Q4: 13,058 shares 13,058 $473K 0.01% 0 Timeline BJRI BJS RESTAURANTS INC More: the full row for BJS RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,990 shares 11,990 $472K 0.01% new Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,436 shares; 2024Q4: 4,577 shares; 2025Q1: 4,576 shares; 2025Q2: 4,599 shares; 2025Q3: 5,885 shares; 2025Q4: 6,411 shares 6,411 $471K 0.01% +526 Timeline OPBK OP BANCORP More: the full row for OP BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 113,810 shares; 2024Q4: 118,090 shares; 2025Q1: 116,334 shares; 2025Q2: 85,362 shares; 2025Q3: 33,084 shares; 2025Q4: 33,084 shares 33,084 $467K 0.01% 0 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4 shares; 2024Q4: 4 shares; 2025Q1: 5 shares; 2025Q2: 3 shares; 2025Q3: 909 shares; 2025Q4: 980 shares 980 $461K 0.01% +71 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,321 shares; 2024Q4: 10,321 shares; 2025Q1: 10,321 shares; 2025Q2: 10,321 shares; 2025Q3: 10,321 shares; 2025Q4: 7,071 shares 7,071 $460K 0.01% -3,250 Timeline IBDT 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: 14,041 shares; 2024Q4: 16,131 shares; 2025Q1: 16,133 shares; 2025Q2: 16,612 shares; 2025Q3: 15,438 shares; 2025Q4: 17,996 shares 17,996 $458K 0.01% +2,558 Timeline GOLD GOLD COM INC More: the full row for GOLD COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 337 shares; 2024Q4: 7,121 shares; 2025Q1: 12,131 shares; 2025Q2: 29,408 shares; 2025Q3: 28,895 shares; 2025Q4: 13,351 shares 13,351 $455K 0.01% -15,544 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,493 shares; 2024Q4: 9,128 shares; 2025Q1: 7,913 shares; 2025Q2: 6,104 shares; 2025Q3: 5,230 shares; 2025Q4: 5,716 shares 5,716 $454K 0.01% +486 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 650,588 shares; 2024Q4: 786,070 shares; 2025Q1: 806,342 shares; 2025Q2: 1,086,165 shares; 2025Q3: 245,440 shares; 2025Q4: 25,981 shares 25,981 $448K 0.01% -219,459 Timeline GNOV FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,613 shares; 2025Q2: 12,613 shares; 2025Q3: 12,613 shares; 2025Q4: 11,281 shares 11,281 $448K 0.01% -1,332 Timeline ASLE AERSALE CORPORATION More: the full row for AERSALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 175,295 shares; 2024Q4: 172,511 shares; 2025Q1: 175,754 shares; 2025Q2: 175,147 shares; 2025Q3: 139,278 shares; 2025Q4: 62,729 shares 62,729 $446K 0.01% -76,549 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 665 shares; 2024Q4: 665 shares; 2025Q1: 665 shares; 2025Q2: 695 shares; 2025Q3: 726 shares; 2025Q4: 804 shares 804 $444K 0.01% +78 Timeline JYNT JOINT CORP More: the full row for JOINT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 101,858 shares; 2024Q4: 101,508 shares; 2025Q1: 114,849 shares; 2025Q2: 114,849 shares; 2025Q3: 112,821 shares; 2025Q4: 50,902 shares 50,902 $444K 0.01% -61,919 Timeline LGCY LEGACY ED INC More: the full row for LEGACY ED 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: 42,960 shares 42,960 $438K 0.01% new Timeline ALNT ALLIENT INC More: the full row for ALLIENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,117 shares; 2024Q4: 68,112 shares; 2025Q1: 68,363 shares; 2025Q2: 45,740 shares; 2025Q3: 25,006 shares; 2025Q4: 8,053 shares 8,053 $433K 0.01% -16,953 Timeline IBDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,834 shares; 2024Q4: 16,565 shares; 2025Q1: 16,565 shares; 2025Q2: 16,781 shares; 2025Q3: 15,505 shares; 2025Q4: 18,396 shares 18,396 $431K 0.01% +2,891 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: 2,781 shares; 2024Q4: 4,181 shares; 2025Q1: 3,711 shares; 2025Q2: 3,822 shares; 2025Q3: 3,835 shares; 2025Q4: 4,322 shares 4,322 $430K 0.01% +487 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,519 shares; 2024Q4: 1,881 shares; 2025Q1: 1,321 shares; 2025Q2: 2,316 shares; 2025Q3: not reported; 2025Q4: 5,338 shares 5,338 $428K 0.01% new Timeline SRBK SR BANCORP INC More: the full row for SR BANCORP 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: 27,100 shares 27,100 $427K 0.01% new Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,550 shares; 2024Q4: 6,551 shares; 2025Q1: 6,838 shares; 2025Q2: 6,839 shares; 2025Q3: 7,736 shares; 2025Q4: 7,774 shares 7,774 $426K 0.01% +38 Timeline FORTRESS NET LEASE REIT CLA… FORTRESS NET LEASE REIT CLASS More: the full row for FORTRESS NET LEASE REIT CLASS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,454 shares; 2025Q2: 2,454 shares; 2025Q3: 2,454 shares; 2025Q4: 40,594 shares 40,594 $418K 0.01% +38,140 IGIB 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: 7,270 shares; 2024Q4: 8,076 shares; 2025Q1: 7,086 shares; 2025Q2: 7,086 shares; 2025Q3: 7,911 shares; 2025Q4: 7,689 shares 7,689 $414K 0.01% -222 Timeline UTZ UTZ BRANDS INC More: the full row for UTZ BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 39,750 shares 39,750 $413K 0.01% new Timeline FDL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,015 shares; 2024Q4: 9,015 shares; 2025Q1: 9,015 shares; 2025Q2: 9,265 shares; 2025Q3: 9,265 shares; 2025Q4: 9,265 shares 9,265 $411K 0.01% 0 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 807 shares; 2024Q4: 807 shares; 2025Q1: 838 shares; 2025Q2: 836 shares; 2025Q3: 837 shares; 2025Q4: 899 shares 899 $408K 0.01% +62 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 671 shares; 2024Q4: 664 shares; 2025Q1: 1,064 shares; 2025Q2: 1,196 shares; 2025Q3: 875 shares; 2025Q4: 17,434 shares 17,434 $408K 0.01% +16,559 Timeline SLNG STABILIS SOLUTIONS INC More: the full row for STABILIS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,793 shares; 2025Q1: 61,391 shares; 2025Q2: 64,131 shares; 2025Q3: 84,849 shares; 2025Q4: 89,442 shares 89,442 $407K 0.01% +4,593 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,602 shares; 2024Q4: 13,040 shares; 2025Q1: 13,169 shares; 2025Q2: 12,933 shares; 2025Q3: 12,530 shares; 2025Q4: 12,409 shares 12,409 $406K 0.01% -121 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,813 shares; 2024Q4: 5,813 shares; 2025Q1: 5,813 shares; 2025Q2: 5,813 shares; 2025Q3: 5,813 shares; 2025Q4: 5,813 shares 5,813 $405K 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: 35,639 shares; 2024Q4: 42,016 shares; 2025Q1: 7,368 shares; 2025Q2: 7,577 shares; 2025Q3: 7,536 shares; 2025Q4: 7,627 shares 7,627 $403K 0.01% +91 Timeline BROOKFIELD INFRASTRUCTURE I… BROOKFIELD INFRASTRUCTURE INCO More: the full row for BROOKFIELD INFRASTRUCTURE 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: not reported; 2025Q3: not reported; 2025Q4: 37,192 shares 37,192 $398K 0.01% new SRUUF SPROTT PHYSICAL URANIUM TR More: the full row for SPROTT PHYSICAL URANIUM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,500 shares; 2024Q4: 13,500 shares; 2025Q1: 13,500 shares; 2025Q2: 21,800 shares; 2025Q3: 20,288 shares; 2025Q4: 20,288 shares 20,288 $397K 0.01% 0 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,556 shares; 2024Q4: 1,907 shares; 2025Q1: 2,209 shares; 2025Q2: 2,210 shares; 2025Q3: 2,210 shares; 2025Q4: 2,412 shares 2,412 $391K 0.01% +202 Timeline TPG TPG INC More: the full row for TPG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,000 shares; 2024Q4: 6,000 shares; 2025Q1: 6,000 shares; 2025Q2: 6,000 shares; 2025Q3: 6,000 shares; 2025Q4: 6,100 shares 6,100 $389K 0.01% +100 Timeline BIV 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: 5,892 shares; 2024Q4: 5,098 shares; 2025Q1: 4,831 shares; 2025Q2: 4,876 shares; 2025Q3: 4,921 shares; 2025Q4: 4,982 shares 4,982 $388K 0.01% +61 Timeline PARTNERS GROUP PRIVATE EQUI… PARTNERS GROUP PRIVATE EQUITY More: the full row for PARTNERS GROUP PRIVATE EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 113,924 shares; 2024Q4: 115,845 shares; 2025Q1: 138,919 shares; 2025Q2: 138,919 shares; 2025Q3: 138,919 shares; 2025Q4: 171,343 shares 171,343 $388K 0.01% +32,424 VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 257 shares; 2024Q4: 4,991 shares; 2025Q1: 5,917 shares; 2025Q2: 6,720 shares; 2025Q3: 6,582 shares; 2025Q4: 7,665 shares 7,665 $385K 0.01% +1,083 Timeline RDDT REDDIT INC More: the full row for REDDIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 275 shares; 2024Q4: 275 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 150 shares; 2025Q4: 1,650 shares 1,650 $379K 0.01% +1,500 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,800 shares; 2024Q4: 1,680 shares; 2025Q1: 1,681 shares; 2025Q2: 1,616 shares; 2025Q3: 1,489 shares; 2025Q4: 1,488 shares 1,488 $377K 0.01% -1 Timeline ETHE GRAYSCALE ETHEREUM STAKING E More: the full row for GRAYSCALE ETHEREUM STAKING E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,500 shares; 2024Q4: 12,648 shares; 2025Q1: 13,138 shares; 2025Q2: 14,390 shares; 2025Q3: 16,103 shares; 2025Q4: 15,240 shares 15,240 $371K 0.01% -863 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 869 shares; 2024Q4: 4,344 shares; 2025Q1: 4,344 shares; 2025Q2: 4,450 shares; 2025Q3: 4,344 shares; 2025Q4: 8,688 shares 8,688 $371K 0.01% +4,344 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: 1,364 shares; 2024Q4: 1,364 shares; 2025Q1: 1,363 shares; 2025Q2: 1,238 shares; 2025Q3: 1,238 shares; 2025Q4: 1,300 shares 1,300 $371K 0.01% +62 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,517 shares; 2024Q4: 10,454 shares; 2025Q1: 10,391 shares; 2025Q2: 10,141 shares; 2025Q3: 7,216 shares; 2025Q4: 6,270 shares 6,270 $367K 0.01% -946 Timeline CRVS CORVUS PHARMACEUTICALS INC More: the full row for CORVUS PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,285 shares; 2024Q4: 37,869 shares; 2025Q1: 37,869 shares; 2025Q2: 43,107 shares; 2025Q3: 47,290 shares; 2025Q4: 47,667 shares 47,667 $367K 0.01% +377 Timeline INBK FIRST INTERNET BANCORP More: the full row for FIRST INTERNET BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 130,067 shares; 2024Q4: 130,767 shares; 2025Q1: 141,103 shares; 2025Q2: 39,613 shares; 2025Q3: 50,708 shares; 2025Q4: 17,474 shares 17,474 $365K 0.01% -33,234 Timeline YETI YETI HLDGS INC More: the full row for YETI HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,167 shares 8,167 $361K 0.01% new Timeline THRY THRYV HLDGS INC More: the full row for THRYV HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 68,596 shares; 2025Q1: 106,249 shares; 2025Q2: 122,287 shares; 2025Q3: 120,141 shares; 2025Q4: 59,623 shares 59,623 $361K 0.01% -60,518 Timeline SURE ADVISORSHARES TR More: the full row for ADVISORSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,810 shares; 2024Q4: 2,810 shares; 2025Q1: 2,810 shares; 2025Q2: 2,810 shares; 2025Q3: 2,810 shares; 2025Q4: 2,810 shares 2,810 $358K 0.01% 0 Timeline ITRN ITURAN LOCATION AND CONTROL More: the full row for ITURAN LOCATION AND CONTROL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,995 shares; 2025Q3: 18,467 shares; 2025Q4: 8,318 shares 8,318 $358K 0.01% -10,149 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,883 shares; 2024Q4: 2,528 shares; 2025Q1: 2,528 shares; 2025Q2: 2,528 shares; 2025Q3: 2,528 shares; 2025Q4: 2,528 shares 2,528 $357K 0.01% 0 Timeline IBDR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,726 shares; 2024Q4: 14,471 shares; 2025Q1: 14,473 shares; 2025Q2: 14,477 shares; 2025Q3: 11,976 shares; 2025Q4: 14,660 shares 14,660 $355K 0.01% +2,684 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,685 shares; 2024Q4: 3,685 shares; 2025Q1: 3,685 shares; 2025Q2: 3,685 shares; 2025Q3: 3,685 shares; 2025Q4: 3,685 shares 3,685 $346K 0.01% 0 Timeline MILLENNIUM USA HEDGEFOCUS F… MILLENNIUM USA HEDGEFOCUS FUND More: the full row for MILLENNIUM USA HEDGEFOCUS FUND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 301,300 shares; 2024Q4: 304,691 shares; 2025Q1: 320,546 shares; 2025Q2: 314,092 shares; 2025Q3: 331,336 shares; 2025Q4: 342,884 shares 342,884 $343K 0.01% +11,548 STEW SRH TOTAL RETURN FUND INC More: the full row for SRH TOTAL RETURN FUND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,141 shares; 2024Q4: 21,141 shares; 2025Q1: 19,581 shares; 2025Q2: 19,581 shares; 2025Q3: 18,481 shares; 2025Q4: 18,481 shares 18,481 $343K 0.01% 0 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,809 shares; 2024Q4: 3,830 shares; 2025Q1: 3,107 shares; 2025Q2: 3,700 shares; 2025Q3: 5,996 shares; 2025Q4: 6,740 shares 6,740 $342K 0.01% +744 Timeline BRKR BRUKER CORP More: the full row for BRUKER 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: 7,252 shares 7,252 $342K 0.01% new Timeline MLPX 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: 4,390 shares; 2024Q4: 6,039 shares; 2025Q1: 6,039 shares; 2025Q2: 5,606 shares; 2025Q3: 5,606 shares; 2025Q4: 5,606 shares 5,606 $339K 0.01% 0 Timeline CRMT AMERICAS CAR-MART INC More: the full row for AMERICAS CAR-MART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,449 shares; 2024Q4: 8,419 shares; 2025Q1: 13,587 shares; 2025Q2: 19,386 shares; 2025Q3: 23,033 shares; 2025Q4: 13,273 shares 13,273 $335K 0.01% -9,760 Timeline PLAB PHOTRONICS INC More: the full row for PHOTRONICS 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: 23,109 shares; 2025Q3: 22,702 shares; 2025Q4: 10,356 shares 10,356 $331K 0.01% -12,346 Timeline DFIN DONNELLEY FINL SOLUTIONS INC More: the full row for DONNELLEY FINL SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,637 shares; 2024Q4: 3,607 shares; 2025Q1: 15,837 shares; 2025Q2: 15,837 shares; 2025Q3: 15,559 shares; 2025Q4: 7,093 shares 7,093 $331K 0.01% -8,466 Timeline IJK 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: 1,665 shares; 2024Q4: 3,394 shares; 2025Q1: 3,394 shares; 2025Q2: 3,394 shares; 2025Q3: 3,385 shares; 2025Q4: 3,385 shares 3,385 $328K 0.01% 0 Timeline FENI FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,200 shares; 2025Q4: 8,900 shares 8,900 $326K 0.01% +3,700 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,873 shares; 2024Q4: 4,900 shares; 2025Q1: 4,797 shares; 2025Q2: 4,872 shares; 2025Q3: 4,939 shares; 2025Q4: 5,986 shares 5,986 $322K 0.01% +1,047 Timeline AB ALLIANCEBERNSTEIN HLDG L P More: the full row for ALLIANCEBERNSTEIN HLDG L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,550 shares; 2024Q4: 11,550 shares; 2025Q1: 11,550 shares; 2025Q2: 11,550 shares; 2025Q3: 7,350 shares; 2025Q4: 8,350 shares 8,350 $321K 0.01% +1,000 Timeline NXST NEXSTAR MEDIA GROUP INC More: the full row for NEXSTAR MEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,490 shares; 2024Q4: 1,475 shares; 2025Q1: 1,325 shares; 2025Q2: 1,273 shares; 2025Q3: 1,553 shares; 2025Q4: 1,582 shares 1,582 $321K 0.01% +29 Timeline FSTR FOSTER L B CO More: the full row for FOSTER L B CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,160 shares; 2025Q4: 11,840 shares 11,840 $319K 0.01% -3,320 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,688 shares; 2024Q4: 3,689 shares; 2025Q1: 3,319 shares; 2025Q2: 3,411 shares; 2025Q3: 2,971 shares; 2025Q4: 5,071 shares 5,071 $317K 0.01% +2,100 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,502 shares; 2024Q4: 3,114 shares; 2025Q1: 1,142 shares; 2025Q2: 577 shares; 2025Q3: 537 shares; 2025Q4: 674 shares 674 $316K 0.01% +137 Timeline LECO LINCOLN ELEC HLDGS INC More: the full row for LINCOLN ELEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,795 shares; 2024Q4: 1,895 shares; 2025Q1: 1,519 shares; 2025Q2: 1,519 shares; 2025Q3: 1,391 shares; 2025Q4: 1,306 shares 1,306 $313K 0.01% -85 Timeline OSPN ONESPAN INC More: the full row for ONESPAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,783 shares; 2024Q4: 24,783 shares; 2025Q1: 24,783 shares; 2025Q2: 24,783 shares; 2025Q3: 24,783 shares; 2025Q4: 24,333 shares 24,333 $312K 0.01% -450 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,076 shares; 2024Q4: 3,076 shares; 2025Q1: 2,807 shares; 2025Q2: 2,653 shares; 2025Q3: 1,956 shares; 2025Q4: 2,261 shares 2,261 $312K 0.01% +305 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,947 shares; 2024Q4: 2,703 shares; 2025Q1: 2,631 shares; 2025Q2: 2,246 shares; 2025Q3: 1,987 shares; 2025Q4: 1,840 shares 1,840 $311K 0.01% -147 Timeline MOS MOSAIC CO More: the full row for MOSAIC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,417 shares; 2024Q4: 39,906 shares; 2025Q1: 40,256 shares; 2025Q2: 34,363 shares; 2025Q3: 19,263 shares; 2025Q4: 12,848 shares 12,848 $310K 0.01% -6,415 Timeline HAP 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: 5,141 shares; 2024Q4: 5,141 shares; 2025Q1: 5,141 shares; 2025Q2: 5,141 shares; 2025Q3: 5,141 shares; 2025Q4: 5,141 shares 5,141 $309K 0.01% 0 Timeline BSCT 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: 2,234 shares; 2024Q4: 10,914 shares; 2025Q1: 16,364 shares; 2025Q2: 16,364 shares; 2025Q3: 15,684 shares; 2025Q4: 16,215 shares 16,215 $305K 0.01% +531 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,451 shares; 2024Q4: 5,687 shares; 2025Q1: 5,448 shares; 2025Q2: 5,391 shares; 2025Q3: 5,391 shares; 2025Q4: 5,696 shares 5,696 $301K 0.01% +305 Timeline LLYVK LIBERTY LIVE HOLDINGS INC More: the full row for LIBERTY LIVE HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,613 shares 3,613 $300K 0.01% new Timeline DLN 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: 3,159 shares; 2024Q4: 3,159 shares; 2025Q1: 3,159 shares; 2025Q2: 3,159 shares; 2025Q3: 3,336 shares; 2025Q4: 3,398 shares 3,398 $299K 0.01% +62 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,149 shares; 2024Q4: 1,199 shares; 2025Q1: 1,149 shares; 2025Q2: 1,196 shares; 2025Q3: 1,233 shares; 2025Q4: 3,254 shares 3,254 $299K 0.01% +2,021 Timeline OBDC BLUE OWL CAPITAL CORPORATION More: the full row for BLUE OWL CAPITAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,552 shares; 2024Q4: 24,552 shares; 2025Q1: 255,854 shares; 2025Q2: 24,052 shares; 2025Q3: 24,052 shares; 2025Q4: 24,052 shares 24,052 $299K 0.01% 0 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: 2,759 shares; 2024Q4: 3,239 shares; 2025Q1: 3,360 shares; 2025Q2: 2,805 shares; 2025Q3: 3,215 shares; 2025Q4: 3,106 shares 3,106 $298K 0.01% -109 Timeline DGICA DONEGAL GROUP INC More: the full row for DONEGAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,481 shares; 2024Q4: 15,981 shares; 2025Q1: 15,981 shares; 2025Q2: 15,981 shares; 2025Q3: 14,900 shares; 2025Q4: 14,900 shares 14,900 $298K 0.01% 0 Timeline FORTRESS NET LEASE REIT CLA… FORTRESS NET LEASE REIT CLASS More: the full row for FORTRESS NET LEASE REIT CLASS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,973 shares; 2024Q4: 23,794 shares; 2025Q1: 28,702 shares; 2025Q2: 28,702 shares; 2025Q3: 28,702 shares; 2025Q4: 28,702 shares 28,702 $298K 0.01% 0 FORR FORRESTER RESH INC More: the full row for FORRESTER RESH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,143 shares; 2024Q4: 25,058 shares; 2025Q1: 25,150 shares; 2025Q2: 81,825 shares; 2025Q3: 80,379 shares; 2025Q4: 36,575 shares 36,575 $297K 0.01% -43,804 Timeline TNK TEEKAY TANKERS LTD More: the full row for TEEKAY TANKERS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,853 shares; 2025Q1: 12,928 shares; 2025Q2: 12,928 shares; 2025Q3: 12,690 shares; 2025Q4: 5,542 shares 5,542 $296K 0.01% -7,148 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,137 shares; 2024Q4: 1,137 shares; 2025Q1: 1,137 shares; 2025Q2: 1,201 shares; 2025Q3: 1,226 shares; 2025Q4: 1,226 shares 1,226 $296K 0.01% 0 Timeline SLGN SILGAN HLDGS INC More: the full row for SILGAN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,830 shares; 2024Q4: 9,030 shares; 2025Q1: 9,055 shares; 2025Q2: 11,049 shares; 2025Q3: 10,824 shares; 2025Q4: 7,264 shares 7,264 $293K 0.01% -3,560 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,426 shares; 2024Q4: 1,313 shares; 2025Q1: 2,292 shares; 2025Q2: 2,906 shares; 2025Q3: 2,068 shares; 2025Q4: 2,511 shares 2,511 $293K 0.01% +443 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,898 shares; 2024Q4: 8,647 shares; 2025Q1: 8,778 shares; 2025Q2: 7,636 shares; 2025Q3: 5,336 shares; 2025Q4: 3,295 shares 3,295 $293K 0.01% -2,041 Timeline DFAX 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: 23,238 shares; 2024Q4: 16,044 shares; 2025Q1: 15,878 shares; 2025Q2: 11,033 shares; 2025Q3: 9,116 shares; 2025Q4: 8,932 shares 8,932 $292K 0.01% -184 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 366 shares; 2024Q4: 405 shares; 2025Q1: 362 shares; 2025Q2: 344 shares; 2025Q3: 344 shares; 2025Q4: 381 shares 381 $292K 0.01% +37 Timeline SCHM 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: 3,202 shares; 2024Q4: 9,606 shares; 2025Q1: 9,606 shares; 2025Q2: 11,343 shares; 2025Q3: 9,606 shares; 2025Q4: 9,606 shares 9,606 $289K 0.01% 0 Timeline BCI ABRDN ETFS More: the full row for ABRDN ETFS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,600 shares; 2024Q4: 14,700 shares; 2025Q1: 14,700 shares; 2025Q2: 14,700 shares; 2025Q3: 14,700 shares; 2025Q4: 14,700 shares 14,700 $287K 0.01% 0 Timeline FWONK LIBERTY MEDIA CORP DEL More: the full row for LIBERTY MEDIA CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,949 shares; 2024Q4: 1,949 shares; 2025Q1: 1,949 shares; 2025Q2: 1,949 shares; 2025Q3: 1,949 shares; 2025Q4: 2,905 shares 2,905 $286K 0.01% +956 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,263 shares; 2024Q4: 6,256 shares; 2025Q1: 6,511 shares; 2025Q2: 6,522 shares; 2025Q3: 9,683 shares; 2025Q4: 9,235 shares 9,235 $286K 0.01% -448 Timeline PGF 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: 10,150 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 20,000 shares; 2025Q3: 20,000 shares; 2025Q4: 20,000 shares 20,000 $283K 0.01% 0 Timeline JOUT JOHNSON OUTDOORS INC More: the full row for JOHNSON OUTDOORS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,178 shares; 2024Q4: 14,128 shares; 2025Q1: 14,180 shares; 2025Q2: 14,180 shares; 2025Q3: 13,931 shares; 2025Q4: 6,601 shares 6,601 $280K 0.01% -7,330 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,215 shares; 2024Q4: 4,430 shares; 2025Q1: 4,456 shares; 2025Q2: 5,400 shares; 2025Q3: 6,400 shares; 2025Q4: 10,457 shares 10,457 $277K 0.01% +4,057 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 753 shares; 2024Q4: 1,249 shares; 2025Q1: 1,605 shares; 2025Q2: 1,655 shares; 2025Q3: 1,655 shares; 2025Q4: 2,048 shares 2,048 $277K 0.01% +393 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 173 shares; 2025Q3: 169 shares; 2025Q4: 6,688 shares 6,688 $275K 0.01% +6,519 Timeline RELL RICHARDSON ELECTRS LTD More: the full row for RICHARDSON ELECTRS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 119,965 shares; 2024Q4: 102,965 shares; 2025Q1: 103,346 shares; 2025Q2: 103,346 shares; 2025Q3: 101,589 shares; 2025Q4: 25,258 shares 25,258 $275K 0.01% -76,331 Timeline CDZI CADIZ INC More: the full row for CADIZ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 48,800 shares; 2025Q1: 48,800 shares; 2025Q2: 48,800 shares; 2025Q3: 48,800 shares; 2025Q4: 48,800 shares 48,800 $274K 0.01% 0 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: 3,900 shares; 2024Q4: 4,610 shares; 2025Q1: 5,810 shares; 2025Q2: 5,810 shares; 2025Q3: 5,485 shares; 2025Q4: 3,810 shares 3,810 $273K 0.01% -1,675 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,525 shares; 2024Q4: 2,625 shares; 2025Q1: 2,625 shares; 2025Q2: 2,625 shares; 2025Q3: 2,625 shares; 2025Q4: 2,625 shares 2,625 $273K 0.01% 0 Timeline HQI HIREQUEST INC More: the full row for HIREQUEST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,436 shares; 2024Q4: not reported; 2025Q1: 26,619 shares; 2025Q2: 26,619 shares; 2025Q3: 26,369 shares; 2025Q4: 25,959 shares 25,959 $273K 0.01% -410 Timeline FLOT 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: 4,162 shares; 2024Q4: 3,603 shares; 2025Q1: 4,661 shares; 2025Q2: 4,676 shares; 2025Q3: 5,540 shares; 2025Q4: 5,359 shares 5,359 $273K 0.01% -181 Timeline RGR STURM RUGER & CO INC More: the full row for STURM RUGER & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,481 shares; 2024Q4: 13,142 shares; 2025Q1: 18,679 shares; 2025Q2: 18,679 shares; 2025Q3: 18,318 shares; 2025Q4: 8,348 shares 8,348 $273K 0.01% -9,970 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 877 shares; 2024Q4: 877 shares; 2025Q1: 877 shares; 2025Q2: 880 shares; 2025Q3: 880 shares; 2025Q4: 947 shares 947 $272K 0.01% +67 Timeline SPE SPECIAL OPPORTUNITIES FD INC More: the full row for SPECIAL OPPORTUNITIES FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,476 shares; 2024Q4: 24,892 shares; 2025Q1: 18,560 shares; 2025Q2: 21,560 shares; 2025Q3: 18,470 shares; 2025Q4: 18,470 shares 18,470 $271K 0.01% 0 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 775 shares; 2024Q4: 895 shares; 2025Q1: 794 shares; 2025Q2: 829 shares; 2025Q3: 823 shares; 2025Q4: 867 shares 867 $271K 0.01% +44 Timeline MICC MAGNUM ICE CREAM CO NV More: the full row for MAGNUM ICE CREAM CO NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,062 shares 17,062 $270K 0.01% new Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,008 shares; 2024Q4: 808 shares; 2025Q1: 868 shares; 2025Q2: 1,123 shares; 2025Q3: 1,174 shares; 2025Q4: 1,179 shares 1,179 $267K 0.01% +5 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,635 shares; 2024Q4: 1,950 shares; 2025Q1: 1,852 shares; 2025Q2: 1,797 shares; 2025Q3: 1,497 shares; 2025Q4: 1,635 shares 1,635 $266K 0.01% +138 Timeline VANGUARD MORTGAGE-BACKED SE… VANGUARD MORTGAGE-BACKED SECUR More: the full row for VANGUARD MORTGAGE-BACKED SECUR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,413 shares; 2024Q4: 4,446 shares; 2025Q1: 4,464 shares; 2025Q2: 4,493 shares; 2025Q3: 5,581 shares; 2025Q4: 5,632 shares 5,632 $265K 0.01% +51 LMBS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,285 shares; 2025Q1: 5,285 shares; 2025Q2: 5,285 shares; 2025Q3: 5,285 shares; 2025Q4: 5,285 shares 5,285 $264K 0.01% 0 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,780 shares; 2024Q4: 2,808 shares; 2025Q1: 2,769 shares; 2025Q2: 2,806 shares; 2025Q3: 2,603 shares; 2025Q4: 3,023 shares 3,023 $264K 0.01% +420 Timeline ULBI ULTRALIFE CORP More: the full row for ULTRALIFE 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: 84,759 shares; 2025Q3: 105,321 shares; 2025Q4: 46,149 shares 46,149 $264K 0.01% -59,172 Timeline VONE VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 845 shares; 2024Q4: 845 shares; 2025Q1: 845 shares; 2025Q2: 845 shares; 2025Q3: 845 shares; 2025Q4: 845 shares 845 $261K 0.01% 0 Timeline AFRM AFFIRM HLDGS INC More: the full row for AFFIRM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,500 shares; 2024Q4: 3,501 shares; 2025Q1: 3,501 shares; 2025Q2: 3,501 shares; 2025Q3: 3,501 shares; 2025Q4: 3,500 shares 3,500 $261K 0.01% -1 Timeline WCCB WEST COAST COMMUNITY BANCORP More: the full row for WEST COAST COMMUNITY BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,000 shares; 2025Q2: 6,360 shares; 2025Q3: 6,860 shares; 2025Q4: 5,800 shares 5,800 $255K 0.01% -1,060 Timeline XLV 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: 1,382 shares; 2024Q4: 1,700 shares; 2025Q1: 1,690 shares; 2025Q2: 1,690 shares; 2025Q3: 1,674 shares; 2025Q4: 1,639 shares 1,639 $254K 0.01% -35 Timeline DIVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,232 shares; 2024Q4: 5,429 shares; 2025Q1: 5,469 shares; 2025Q2: 5,509 shares; 2025Q3: 5,549 shares; 2025Q4: 5,652 shares 5,652 $252K 0.01% +103 Timeline BSCX 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,700 shares 11,700 $251K 0.01% new Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 345 shares; 2024Q4: 616 shares; 2025Q1: 710 shares; 2025Q2: 767 shares; 2025Q3: 794 shares; 2025Q4: 919 shares 919 $251K 0.01% +125 Timeline BSCW 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: 622 shares; 2025Q1: 622 shares; 2025Q2: 622 shares; 2025Q3: not reported; 2025Q4: 12,000 shares 12,000 $250K 0.01% new Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,222 shares; 2024Q4: 2,260 shares; 2025Q1: 2,260 shares; 2025Q2: 3,669 shares; 2025Q3: 3,209 shares; 2025Q4: 4,275 shares 4,275 $250K 0.01% +1,066 Timeline ALYAF ALITHYA GROUP INC CL A SUB VTG More: the full row for ALITHYA GROUP INC CL A SUB VTG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 216,179 shares; 2024Q4: 209,503 shares; 2025Q1: 209,503 shares; 2025Q2: 209,503 shares; 2025Q3: 209,503 shares; 2025Q4: 204,503 shares 204,503 $249K 0.01% -5,000 Timeline IIGD 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: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares 10,000 $248K 0.01% 0 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: 3,949 shares; 2024Q4: 3,822 shares; 2025Q1: 5,147 shares; 2025Q2: 4,861 shares; 2025Q3: 4,787 shares; 2025Q4: 3,674 shares 3,674 $248K 0.01% -1,113 Timeline KRT KARAT PACKAGING INC More: the full row for KARAT PACKAGING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,974 shares; 2024Q4: 25,849 shares; 2025Q1: 25,948 shares; 2025Q2: 25,749 shares; 2025Q3: 25,427 shares; 2025Q4: 10,967 shares 10,967 $248K 0.01% -14,460 Timeline TXT TEXTRON INC More: the full row for TEXTRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 970 shares; 2024Q4: 1,050 shares; 2025Q1: 1,050 shares; 2025Q2: 1,304 shares; 2025Q3: 2,104 shares; 2025Q4: 2,791 shares 2,791 $243K 0.01% +687 Timeline TKR TIMKEN CO More: the full row for TIMKEN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,879 shares 2,879 $242K <0.01% +879 Timeline SPMO 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: 1,062 shares; 2025Q3: 1,958 shares; 2025Q4: 2,028 shares 2,028 $242K <0.01% +70 Timeline LW LAMB WESTON HLDGS INC More: the full row for LAMB WESTON HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,928 shares; 2024Q4: 9,088 shares; 2025Q1: 8,774 shares; 2025Q2: 5,769 shares; 2025Q3: 15,536 shares; 2025Q4: 5,773 shares 5,773 $242K <0.01% -9,763 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 399 shares; 2024Q4: 401 shares; 2025Q1: 403 shares; 2025Q2: 1,063 shares; 2025Q3: 974 shares; 2025Q4: 1,294 shares 1,294 $240K <0.01% +320 Timeline FNDX 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: 84 shares; 2024Q4: 252 shares; 2025Q1: 6,602 shares; 2025Q2: 1,966 shares; 2025Q3: 1,713 shares; 2025Q4: 8,815 shares 8,815 $240K <0.01% +7,102 Timeline ITA 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: 1,068 shares; 2024Q4: 1,062 shares; 2025Q1: 1,062 shares; 2025Q2: 1,062 shares; 2025Q3: 1,062 shares; 2025Q4: 1,112 shares 1,112 $239K <0.01% +50 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: 859 shares; 2024Q4: 859 shares; 2025Q1: 859 shares; 2025Q2: 859 shares; 2025Q3: 859 shares; 2025Q4: 1,244 shares 1,244 $238K <0.01% +385 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: 1,297 shares; 2024Q4: 1,299 shares; 2025Q1: 1,297 shares; 2025Q2: 1,297 shares; 2025Q3: 1,297 shares; 2025Q4: 1,313 shares 1,313 $237K <0.01% +16 Timeline FCN FTI CONSULTING INC More: the full row for FTI CONSULTING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,098 shares; 2024Q4: 1,098 shares; 2025Q1: 1,098 shares; 2025Q2: 1,098 shares; 2025Q3: 1,098 shares; 2025Q4: 1,383 shares 1,383 $236K <0.01% +285 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: 49,000 shares; 2024Q4: 36,750 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,230 shares; 2025Q4: 5,255 shares 5,255 $236K <0.01% +1,025 Timeline BF-B BROWN FORMAN CORP More: the full row for BROWN FORMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,905 shares; 2024Q4: 6,650 shares; 2025Q1: 15,923 shares; 2025Q2: 16,138 shares; 2025Q3: 9,813 shares; 2025Q4: 9,010 shares 9,010 $235K <0.01% -803 Timeline WRD WERIDE INC More: the full row for WERIDE 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: 27,000 shares 27,000 $234K <0.01% new Timeline PRFZ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,600 shares; 2024Q4: 4,600 shares; 2025Q1: 5,100 shares; 2025Q2: 5,100 shares; 2025Q3: 5,100 shares; 2025Q4: 5,100 shares 5,100 $234K <0.01% 0 Timeline NXP NUVEEN SELECT TAX-FREE INCOM More: the full row for NUVEEN SELECT TAX-FREE INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,469 shares; 2024Q4: 18,469 shares; 2025Q1: 18,056 shares; 2025Q2: 17,677 shares; 2025Q3: 17,428 shares; 2025Q4: 16,516 shares 16,516 $233K <0.01% -912 Timeline QQQJ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,044 shares; 2024Q4: 5,944 shares; 2025Q1: 5,944 shares; 2025Q2: 6,444 shares; 2025Q3: 6,300 shares; 2025Q4: 6,300 shares 6,300 $232K <0.01% 0 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,350 shares; 2024Q4: 1,350 shares; 2025Q1: 1,589 shares; 2025Q2: 1,486 shares; 2025Q3: 1,486 shares; 2025Q4: 1,487 shares 1,487 $231K <0.01% +1 Timeline AMNF ARMANINO FOODS OF DISTINCTION More: the full row for ARMANINO FOODS OF DISTINCTION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,360 shares 21,360 $229K <0.01% new Timeline VDIG VANGUARD WELLESLEY INCOME FD More: the full row for VANGUARD WELLESLEY 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: not reported; 2025Q3: not reported; 2025Q4: 3,710 shares 3,710 $228K <0.01% new Timeline SYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,559 shares; 2024Q4: 4,080 shares; 2025Q1: 4,082 shares; 2025Q2: 3,302 shares; 2025Q3: 3,303 shares; 2025Q4: 3,253 shares 3,253 $226K <0.01% -50 Timeline LAKE LAKELAND INDS INC More: the full row for LAKELAND INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,345 shares; 2024Q4: 149,493 shares; 2025Q1: 276,688 shares; 2025Q2: 51,915 shares; 2025Q3: 51,071 shares; 2025Q4: 25,406 shares 25,406 $225K <0.01% -25,665 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: 1,242 shares; 2024Q4: 1,242 shares; 2025Q1: 1,916 shares; 2025Q2: 2,036 shares; 2025Q3: 2,036 shares; 2025Q4: 2,310 shares 2,310 $224K <0.01% +274 Timeline GWRS GLOBAL WTR RES INC More: the full row for GLOBAL WTR RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 26,500 shares 26,500 $224K <0.01% new Timeline AMPY AMPLIFY ENERGY CORP NEW More: the full row for AMPLIFY ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,000 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 48,870 shares 48,870 $223K <0.01% new Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 420 shares; 2025Q3: 320 shares; 2025Q4: 330 shares 330 $222K <0.01% +10 Timeline LBRDK LIBERTY BROADBAND CORP More: the full row for LIBERTY BROADBAND CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,776 shares; 2024Q4: 2,776 shares; 2025Q1: 2,776 shares; 2025Q2: 2,776 shares; 2025Q3: 2,776 shares; 2025Q4: 4,572 shares 4,572 $222K <0.01% +1,796 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,536 shares; 2024Q4: 3,293 shares; 2025Q1: 5,005 shares; 2025Q2: 4,282 shares; 2025Q3: 5,217 shares; 2025Q4: 4,452 shares 4,452 $221K <0.01% -765 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31 shares; 2024Q4: 31 shares; 2025Q1: 37 shares; 2025Q2: 519 shares; 2025Q3: 2,294 shares; 2025Q4: 3,257 shares 3,257 $219K <0.01% +963 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: 2,654 shares; 2024Q4: 2,122 shares; 2025Q1: 2,125 shares; 2025Q2: 2,125 shares; 2025Q3: 2,125 shares; 2025Q4: 1,671 shares 1,671 $218K <0.01% -454 Timeline ICPI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,307 shares 4,307 $215K <0.01% new Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 235 shares; 2024Q4: 235 shares; 2025Q1: 226 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 213 shares 213 $215K <0.01% +13 Timeline DBC INVESCO DB COMMDY INDX TRCK More: the full row for INVESCO DB COMMDY INDX TRCK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,150 shares; 2024Q4: 11,927 shares; 2025Q1: 11,927 shares; 2025Q2: 11,711 shares; 2025Q3: 11,611 shares; 2025Q4: 9,535 shares 9,535 $213K <0.01% -2,076 Timeline FLGT FULGENT GENETICS INC More: the full row for FULGENT GENETICS 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: 8,100 shares 8,100 $213K <0.01% new Timeline MBCN MIDDLEFIELD BANC CORP More: the full row for MIDDLEFIELD BANC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,201 shares; 2024Q4: 6,701 shares; 2025Q1: 6,157 shares; 2025Q2: 6,157 shares; 2025Q3: 6,157 shares; 2025Q4: 6,157 shares 6,157 $213K <0.01% 0 Timeline CRSP CRISPR THERAPEUTICS AG More: the full row for CRISPR THERAPEUTICS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,005 shares; 2024Q4: 2,930 shares; 2025Q1: 3,810 shares; 2025Q2: 4,166 shares; 2025Q3: 4,016 shares; 2025Q4: 4,016 shares 4,016 $211K <0.01% 0 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,138 shares; 2024Q4: 1,657 shares; 2025Q1: 2,032 shares; 2025Q2: 2,229 shares; 2025Q3: 1,730 shares; 2025Q4: 1,901 shares 1,901 $210K <0.01% +171 Timeline EEA EUROPEAN EQUITY FD INC More: the full row for EUROPEAN EQUITY FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20,000 shares; 2025Q2: 20,324 shares; 2025Q3: 20,324 shares; 2025Q4: 20,324 shares 20,324 $209K <0.01% 0 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,240 shares; 2024Q4: 4,480 shares; 2025Q1: 7,220 shares; 2025Q2: 5,730 shares; 2025Q3: 5,289 shares; 2025Q4: 7,336 shares 7,336 $209K <0.01% +2,047 Timeline TROX TRONOX HOLDINGS PLC More: the full row for TRONOX HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 50,000 shares 50,000 $208K <0.01% new Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73 shares; 2024Q4: 73 shares; 2025Q1: 73 shares; 2025Q2: 105 shares; 2025Q3: 105 shares; 2025Q4: 904 shares 904 $206K <0.01% +799 Timeline ACCELERATE ARBITRAGE FUND ACCELERATE ARBITRAGE FUND More: the full row for ACCELERATE ARBITRAGE FUND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,200 shares; 2024Q4: 10,200 shares; 2025Q1: 10,200 shares; 2025Q2: 10,200 shares; 2025Q3: 10,200 shares; 2025Q4: 10,200 shares 10,200 $206K <0.01% 0 LIT GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,272 shares; 2024Q4: 455 shares; 2025Q1: 255 shares; 2025Q2: 3,270 shares; 2025Q3: 3,155 shares; 2025Q4: 3,155 shares 3,155 $205K <0.01% 0 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: 12,154 shares; 2024Q4: 12,828 shares; 2025Q1: 12,828 shares; 2025Q2: 12,828 shares; 2025Q3: 12,064 shares; 2025Q4: 12,064 shares 12,064 $204K <0.01% 0 Timeline CCO CLEAR CHANNEL OUTDOOR HLDGS More: the full row for CLEAR CHANNEL OUTDOOR HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 232,880 shares; 2024Q4: 208,140 shares; 2025Q1: 148,365 shares; 2025Q2: 148,365 shares; 2025Q3: 139,365 shares; 2025Q4: 92,265 shares 92,265 $204K <0.01% -47,100 Timeline ASYS AMTECH SYS INC More: the full row for AMTECH SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 111,000 shares; 2024Q4: 110,615 shares; 2025Q1: 111,022 shares; 2025Q2: 111,022 shares; 2025Q3: 35,247 shares; 2025Q4: 16,247 shares 16,247 $204K <0.01% -19,000 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: 624 shares; 2024Q4: 624 shares; 2025Q1: 935 shares; 2025Q2: 1,024 shares; 2025Q3: 1,257 shares; 2025Q4: 1,290 shares 1,290 $202K <0.01% +33 Timeline BBUS 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: 1,609 shares; 2025Q1: 1,609 shares; 2025Q2: 1,609 shares; 2025Q3: 1,609 shares; 2025Q4: 1,609 shares 1,609 $198K <0.01% 0 Timeline BCHT BIRCHTECH CORP More: the full row for BIRCHTECH 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: 52,884 shares 52,884 $198K <0.01% new Timeline HGV HILTON GRAND VACATIONS INC More: the full row for HILTON GRAND VACATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,400 shares; 2024Q4: 4,400 shares; 2025Q1: 4,400 shares; 2025Q2: 4,400 shares; 2025Q3: 4,400 shares; 2025Q4: 4,400 shares 4,400 $197K <0.01% 0 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,170 shares; 2024Q4: 2,590 shares; 2025Q1: 2,530 shares; 2025Q2: 2,530 shares; 2025Q3: 2,530 shares; 2025Q4: 2,660 shares 2,660 $196K <0.01% +130 Timeline MSGS MADISON SQUARE GRDN SPRT COR More: the full row for MADISON SQUARE GRDN SPRT COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 256 shares; 2024Q4: 250 shares; 2025Q1: 210 shares; 2025Q2: 210 shares; 2025Q3: 620 shares; 2025Q4: 755 shares 755 $195K <0.01% +135 Timeline SCMB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,543 shares 7,543 $194K <0.01% new Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 656 shares; 2024Q4: 588 shares; 2025Q1: 800 shares; 2025Q2: 872 shares; 2025Q3: 2,046 shares; 2025Q4: 2,362 shares 2,362 $194K <0.01% +316 Timeline VMD VIEMED HEALTHCARE INC More: the full row for VIEMED HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 26,054 shares 26,054 $194K <0.01% new Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 682 shares; 2024Q4: 682 shares; 2025Q1: 683 shares; 2025Q2: 698 shares; 2025Q3: 704 shares; 2025Q4: 737 shares 737 $193K <0.01% +33 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,129 shares; 2024Q4: 4,129 shares; 2025Q1: 3,063 shares; 2025Q2: 2,557 shares; 2025Q3: 2,557 shares; 2025Q4: 2,622 shares 2,622 $193K <0.01% +65 Timeline TY TRI CONTL CORP More: the full row for TRI CONTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,900 shares; 2024Q4: 5,900 shares; 2025Q1: 5,900 shares; 2025Q2: 5,900 shares; 2025Q3: 5,900 shares; 2025Q4: 5,900 shares 5,900 $193K <0.01% 0 Timeline EDD MORGAN STANLEY EMERGING MKTS More: the full row for MORGAN STANLEY EMERGING MKTS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,771 shares; 2024Q4: 48,871 shares; 2025Q1: 48,871 shares; 2025Q2: 35,254 shares; 2025Q3: 35,254 shares; 2025Q4: 35,254 shares 35,254 $191K <0.01% 0 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: 10,073 shares; 2024Q4: 10,074 shares; 2025Q1: 10,076 shares; 2025Q2: 3,825 shares; 2025Q3: 2,718 shares; 2025Q4: 2,718 shares 2,718 $191K <0.01% 0 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,757 shares; 2024Q4: 5,757 shares; 2025Q1: 4,727 shares; 2025Q2: 4,196 shares; 2025Q3: 3,247 shares; 2025Q4: 2,543 shares 2,543 $187K <0.01% -704 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,350 shares; 2024Q4: 1,350 shares; 2025Q1: 1,350 shares; 2025Q2: 1,350 shares; 2025Q3: 1,350 shares; 2025Q4: 1,604 shares 1,604 $186K <0.01% +254 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 300 shares; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 302 shares; 2025Q3: 252 shares; 2025Q4: 364 shares 364 $186K <0.01% +112 Timeline ZS ZSCALER INC More: the full row for ZSCALER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 300 shares; 2024Q4: 300 shares; 2025Q1: 450 shares; 2025Q2: 600 shares; 2025Q3: 600 shares; 2025Q4: 825 shares 825 $186K <0.01% +225 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,722 shares; 2024Q4: 82,708 shares; 2025Q1: 89,042 shares; 2025Q2: 98,483 shares; 2025Q3: 72,140 shares; 2025Q4: 4,481 shares 4,481 $185K <0.01% -67,659 Timeline IONS IONIS PHARMACEUTICALS INC More: the full row for IONIS PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,137 shares; 2025Q4: 2,342 shares 2,342 $185K <0.01% +205 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 250 shares; 2024Q4: 250 shares; 2025Q1: 1,303 shares; 2025Q2: 1,303 shares; 2025Q3: 1,303 shares; 2025Q4: 1,432 shares 1,432 $185K <0.01% +129 Timeline VG VENTURE GLOBAL INC More: the full row for VENTURE GLOBAL 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: 27,000 shares 27,000 $184K <0.01% new Timeline XMVFX BLACKROCK MUNIVEST FUND More: the full row for BLACKROCK MUNIVEST FUND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,387 shares; 2024Q4: 28,737 shares; 2025Q1: 28,737 shares; 2025Q2: 28,487 shares; 2025Q3: 26,395 shares; 2025Q4: 26,395 shares 26,395 $183K <0.01% 0 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,960 shares; 2024Q4: 12,971 shares; 2025Q1: 3,166 shares; 2025Q2: 3,223 shares; 2025Q3: 2,623 shares; 2025Q4: 3,717 shares 3,717 $182K <0.01% +1,094 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,095 shares; 2024Q4: 1,095 shares; 2025Q1: 2,048 shares; 2025Q2: 1,775 shares; 2025Q3: 1,775 shares; 2025Q4: 4,027 shares 4,027 $182K <0.01% +2,252 Timeline ZBRA ZEBRA TECHNOLOGIES CORPORATI More: the full row for ZEBRA TECHNOLOGIES CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,121 shares; 2024Q4: 1,121 shares; 2025Q1: 1,122 shares; 2025Q2: 1,014 shares; 2025Q3: 807 shares; 2025Q4: 749 shares 749 $182K <0.01% -58 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,253 shares; 2024Q4: 1,283 shares; 2025Q1: 1,283 shares; 2025Q2: 1,293 shares; 2025Q3: 1,293 shares; 2025Q4: 1,316 shares 1,316 $181K <0.01% +23 Timeline IMMR IMMERSION CORP More: the full row for IMMERSION CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,728 shares; 2024Q4: 59,328 shares; 2025Q1: 59,548 shares; 2025Q2: 59,548 shares; 2025Q3: 58,680 shares; 2025Q4: 26,493 shares 26,493 $180K <0.01% -32,187 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 442 shares; 2024Q4: 666 shares; 2025Q1: 629 shares; 2025Q2: 572 shares; 2025Q3: 763 shares; 2025Q4: 1,161 shares 1,161 $180K <0.01% +398 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,943 shares; 2024Q4: 2,117 shares; 2025Q1: 1,943 shares; 2025Q2: 1,943 shares; 2025Q3: 2,277 shares; 2025Q4: 2,965 shares 2,965 $178K <0.01% +688 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,977 shares; 2024Q4: 3,977 shares; 2025Q1: 2,977 shares; 2025Q2: 2,977 shares; 2025Q3: 3,277 shares; 2025Q4: 3,327 shares 3,327 $178K <0.01% +50 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 948 shares; 2024Q4: 1,013 shares; 2025Q1: 1,150 shares; 2025Q2: 1,254 shares; 2025Q3: 1,254 shares; 2025Q4: 1,478 shares 1,478 $177K <0.01% +224 Timeline XGDVX GABELLI DIVID & INCOME TR More: the full row for GABELLI DIVID & INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,828 shares; 2024Q4: 6,828 shares; 2025Q1: 6,828 shares; 2025Q2: 6,328 shares; 2025Q3: 6,328 shares; 2025Q4: 6,328 shares 6,328 $176K <0.01% 0 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: 1,077 shares; 2024Q4: 988 shares; 2025Q1: 988 shares; 2025Q2: 988 shares; 2025Q3: 988 shares; 2025Q4: 1,039 shares 1,039 $174K <0.01% +51 Timeline IIF MORGAN STANLEY INDIA INVT FD More: the full row for MORGAN STANLEY INDIA INVT FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,937 shares; 2024Q4: 6,937 shares; 2025Q1: 6,937 shares; 2025Q2: 6,937 shares; 2025Q3: 6,937 shares; 2025Q4: 6,937 shares 6,937 $173K <0.01% 0 Timeline FFDF FFD FINL CORP More: the full row for FFD FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,811 shares; 2024Q4: 4,811 shares; 2025Q1: 4,811 shares; 2025Q2: 4,811 shares; 2025Q3: 4,811 shares; 2025Q4: 4,811 shares 4,811 $173K <0.01% 0 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55 shares; 2024Q4: 61 shares; 2025Q1: 61 shares; 2025Q2: 76 shares; 2025Q3: 76 shares; 2025Q4: 86 shares 86 $173K <0.01% +10 Timeline FRDM 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: 2,109 shares; 2025Q1: 2,624 shares; 2025Q2: 3,371 shares; 2025Q3: 3,371 shares; 2025Q4: 3,371 shares 3,371 $173K <0.01% 0 Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,408 shares; 2024Q4: 7,035 shares; 2025Q1: 6,725 shares; 2025Q2: 6,547 shares; 2025Q3: 6,613 shares; 2025Q4: 6,702 shares 6,702 $173K <0.01% +89 Timeline EZM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,410 shares; 2024Q4: 2,560 shares; 2025Q1: 2,560 shares; 2025Q2: 2,560 shares; 2025Q3: 2,560 shares; 2025Q4: 2,560 shares 2,560 $171K <0.01% 0 Timeline LQD 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: 1,941 shares; 2024Q4: 1,934 shares; 2025Q1: 1,779 shares; 2025Q2: 2,191 shares; 2025Q3: 1,503 shares; 2025Q4: 1,546 shares 1,546 $170K <0.01% +43 Timeline VRP INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,135 shares; 2024Q4: 5,643 shares; 2025Q1: 5,315 shares; 2025Q2: 7,541 shares; 2025Q3: 5,500 shares; 2025Q4: 7,000 shares 7,000 $170K <0.01% +1,500 Timeline SPYV 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: 3,339 shares; 2024Q4: 3,487 shares; 2025Q1: 3,021 shares; 2025Q2: 3,019 shares; 2025Q3: 3,019 shares; 2025Q4: 2,995 shares 2,995 $170K <0.01% -24 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,350 shares; 2024Q4: 3,084 shares; 2025Q1: 11,070 shares; 2025Q2: 13,055 shares; 2025Q3: 7,242 shares; 2025Q4: 1,220 shares 1,220 $168K <0.01% -6,022 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: 2 shares; 2024Q4: 2 shares; 2025Q1: 2 shares; 2025Q2: 21 shares; 2025Q3: 21 shares; 2025Q4: 23 shares 23 $168K <0.01% +2 Timeline IBN ICICI BK LTD More: the full row for ICICI BK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,500 shares; 2024Q4: 5,500 shares; 2025Q1: 5,500 shares; 2025Q2: 5,500 shares; 2025Q3: 5,500 shares; 2025Q4: 5,594 shares 5,594 $167K <0.01% +94 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 737 shares; 2024Q4: 477 shares; 2025Q1: 476 shares; 2025Q2: 427 shares; 2025Q3: 425 shares; 2025Q4: 602 shares 602 $166K <0.01% +177 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 906 shares; 2024Q4: 942 shares; 2025Q1: 906 shares; 2025Q2: 906 shares; 2025Q3: 906 shares; 2025Q4: 972 shares 972 $166K <0.01% +66 Timeline BSCQ 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: 11,543 shares; 2024Q4: 19,193 shares; 2025Q1: 24,343 shares; 2025Q2: 24,343 shares; 2025Q3: 24,343 shares; 2025Q4: 8,374 shares 8,374 $164K <0.01% -15,969 Timeline KHYB KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,671 shares; 2024Q4: 6,671 shares; 2025Q1: 6,671 shares; 2025Q2: 6,671 shares; 2025Q3: 6,671 shares; 2025Q4: 6,671 shares 6,671 $163K <0.01% 0 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,584 shares; 2024Q4: 3,666 shares; 2025Q1: 3,302 shares; 2025Q2: 3,619 shares; 2025Q3: 3,043 shares; 2025Q4: 2,881 shares 2,881 $162K <0.01% -162 Timeline CRAWFORD UNITED CORP CRAWFORD UNITED CORP More: the full row for CRAWFORD UNITED CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares 2,000 $162K <0.01% 0 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: 1,278 shares; 2024Q4: 1,040 shares; 2025Q1: 1,030 shares; 2025Q2: 990 shares; 2025Q3: 1,010 shares; 2025Q4: 1,620 shares 1,620 $162K <0.01% +610 Timeline SNV SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,498 shares; 2024Q4: 2,498 shares; 2025Q1: 2,498 shares; 2025Q2: 2,498 shares; 2025Q3: 2,748 shares; 2025Q4: 3,213 shares 3,213 $161K <0.01% +465 Timeline RYZ RYERSON HLDG CORP More: the full row for RYERSON HLDG 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: 6,331 shares 6,331 $159K <0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: 1,150 shares; 2025Q2: 1,150 shares; 2025Q3: 1,150 shares; 2025Q4: 1,546 shares 1,546 $159K <0.01% +396 Timeline XLRE 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: 3,930 shares; 2024Q4: 3,930 shares; 2025Q1: 4,090 shares; 2025Q2: 3,930 shares; 2025Q3: 3,930 shares; 2025Q4: 3,930 shares 3,930 $159K <0.01% 0 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,398 shares; 2024Q4: 24,274 shares; 2025Q1: 21,889 shares; 2025Q2: 7,248 shares; 2025Q3: 7,774 shares; 2025Q4: 12,061 shares 12,061 $158K <0.01% +4,287 Timeline ARTNA ARTESIAN RES CORP More: the full row for ARTESIAN RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,000 shares 5,000 $158K <0.01% new Timeline MLCI MOUNT LOGAN CAP INC More: the full row for MOUNT LOGAN CAP 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: 48,992 shares; 2025Q4: 19,102 shares 19,102 $158K <0.01% -29,890 Timeline LLYVA LIBERTY LIVE HOLDINGS INC More: the full row for LIBERTY LIVE HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,918 shares 1,918 $156K <0.01% new Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC 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: 2,200 shares; 2025Q4: 3,467 shares 3,467 $154K <0.01% +1,267 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,400 shares; 2025Q3: 2,400 shares; 2025Q4: 2,400 shares 2,400 $154K <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: 26 shares; 2024Q4: 76 shares; 2025Q1: 195 shares; 2025Q2: 199 shares; 2025Q3: 199 shares; 2025Q4: 301 shares 301 $154K <0.01% +102 Timeline CHDN CHURCHILL DOWNS INC More: the full row for CHURCHILL DOWNS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,332 shares; 2024Q4: 1,332 shares; 2025Q1: 1,332 shares; 2025Q2: 1,128 shares; 2025Q3: 1,128 shares; 2025Q4: 1,349 shares 1,349 $153K <0.01% +221 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,351 shares 1,351 $153K <0.01% new Timeline IYJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,031 shares; 2024Q4: 1,031 shares; 2025Q1: 1,031 shares; 2025Q2: 1,031 shares; 2025Q3: 1,031 shares; 2025Q4: 1,031 shares 1,031 $153K <0.01% 0 Timeline WSC WILLSCOT HLDGS CORP More: the full row for WILLSCOT HLDGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,775 shares; 2024Q4: 5,800 shares; 2025Q1: 7,050 shares; 2025Q2: 7,302 shares; 2025Q3: 7,002 shares; 2025Q4: 8,104 shares 8,104 $153K <0.01% +1,102 Timeline SOXX 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: 501 shares; 2025Q3: 501 shares; 2025Q4: 501 shares 501 $151K <0.01% 0 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: 15,445 shares; 2024Q4: 15,445 shares; 2025Q1: 14,960 shares; 2025Q2: 14,465 shares; 2025Q3: 14,141 shares; 2025Q4: 12,956 shares 12,956 $151K <0.01% -1,185 Timeline HCKT HACKETT GROUP INC More: the full row for HACKETT GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,614 shares; 2024Q4: 34,494 shares; 2025Q1: 34,554 shares; 2025Q2: 34,554 shares; 2025Q3: 16,993 shares; 2025Q4: 7,674 shares 7,674 $151K <0.01% -9,319 Timeline FREL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,597 shares; 2024Q4: 5,597 shares; 2025Q1: 5,597 shares; 2025Q2: 5,597 shares; 2025Q3: 5,597 shares; 2025Q4: 5,597 shares 5,597 $151K <0.01% 0 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: 2,316 shares; 2024Q4: 2,311 shares; 2025Q1: 2,363 shares; 2025Q2: 2,363 shares; 2025Q3: 2,333 shares; 2025Q4: 2,348 shares 2,348 $150K <0.01% +15 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: 100 shares; 2024Q4: 1,300 shares; 2025Q1: 1,302 shares; 2025Q2: 1,200 shares; 2025Q3: 790 shares; 2025Q4: 929 shares 929 $149K <0.01% +139 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: 133 shares; 2024Q4: 133 shares; 2025Q1: 505 shares; 2025Q2: 385 shares; 2025Q3: 385 shares; 2025Q4: 4,131 shares 4,131 $149K <0.01% +3,746 Timeline DSI 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: 1,150 shares; 2024Q4: 1,150 shares; 2025Q1: 1,150 shares; 2025Q2: 1,150 shares; 2025Q3: 1,150 shares; 2025Q4: 1,150 shares 1,150 $148K <0.01% 0 Timeline TURF 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,086 shares 5,086 $148K <0.01% new Timeline IEX IDEX CORP More: the full row for IDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2 shares; 2024Q4: 496 shares; 2025Q1: 497 shares; 2025Q2: 494 shares; 2025Q3: 494 shares; 2025Q4: 828 shares 828 $147K <0.01% +334 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 760 shares; 2025Q1: 704 shares; 2025Q2: 728 shares; 2025Q3: 1,228 shares; 2025Q4: 1,122 shares 1,122 $147K <0.01% -106 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,810 shares 2,810 $147K <0.01% new Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 129 shares; 2024Q4: 264 shares; 2025Q1: 297 shares; 2025Q2: 426 shares; 2025Q3: 372 shares; 2025Q4: 827 shares 827 $147K <0.01% +455 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,010 shares; 2025Q4: 1,022 shares 1,022 $147K <0.01% +12 Timeline IGF 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: 708 shares; 2024Q4: 708 shares; 2025Q1: 708 shares; 2025Q2: 708 shares; 2025Q3: 708 shares; 2025Q4: 2,358 shares 2,358 $145K <0.01% +1,650 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 170 shares; 2024Q4: 174 shares; 2025Q1: 174 shares; 2025Q2: 173 shares; 2025Q3: 173 shares; 2025Q4: 275 shares 275 $144K <0.01% +102 Timeline PZA INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,382 shares; 2024Q4: 7,382 shares; 2025Q1: 7,149 shares; 2025Q2: 6,913 shares; 2025Q3: 6,758 shares; 2025Q4: 6,190 shares 6,190 $144K <0.01% -568 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 112 shares; 2024Q4: 122 shares; 2025Q1: 112 shares; 2025Q2: 114 shares; 2025Q3: 114 shares; 2025Q4: 176 shares 176 $143K <0.01% +62 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,400 shares; 2024Q4: 4,150 shares; 2025Q1: 3,698 shares; 2025Q2: 3,848 shares; 2025Q3: 3,879 shares; 2025Q4: 4,102 shares 4,102 $142K <0.01% +223 Timeline DVY 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: 1,475 shares; 2024Q4: 1,332 shares; 2025Q1: 1,332 shares; 2025Q2: 1,332 shares; 2025Q3: 1,009 shares; 2025Q4: 1,009 shares 1,009 $142K <0.01% 0 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,646 shares; 2024Q4: 1,593 shares; 2025Q1: 1,393 shares; 2025Q2: 1,289 shares; 2025Q3: 1,489 shares; 2025Q4: 1,153 shares 1,153 $142K <0.01% -336 Timeline GBDC GOLUB CAP BDC INC More: the full row for GOLUB CAP BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,181 shares; 2024Q4: 11,491 shares; 2025Q1: 10,984 shares; 2025Q2: 14,165 shares; 2025Q3: 10,658 shares; 2025Q4: 10,373 shares 10,373 $141K <0.01% -285 Timeline DBSDY DBS GROUP HOLDINGS-SPON ADR More: the full row for DBS GROUP HOLDINGS-SPON ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 453 shares; 2024Q4: 453 shares; 2025Q1: 453 shares; 2025Q2: 453 shares; 2025Q3: 453 shares; 2025Q4: 796 shares 796 $140K <0.01% +343 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,466 shares; 2024Q4: 1,934 shares; 2025Q1: 1,861 shares; 2025Q2: 1,861 shares; 2025Q3: 1,861 shares; 2025Q4: 1,790 shares 1,790 $139K <0.01% -71 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 426 shares; 2024Q4: 426 shares; 2025Q1: 426 shares; 2025Q2: 426 shares; 2025Q3: 426 shares; 2025Q4: 426 shares 426 $138K <0.01% 0 Timeline NNI NELNET INC More: the full row for NELNET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,284 shares; 2024Q4: 1,034 shares; 2025Q1: 1,034 shares; 2025Q2: 1,034 shares; 2025Q3: 1,034 shares; 2025Q4: 1,034 shares 1,034 $137K <0.01% 0 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 485 shares; 2024Q4: 87 shares; 2025Q1: not reported; 2025Q2: 888 shares; 2025Q3: 1,470 shares; 2025Q4: 3,070 shares 3,070 $136K <0.01% +1,600 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 785 shares; 2024Q4: 785 shares; 2025Q1: 785 shares; 2025Q2: 1,656 shares; 2025Q3: 1,832 shares; 2025Q4: 1,832 shares 1,832 $136K <0.01% 0 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: 110 shares; 2024Q4: 30 shares; 2025Q1: 22 shares; 2025Q2: 646 shares; 2025Q3: 46 shares; 2025Q4: 2,046 shares 2,046 $136K <0.01% +2,000 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,421 shares; 2024Q4: 194,626 shares; 2025Q1: 75,826 shares; 2025Q2: 47,255 shares; 2025Q3: 3,679 shares; 2025Q4: 4,690 shares 4,690 $135K <0.01% +1,011 Timeline SMC SUMMIT MIDSTREAM CORPORATION More: the full row for SUMMIT MIDSTREAM CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 28,567 shares; 2025Q1: 5,207 shares; 2025Q2: 5,207 shares; 2025Q3: 5,027 shares; 2025Q4: 5,027 shares 5,027 $134K <0.01% 0 Timeline RWO 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: 3,240 shares; 2024Q4: 3,240 shares; 2025Q1: 3,240 shares; 2025Q2: 2,965 shares; 2025Q3: 2,965 shares; 2025Q4: 2,965 shares 2,965 $133K <0.01% 0 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: 70,135 shares; 2024Q4: 74,307 shares; 2025Q1: 74,043 shares; 2025Q2: 72,783 shares; 2025Q3: 64,893 shares; 2025Q4: 5,612 shares 5,612 $133K <0.01% -59,281 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 347 shares; 2024Q4: 347 shares; 2025Q1: 347 shares; 2025Q2: 347 shares; 2025Q3: 347 shares; 2025Q4: 422 shares 422 $133K <0.01% +75 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 452 shares; 2024Q4: 504 shares; 2025Q1: 504 shares; 2025Q2: 521 shares; 2025Q3: 521 shares; 2025Q4: 1,038 shares 1,038 $133K <0.01% +517 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: 2,104 shares; 2024Q4: 2,102 shares; 2025Q1: 1,088 shares; 2025Q2: 1,091 shares; 2025Q3: 1,091 shares; 2025Q4: 1,265 shares 1,265 $132K <0.01% +174 Timeline BUFC AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,190 shares; 2025Q1: 3,190 shares; 2025Q2: 3,190 shares; 2025Q3: 3,190 shares; 2025Q4: 3,190 shares 3,190 $132K <0.01% 0 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 1,215 shares; 2025Q4: 1,119 shares 1,119 $132K <0.01% -96 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,168 shares; 2024Q4: 1,201 shares; 2025Q1: 1,167 shares; 2025Q2: 442 shares; 2025Q3: 521 shares; 2025Q4: 583 shares 583 $131K <0.01% +62 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: 80 shares; 2024Q4: 80 shares; 2025Q1: 180 shares; 2025Q2: 280 shares; 2025Q3: 293 shares; 2025Q4: 543 shares 543 $131K <0.01% +250 Timeline GOLF ACUSHNET HLDGS CORP More: the full row for ACUSHNET HLDGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,593 shares; 2024Q4: 1,593 shares; 2025Q1: 1,593 shares; 2025Q2: 1,593 shares; 2025Q3: 1,645 shares; 2025Q4: 1,645 shares 1,645 $131K <0.01% 0 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: 2,075 shares; 2024Q4: 2,075 shares; 2025Q1: 2,075 shares; 2025Q2: 2,134 shares; 2025Q3: 1,960 shares; 2025Q4: 1,570 shares 1,570 $131K <0.01% -390 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76 shares; 2024Q4: 41 shares; 2025Q1: 41 shares; 2025Q2: 42 shares; 2025Q3: 2 shares; 2025Q4: 461 shares 461 $131K <0.01% +459 Timeline FOSL FOSSIL GROUP INC More: the full row for FOSSIL 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: 34,710 shares 34,710 $131K <0.01% new Timeline NVG NUVEEN AMT FREE MUN CR INC F More: the full row for NUVEEN AMT FREE MUN CR INC F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,227 shares; 2024Q4: 12,227 shares; 2025Q1: 11,843 shares; 2025Q2: 11,452 shares; 2025Q3: 11,195 shares; 2025Q4: 10,245 shares 10,245 $130K <0.01% -950 Timeline EOT EATON VANCE NATL MUN OPPORT More: the full row for EATON VANCE NATL MUN OPPORT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,500 shares; 2024Q4: 14,500 shares; 2025Q1: 14,500 shares; 2025Q2: 14,500 shares; 2025Q3: 14,500 shares; 2025Q4: 7,670 shares 7,670 $130K <0.01% -6,830 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,140 shares; 2025Q4: 1,140 shares 1,140 $130K <0.01% 0 Timeline VIOO 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,167 shares 1,167 $129K <0.01% new Timeline FMNB FARMERS NATIONAL BANC CORP More: the full row for FARMERS NATIONAL BANC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,336 shares; 2024Q4: 12,336 shares; 2025Q1: 12,336 shares; 2025Q2: 12,336 shares; 2025Q3: 9,711 shares; 2025Q4: 9,711 shares 9,711 $129K <0.01% 0 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: 725 shares; 2024Q4: 725 shares; 2025Q1: 725 shares; 2025Q2: 725 shares; 2025Q3: 325 shares; 2025Q4: 379 shares 379 $129K <0.01% +54 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: 67 shares; 2024Q4: 134 shares; 2025Q1: 3,078 shares; 2025Q2: 513 shares; 2025Q3: 514 shares; 2025Q4: 4,079 shares 4,079 $129K <0.01% +3,565 Timeline MFSI MFS ACTIVE EXCHANGE TRADED F More: the full row for MFS ACTIVE 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: 4,200 shares 4,200 $128K <0.01% new Timeline FUUFF F3 URANIUM CORP NEW (CANADA) More: the full row for F3 URANIUM CORP NEW (CANADA) Quarterly shares; oldest 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: 661,866 shares; 2025Q4: 1,161,866 shares 1,161,866 $128K <0.01% +500,000 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: 267 shares; 2024Q4: 332 shares; 2025Q1: 332 shares; 2025Q2: 853 shares; 2025Q3: 855 shares; 2025Q4: 1,302 shares 1,302 $127K <0.01% +447 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 412 shares; 2024Q4: 412 shares; 2025Q1: 413 shares; 2025Q2: 424 shares; 2025Q3: 433 shares; 2025Q4: 491 shares 491 $127K <0.01% +58 Timeline SDOG ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,069 shares; 2024Q4: 6,069 shares; 2025Q1: 6,069 shares; 2025Q2: 6,069 shares; 2025Q3: 2,093 shares; 2025Q4: 2,093 shares 2,093 $127K <0.01% 0 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: 816 shares; 2024Q4: 1,046 shares; 2025Q1: 1,024 shares; 2025Q2: 1,066 shares; 2025Q3: 405 shares; 2025Q4: 600 shares 600 $125K <0.01% +195 Timeline EWJ 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: 711 shares; 2024Q4: 711 shares; 2025Q1: 711 shares; 2025Q2: 711 shares; 2025Q3: 711 shares; 2025Q4: 1,542 shares 1,542 $125K <0.01% +831 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 667 shares; 2024Q4: 667 shares; 2025Q1: 667 shares; 2025Q2: 667 shares; 2025Q3: 667 shares; 2025Q4: 672 shares 672 $124K <0.01% +5 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 105 shares; 2024Q4: 105 shares; 2025Q1: not reported; 2025Q2: 128 shares; 2025Q3: 128 shares; 2025Q4: 670 shares 670 $124K <0.01% +542 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 542 shares; 2024Q4: 542 shares; 2025Q1: 851 shares; 2025Q2: 1,505 shares; 2025Q3: 1,200 shares; 2025Q4: 1,445 shares 1,445 $124K <0.01% +245 Timeline IMKTA INGLES MKTS INC More: the full row for INGLES MKTS 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: 1,800 shares; 2025Q4: 1,800 shares 1,800 $123K <0.01% 0 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,024 shares; 2024Q4: 2,024 shares; 2025Q1: 2,024 shares; 2025Q2: 1,353 shares; 2025Q3: 1,353 shares; 2025Q4: 1,555 shares 1,555 $123K <0.01% +202 Timeline PNW PINNACLE WEST CAP CORP More: the full row for PINNACLE WEST CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 950 shares; 2024Q4: 950 shares; 2025Q1: 950 shares; 2025Q2: 950 shares; 2025Q3: 950 shares; 2025Q4: 1,369 shares 1,369 $121K <0.01% +419 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,493 shares; 2024Q4: 2,812 shares; 2025Q1: 3,237 shares; 2025Q2: 3,187 shares; 2025Q3: 2,937 shares; 2025Q4: 2,381 shares 2,381 $121K <0.01% -556 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 342 shares; 2024Q4: 337 shares; 2025Q1: 337 shares; 2025Q2: 337 shares; 2025Q3: 522 shares; 2025Q4: 1,004 shares 1,004 $120K <0.01% +482 Timeline WEAT TEUCRIUM COMMODITY TR More: the full row for TEUCRIUM COMMODITY 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: 6,000 shares 6,000 $120K <0.01% new Timeline DBB INVESCO DB MULTI-SECTOR COMM More: the full row for INVESCO DB MULTI-SECTOR COMM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63 shares; 2024Q4: 63 shares; 2025Q1: 63 shares; 2025Q2: 2,600 shares; 2025Q3: 5,200 shares; 2025Q4: 5,200 shares 5,200 $119K <0.01% 0 Timeline XME 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: 1,031 shares; 2024Q4: 1,105 shares; 2025Q1: 1,105 shares; 2025Q2: 1,105 shares; 2025Q3: 1,105 shares; 2025Q4: 1,132 shares 1,132 $117K <0.01% +27 Timeline CII BLACKROCK ENHANCED LARGE CAP More: the full row for BLACKROCK ENHANCED LARGE CAP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,500 shares; 2024Q4: 6,500 shares; 2025Q1: 6,500 shares; 2025Q2: 6,500 shares; 2025Q3: 5,000 shares; 2025Q4: 5,000 shares 5,000 $117K <0.01% 0 Timeline VWOB VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,183 shares; 2025Q2: 1,183 shares; 2025Q3: 1,130 shares; 2025Q4: 1,720 shares 1,720 $116K <0.01% +590 Timeline USA LIBERTY ALL STAR EQUITY FD More: the full row for LIBERTY ALL STAR EQUITY FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,026 shares; 2024Q4: 19,437 shares; 2025Q1: 19,437 shares; 2025Q2: 19,437 shares; 2025Q3: 18,437 shares; 2025Q4: 18,437 shares 18,437 $116K <0.01% 0 Timeline PRMB PRIMO BRANDS CORPORATION More: the full row for PRIMO BRANDS CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 321,469 shares; 2025Q1: 220,703 shares; 2025Q2: 187,943 shares; 2025Q3: 7,020 shares; 2025Q4: 7,020 shares 7,020 $115K <0.01% 0 Timeline VGMS VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 968 shares; 2025Q4: 2,212 shares 2,212 $114K <0.01% +1,244 Timeline JFLX J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,261 shares; 2025Q4: 2,261 shares 2,261 $114K <0.01% 0 Timeline RYAM RAYONIER ADVANCED MATLS INC More: the full row for RAYONIER ADVANCED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19,112 shares; 2025Q4: 19,112 shares 19,112 $113K <0.01% 0 Timeline RVSB RIVERVIEW BANCORP INC More: the full row for RIVERVIEW BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,338 shares; 2024Q4: 22,338 shares; 2025Q1: 22,338 shares; 2025Q2: 22,338 shares; 2025Q3: 22,338 shares; 2025Q4: 22,338 shares 22,338 $112K <0.01% 0 Timeline CDW CDW CORP More: the full row for CDW CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 992 shares; 2024Q4: 1,010 shares; 2025Q1: 993 shares; 2025Q2: 771 shares; 2025Q3: 771 shares; 2025Q4: 813 shares 813 $111K <0.01% +42 Timeline SIVR ABRDN SILVER ETF TRUST More: the full row for ABRDN SILVER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,637 shares 1,637 $111K <0.01% new Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4 shares; 2024Q4: 4 shares; 2025Q1: 4 shares; 2025Q2: 130 shares; 2025Q3: 262 shares; 2025Q4: 441 shares 441 $110K <0.01% +179 Timeline TDVG 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,453 shares 2,453 $110K <0.01% new Timeline IPKW INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,041 shares; 2024Q4: 2,041 shares; 2025Q1: 2,041 shares; 2025Q2: 2,041 shares; 2025Q3: 1,969 shares; 2025Q4: 1,969 shares 1,969 $109K <0.01% 0 Timeline FPWR 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: 3,299 shares; 2024Q4: 3,299 shares; 2025Q1: 3,299 shares; 2025Q2: 3,299 shares; 2025Q3: 3,299 shares; 2025Q4: 3,299 shares 3,299 $109K <0.01% 0 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: 1,048 shares; 2024Q4: 1,048 shares; 2025Q1: 1,048 shares; 2025Q2: 1,048 shares; 2025Q3: 1,048 shares; 2025Q4: 1,048 shares 1,048 $109K <0.01% 0 Timeline NWSA NEWS CORP NEW More: the full row for NEWS CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 800 shares; 2024Q4: 800 shares; 2025Q1: 800 shares; 2025Q2: 800 shares; 2025Q3: 800 shares; 2025Q4: 4,168 shares 4,168 $109K <0.01% +3,368 Timeline KAYNE COMMERCIAL REAL ESTAT… KAYNE COMMERCIAL REAL ESTATE D More: the full row for KAYNE COMMERCIAL REAL ESTATE D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 109,489 shares; 2025Q2: 109,211 shares; 2025Q3: 109,055 shares; 2025Q4: 108,700 shares 108,700 $109K <0.01% -355 SRI STONERIDGE INC More: the full row for STONERIDGE 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: 18,299 shares 18,299 $106K <0.01% new Timeline ALIMCO FINL CORP COM NEW ALIMCO FINL CORP COM NEW More: the full row for ALIMCO FINL CORP COM NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,146 shares; 2024Q4: 30,146 shares; 2025Q1: 30,146 shares; 2025Q2: 30,146 shares; 2025Q3: 30,146 shares; 2025Q4: 30,146 shares 30,146 $106K <0.01% 0 LBTYA LIBERTY GLOBAL LTD More: the full row for LIBERTY GLOBAL LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 700 shares; 2024Q4: 700 shares; 2025Q1: 700 shares; 2025Q2: 700 shares; 2025Q3: 700 shares; 2025Q4: 9,458 shares 9,458 $105K <0.01% +8,758 Timeline SSTK SHUTTERSTOCK INC More: the full row for SHUTTERSTOCK 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: 17,118 shares; 2025Q2: 17,118 shares; 2025Q3: 15,111 shares; 2025Q4: 5,512 shares 5,512 $105K <0.01% -9,599 Timeline KNF KNIFE RIVER CORP More: the full row for KNIFE RIVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,564 shares; 2024Q4: 1,564 shares; 2025Q1: 1,484 shares; 2025Q2: 1,484 shares; 2025Q3: 1,484 shares; 2025Q4: 1,484 shares 1,484 $104K <0.01% 0 Timeline VEOEY VEOLIA ENVIRONNEMENT-ADR More: the full row for VEOLIA ENVIRONNEMENT-ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,000 shares 6,000 $104K <0.01% new Timeline ORI OLD REP INTL CORP More: the full row for OLD REP INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,200 shares; 2025Q4: 2,279 shares 2,279 $104K <0.01% +1,079 Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,828 shares; 2024Q4: 3,544 shares; 2025Q1: 3,408 shares; 2025Q2: 3,368 shares; 2025Q3: 2,368 shares; 2025Q4: 2,052 shares 2,052 $104K <0.01% -316 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 242 shares; 2024Q4: 250 shares; 2025Q1: 242 shares; 2025Q2: 242 shares; 2025Q3: 242 shares; 2025Q4: 412 shares 412 $103K <0.01% +170 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 238 shares; 2024Q4: 932 shares; 2025Q1: 392 shares; 2025Q2: 392 shares; 2025Q3: 392 shares; 2025Q4: 342 shares 342 $103K <0.01% -50 Timeline DFEV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,077 shares; 2024Q4: 6,248 shares; 2025Q1: 3,668 shares; 2025Q2: 3,051 shares; 2025Q3: 3,051 shares; 2025Q4: 3,051 shares 3,051 $103K <0.01% 0 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 537 shares; 2024Q4: 537 shares; 2025Q1: 537 shares; 2025Q2: 538 shares; 2025Q3: 538 shares; 2025Q4: 550 shares 550 $101K <0.01% +12 Timeline ZEUS OLYMPIC STEEL INC More: the full row for OLYMPIC STEEL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,248 shares; 2025Q3: 5,156 shares; 2025Q4: 2,370 shares 2,370 $101K <0.01% -2,786 Timeline CELH CELSIUS HLDGS INC More: the full row for CELSIUS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 299 shares; 2024Q4: 199 shares; 2025Q1: 199 shares; 2025Q2: 199 shares; 2025Q3: 199 shares; 2025Q4: 2,199 shares 2,199 $101K <0.01% +2,000 Timeline NU NU HLDGS LTD More: the full row for NU HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,712 shares; 2024Q4: 5,712 shares; 2025Q1: 5,712 shares; 2025Q2: 5,712 shares; 2025Q3: 5,712 shares; 2025Q4: 5,998 shares 5,998 $100K <0.01% +286 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 445 shares; 2024Q4: 508 shares; 2025Q1: 445 shares; 2025Q2: 795 shares; 2025Q3: 795 shares; 2025Q4: 889 shares 889 $100K <0.01% +94 Timeline MUB 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: 220 shares; 2024Q4: 360 shares; 2025Q1: 590 shares; 2025Q2: 56 shares; 2025Q3: 854 shares; 2025Q4: 933 shares 933 $99.9K <0.01% +79 Timeline RGTI RIGETTI COMPUTING INC More: the full row for RIGETTI COMPUTING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,261 shares; 2025Q4: 4,511 shares 4,511 $99.9K <0.01% +3,250 Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 600 shares; 2024Q4: 600 shares; 2025Q1: 600 shares; 2025Q2: 600 shares; 2025Q3: 600 shares; 2025Q4: 700 shares 700 $99.6K <0.01% +100 Timeline MSBI MIDLAND STATES BANCORP INC More: the full row for MIDLAND STATES BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,035 shares; 2024Q4: 19,035 shares; 2025Q1: 19,035 shares; 2025Q2: 19,035 shares; 2025Q3: 14,916 shares; 2025Q4: 4,619 shares 4,619 $97.8K <0.01% -10,297 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 252 shares; 2024Q4: 263 shares; 2025Q1: 263 shares; 2025Q2: 265 shares; 2025Q3: 265 shares; 2025Q4: 542 shares 542 $97.6K <0.01% +277 Timeline SCHI SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,250 shares 4,250 $97.6K <0.01% new Timeline XSD 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: 300 shares; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares 300 $96.5K <0.01% 0 Timeline FOXA FOX CORP More: the full row for FOX 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: 77 shares; 2025Q3: 77 shares; 2025Q4: 1,320 shares 1,320 $96.5K <0.01% +1,243 Timeline CWENA CLEARWAY ENERGY INC More: the full row for CLEARWAY ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,069 shares 3,069 $96.4K <0.01% new 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: 889 shares; 2024Q4: 861 shares; 2025Q1: 945 shares; 2025Q2: 861 shares; 2025Q3: 861 shares; 2025Q4: 818 shares 818 $96.3K <0.01% -43 Timeline JPUS 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: 1,361 shares; 2024Q4: 1,011 shares; 2025Q1: 1,011 shares; 2025Q2: 911 shares; 2025Q3: 775 shares; 2025Q4: 775 shares 775 $96.1K <0.01% 0 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 279 shares; 2024Q4: 281 shares; 2025Q1: 296 shares; 2025Q2: 469 shares; 2025Q3: 556 shares; 2025Q4: 762 shares 762 $95.9K <0.01% +206 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: 193,081 shares; 2024Q4: 189,034 shares; 2025Q1: 190,081 shares; 2025Q2: 287,275 shares; 2025Q3: 282,095 shares; 2025Q4: 20,644 shares 20,644 $95.6K <0.01% -261,451 Timeline VPL VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,107 shares; 2024Q4: 1,107 shares; 2025Q1: 1,107 shares; 2025Q2: 1,107 shares; 2025Q3: 1,057 shares; 2025Q4: 1,057 shares 1,057 $95.6K <0.01% 0 Timeline SUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,283 shares; 2024Q4: 4,283 shares; 2025Q1: 4,283 shares; 2025Q2: 4,283 shares; 2025Q3: 3,783 shares; 2025Q4: 3,783 shares 3,783 $95.5K <0.01% 0 Timeline USO UNITED STS OIL FD LP More: the full row for UNITED STS OIL FD LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 690 shares; 2025Q3: 1,380 shares; 2025Q4: 1,380 shares 1,380 $95.4K <0.01% 0 Timeline JMTG 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: 1,864 shares; 2025Q3: 1,864 shares; 2025Q4: 1,864 shares 1,864 $95.2K <0.01% 0 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 898 shares; 2024Q4: 657 shares; 2025Q1: 657 shares; 2025Q2: 657 shares; 2025Q3: 657 shares; 2025Q4: 780 shares 780 $95.1K <0.01% +123 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: 360 shares; 2024Q4: 360 shares; 2025Q1: 360 shares; 2025Q2: 360 shares; 2025Q3: 385 shares; 2025Q4: 1,135 shares 1,135 $95K <0.01% +750 Timeline BLACKSTONE REAL ESTATE INCO… BLACKSTONE REAL ESTATE INCOME More: the full row for BLACKSTONE REAL ESTATE INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,454 shares; 2024Q4: 6,517 shares; 2025Q1: 6,581 shares; 2025Q2: 6,646 shares; 2025Q3: 6,711 shares; 2025Q4: 6,777 shares 6,777 $94.9K <0.01% +66 BGR BLACKROCK ENERGY & RES TR More: the full row for BLACKROCK ENERGY & RES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,000 shares; 2024Q4: 7,000 shares; 2025Q1: 7,000 shares; 2025Q2: 7,000 shares; 2025Q3: 7,000 shares; 2025Q4: 7,000 shares 7,000 $94.8K <0.01% 0 Timeline PRU GIA PRU GIA More: the full row for PRU GIA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,817 shares; 2024Q4: 75,961 shares; 2025Q1: 76,090 shares; 2025Q2: 76,287 shares; 2025Q3: 76,435 shares; 2025Q4: 76,567 shares 76,567 $94.2K <0.01% +132 ASUR ASURE SOFTWARE INC More: the full row for ASURE SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,000 shares; 2024Q4: 11,000 shares; 2025Q1: 11,000 shares; 2025Q2: 11,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares 10,000 $94.2K <0.01% 0 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: 5,000 shares; 2024Q4: 5,000 shares; 2025Q1: 5,000 shares; 2025Q2: 5,000 shares; 2025Q3: 5,000 shares; 2025Q4: 5,000 shares 5,000 $93.9K <0.01% 0 Timeline FMB 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: 1,831 shares; 2024Q4: 1,831 shares; 2025Q1: 1,831 shares; 2025Q2: 1,831 shares; 2025Q3: 1,831 shares; 2025Q4: 1,831 shares 1,831 $93.6K <0.01% 0 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,550 shares; 2025Q4: 1,305 shares 1,305 $93.5K <0.01% -245 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 205 shares; 2024Q4: 1,345 shares; 2025Q1: 1,345 shares; 2025Q2: 1,345 shares; 2025Q3: 1,345 shares; 2025Q4: 1,868 shares 1,868 $93.4K <0.01% +523 Timeline FLQM FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,053 shares; 2024Q4: 1,680 shares; 2025Q1: 1,802 shares; 2025Q2: 1,869 shares; 2025Q3: 1,656 shares; 2025Q4: 1,656 shares 1,656 $93.2K <0.01% 0 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: 2,619 shares; 2024Q4: 2,619 shares; 2025Q1: 2,619 shares; 2025Q2: 2,769 shares; 2025Q3: 1,769 shares; 2025Q4: 2,075 shares 2,075 $92.9K <0.01% +306 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 201 shares; 2024Q4: 210 shares; 2025Q1: 212 shares; 2025Q2: 237 shares; 2025Q3: 132 shares; 2025Q4: 264 shares 264 $92.5K <0.01% +132 Timeline GIB CGI INC More: the full row for CGI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares 1,000 $92.3K <0.01% 0 Timeline SMBS SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,592 shares 3,592 $92.2K <0.01% new Timeline BLACKSTONE PRIVATE CREDIT F… BLACKSTONE PRIVATE CREDIT FUND More: the full row for BLACKSTONE PRIVATE CREDIT FUND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,260 shares; 2024Q4: 3,345 shares; 2025Q1: 3,433 shares; 2025Q2: 3,523 shares; 2025Q3: 3,617 shares; 2025Q4: 3,707 shares 3,707 $92.2K <0.01% +90 RS RELIANCE INC More: the full row for RELIANCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 312 shares; 2024Q4: 312 shares; 2025Q1: 312 shares; 2025Q2: 319 shares; 2025Q3: 319 shares; 2025Q4: 319 shares 319 $92.2K <0.01% 0 Timeline HTZ HERTZ GLOBAL HLDGS INC More: the full row for HERTZ GLOBAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,350 shares; 2025Q4: 17,790 shares 17,790 $91.4K <0.01% -2,560 Timeline TLT 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: 2,137 shares; 2024Q4: 2,007 shares; 2025Q1: 2,006 shares; 2025Q2: 1,654 shares; 2025Q3: 1,147 shares; 2025Q4: 1,047 shares 1,047 $91.3K <0.01% -100 Timeline IEO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,185 shares; 2024Q4: 1,145 shares; 2025Q1: 1,145 shares; 2025Q2: 1,145 shares; 2025Q3: 1,145 shares; 2025Q4: 1,020 shares 1,020 $91K <0.01% -125 Timeline CG CARLYLE GROUP INC More: the full row for CARLYLE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,533 shares 1,533 $90.6K <0.01% new Timeline IBDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,503 shares; 2024Q4: 4,104 shares; 2025Q1: 4,104 shares; 2025Q2: 4,104 shares; 2025Q3: 4,104 shares; 2025Q4: 4,104 shares 4,104 $90.6K <0.01% 0 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: 150 shares; 2024Q4: 150 shares; 2025Q1: 150 shares; 2025Q2: 150 shares; 2025Q3: 150 shares; 2025Q4: 843 shares 843 $90.3K <0.01% +693 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 203 shares; 2025Q3: 203 shares; 2025Q4: 326 shares 326 $89.8K <0.01% +123 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: 280 shares; 2024Q4: 150 shares; 2025Q1: 150 shares; 2025Q2: 150 shares; 2025Q3: 150 shares; 2025Q4: 249 shares 249 $89.7K <0.01% +99 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 751 shares; 2024Q4: 776 shares; 2025Q1: 771 shares; 2025Q2: 776 shares; 2025Q3: 803 shares; 2025Q4: 890 shares 890 $88.4K <0.01% +87 Timeline PTUUF PUREPOINT URANIUM GROUP INC More: the full row for PUREPOINT URANIUM 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: 278,644 shares; 2025Q4: 278,644 shares 278,644 $88.2K <0.01% 0 Timeline MBSD 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: not reported; 2024Q4: not reported; 2025Q1: 1,230 shares; 2025Q2: 3,230 shares; 2025Q3: 3,230 shares; 2025Q4: 4,230 shares 4,230 $87.9K <0.01% +1,000 Timeline PRM PERIMETER SOLUTIONS INC More: the full row for PERIMETER SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,190 shares; 2025Q4: 3,190 shares 3,190 $87.8K <0.01% 0 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 811 shares; 2024Q4: 811 shares; 2025Q1: 811 shares; 2025Q2: 1,011 shares; 2025Q3: 1,015 shares; 2025Q4: 1,285 shares 1,285 $87.5K <0.01% +270 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 398 shares; 2025Q4: 1,459 shares 1,459 $87.5K <0.01% +1,061 Timeline GRNY TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,879 shares; 2025Q4: 3,515 shares 3,515 $87K <0.01% +636 Timeline ARX ACCELERANT HOLDINGS More: the full row for ACCELERANT HOLDINGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,300 shares 5,300 $86.7K <0.01% new Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 103 shares; 2024Q4: 106 shares; 2025Q1: 106 shares; 2025Q2: 105 shares; 2025Q3: 105 shares; 2025Q4: 169 shares 169 $86.5K <0.01% +64 Timeline INDA 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: 1,600 shares; 2024Q4: 1,600 shares; 2025Q1: 1,600 shares; 2025Q2: 1,600 shares; 2025Q3: 1,600 shares; 2025Q4: 1,600 shares 1,600 $86.5K <0.01% 0 Timeline RDVY 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: 1,024 shares; 2024Q4: 1,024 shares; 2025Q1: 1,024 shares; 2025Q2: 1,024 shares; 2025Q3: 1,243 shares; 2025Q4: 1,244 shares 1,244 $86.4K <0.01% +1 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,961 shares; 2024Q4: 1,638 shares; 2025Q1: 1,707 shares; 2025Q2: 1,752 shares; 2025Q3: 1,699 shares; 2025Q4: 1,479 shares 1,479 $86.4K <0.01% -220 Timeline DHS 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: 827 shares; 2024Q4: 829 shares; 2025Q1: 831 shares; 2025Q2: 834 shares; 2025Q3: 836 shares; 2025Q4: 839 shares 839 $85.4K <0.01% +3 Timeline SCHR SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,404 shares 3,404 $85.4K <0.01% new Timeline EPC EDGEWELL PERSONAL CARE CO More: the full row for EDGEWELL PERSONAL CARE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,000 shares 5,000 $85.2K <0.01% new Timeline SPSM 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: 1,271 shares; 2024Q4: 1,271 shares; 2025Q1: 1,215 shares; 2025Q2: 1,712 shares; 2025Q3: 1,812 shares; 2025Q4: 1,812 shares 1,812 $84.9K <0.01% 0 Timeline VMI VALMONT INDS INC More: the full row for VALMONT INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 211 shares 211 $84.9K <0.01% new Timeline TCEHY TENCENT HOLDINGS LTD-UNS ADR More: the full row for TENCENT HOLDINGS LTD-UNS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 367 shares; 2024Q4: 317 shares; 2025Q1: 317 shares; 2025Q2: 317 shares; 2025Q3: 317 shares; 2025Q4: 1,108 shares 1,108 $84.8K <0.01% +791 Timeline COMT 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: 4,454 shares; 2024Q4: 6,750 shares; 2025Q1: 6,750 shares; 2025Q2: 5,437 shares; 2025Q3: 4,313 shares; 2025Q4: 3,396 shares 3,396 $84.5K <0.01% -917 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 378 shares 378 $84.4K <0.01% +377 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 340 shares; 2024Q4: 271 shares; 2025Q1: 271 shares; 2025Q2: 271 shares; 2025Q3: 271 shares; 2025Q4: 376 shares 376 $84.2K <0.01% +105 Timeline UNG UNITED STS NAT GAS FD LP More: the full row for UNITED STS NAT GAS FD LP Quarterly shares; oldest 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: 6,850 shares; 2025Q4: 6,850 shares 6,850 $84K <0.01% 0 Timeline Z ZILLOW GROUP INC More: the full row for ZILLOW GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 40 shares; 2025Q3: not reported; 2025Q4: 1,223 shares 1,223 $83.4K <0.01% new Timeline FVD 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: 2,007 shares; 2024Q4: 2,007 shares; 2025Q1: 2,007 shares; 2025Q2: 2,007 shares; 2025Q3: 2,007 shares; 2025Q4: 1,807 shares 1,807 $83.3K <0.01% -200 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,560 shares; 2024Q4: 1,460 shares; 2025Q1: 1,360 shares; 2025Q2: 1,210 shares; 2025Q3: 1,010 shares; 2025Q4: 1,130 shares 1,130 $83.2K <0.01% +120 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: 952 shares; 2024Q4: 952 shares; 2025Q1: 910 shares; 2025Q2: 910 shares; 2025Q3: 910 shares; 2025Q4: 1,820 shares 1,820 $82.5K <0.01% +910 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,753 shares; 2024Q4: 1,472 shares; 2025Q1: 1,443 shares; 2025Q2: 4,156 shares; 2025Q3: 1,635 shares; 2025Q4: 2,002 shares 2,002 $82.3K <0.01% +367 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 175 shares; 2024Q4: 175 shares; 2025Q1: 176 shares; 2025Q2: 175 shares; 2025Q3: 175 shares; 2025Q4: 185 shares 185 $82.2K <0.01% +10 Timeline PK PARK HOTELS & RESORTS INC More: the full row for PARK HOTELS & RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 100 shares; 2025Q1: 20,100 shares; 2025Q2: 20,100 shares; 2025Q3: 16,151 shares; 2025Q4: 7,842 shares 7,842 $82K <0.01% -8,309 Timeline INFY INFOSYS LTD More: the full row for INFOSYS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,600 shares; 2024Q4: 4,600 shares; 2025Q1: 4,600 shares; 2025Q2: 4,600 shares; 2025Q3: 4,600 shares; 2025Q4: 4,600 shares 4,600 $82K <0.01% 0 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: 318 shares; 2024Q4: 318 shares; 2025Q1: 318 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 999 shares 999 $81.9K <0.01% new Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 279 shares; 2024Q4: 281 shares; 2025Q1: 281 shares; 2025Q2: 366 shares; 2025Q3: 366 shares; 2025Q4: 396 shares 396 $81.4K <0.01% +30 Timeline ABBNY ABB LTD-SPON ADR More: the full row for ABB LTD-SPON ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,300 shares; 2024Q4: 1,300 shares; 2025Q1: 1,300 shares; 2025Q2: 1,335 shares; 2025Q3: 1,035 shares; 2025Q4: 1,096 shares 1,096 $81.1K <0.01% +61 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 156 shares; 2024Q4: 70 shares; 2025Q1: 61 shares; 2025Q2: 60 shares; 2025Q3: 60 shares; 2025Q4: 105 shares 105 $81K <0.01% +45 Timeline UAA UNDER ARMOUR INC More: the full row for UNDER ARMOUR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 286 shares; 2024Q4: 286 shares; 2025Q1: 186 shares; 2025Q2: 186 shares; 2025Q3: 186 shares; 2025Q4: 16,220 shares 16,220 $80.6K <0.01% +16,034 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 843 shares; 2024Q4: 843 shares; 2025Q1: 843 shares; 2025Q2: 845 shares; 2025Q3: 1,345 shares; 2025Q4: 1,013 shares 1,013 $80.5K <0.01% -332 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: not reported; 2024Q4: 138 shares; 2025Q1: 138 shares; 2025Q2: 145 shares; 2025Q3: 145 shares; 2025Q4: 145 shares 145 $79.9K <0.01% 0 Timeline FNF FIDELITY NATL FINL INC More: the full row for FIDELITY NATL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 917 shares; 2024Q4: 917 shares; 2025Q1: 917 shares; 2025Q2: 917 shares; 2025Q3: 917 shares; 2025Q4: 1,464 shares 1,464 $79.9K <0.01% +547 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 384 shares; 2024Q4: 384 shares; 2025Q1: 384 shares; 2025Q2: 384 shares; 2025Q3: 384 shares; 2025Q4: 528 shares 528 $79.9K <0.01% +144 Timeline MANU MANCHESTER UTD PLC NEW More: the full row for MANCHESTER UTD PLC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,000 shares; 2024Q4: 8,000 shares; 2025Q1: 6,500 shares; 2025Q2: 6,500 shares; 2025Q3: 6,000 shares; 2025Q4: 5,000 shares 5,000 $79.6K <0.01% -1,000 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: 719 shares; 2024Q4: 719 shares; 2025Q1: 719 shares; 2025Q2: 717 shares; 2025Q3: 717 shares; 2025Q4: 726 shares 726 $79.4K <0.01% +9 Timeline WTV 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: 850 shares; 2024Q4: 850 shares; 2025Q1: 850 shares; 2025Q2: 850 shares; 2025Q3: 850 shares; 2025Q4: 850 shares 850 $79.3K <0.01% 0 Timeline TOKE CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,849 shares; 2024Q4: 12,849 shares; 2025Q1: 12,849 shares; 2025Q2: 12,849 shares; 2025Q3: 12,849 shares; 2025Q4: 12,849 shares 12,849 $79.2K <0.01% 0 Timeline PAG PENSKE AUTOMOTIVE GRP INC More: the full row for PENSKE AUTOMOTIVE GRP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares 500 $79.1K <0.01% 0 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,575 shares; 2024Q4: 1,595 shares; 2025Q1: 1,614 shares; 2025Q2: 1,635 shares; 2025Q3: 1,657 shares; 2025Q4: 1,681 shares 1,681 $79K <0.01% +24 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 354 shares; 2024Q4: 354 shares; 2025Q1: 354 shares; 2025Q2: 554 shares; 2025Q3: 554 shares; 2025Q4: 749 shares 749 $79K <0.01% +195 Timeline DCI DONALDSON INC More: the full row for DONALDSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 72 shares; 2025Q3: 72 shares; 2025Q4: 890 shares 890 $78.9K <0.01% +818 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: 26,174 shares; 2024Q4: 7,566 shares; 2025Q1: 4,524 shares; 2025Q2: 1,770 shares; 2025Q3: 1,108 shares; 2025Q4: 992 shares 992 $78.6K <0.01% -116 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8 shares; 2024Q4: 120 shares; 2025Q1: 101 shares; 2025Q2: 163 shares; 2025Q3: 153 shares; 2025Q4: 251 shares 251 $78.6K <0.01% +98 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,768 shares 1,768 $78.4K <0.01% +768 Timeline MSLC MORGAN STANLEY PATHWAY FDS More: the full row for MORGAN STANLEY PATHWAY FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,438 shares 1,438 $78.2K <0.01% new Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 421 shares; 2024Q4: 320 shares; 2025Q1: 321 shares; 2025Q2: 245 shares; 2025Q3: 246 shares; 2025Q4: 301 shares 301 $77.1K <0.01% +55 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: 170 shares; 2024Q4: 240 shares; 2025Q1: 240 shares; 2025Q2: 260 shares; 2025Q3: 360 shares; 2025Q4: 507 shares 507 $77K <0.01% +147 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: 7,396 shares; 2024Q4: 7,396 shares; 2025Q1: 7,189 shares; 2025Q2: 6,979 shares; 2025Q3: 6,841 shares; 2025Q4: 6,376 shares 6,376 $76.6K <0.01% -465 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: 1 shares; 2024Q4: 1 shares; 2025Q1: not reported; 2025Q2: 20 shares; 2025Q3: 20 shares; 2025Q4: 587 shares 587 $76.4K <0.01% +567 Timeline HLIT HARMONIC INC More: the full row for HARMONIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,644,637 shares; 2024Q4: 2,644,937 shares; 2025Q1: 9,809 shares; 2025Q2: 9,209 shares; 2025Q3: 7,709 shares; 2025Q4: 7,709 shares 7,709 $76.2K <0.01% 0 Timeline