AFK VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,842 shares 12,842 $344K 0.01% new Timeline APAM ARTISAN PARTNERS ASSET MGMT More: the full row for ARTISAN PARTNERS ASSET MGMT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,227 shares; 2024Q4: 8,344 shares; 2025Q1: 8,206 shares; 2025Q2: 8,801 shares; 2025Q3: 8,572 shares; 2025Q4: 8,427 shares 8,427 $343K 0.01% -145 Timeline JPIE 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: 6,575 shares; 2025Q2: 6,086 shares; 2025Q3: 6,056 shares; 2025Q4: 7,405 shares 7,405 $343K 0.01% +1,349 Timeline URA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,132 shares; 2025Q2: 20,093 shares; 2025Q3: 17,756 shares; 2025Q4: 8,012 shares 8,012 $342K 0.01% -9,744 Timeline LBAY 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: 13,934 shares; 2024Q4: 14,586 shares; 2025Q1: 14,591 shares; 2025Q2: 13,479 shares; 2025Q3: 13,485 shares; 2025Q4: 14,066 shares 14,066 $341K 0.01% +581 Timeline SIL GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,402 shares; 2025Q4: 4,084 shares 4,084 $341K 0.01% -13,318 Timeline PCN PIMCO CORPORATE & INCM STRG More: the full row for PIMCO CORPORATE & INCM STRG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,606 shares; 2024Q4: 27,220 shares; 2025Q1: 27,220 shares; 2025Q2: 26,518 shares; 2025Q3: 26,601 shares; 2025Q4: 26,727 shares 26,727 $341K 0.01% +126 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: not reported; 2024Q4: 1,085 shares; 2025Q1: 1,067 shares; 2025Q2: 807 shares; 2025Q3: 1,212 shares; 2025Q4: 1,357 shares 1,357 $340K 0.01% +145 Timeline KRP KIMBELL RTY PARTNERS LP More: the full row for KIMBELL RTY PARTNERS LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,605 shares; 2024Q4: 18,157 shares; 2025Q1: 18,968 shares; 2025Q2: 19,863 shares; 2025Q3: 25,700 shares; 2025Q4: 28,891 shares 28,891 $340K 0.01% +3,191 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: not reported; 2024Q4: 2,685 shares; 2025Q1: 3,629 shares; 2025Q2: 3,098 shares; 2025Q3: not reported; 2025Q4: 2,381 shares 2,381 $339K 0.01% new 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: 4,706 shares; 2024Q4: 4,778 shares; 2025Q1: 4,716 shares; 2025Q2: 4,585 shares; 2025Q3: 4,554 shares; 2025Q4: 4,790 shares 4,790 $337K 0.01% +236 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: 10,423 shares; 2024Q4: 11,279 shares; 2025Q1: 9,837 shares; 2025Q2: 6,232 shares; 2025Q3: 6,232 shares; 2025Q4: 6,232 shares 6,232 $337K 0.01% 0 Timeline NHS NEUBERGER HIGH YIELD ST FD I More: the full row for NEUBERGER HIGH YIELD ST FD I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,535 shares; 2025Q1: 14,535 shares; 2025Q2: 29,082 shares; 2025Q3: 49,777 shares; 2025Q4: 45,134 shares 45,134 $336K 0.01% -4,643 Timeline VVR INVESCO SR INCOME TR More: the full row for INVESCO SR INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 26,825 shares; 2025Q1: 26,825 shares; 2025Q2: 57,358 shares; 2025Q3: 99,352 shares; 2025Q4: 101,598 shares 101,598 $332K 0.01% +2,246 Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT 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: 19,520 shares; 2025Q3: 23,025 shares; 2025Q4: 30,960 shares 30,960 $332K 0.01% +7,935 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,126 shares; 2025Q3: 3,109 shares; 2025Q4: 3,107 shares 3,107 $332K 0.01% -2 Timeline CAPL CROSSAMERICA PARTNERS LP More: the full row for CROSSAMERICA PARTNERS LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,329 shares; 2024Q4: 15,329 shares; 2025Q1: 15,413 shares; 2025Q2: 15,413 shares; 2025Q3: 16,075 shares; 2025Q4: 16,075 shares 16,075 $331K 0.01% 0 Timeline LSTR LANDSTAR SYS INC More: the full row for LANDSTAR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,972 shares; 2024Q4: 3,600 shares; 2025Q1: 3,969 shares; 2025Q2: 3,710 shares; 2025Q3: 3,610 shares; 2025Q4: 2,304 shares 2,304 $331K 0.01% -1,306 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 593 shares; 2025Q3: 880 shares; 2025Q4: 1,463 shares 1,463 $331K 0.01% +583 Timeline DFSV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,100 shares; 2024Q4: 20,100 shares; 2025Q1: 20,100 shares; 2025Q2: 14,600 shares; 2025Q3: 12,829 shares; 2025Q4: 10,029 shares 10,029 $330K 0.01% -2,800 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,828 shares; 2025Q3: 4,596 shares; 2025Q4: 5,115 shares 5,115 $329K 0.01% +519 Timeline FSEP 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: 9,517 shares; 2024Q4: 9,517 shares; 2025Q1: 9,517 shares; 2025Q2: 9,517 shares; 2025Q3: 6,378 shares; 2025Q4: 6,378 shares 6,378 $329K 0.01% 0 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: 2,685 shares; 2024Q4: 2,161 shares; 2025Q1: 2,415 shares; 2025Q2: 2,682 shares; 2025Q3: 2,606 shares; 2025Q4: 2,549 shares 2,549 $329K 0.01% -57 Timeline CVSB MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,462 shares 6,462 $328K 0.01% new Timeline PTC PTC INC More: the full row for PTC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,404 shares; 2025Q2: 2,038 shares; 2025Q3: 1,912 shares; 2025Q4: 1,879 shares 1,879 $327K 0.01% -33 Timeline MHK MOHAWK INDS INC More: the full row for MOHAWK INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,506 shares; 2024Q4: 2,575 shares; 2025Q1: not reported; 2025Q2: 2,182 shares; 2025Q3: 2,378 shares; 2025Q4: 2,955 shares 2,955 $323K 0.01% +577 Timeline TR TOOTSIE ROLL INDS INC More: the full row for TOOTSIE ROLL 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: 8,742 shares; 2025Q2: 8,712 shares; 2025Q3: 8,712 shares; 2025Q4: 8,798 shares 8,798 $322K 0.01% +86 Timeline MFG MIZUHO FINANCIAL GROUP INC More: the full row for MIZUHO FINANCIAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,458 shares; 2024Q4: 45,243 shares; 2025Q1: 45,243 shares; 2025Q2: 45,243 shares; 2025Q3: 45,617 shares; 2025Q4: 43,896 shares 43,896 $321K 0.01% -1,721 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,564 shares; 2024Q4: 4,888 shares; 2025Q1: 4,638 shares; 2025Q2: 1,212 shares; 2025Q3: 722 shares; 2025Q4: 932 shares 932 $321K 0.01% +210 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,773 shares; 2024Q4: 13,929 shares; 2025Q1: 13,449 shares; 2025Q2: 13,989 shares; 2025Q3: 4,284 shares; 2025Q4: 4,011 shares 4,011 $321K 0.01% -273 Timeline PID INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,571 shares 14,571 $321K 0.01% new Timeline VPLS 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: 2,600 shares; 2025Q3: 2,600 shares; 2025Q4: 4,100 shares 4,100 $320K 0.01% +1,500 Timeline JBBB JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,075 shares; 2024Q4: 51,393 shares; 2025Q1: 28,528 shares; 2025Q2: 13,803 shares; 2025Q3: 7,040 shares; 2025Q4: 6,665 shares 6,665 $318K 0.01% -375 Timeline NCLH NORWEGIAN CRUISE LINE HLDGS More: the full row for NORWEGIAN CRUISE LINE HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,557 shares; 2025Q1: 14,058 shares; 2025Q2: 20,731 shares; 2025Q3: 19,363 shares; 2025Q4: 14,237 shares 14,237 $318K 0.01% -5,126 Timeline FTF FRANKLIN LTD DURATION INCOME More: the full row for FRANKLIN LTD DURATION INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 23,075 shares; 2025Q1: 23,075 shares; 2025Q2: 40,354 shares; 2025Q3: 47,729 shares; 2025Q4: 51,300 shares 51,300 $315K 0.01% +3,571 Timeline KRE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,211 shares; 2025Q1: 5,211 shares; 2025Q2: 4,739 shares; 2025Q3: 4,664 shares; 2025Q4: 4,842 shares 4,842 $314K 0.01% +178 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 62,014 shares; 2025Q1: 92,974 shares; 2025Q2: not reported; 2025Q3: 9,648 shares; 2025Q4: 11,982 shares 11,982 $314K 0.01% +2,334 Timeline AES AES CORP More: the full row for AES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,964 shares; 2025Q2: 16,667 shares; 2025Q3: 16,184 shares; 2025Q4: 21,857 shares 21,857 $313K 0.01% +5,673 Timeline GNL GLOBAL NET LEASE INC More: the full row for GLOBAL NET LEASE 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: 36,280 shares 36,280 $312K 0.01% new Timeline EXE EXPAND ENERGY CORPORATION More: the full row for EXPAND ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,316 shares; 2024Q4: 3,964 shares; 2025Q1: 5,377 shares; 2025Q2: 5,178 shares; 2025Q3: 3,223 shares; 2025Q4: 2,826 shares 2,826 $312K 0.01% -397 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: 3,679 shares; 2024Q4: 3,921 shares; 2025Q1: 3,450 shares; 2025Q2: 2,734 shares; 2025Q3: 2,859 shares; 2025Q4: 2,525 shares 2,525 $310K 0.01% -334 Timeline SFLO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,376 shares; 2025Q1: 16,925 shares; 2025Q2: 10,475 shares; 2025Q3: 10,475 shares; 2025Q4: 10,475 shares 10,475 $309K 0.01% 0 Timeline DFCF 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: 11,958 shares; 2024Q4: 11,957 shares; 2025Q1: 10,171 shares; 2025Q2: 14,430 shares; 2025Q3: 13,857 shares; 2025Q4: 7,255 shares 7,255 $309K 0.01% -6,602 Timeline IBMO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,000 shares; 2024Q4: 20,000 shares; 2025Q1: 20,000 shares; 2025Q2: 14,000 shares; 2025Q3: 14,000 shares; 2025Q4: 12,000 shares 12,000 $308K 0.01% -2,000 Timeline SFM SPROUTS FMRS MKT INC More: the full row for SPROUTS FMRS MKT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,185 shares; 2024Q4: 3,191 shares; 2025Q1: 3,210 shares; 2025Q2: 3,397 shares; 2025Q3: 3,505 shares; 2025Q4: 3,861 shares 3,861 $308K 0.01% +356 Timeline QDPL PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,461 shares; 2024Q4: 11,995 shares; 2025Q1: 12,998 shares; 2025Q2: not reported; 2025Q3: 4,973 shares; 2025Q4: 7,233 shares 7,233 $307K 0.01% +2,260 Timeline CAVA CAVA GROUP INC More: the full row for CAVA 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: 5,223 shares 5,223 $307K 0.01% new Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,993 shares; 2024Q4: 3,896 shares; 2025Q1: 4,036 shares; 2025Q2: 3,789 shares; 2025Q3: 3,510 shares; 2025Q4: 3,865 shares 3,865 $306K 0.01% +355 Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,913 shares; 2024Q4: 6,403 shares; 2025Q1: 5,583 shares; 2025Q2: 4,367 shares; 2025Q3: 5,324 shares; 2025Q4: 4,563 shares 4,563 $305K 0.01% -761 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: 1,262 shares; 2024Q4: 1,276 shares; 2025Q1: 1,420 shares; 2025Q2: 1,288 shares; 2025Q3: 1,271 shares; 2025Q4: 1,274 shares 1,274 $305K 0.01% +3 Timeline EZU ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,935 shares; 2025Q2: 24,147 shares; 2025Q3: 4,490 shares; 2025Q4: 4,732 shares 4,732 $303K 0.01% +242 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,275 shares 1,275 $303K 0.01% new Timeline CCEP COCA-COLA EUROPACIFIC PARTNE More: the full row for COCA-COLA EUROPACIFIC PARTNE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,683 shares; 2024Q4: 2,911 shares; 2025Q1: 3,595 shares; 2025Q2: 4,037 shares; 2025Q3: 3,944 shares; 2025Q4: 3,338 shares 3,338 $303K 0.01% -606 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: 5,731 shares; 2024Q4: 5,336 shares; 2025Q1: 4,102 shares; 2025Q2: 3,984 shares; 2025Q3: 3,907 shares; 2025Q4: 3,509 shares 3,509 $303K 0.01% -398 Timeline PHG KONINKLIJKE PHILIPS N V More: the full row for KONINKLIJKE PHILIPS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,726 shares; 2024Q4: 9,664 shares; 2025Q1: 9,789 shares; 2025Q2: 10,682 shares; 2025Q3: 10,934 shares; 2025Q4: 11,120 shares 11,120 $301K 0.01% +186 Timeline DAPR 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: 7,668 shares; 2024Q4: 7,668 shares; 2025Q1: 7,668 shares; 2025Q2: 8,668 shares; 2025Q3: 8,668 shares; 2025Q4: 7,635 shares 7,635 $300K 0.01% -1,033 Timeline DOCT 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,766 shares 6,766 $300K 0.01% new Timeline XFLT XAI OCTAGON FLOATING RATE & AL More: the full row for XAI OCTAGON FLOATING RATE & AL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 25,107 shares; 2025Q1: 25,107 shares; 2025Q2: 46,312 shares; 2025Q3: 74,174 shares; 2025Q4: 62,329 shares 62,329 $299K 0.01% -11,845 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,106 shares; 2024Q4: 7,286 shares; 2025Q1: 7,900 shares; 2025Q2: 6,630 shares; 2025Q3: 4,821 shares; 2025Q4: 4,708 shares 4,708 $299K 0.01% -113 Timeline INMU BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,000 shares; 2025Q2: 9,900 shares; 2025Q3: 9,900 shares; 2025Q4: 12,400 shares 12,400 $298K 0.01% +2,500 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: 5,397 shares; 2024Q4: 4,177 shares; 2025Q1: 4,574 shares; 2025Q2: 3,856 shares; 2025Q3: 3,587 shares; 2025Q4: 4,423 shares 4,423 $298K 0.01% +836 Timeline MDU MDU RES GROUP INC More: the full row for MDU RES GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,665 shares; 2024Q4: 18,935 shares; 2025Q1: 16,282 shares; 2025Q2: 15,230 shares; 2025Q3: 15,212 shares; 2025Q4: 15,219 shares 15,219 $297K 0.01% +7 Timeline GDDY GODADDY INC More: the full row for GODADDY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,653 shares; 2024Q4: 2,652 shares; 2025Q1: 2,982 shares; 2025Q2: 1,712 shares; 2025Q3: 1,542 shares; 2025Q4: 2,389 shares 2,389 $296K 0.01% +847 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,988 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,948 shares 3,948 $296K 0.01% new Timeline ONON ON HLDG AG More: the full row for ON HLDG AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,197 shares; 2024Q4: 16,005 shares; 2025Q1: 6,221 shares; 2025Q2: 6,296 shares; 2025Q3: 6,338 shares; 2025Q4: 6,361 shares 6,361 $296K 0.01% +23 Timeline CLS CELESTICA INC More: the full row for CELESTICA 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: 998 shares 998 $295K 0.01% new Timeline AVY AVERY DENNISON CORP More: the full row for AVERY DENNISON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,233 shares; 2024Q4: 1,130 shares; 2025Q1: 1,130 shares; 2025Q2: 1,273 shares; 2025Q3: 1,411 shares; 2025Q4: 1,620 shares 1,620 $295K 0.01% +209 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: 2,266 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,724 shares; 2025Q3: 3,230 shares; 2025Q4: 2,805 shares 2,805 $294K 0.01% -425 Timeline PFFA ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,354 shares; 2024Q4: 55,524 shares; 2025Q1: 36,440 shares; 2025Q2: 33,611 shares; 2025Q3: 14,839 shares; 2025Q4: 13,623 shares 13,623 $294K 0.01% -1,216 Timeline TKO TKO GROUP HOLDINGS INC More: the full row for TKO GROUP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,108 shares; 2025Q4: 1,404 shares 1,404 $293K 0.01% +296 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB 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: 5,672 shares; 2025Q2: 5,311 shares; 2025Q3: 5,968 shares; 2025Q4: 5,168 shares 5,168 $293K 0.01% -800 Timeline XEMDX WESTERN ASSET EMERGING MKTS More: the full row for WESTERN ASSET EMERGING MKTS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 25,509 shares; 2025Q1: 25,509 shares; 2025Q2: 26,542 shares; 2025Q3: 27,019 shares; 2025Q4: 27,492 shares 27,492 $292K 0.01% +473 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: 25,178 shares; 2024Q4: 27,999 shares; 2025Q1: not reported; 2025Q2: 1,621 shares; 2025Q3: 1,485 shares; 2025Q4: 1,863 shares 1,863 $292K 0.01% +378 Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,949 shares; 2024Q4: 3,844 shares; 2025Q1: 3,899 shares; 2025Q2: 3,910 shares; 2025Q3: 3,812 shares; 2025Q4: 3,747 shares 3,747 $290K 0.01% -65 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,667 shares 10,667 $290K 0.01% new Timeline CRL CHARLES RIV LABS INTL INC More: the full row for CHARLES RIV LABS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,018 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,454 shares 1,454 $290K 0.01% new Timeline KIM KIMCO REALTY CORP More: the full row for KIMCO REALTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,887 shares; 2024Q4: 18,176 shares; 2025Q1: 15,224 shares; 2025Q2: 11,269 shares; 2025Q3: 12,384 shares; 2025Q4: 14,283 shares 14,283 $290K 0.01% +1,899 Timeline VTRS VIATRIS INC More: the full row for VIATRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,262 shares; 2024Q4: 21,803 shares; 2025Q1: 21,432 shares; 2025Q2: 21,832 shares; 2025Q3: 23,603 shares; 2025Q4: 23,234 shares 23,234 $289K 0.01% -369 Timeline SMFG SUMITOMO MITSUI FIN GRP INC More: the full row for SUMITOMO MITSUI FIN GRP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,260 shares; 2024Q4: 16,275 shares; 2025Q1: 13,156 shares; 2025Q2: 13,807 shares; 2025Q3: 14,173 shares; 2025Q4: 14,922 shares 14,922 $288K <0.01% +749 Timeline NDMO NUVEEN DYNAMIC MUN OPPORTUNI More: the full row for NUVEEN DYNAMIC MUN OPPORTUNI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,000 shares; 2024Q4: 28,550 shares; 2025Q1: 28,550 shares; 2025Q2: 28,550 shares; 2025Q3: 28,550 shares; 2025Q4: 28,550 shares 28,550 $288K <0.01% 0 Timeline CPZ CALAMOS LNG SHR EQT DYNAMIC More: the full row for CALAMOS LNG SHR EQT DYNAMIC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,662 shares 19,662 $287K <0.01% new Timeline PPT FRANKLIN PREMIER INCOME TR More: the full row for FRANKLIN PREMIER INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 98,640 shares; 2024Q4: 96,285 shares; 2025Q1: 94,379 shares; 2025Q2: 92,146 shares; 2025Q3: 89,974 shares; 2025Q4: 81,195 shares 81,195 $287K <0.01% -8,779 Timeline LDSF 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: not reported; 2025Q2: not reported; 2025Q3: 15,000 shares; 2025Q4: 15,000 shares 15,000 $287K <0.01% 0 Timeline DFSE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,890 shares; 2024Q4: 6,890 shares; 2025Q1: 6,890 shares; 2025Q2: 6,890 shares; 2025Q3: 6,890 shares; 2025Q4: 6,890 shares 6,890 $286K <0.01% 0 Timeline EMN EASTMAN CHEM CO More: the full row for EASTMAN CHEM CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,472 shares; 2024Q4: 3,339 shares; 2025Q1: 2,793 shares; 2025Q2: not reported; 2025Q3: 4,283 shares; 2025Q4: 4,467 shares 4,467 $285K <0.01% +184 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,558 shares; 2024Q4: 15,357 shares; 2025Q1: 15,537 shares; 2025Q2: 14,580 shares; 2025Q3: 13,563 shares; 2025Q4: 12,026 shares 12,026 $285K <0.01% -1,537 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,555 shares; 2024Q4: 3,563 shares; 2025Q1: 2,948 shares; 2025Q2: 2,989 shares; 2025Q3: 3,154 shares; 2025Q4: 6,231 shares 6,231 $283K <0.01% +3,077 Timeline LII LENNOX INTL INC More: the full row for LENNOX INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 755 shares; 2024Q4: 1,297 shares; 2025Q1: 492 shares; 2025Q2: not reported; 2025Q3: 401 shares; 2025Q4: 580 shares 580 $281K <0.01% +179 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,645 shares; 2025Q2: 6,010 shares; 2025Q3: 3,777 shares; 2025Q4: 3,877 shares 3,877 $281K <0.01% +100 Timeline BUD ANHEUSER BUSCH INBEV SA NV More: the full row for ANHEUSER BUSCH INBEV SA NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,096 shares; 2024Q4: not reported; 2025Q1: 3,786 shares; 2025Q2: 4,839 shares; 2025Q3: 5,042 shares; 2025Q4: 4,379 shares 4,379 $280K <0.01% -663 Timeline RMI RIVERNORTH OPPORTUNISTIC MUN More: the full row for RIVERNORTH OPPORTUNISTIC MUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,685 shares; 2025Q1: 24,535 shares; 2025Q2: 24,535 shares; 2025Q3: 24,535 shares; 2025Q4: 19,535 shares 19,535 $280K <0.01% -5,000 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,223 shares; 2024Q4: 4,686 shares; 2025Q1: 4,305 shares; 2025Q2: 3,037 shares; 2025Q3: 3,858 shares; 2025Q4: 2,728 shares 2,728 $280K <0.01% -1,130 Timeline DIM 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: 3,857 shares; 2024Q4: 3,861 shares; 2025Q1: 3,450 shares; 2025Q2: 3,458 shares; 2025Q3: 3,460 shares; 2025Q4: 3,463 shares 3,463 $279K <0.01% +3 Timeline EMLP FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,088 shares; 2024Q4: 6,019 shares; 2025Q1: 6,829 shares; 2025Q2: 6,917 shares; 2025Q3: 7,358 shares; 2025Q4: 7,358 shares 7,358 $279K <0.01% 0 Timeline ILF 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: 10,476 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,286 shares; 2025Q3: 8,283 shares; 2025Q4: 9,141 shares 9,141 $278K <0.01% +858 Timeline IT GARTNER INC More: the full row for GARTNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,014 shares; 2024Q4: 1,069 shares; 2025Q1: 926 shares; 2025Q2: 965 shares; 2025Q3: not reported; 2025Q4: 1,102 shares 1,102 $278K <0.01% new Timeline IYE 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: 7,205 shares; 2024Q4: 7,013 shares; 2025Q1: 7,408 shares; 2025Q2: 6,690 shares; 2025Q3: 6,014 shares; 2025Q4: 5,845 shares 5,845 $278K <0.01% -169 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: 14,365 shares; 2024Q4: 7,589 shares; 2025Q1: 5,407 shares; 2025Q2: 4,150 shares; 2025Q3: 4,722 shares; 2025Q4: 3,520 shares 3,520 $274K <0.01% -1,202 Timeline UTF COHEN & STEERS INFRASTRUCTUR More: the full row for COHEN & STEERS INFRASTRUCTUR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,600 shares; 2025Q1: 11,350 shares; 2025Q2: 11,350 shares; 2025Q3: 11,350 shares; 2025Q4: 11,350 shares 11,350 $274K <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: not reported; 2024Q4: not reported; 2025Q1: 444 shares; 2025Q2: 651 shares; 2025Q3: 505 shares; 2025Q4: 535 shares 535 $273K <0.01% +30 Timeline KNTK KINETIK HOLDINGS INC More: the full row for KINETIK 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: 5,602 shares; 2025Q3: 5,990 shares; 2025Q4: 7,579 shares 7,579 $273K <0.01% +1,589 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,676 shares; 2024Q4: 21,177 shares; 2025Q1: 18,398 shares; 2025Q2: 14,650 shares; 2025Q3: 15,818 shares; 2025Q4: 12,248 shares 12,248 $273K <0.01% -3,570 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: 26,324 shares; 2024Q4: 30,881 shares; 2025Q1: 31,794 shares; 2025Q2: 16,619 shares; 2025Q3: 12,273 shares; 2025Q4: 11,664 shares 11,664 $273K <0.01% -609 Timeline EMHY 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: 60,616 shares; 2024Q4: 59,200 shares; 2025Q1: 27,916 shares; 2025Q2: 25,068 shares; 2025Q3: 6,739 shares; 2025Q4: 6,738 shares 6,738 $272K <0.01% -1 Timeline PFXF 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: 76,714 shares; 2024Q4: 84,976 shares; 2025Q1: 54,793 shares; 2025Q2: 49,914 shares; 2025Q3: 16,936 shares; 2025Q4: 15,356 shares 15,356 $271K <0.01% -1,580 Timeline RKT ROCKET COS INC More: the full row for ROCKET COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,005 shares 14,005 $271K <0.01% new Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,011 shares; 2025Q3: 2,053 shares; 2025Q4: 2,079 shares 2,079 $270K <0.01% +26 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: not reported; 2024Q4: 1,393 shares; 2025Q1: 1,313 shares; 2025Q2: 1,313 shares; 2025Q3: 1,373 shares; 2025Q4: 1,453 shares 1,453 $269K <0.01% +80 Timeline WST WEST PHARMACEUTICAL SVSC INC More: the full row for WEST PHARMACEUTICAL SVSC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,262 shares; 2024Q4: 1,195 shares; 2025Q1: 1,321 shares; 2025Q2: 1,035 shares; 2025Q3: 875 shares; 2025Q4: 971 shares 971 $267K <0.01% +96 Timeline XEXGX EATON VANCE TAX-MANAGED GLOB More: the full row for EATON VANCE TAX-MANAGED GLOB Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,000 shares; 2024Q4: 24,431 shares; 2025Q1: 24,644 shares; 2025Q2: 25,952 shares; 2025Q3: 26,258 shares; 2025Q4: 28,003 shares 28,003 $267K <0.01% +1,745 Timeline REMX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,607 shares 3,607 $267K <0.01% new Timeline PFGC PERFORMANCE FOOD GROUP CO More: the full row for PERFORMANCE FOOD GROUP CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,790 shares; 2024Q4: 2,598 shares; 2025Q1: not reported; 2025Q2: 3,094 shares; 2025Q3: 2,928 shares; 2025Q4: 2,947 shares 2,947 $265K <0.01% +19 Timeline USXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,944 shares; 2024Q4: 4,878 shares; 2025Q1: 4,419 shares; 2025Q2: 4,592 shares; 2025Q3: 4,592 shares; 2025Q4: 4,592 shares 4,592 $264K <0.01% 0 Timeline UFPI UFP INDUSTRIES INC More: the full row for UFP INDUSTRIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,895 shares; 2024Q4: 3,850 shares; 2025Q1: 4,487 shares; 2025Q2: 4,378 shares; 2025Q3: 4,252 shares; 2025Q4: 2,902 shares 2,902 $264K <0.01% -1,350 Timeline BWG BRANDYWINEGBL GBL INCM OPP F More: the full row for BRANDYWINEGBL GBL INCM OPP F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 26,705 shares; 2025Q1: 26,705 shares; 2025Q2: 27,925 shares; 2025Q3: 28,490 shares; 2025Q4: 31,483 shares 31,483 $264K <0.01% +2,993 Timeline PIZ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,379 shares; 2024Q4: not reported; 2025Q1: 5,379 shares; 2025Q2: 5,379 shares; 2025Q3: 5,379 shares; 2025Q4: 5,379 shares 5,379 $263K <0.01% 0 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,570 shares; 2024Q4: 3,233 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,656 shares; 2025Q4: 1,863 shares 1,863 $263K <0.01% -793 Timeline MAA MID-AMER APT CMNTYS INC More: the full row for MID-AMER APT CMNTYS 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: 1,888 shares 1,888 $262K <0.01% new Timeline SANM SANMINA CORP More: the full row for SANMINA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,742 shares 1,742 $261K <0.01% new Timeline SPYX SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,515 shares; 2024Q4: 5,080 shares; 2025Q1: 4,644 shares; 2025Q2: 4,646 shares; 2025Q3: 4,649 shares; 2025Q4: 4,651 shares 4,651 $261K <0.01% +2 Timeline FTV FORTIVE CORP More: the full row for FORTIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,016 shares; 2025Q3: not reported; 2025Q4: 4,726 shares 4,726 $261K <0.01% new Timeline PXF INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,974 shares 3,974 $260K <0.01% new Timeline JBHT HUNT J B TRANS SVCS INC More: the full row for HUNT J B TRANS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,687 shares; 2025Q3: not reported; 2025Q4: 1,330 shares 1,330 $258K <0.01% new Timeline AENT ALLIANCE ENTERTAINMENT HOLDI More: the full row for ALLIANCE ENTERTAINMENT HOLDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,980 shares; 2024Q4: 31,980 shares; 2025Q1: 31,980 shares; 2025Q2: 31,980 shares; 2025Q3: 31,980 shares; 2025Q4: 31,980 shares 31,980 $258K <0.01% 0 Timeline KTOS KRATOS DEFENSE & SEC SOLUTIO More: the full row for KRATOS DEFENSE & SEC SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,019 shares; 2025Q4: 3,399 shares 3,399 $258K <0.01% -620 Timeline MANH MANHATTAN ASSOCIATES INC More: the full row for MANHATTAN ASSOCIATES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,828 shares; 2024Q4: 1,807 shares; 2025Q1: 1,596 shares; 2025Q2: 1,534 shares; 2025Q3: 1,493 shares; 2025Q4: 1,488 shares 1,488 $258K <0.01% -5 Timeline NJR NEW JERSEY RES CORP More: the full row for NEW JERSEY 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: 5,571 shares; 2025Q2: 5,605 shares; 2025Q3: 5,582 shares; 2025Q4: 5,574 shares 5,574 $257K <0.01% -8 Timeline QYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,858 shares; 2024Q4: 48,781 shares; 2025Q1: 35,636 shares; 2025Q2: 32,046 shares; 2025Q3: 16,257 shares; 2025Q4: 14,456 shares 14,456 $255K <0.01% -1,801 Timeline MLI MUELLER INDS INC More: the full row for MUELLER INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,215 shares; 2025Q4: 2,224 shares 2,224 $255K <0.01% +9 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: 554 shares; 2024Q4: 545 shares; 2025Q1: not reported; 2025Q2: 566 shares; 2025Q3: 561 shares; 2025Q4: 575 shares 575 $255K <0.01% +14 Timeline AVB AVALONBAY CMNTYS INC More: the full row for AVALONBAY CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,112 shares; 2024Q4: 1,045 shares; 2025Q1: 1,085 shares; 2025Q2: 1,196 shares; 2025Q3: 1,406 shares; 2025Q4: 1,404 shares 1,404 $255K <0.01% -2 Timeline BALL BALL CORP More: the full row for BALL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,028 shares; 2024Q4: 8,809 shares; 2025Q1: 4,640 shares; 2025Q2: 4,979 shares; 2025Q3: 5,029 shares; 2025Q4: 4,773 shares 4,773 $253K <0.01% -256 Timeline ANGL VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,293 shares; 2024Q4: 19,616 shares; 2025Q1: 17,378 shares; 2025Q2: 13,981 shares; 2025Q3: 9,582 shares; 2025Q4: 8,598 shares 8,598 $252K <0.01% -984 Timeline IYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,581 shares; 2025Q2: 2,731 shares; 2025Q3: 2,732 shares; 2025Q4: 2,732 shares 2,732 $252K <0.01% 0 Timeline VXF 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: not reported; 2024Q4: not reported; 2025Q1: 1,383 shares; 2025Q2: 1,163 shares; 2025Q3: 1,202 shares; 2025Q4: 1,203 shares 1,203 $252K <0.01% +1 Timeline FTHY FIRST TR HIGH YIELD OPPRT 20 More: the full row for FIRST TR HIGH YIELD OPPRT 20 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,341 shares; 2024Q4: 25,708 shares; 2025Q1: 23,708 shares; 2025Q2: 24,249 shares; 2025Q3: 24,589 shares; 2025Q4: 17,876 shares 17,876 $252K <0.01% -6,713 Timeline SPUS 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: 4,868 shares; 2024Q4: 5,025 shares; 2025Q1: 5,160 shares; 2025Q2: 5,137 shares; 2025Q3: 4,920 shares; 2025Q4: 4,924 shares 4,924 $251K <0.01% +4 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,642 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,421 shares 1,421 $250K <0.01% new Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,931 shares; 2025Q4: 2,871 shares 2,871 $249K <0.01% -1,060 Timeline PKB 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: 36,479 shares; 2024Q4: 40,792 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,442 shares; 2025Q4: 2,690 shares 2,690 $249K <0.01% +248 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,512 shares; 2024Q4: 2,766 shares; 2025Q1: 2,768 shares; 2025Q2: 2,612 shares; 2025Q3: 2,529 shares; 2025Q4: 3,112 shares 3,112 $248K <0.01% +583 Timeline KAT ADVISORS SER TR More: the full row for ADVISORS SER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,503 shares; 2025Q4: 4,503 shares 4,503 $248K <0.01% 0 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,505 shares; 2025Q3: 1,446 shares; 2025Q4: 1,723 shares 1,723 $247K <0.01% +277 Timeline LNC LINCOLN NATL CORP IND More: the full row for LINCOLN NATL CORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,433 shares; 2024Q4: 6,320 shares; 2025Q1: 6,234 shares; 2025Q2: 5,975 shares; 2025Q3: 5,531 shares; 2025Q4: 5,538 shares 5,538 $247K <0.01% +7 Timeline SPRE 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: 10,540 shares; 2024Q4: 10,483 shares; 2025Q1: 10,567 shares; 2025Q2: 10,878 shares; 2025Q3: 12,355 shares; 2025Q4: 12,592 shares 12,592 $247K <0.01% +237 Timeline EPAM EPAM SYS INC More: the full row for EPAM SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,202 shares 1,202 $246K <0.01% new Timeline PRK PARK NATL CORP More: the full row for PARK NATL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,617 shares; 2025Q4: 1,617 shares 1,617 $246K <0.01% 0 Timeline FMAR 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: 8,830 shares; 2025Q2: 8,830 shares; 2025Q3: 4,983 shares; 2025Q4: 5,183 shares 5,183 $246K <0.01% +200 Timeline FDEC 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: 5,997 shares; 2024Q4: 5,997 shares; 2025Q1: 8,222 shares; 2025Q2: 8,687 shares; 2025Q3: 5,304 shares; 2025Q4: 4,804 shares 4,804 $246K <0.01% -500 Timeline SMR NUSCALE PWR CORP More: the full row for NUSCALE PWR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,727 shares; 2025Q4: 17,345 shares 17,345 $246K <0.01% +9,618 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,814 shares; 2024Q4: 24,597 shares; 2025Q1: 11,044 shares; 2025Q2: 11,058 shares; 2025Q3: 6,142 shares; 2025Q4: 6,169 shares 6,169 $243K <0.01% +27 Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,405 shares; 2024Q4: 1,808 shares; 2025Q1: 785 shares; 2025Q2: 754 shares; 2025Q3: 738 shares; 2025Q4: 760 shares 760 $243K <0.01% +22 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,658 shares 2,658 $243K <0.01% new Timeline CAG CONAGRA BRANDS INC More: the full row for CONAGRA BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,748 shares; 2025Q3: 11,933 shares; 2025Q4: 14,028 shares 14,028 $243K <0.01% +2,095 Timeline AGZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,563 shares; 2025Q4: 2,198 shares 2,198 $242K <0.01% -365 Timeline IDA IDACORP INC More: the full row for IDACORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,947 shares; 2025Q1: 1,874 shares; 2025Q2: 1,856 shares; 2025Q3: 1,926 shares; 2025Q4: 1,909 shares 1,909 $242K <0.01% -17 Timeline SMHX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,350 shares; 2025Q4: 6,350 shares 6,350 $241K <0.01% 0 Timeline TAP MOLSON COORS BEVERAGE CO More: the full row for MOLSON COORS BEVERAGE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,825 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,171 shares 5,171 $241K <0.01% new Timeline TNDM TANDEM DIABETES CARE INC More: the full row for TANDEM DIABETES CARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,531 shares; 2024Q4: 14,812 shares; 2025Q1: 11,074 shares; 2025Q2: 11,366 shares; 2025Q3: 11,257 shares; 2025Q4: 10,958 shares 10,958 $241K <0.01% -299 Timeline BXP BXP INC More: the full row for BXP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,617 shares; 2024Q4: 3,034 shares; 2025Q1: not reported; 2025Q2: 3,256 shares; 2025Q3: 3,330 shares; 2025Q4: 3,544 shares 3,544 $239K <0.01% +214 Timeline SJNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,410 shares; 2024Q4: 52,292 shares; 2025Q1: 23,685 shares; 2025Q2: 23,193 shares; 2025Q3: 10,376 shares; 2025Q4: 9,405 shares 9,405 $238K <0.01% -971 Timeline LYV LIVE NATION ENTERTAINMENT IN More: the full row for LIVE NATION ENTERTAINMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,968 shares; 2025Q2: 2,620 shares; 2025Q3: 4,296 shares; 2025Q4: 1,670 shares 1,670 $238K <0.01% -2,626 Timeline CHCO CITY HLDG CO More: the full row for CITY HLDG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,915 shares; 2025Q1: 1,968 shares; 2025Q2: 1,915 shares; 2025Q3: 1,915 shares; 2025Q4: 1,996 shares 1,996 $238K <0.01% +81 Timeline IYK 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: 3,678 shares; 2025Q1: 3,507 shares; 2025Q2: 3,507 shares; 2025Q3: 3,507 shares; 2025Q4: 3,507 shares 3,507 $235K <0.01% 0 Timeline PDP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,016 shares 2,016 $235K <0.01% new Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,140 shares; 2024Q4: 4,339 shares; 2025Q1: 2,699 shares; 2025Q2: 2,861 shares; 2025Q3: 2,874 shares; 2025Q4: 2,708 shares 2,708 $234K <0.01% -166 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,183 shares; 2025Q1: not reported; 2025Q2: 1,035 shares; 2025Q3: 1,036 shares; 2025Q4: 1,037 shares 1,037 $233K <0.01% +1 Timeline CNP CENTERPOINT ENERGY INC More: the full row for CENTERPOINT ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,078 shares 6,078 $233K <0.01% new Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,419 shares; 2024Q4: 3,277 shares; 2025Q1: 3,277 shares; 2025Q2: 3,504 shares; 2025Q3: 3,252 shares; 2025Q4: 3,252 shares 3,252 $232K <0.01% 0 Timeline NFG NATIONAL FUEL GAS CO More: the full row for NATIONAL FUEL GAS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,811 shares; 2024Q4: 3,829 shares; 2025Q1: 4,329 shares; 2025Q2: 2,845 shares; 2025Q3: 2,875 shares; 2025Q4: 2,895 shares 2,895 $232K <0.01% +20 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,854 shares; 2024Q4: 2,571 shares; 2025Q1: 2,230 shares; 2025Q2: 2,233 shares; 2025Q3: 2,096 shares; 2025Q4: 1,901 shares 1,901 $231K <0.01% -195 Timeline GSBD GOLDMAN SACHS BDC INC More: the full row for GOLDMAN SACHS BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,662 shares; 2024Q4: 28,740 shares; 2025Q1: 46,465 shares; 2025Q2: 50,165 shares; 2025Q3: 45,765 shares; 2025Q4: 24,860 shares 24,860 $231K <0.01% -20,905 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,191 shares; 2025Q4: 1,291 shares 1,291 $231K <0.01% +100 Timeline MOD MODINE MFG CO More: the full row for MODINE MFG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,717 shares; 2024Q4: 1,831 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,512 shares; 2025Q4: 1,726 shares 1,726 $230K <0.01% +214 Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 967 shares; 2025Q2: 1,184 shares; 2025Q3: 1,147 shares; 2025Q4: 947 shares 947 $230K <0.01% -200 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: 2,072 shares; 2025Q1: not reported; 2025Q2: 2,068 shares; 2025Q3: 2,068 shares; 2025Q4: 2,072 shares 2,072 $230K <0.01% +4 Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,975 shares; 2024Q4: 19,850 shares; 2025Q1: 19,105 shares; 2025Q2: 17,412 shares; 2025Q3: 17,661 shares; 2025Q4: 14,442 shares 14,442 $229K <0.01% -3,219 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,356 shares; 2025Q4: 3,517 shares 3,517 $229K <0.01% +161 Timeline POCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,533 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,000 shares; 2025Q3: 5,000 shares; 2025Q4: 5,196 shares 5,196 $228K <0.01% +196 Timeline RVTY REVVITY INC More: the full row for REVVITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,009 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,357 shares 2,357 $228K <0.01% new Timeline VDE 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: 22,781 shares; 2024Q4: 26,350 shares; 2025Q1: 3,307 shares; 2025Q2: 2,817 shares; 2025Q3: 2,164 shares; 2025Q4: 1,811 shares 1,811 $228K <0.01% -353 Timeline JPIN 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: 5,735 shares; 2024Q4: 4,697 shares; 2025Q1: not reported; 2025Q2: 3,311 shares; 2025Q3: 3,322 shares; 2025Q4: 3,344 shares 3,344 $228K <0.01% +22 Timeline KIO KKR INCOME OPPORTUNITIES FD More: the full row for KKR INCOME OPPORTUNITIES FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,041 shares; 2025Q1: 16,041 shares; 2025Q2: 16,866 shares; 2025Q3: 17,355 shares; 2025Q4: 19,629 shares 19,629 $227K <0.01% +2,274 Timeline FTQI FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,838 shares 10,838 $226K <0.01% new Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,584 shares; 2024Q4: 2,858 shares; 2025Q1: 2,874 shares; 2025Q2: 2,482 shares; 2025Q3: 2,615 shares; 2025Q4: 2,502 shares 2,502 $225K <0.01% -113 Timeline IWV 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: 580 shares; 2025Q3: 581 shares; 2025Q4: 581 shares 581 $225K <0.01% 0 Timeline BMI BADGER METER INC More: the full row for BADGER METER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,082 shares; 2025Q3: 1,270 shares; 2025Q4: 1,287 shares 1,287 $224K <0.01% +17 Timeline AIZ ASSURANT INC More: the full row for ASSURANT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 927 shares 927 $223K <0.01% new Timeline EINC VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,757 shares; 2024Q4: 2,762 shares; 2025Q1: 2,532 shares; 2025Q2: 2,336 shares; 2025Q3: 2,333 shares; 2025Q4: 2,314 shares 2,314 $223K <0.01% -19 Timeline JAVA 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: 3,100 shares; 2025Q3: 3,100 shares; 2025Q4: 3,100 shares 3,100 $222K <0.01% 0 Timeline IBTJ 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: 16,406 shares; 2024Q4: not reported; 2025Q1: 9,975 shares; 2025Q2: 10,023 shares; 2025Q3: 10,070 shares; 2025Q4: 10,129 shares 10,129 $222K <0.01% +59 Timeline IONQ IONQ INC More: the full row for IONQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,945 shares; 2025Q4: 4,948 shares 4,948 $222K <0.01% -3,997 Timeline DOC HEALTHPEAK PROPERTIES INC More: the full row for HEALTHPEAK PROPERTIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,349 shares; 2025Q3: 12,638 shares; 2025Q4: 13,667 shares 13,667 $220K <0.01% +1,029 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,411 shares; 2025Q3: 1,119 shares; 2025Q4: 1,125 shares 1,125 $219K <0.01% +6 Timeline HYEM 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: 18,652 shares; 2024Q4: 18,300 shares; 2025Q1: 14,460 shares; 2025Q2: 14,035 shares; 2025Q3: 10,825 shares; 2025Q4: 10,977 shares 10,977 $218K <0.01% +152 Timeline SPMB 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: 20,930 shares; 2024Q4: 18,784 shares; 2025Q1: 19,164 shares; 2025Q2: 19,305 shares; 2025Q3: 10,880 shares; 2025Q4: 9,702 shares 9,702 $217K <0.01% -1,178 Timeline FFOX FUNDX INVT TR More: the full row for FUNDX INVT TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,965 shares; 2025Q3: 7,965 shares; 2025Q4: 7,965 shares 7,965 $217K <0.01% 0 Timeline FEP FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX 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: 4,604 shares; 2025Q3: 4,385 shares; 2025Q4: 4,016 shares 4,016 $216K <0.01% -369 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 26,938 shares; 2025Q3: 14,399 shares; 2025Q4: 4,955 shares 4,955 $216K <0.01% -9,444 Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,459 shares; 2025Q3: 6,416 shares; 2025Q4: 2,648 shares 2,648 $215K <0.01% -3,768 Timeline FSV FIRSTSERVICE CORP NEW More: the full row for FIRSTSERVICE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,027 shares; 2024Q4: 1,760 shares; 2025Q1: 1,583 shares; 2025Q2: 1,524 shares; 2025Q3: 1,521 shares; 2025Q4: 1,378 shares 1,378 $214K <0.01% -143 Timeline HRL HORMEL FOODS CORP More: the full row for HORMEL FOODS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,999 shares 8,999 $213K <0.01% new Timeline IUSV 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: 6,006 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,041 shares; 2025Q4: 2,078 shares 2,078 $213K <0.01% +37 Timeline BIDU BAIDU INC More: the full row for BAIDU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,996 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,630 shares 1,630 $213K <0.01% new Timeline EOS EATON VANCE ENHANCED EQUITY More: the full row for EATON VANCE ENHANCED EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,970 shares; 2025Q1: not reported; 2025Q2: 9,070 shares; 2025Q3: 9,070 shares; 2025Q4: 9,070 shares 9,070 $212K <0.01% 0 Timeline IYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 124,235 shares; 2024Q4: 121,739 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,645 shares 1,645 $212K <0.01% new Timeline EPS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,982 shares; 2025Q4: 2,982 shares 2,982 $211K <0.01% 0 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: 4,694 shares 4,694 $211K <0.01% new Timeline IBDY 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: 8,071 shares 8,071 $211K <0.01% new Timeline ALGN ALIGN TECHNOLOGY INC More: the full row for ALIGN TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,283 shares; 2025Q2: 3,719 shares; 2025Q3: not reported; 2025Q4: 1,351 shares 1,351 $211K <0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,408 shares; 2025Q4: 7,722 shares 7,722 $211K <0.01% +314 Timeline XJQCX NUVEEN CR STRATEGIES INCOME More: the full row for NUVEEN CR STRATEGIES INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,060 shares; 2025Q1: 11,060 shares; 2025Q2: 32,140 shares; 2025Q3: 40,606 shares; 2025Q4: 41,598 shares 41,598 $209K <0.01% +992 Timeline WYNN WYNN RESORTS LTD More: the full row for WYNN RESORTS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,958 shares; 2024Q4: 2,538 shares; 2025Q1: not reported; 2025Q2: 2,189 shares; 2025Q3: 1,797 shares; 2025Q4: 1,729 shares 1,729 $208K <0.01% -68 Timeline ZYME ZYMEWORKS INC More: the full row for ZYMEWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,875 shares 7,875 $207K <0.01% new Timeline AIT APPLIED INDL TECHNOLOGIES IN More: the full row for APPLIED INDL TECHNOLOGIES IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 859 shares; 2025Q4: 807 shares 807 $207K <0.01% -52 Timeline TECH BIO-TECHNE CORP More: the full row for BIO-TECHNE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,522 shares 3,522 $207K <0.01% new Timeline NWG NATWEST GROUP PLC More: the full row for NATWEST GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,618 shares; 2025Q1: 10,372 shares; 2025Q2: 10,886 shares; 2025Q3: 13,605 shares; 2025Q4: 11,830 shares 11,830 $207K <0.01% -1,775 Timeline PATH UIPATH INC More: the full row for UIPATH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,574 shares 12,574 $206K <0.01% new 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: 14,500 shares; 2024Q4: 14,500 shares; 2025Q1: 14,500 shares; 2025Q2: 14,500 shares; 2025Q3: 10,500 shares; 2025Q4: 10,500 shares 10,500 $206K <0.01% 0 Timeline CPB THE CAMPBELLS COMPANY More: the full row for THE CAMPBELLS COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,446 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,103 shares; 2025Q4: 7,364 shares 7,364 $205K <0.01% -9,739 Timeline OKTA OKTA INC More: the full row for OKTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,339 shares; 2025Q3: 2,274 shares; 2025Q4: 2,370 shares 2,370 $205K <0.01% +96 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,255 shares; 2025Q4: 4,233 shares 4,233 $205K <0.01% -22 Timeline VFQY VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,838 shares; 2025Q2: 2,275 shares; 2025Q3: 2,295 shares; 2025Q4: 1,333 shares 1,333 $204K <0.01% -962 Timeline TECK TECK RESOURCES LTD More: the full row for TECK RESOURCES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,274 shares; 2024Q4: 6,345 shares; 2025Q1: 6,046 shares; 2025Q2: 5,905 shares; 2025Q3: 5,779 shares; 2025Q4: 4,267 shares 4,267 $204K <0.01% -1,512 Timeline SBAC SBA COMMUNICATIONS CORP More: the full row for SBA COMMUNICATIONS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,393 shares; 2025Q3: not reported; 2025Q4: 1,054 shares 1,054 $204K <0.01% new Timeline DVYE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,087 shares; 2025Q1: 9,924 shares; 2025Q2: 8,426 shares; 2025Q3: not reported; 2025Q4: 6,480 shares 6,480 $202K <0.01% new Timeline TYL TYLER TECHNOLOGIES INC More: the full row for TYLER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 384 shares; 2025Q1: 424 shares; 2025Q2: 425 shares; 2025Q3: 416 shares; 2025Q4: 445 shares 445 $202K <0.01% +29 Timeline PI IMPINJ INC More: the full row for IMPINJ 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: 1,153 shares; 2025Q4: 1,159 shares 1,159 $202K <0.01% +6 Timeline CLOA BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,869 shares 3,869 $200K <0.01% new Timeline CHTR CHARTER COMMUNICATIONS INC More: the full row for CHARTER COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,310 shares; 2024Q4: 1,372 shares; 2025Q1: 1,596 shares; 2025Q2: 1,496 shares; 2025Q3: 1,132 shares; 2025Q4: 959 shares 959 $200K <0.01% -173 Timeline AMCOR PLC AMCOR PLC More: the full row for AMCOR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,276 shares; 2025Q1: 11,304 shares; 2025Q2: 83,119 shares; 2025Q3: 17,285 shares; 2025Q4: 23,465 shares 23,465 $196K <0.01% +6,180 PCG PG&E CORP More: the full row for PG&E CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,245 shares; 2024Q4: 11,168 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,855 shares 11,855 $191K <0.01% new Timeline RFM RIVERNORTH FLEXIBLE MUN INCO More: the full row for RIVERNORTH FLEXIBLE MUN INCO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,000 shares; 2025Q1: 14,000 shares; 2025Q2: 14,000 shares; 2025Q3: 14,000 shares; 2025Q4: 13,500 shares 13,500 $189K <0.01% -500 Timeline CYH COMMUNITY HEALTH SYS INC NEW More: the full row for COMMUNITY HEALTH SYS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 20,000 shares; 2025Q1: 40,000 shares; 2025Q2: 40,000 shares; 2025Q3: 60,064 shares; 2025Q4: 60,064 shares 60,064 $187K <0.01% 0 Timeline JPC NUVEEN PFD & INCOME OPPORTUN More: the full row for NUVEEN PFD & INCOME OPPORTUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,227 shares; 2024Q4: 21,880 shares; 2025Q1: 21,845 shares; 2025Q2: 22,175 shares; 2025Q3: 22,504 shares; 2025Q4: 22,893 shares 22,893 $186K <0.01% +389 Timeline JGH NUVEEN GLOBAL HIGH INCOME FD More: the full row for NUVEEN GLOBAL HIGH INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,014 shares; 2025Q1: 13,014 shares; 2025Q2: 13,804 shares; 2025Q3: 14,172 shares; 2025Q4: 14,551 shares 14,551 $183K <0.01% +379 Timeline CCAP CRESCENT CAP BDC INC More: the full row for CRESCENT CAP BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,691 shares; 2024Q4: 28,646 shares; 2025Q1: 23,212 shares; 2025Q2: 36,479 shares; 2025Q3: 40,969 shares; 2025Q4: 12,998 shares 12,998 $183K <0.01% -27,971 Timeline SGC SUPERIOR GROUP OF CO INC More: the full row for SUPERIOR GROUP OF CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,956 shares; 2024Q4: 17,956 shares; 2025Q1: 17,956 shares; 2025Q2: 17,956 shares; 2025Q3: 17,956 shares; 2025Q4: 18,810 shares 18,810 $182K <0.01% +854 Timeline HYT BLACKROCK CORPOR HI YLD FD I More: the full row for BLACKROCK CORPOR HI YLD FD I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 106,970 shares; 2024Q4: 105,452 shares; 2025Q1: 73,878 shares; 2025Q2: 65,576 shares; 2025Q3: 22,680 shares; 2025Q4: 20,108 shares 20,108 $179K <0.01% -2,572 Timeline CMRE COSTAMARE INC More: the full row for COSTAMARE 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: 11,158 shares 11,158 $176K <0.01% new Timeline GLDD GREAT LAKES DREDGE & DOCK CO More: the full row for GREAT LAKES DREDGE & DOCK 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: 13,335 shares 13,335 $175K <0.01% new Timeline HLN HALEON PLC More: the full row for HALEON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,914 shares; 2024Q4: 20,611 shares; 2025Q1: 21,722 shares; 2025Q2: 22,310 shares; 2025Q3: 21,329 shares; 2025Q4: 17,170 shares 17,170 $174K <0.01% -4,159 Timeline BPRE BLUEROCK PVT REAL ESTATE FD More: the full row for BLUEROCK PVT REAL ESTATE FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,455 shares 11,455 $172K <0.01% new Timeline GHY PGIM GLOBAL HIGH YIELD FD FO More: the full row for PGIM GLOBAL HIGH YIELD FD FO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,615 shares; 2025Q1: 13,615 shares; 2025Q2: 13,615 shares; 2025Q3: 13,737 shares; 2025Q4: 13,868 shares 13,868 $171K <0.01% +131 Timeline ERC ALLSPRING MULTI SECTOR INCOM More: the full row for ALLSPRING MULTI SECTOR INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 18,365 shares; 2025Q1: 18,365 shares; 2025Q2: 18,365 shares; 2025Q3: 18,365 shares; 2025Q4: 18,365 shares 18,365 $171K <0.01% 0 Timeline ACP ABRDN INCOME CREDIT STRATEGI More: the full row for ABRDN INCOME CREDIT STRATEGI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 25,364 shares; 2025Q1: 25,364 shares; 2025Q2: 27,059 shares; 2025Q3: 45,440 shares; 2025Q4: 30,546 shares 30,546 $165K <0.01% -14,894 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: 11,001 shares; 2024Q4: 15,804 shares; 2025Q1: 15,804 shares; 2025Q2: 15,804 shares; 2025Q3: 15,804 shares; 2025Q4: 13,735 shares 13,735 $160K <0.01% -2,069 Timeline NAT NORDIC AMERICAN TANKERS LIMI More: the full row for NORDIC AMERICAN TANKERS LIMI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 122,991 shares; 2024Q4: 150,666 shares; 2025Q1: 59,770 shares; 2025Q2: 55,817 shares; 2025Q3: 46,639 shares; 2025Q4: 45,611 shares 45,611 $157K <0.01% -1,028 Timeline NOVABAY PHARMACEUTICALS INC NOVABAY PHARMACEUTICALS INC More: the full row for NOVABAY PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 27,561 shares; 2025Q4: 27,561 shares 27,561 $155K <0.01% 0 KYN KAYNE ANDERSON ENERGY INFRST More: the full row for KAYNE ANDERSON ENERGY INFRST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,468 shares; 2024Q4: 22,718 shares; 2025Q1: 12,377 shares; 2025Q2: 12,377 shares; 2025Q3: 12,377 shares; 2025Q4: 12,377 shares 12,377 $153K <0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: 12,050 shares; 2025Q2: 12,050 shares; 2025Q3: 12,050 shares; 2025Q4: 12,050 shares 12,050 $145K <0.01% 0 Timeline SNAP SNAP INC More: the full row for SNAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,594 shares; 2025Q2: 15,934 shares; 2025Q3: 13,722 shares; 2025Q4: 17,036 shares 17,036 $137K <0.01% +3,314 Timeline HIX WESTERN ASSET HIGH INCOM FD More: the full row for WESTERN ASSET HIGH INCOM FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,645 shares; 2025Q1: 15,665 shares; 2025Q2: 15,699 shares; 2025Q3: 39,532 shares; 2025Q4: 33,031 shares 33,031 $137K <0.01% -6,501 Timeline AQN ALGONQUIN POWER & UTILITIES More: the full row for ALGONQUIN POWER & UTILITIES Quarterly shares; oldest 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: 21,889 shares 21,889 $135K <0.01% new Timeline DSL DOUBLELINE INCOME SOLUTIONS More: the full row for DOUBLELINE INCOME SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,445 shares; 2024Q4: 67,535 shares; 2025Q1: 66,535 shares; 2025Q2: 16,640 shares; 2025Q3: 17,564 shares; 2025Q4: 11,554 shares 11,554 $130K <0.01% -6,010 Timeline POET POET TECHNOLOGIES INC More: the full row for POET TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,000 shares 20,000 $127K <0.01% new Timeline TXO TXO PARTNERS LP More: the full row for TXO PARTNERS 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: 10,098 shares; 2025Q3: 11,845 shares; 2025Q4: 11,845 shares 11,845 $126K <0.01% 0 Timeline BRW SABA CAPITAL INCOME & OPRNT More: the full row for SABA CAPITAL INCOME & OPRNT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,332 shares; 2024Q4: 10,127 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,508 shares; 2025Q4: 17,805 shares 17,805 $125K <0.01% +297 Timeline CHW CALAMOS GBL DYN INCOME FUND More: the full row for CALAMOS GBL DYN INCOME FUND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,698 shares; 2025Q1: 16,771 shares; 2025Q2: 16,850 shares; 2025Q3: 16,721 shares; 2025Q4: 16,794 shares 16,794 $124K <0.01% +73 Timeline VIR VIR BIOTECHNOLOGY INC More: the full row for VIR BIOTECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,000 shares; 2025Q3: 20,000 shares; 2025Q4: 20,000 shares 20,000 $121K <0.01% 0 Timeline NVTS NAVITAS SEMICONDUCTOR CORP More: the full row for NAVITAS SEMICONDUCTOR 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: 14,925 shares; 2025Q3: 20,483 shares; 2025Q4: 14,284 shares 14,284 $102K <0.01% -6,199 Timeline HURA TUHURA BIOSCIENCES INC More: the full row for TUHURA BIOSCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 61,772 shares; 2025Q1: 114,926 shares; 2025Q2: 115,274 shares; 2025Q3: 133,526 shares; 2025Q4: 134,293 shares 134,293 $102K <0.01% +767 Timeline XEVVX EATON VANCE LIMITED DURATION More: the full row for EATON VANCE LIMITED DURATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,250 shares; 2025Q1: 10,250 shares; 2025Q2: 10,250 shares; 2025Q3: 10,250 shares; 2025Q4: 10,250 shares 10,250 $102K <0.01% 0 Timeline PFL PIMCO INCOME STRATEGY FD More: the full row for PIMCO INCOME STRATEGY FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,213 shares; 2024Q4: 69,413 shares; 2025Q1: 69,413 shares; 2025Q2: 11,200 shares; 2025Q3: 11,200 shares; 2025Q4: 11,200 shares 11,200 $94.4K <0.01% 0 Timeline TEI TEMPLETON EMERGING MKTS INCO More: the full row for TEMPLETON EMERGING MKTS INCO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,184 shares; 2025Q1: 14,184 shares; 2025Q2: 14,184 shares; 2025Q3: 14,184 shares; 2025Q4: 14,184 shares 14,184 $91.5K <0.01% 0 Timeline OPEN OPENDOOR TECHNOLOGIES INC More: the full row for OPENDOOR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,958 shares; 2024Q4: 23,965 shares; 2025Q1: 23,958 shares; 2025Q2: 23,958 shares; 2025Q3: 16,496 shares; 2025Q4: 15,596 shares 15,596 $90.9K <0.01% -900 Timeline VENU VENU HLDG CORP More: the full row for VENU HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 42,501 shares; 2025Q1: 42,474 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,463 shares 10,463 $88.1K <0.01% new Timeline GNLX GENELUX CORPORATION More: the full row for GENELUX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,006 shares; 2024Q4: 16,863 shares; 2025Q1: 18,784 shares; 2025Q2: 18,784 shares; 2025Q3: 18,784 shares; 2025Q4: 18,784 shares 18,784 $81.9K <0.01% 0 Timeline FLNA FILANA THERAPEUTICS INC More: the full row for FILANA THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 30,949 shares; 2025Q1: 40,237 shares; 2025Q2: 42,929 shares; 2025Q3: 46,271 shares; 2025Q4: 39,538 shares 39,538 $78.3K <0.01% -6,733 Timeline EVGO EVGO INC More: the full row for EVGO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,237 shares; 2024Q4: 25,237 shares; 2025Q1: 25,185 shares; 2025Q2: 25,206 shares; 2025Q3: 25,206 shares; 2025Q4: 25,184 shares 25,184 $73.3K <0.01% -22 Timeline BAER BRIDGER AEROSPACE GRP HLDGS More: the full row for BRIDGER AEROSPACE GRP HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 34,000 shares; 2025Q1: 29,000 shares; 2025Q2: 29,000 shares; 2025Q3: 39,000 shares; 2025Q4: 39,000 shares 39,000 $71.4K <0.01% 0 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: not reported; 2024Q4: 11,869 shares; 2025Q1: 10,431 shares; 2025Q2: 10,431 shares; 2025Q3: 10,431 shares; 2025Q4: 10,431 shares 10,431 $65.5K <0.01% 0 Timeline LAC LITHIUM AMERS CORP NEW More: the full row for LITHIUM AMERS CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,525 shares; 2024Q4: 17,975 shares; 2025Q1: 13,750 shares; 2025Q2: 13,750 shares; 2025Q3: 13,750 shares; 2025Q4: 14,797 shares 14,797 $64.5K <0.01% +1,047 Timeline GANX GAIN THERAPEUTICS INC More: the full row for GAIN THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,825 shares 19,825 $63.8K <0.01% new Timeline DLNG DYNAGAS LNG PARTNERS LP More: the full row for DYNAGAS LNG PARTNERS LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,780 shares; 2024Q4: 17,780 shares; 2025Q1: 16,340 shares; 2025Q2: 16,340 shares; 2025Q3: 16,340 shares; 2025Q4: 16,340 shares 16,340 $61.6K <0.01% 0 Timeline BRBS BLUE RIDGE BANKSHARES INC VA More: the full row for BLUE RIDGE BANKSHARES INC VA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,400 shares; 2024Q4: 14,400 shares; 2025Q1: 14,400 shares; 2025Q2: 14,400 shares; 2025Q3: 14,400 shares; 2025Q4: 14,400 shares 14,400 $61.5K <0.01% 0 Timeline STKL SUNOPTA INC More: the full row for SUNOPTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,231 shares; 2024Q4: 16,231 shares; 2025Q1: 16,154 shares; 2025Q2: 15,832 shares; 2025Q3: 15,832 shares; 2025Q4: 15,672 shares 15,672 $59.6K <0.01% -160 Timeline BBAI BIGBEAR AI HLDGS INC More: the full row for BIGBEAR AI HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,500 shares; 2025Q1: 35,750 shares; 2025Q2: 52,050 shares; 2025Q3: not reported; 2025Q4: 10,845 shares 10,845 $58.6K <0.01% new Timeline CRON CRONOS GROUP INC More: the full row for CRONOS 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: 21,933 shares 21,933 $57.7K <0.01% new Timeline AGL AGILON HEALTH INC COM (DE) More: the full row for AGILON HEALTH INC COM (DE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 70,155 shares; 2025Q4: 82,348 shares 82,348 $56.7K <0.01% +12,193 Timeline HYLN HYLIION HOLDINGS CORP More: the full row for HYLIION HOLDINGS 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: 30,530 shares; 2025Q4: 30,669 shares 30,669 $56.4K <0.01% +139 Timeline CGC CANOPY GROWTH CORPORATION More: the full row for CANOPY GROWTH CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,722 shares; 2025Q1: 16,628 shares; 2025Q2: 16,628 shares; 2025Q3: 65,018 shares; 2025Q4: 48,518 shares 48,518 $55.3K <0.01% -16,500 Timeline ABAT AMERICAN BATTERY TECHNOLOGY More: the full row for AMERICAN BATTERY TECHNOLOGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,734 shares 15,734 $52.6K <0.01% new Timeline PODC PODCASTONE INC More: the full row for PODCASTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 24,871 shares; 2025Q1: 17,189 shares; 2025Q2: 20,000 shares; 2025Q3: 20,000 shares; 2025Q4: 20,000 shares 20,000 $49.4K <0.01% 0 Timeline OMEX ODYSSEY MARINE EXPL INC More: the full row for ODYSSEY MARINE EXPL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,646 shares; 2024Q4: 21,646 shares; 2025Q1: 21,646 shares; 2025Q2: 21,646 shares; 2025Q3: 21,646 shares; 2025Q4: 22,646 shares 22,646 $44.4K <0.01% +1,000 Timeline ITRG INTEGRA RES CORP More: the full row for INTEGRA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,716 shares; 2025Q1: 10,716 shares; 2025Q2: 10,716 shares; 2025Q3: 12,141 shares; 2025Q4: 10,732 shares 10,732 $43K <0.01% -1,409 Timeline BZAIW BLAIZE HLDGS INC More: the full row for BLAIZE 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: 133,500 shares; 2025Q2: 133,500 shares; 2025Q3: 105,500 shares; 2025Q4: 100,500 shares 100,500 $40.2K <0.01% -5,000 Timeline GPMT GRANITE PT MTG TR INC More: the full row for GRANITE PT MTG TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,798 shares; 2024Q4: 19,798 shares; 2025Q1: 19,798 shares; 2025Q2: 16,515 shares; 2025Q3: 16,515 shares; 2025Q4: 16,515 shares 16,515 $39.6K <0.01% 0 Timeline BLDP BALLARD PWR SYS INC NEW More: the full row for BALLARD PWR SYS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,450 shares; 2024Q4: 13,450 shares; 2025Q1: 13,450 shares; 2025Q2: 13,450 shares; 2025Q3: 14,450 shares; 2025Q4: 14,450 shares 14,450 $36.7K <0.01% 0 Timeline BITF BITFARMS LTD More: the full row for BITFARMS 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: 15,000 shares 15,000 $35.2K <0.01% new Timeline FUBO FUBOTV INC More: the full row for FUBOTV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,611 shares; 2024Q4: 12,611 shares; 2025Q1: 12,611 shares; 2025Q2: 12,611 shares; 2025Q3: 12,611 shares; 2025Q4: 12,809 shares 12,809 $32.3K <0.01% +198 Timeline XPON EXPION360 INC More: the full row for EXPION360 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: 43,228 shares; 2025Q4: 43,228 shares 43,228 $29.3K <0.01% 0 Timeline MYPS PLAYSTUDIOS INC More: the full row for PLAYSTUDIOS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,209 shares; 2024Q4: 37,901 shares; 2025Q1: 36,976 shares; 2025Q2: 37,120 shares; 2025Q3: 36,976 shares; 2025Q4: 36,976 shares 36,976 $24.1K <0.01% 0 Timeline EQ EQUILLIUM INC More: the full row for EQUILLIUM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,875 shares; 2025Q3: 13,875 shares; 2025Q4: 13,875 shares 13,875 $21.5K <0.01% 0 Timeline SSKN STRATA SKIN SCIENCES INC COM S More: the full row for STRATA SKIN SCIENCES INC COM S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,105 shares 15,105 $19K <0.01% new Timeline IAUX I-80 GOLD CORP More: the full row for I-80 GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,338 shares; 2025Q1: 27,151 shares; 2025Q2: 11,892 shares; 2025Q3: 11,892 shares; 2025Q4: 11,892 shares 11,892 $17.4K <0.01% 0 Timeline CDT CDT EQUITY INC COM PAR $0.0001 More: the full row for CDT EQUITY INC COM PAR $0.0001 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,431 shares 13,431 $17.2K <0.01% new Timeline DVLT DATAVAULT AI INC More: the full row for DATAVAULT AI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 22,000 shares 22,000 $14.3K <0.01% new Timeline ATYR ATYR PHARMA INC More: the full row for ATYR PHARMA 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: 23,500 shares; 2025Q2: 20,500 shares; 2025Q3: 19,900 shares; 2025Q4: 12,900 shares 12,900 $10.1K <0.01% -7,000 Timeline NAKA NAKAMOTO INC More: the full row for NAKAMOTO 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 $9.48K <0.01% new Timeline NXATW NEXUS ADVANCED TECHNOLOGIES More: the full row for NEXUS ADVANCED TECHNOLOGIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 100,000 shares; 2025Q3: 100,000 shares; 2025Q4: 97,090 shares 97,090 $2.92K <0.01% -2,910 Timeline FUFUW BITFUFU INC More: the full row for BITFUFU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares 10,000 $2K <0.01% 0 Timeline